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skills/datapoint-finder/references/buckets/pa-statistics.md
1009 Bytes · Sep 30, 2026 · 22:50 UTC
# Portfolio Statistics Morningstar datapoints for **Portfolio Analysis → Portfolio Statistics**. | Datapoint name | |---| | Average Credit Quality | | Average Economic Moat | | Average Eff Duration Survey | | Average Market Cap (mil) (Long) | | Average Market Cap (mil) (Short) | | Average Market Cap - Passive Process Pillar | | Average Market Cap - Ranked - Passive Process Pillar | | Avg Volume (in Mil) 1 Yr (Mo-End) | | Cash Return % (Long) | | Debt to Capital % (trailing) (Long) | | Equity Style Factor P/S (Long) | | Financial Health Grade (Long) | | Net Margin % ( trailing) (Short) | | Net Margin % (trailing) (Long) | | P/B Ratio (TTM) (Long) | | P/C Ratio (TTM) (Long) | | P/E Ratio (TTM) (Long) | | P/FCF Ratio (TTM) (Long) | | P/S Ratio (TTM) (Long) | | Profitability Grade (Long) | | ROA % (TTM) (Long) | | ROE % (TTM) (Long) | | ROIC (TTM) (Long) | | Total Market Value(Long) | | Total Yield Long | | Turnover Ratio % | | Turnover Ratio % Date | | Turnover Ratio - Passive Process Pillar |
SHA-256: 7627e167a4c0dfc7b014cba3c0beab07c8f1c157fc3b68964585e3ee5a6061f1