Morningstar Inc (OQ:MORN)

Mar 28, 2024 10:00 am ET
Morningstar Publishes Fourth Annual Corporate Sustainability Report
Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its fourth annual
Mar 25, 2024 04:15 pm ET
Morningstar, Inc. to Announce First-Quarter 2024 Financial Results on April 24
Morningstar, Inc. (Nasdaq: MORN), plans to report its first-quarter 2024 financial results after the market closes on Wednesday, April 24, 2024. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morn
Mar 20, 2024 09:07 am ET
Morningstar Introduces Low Carbon Transition Leaders Indexes
Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, announces the launch of the
Mar 19, 2024 08:00 am ET
New Report Reveals How Retirement Plan Design Can Address the Racial and Gender Retirement Savings Gap
The Collaborative for Equitable Retirement Savings today published its first report, “
Mar 15, 2024 04:15 pm ET
Morningstar, Inc. Declares Quarterly Dividend of 40.5 Cents Per Share
The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 40.5 cents per share, consistent with the dividend paid in January. The dividend is payable April 30, 2024, to shareholders of record as of April 5, 2024. Please contact [email protected] with any questions.
Mar 13, 2024 09:00 am ET
Mar 05, 2024 09:00 am ET
Morningstar Indexes Selected by IMX Health for First Healthcare Futures Exchange Product Offering
Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced that the
Feb 22, 2024 04:15 pm ET
Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2023 Financial Results
Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted double-digit fourth-quarter revenue growth, with positive contributions from across the business. For the full year, the Company reported positive revenue growth, with particular strength in its license-based products.
Feb 12, 2024 07:00 am ET
Morningstar Wealth Adds SMAs from Leading Asset Managers to the U.S. Wealth Platform
Integrating Company Research and Evaluation Processes to Curate Investment Choices
Jan 22, 2024 03:15 pm ET
Morningstar, Inc. to Announce Fourth-Quarter and Full-Year 2023 Financial Results on Feb. 22
CHICAGO, Jan. 22, 2024 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), plans to report its fourth-quarter and full-year 2023 financial results after the market closes on Thursday, Feb. 22, 2024. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at [email protected].
Jan 17, 2024 07:00 am ET
Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights
iCapital's investment technology platform is now integrated with Morningstar Advisor Workstation and provides 170,000 financial advisors with access to alternative investments and research.
Dec 13, 2023 09:00 am ET
Morningstar Direct Web Services Brings Sophisticated Investment Data, Research, and Calculation APIs to Power Firms' Digital Platforms
The suite of APIs combines Morningstar's IP with powerful front-end functionality, empowering firms to innovate their digital investment capabilities
Dec 01, 2023 03:15 pm ET
Morningstar, Inc. Declares Quarterly Dividend of 40.5 Cents Per Share
CHICAGO, Dec. 1, 2023 /PRNewswire/ -- The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 40.5 cents per share, an increase of 8 percent. The dividend is payable Jan. 31, 2024, to shareholders of record as of Jan. 5, 2024. The 3-cent increase from the prior quarterly rate of 37.5 cents per share results in an annualized dividend of $1.62 per share compared with the prior annualized rate of $1.50 per share.
Nov 15, 2023 09:00 am ET
Morningstar and PitchBook Introduce New Indexes to Provide Investors with Deeper Insight into Emerging Venture Capital Companies
CHICAGO, Nov. 15, 2023 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, today introduces the Morningstar® PitchBook Global Unicorn Industry Vertical Indexes™, a suite of eleven indexes that take Morningstar's global unicorn index series to the next level by offering insights into the industry trends that are propelling and shaping today's venture capital innovation economy.
Nov 06, 2023 07:00 am ET
Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs
New Managed Accounts Offering Will Enable Asset Management Firms to Offset High Cost of Administering IRA
Nov 02, 2023 09:25 am ET
Morningstar Releases Medalist Ratings for 54 of the Nation's Largest 529 College-Savings Plans, Including 10 Upgrades and Seven Downgrades
CHICAGO, Nov. 2, 2023 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced Morningstar Medalist Ratings™ for 54 of the nation's largest 529 college-savings plans, which represent more than 90% of the industry's approximately $415 billion in 529 plan assets as of Aug. 31, 2023. The Medalist Rating expresses Morningstar manager research analysts' forward-looking views of which plans are best suited to help investors reach their goals. It has five tiers—Gold, Silver, Bronze, Neutral, and Negative. This year, Morningstar analyst
Oct 26, 2023 09:00 am ET
Morningstar's Health Savings Account Landscape Shows Continued Industry Improvement
Assets continue to climb as the space matures, yet issues in transparency and fees persist
Oct 25, 2023 04:15 pm ET
Morningstar, Inc. Reports Third-Quarter 2023 Financial Results
CHICAGO, Oct. 25, 2023 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted solid third-quarter revenue growth, driven primarily by the performance of its license- and asset-based products.
Oct 04, 2023 09:00 am ET
Asset Owners Highly Committed to ESG As Implementation Challenges Persist; Morningstar Survey
As stakes rise, institutional investors address an increasingly complex and challenging sustainable investment environment.
Oct 04, 2023 09:00 am ET
Asset Owners Highly Committed to ESG As Implementation Challenges Persist; Morningstar Survey
As stakes rise, institutional investors address an increasingly complex and challenging sustainable investment environment.
Sep 25, 2023 04:15 pm ET
Morningstar, Inc. to Announce Third-Quarter 2023 Financial Results on Oct. 25
CHICAGO, Sept. 25, 2023 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), plans to report its third-quarter 2023 financial results after the market closes on Wednesday, Oct. 25, 2023. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at [email protected].
Sep 15, 2023 04:15 pm ET
Morningstar, Inc. Declares Quarterly Dividend of 37.5 Cents Per Share
CHICAGO, Sept. 15, 2023 /PRNewswire/ -- The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 37.5 cents per share, consistent with the dividend paid in July. The dividend is payable Oct. 31, 2023 to shareholders of record as of Oct. 6, 2023. Please contact [email protected] with any questions.
Sep 11, 2023 09:00 am ET
Morningstar Brings the Evolving Investor to Future Proof
Morningstar launches new advisor-centered research, business intelligence solution for home offices, and the next step for its AI chatbot Mo
Jul 27, 2023 08:07 pm ET
/C O R R E C T I O N -- Morningstar, Inc./
On July 27, 2023, Morningstar, Inc. (Nasdaq: MORN) issued this amended press release (originally published on July 26, 2023), which corrects the calculation and related percentage changes of adjusted diluted net income per share for the quarter-ended June 30, 2023.
Jul 26, 2023 04:15 pm ET
Morningstar, Inc. Reports Second-Quarter 2023 Financial Results
CHICAGO, July 26, 2023 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted solid second-quarter revenue growth, driven by the performance of its license-based products.
Jun 26, 2023 04:15 pm ET
Morningstar, Inc. to Announce Second-Quarter 2023 Financial Results on July 26
CHICAGO, June 26, 2023 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), plans to report its second-quarter 2023 financial results after the market closes on Wednesday, July 26, 2023. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at [email protected].
Jun 22, 2023 06:00 am ET
Morningstar Sustainalytics Enhances its Physical Climate Risk Assessments for Public Companies
Physical Climate Risk Metrics enables investors to assess the financial impacts of portfolio companies' direct and indirect climate risks 
Jun 22, 2023 06:00 am ET
Morningstar Sustainalytics Enhances its Physical Climate Risk Assessments for Public Companies
Physical Climate Risk Metrics enables investors to assess the financial impacts of portfolio companies' direct and indirect climate risks 
Jun 16, 2023 04:15 pm ET
Morningstar, Inc. Declares Quarterly Dividend of 37.5 Cents Per Share
CHICAGO, June 16, 2023 /PRNewswire/ -- The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 37.5 cents per share, consistent with the dividend paid in April. The dividend is payable July 31, 2023 to shareholders of record as of July 7, 2023. Please contact [email protected] with any questions.
Jun 13, 2023 10:00 am ET
Morningstar Sustainalytics and Morningstar Indexes Align to Strengthen Morningstar's ESG Offering
Two of Morningstar's fastest-growing product areas will together accelerate the company's ESG data, indexes, ratings, and research expansion
May 11, 2023 08:00 am ET
Mo, an AI Chatbot Powered by Morningstar Intelligence Engine, Debuts in Morningstar Platforms
The beta version pairs Microsoft Azure's OpenAI Service with Morningstar's extensive breadth of independent investment research to provide summarized, conversational insights
Apr 26, 2023 04:15 pm ET
Morningstar, Inc. Reports First-Quarter 2023 Financial Results
CHICAGO, April 26, 2023 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted positive first-quarter revenue growth, driven by the performance of the license-based areas of the business.
Apr 26, 2023 08:00 am ET
Morningstar Wealth Introduces Portfolio Analytics Enrichment from ByAllAccounts
New enhancement wraps key portfolio information into one flexible solution for advisors
Apr 14, 2023 09:00 am ET
World's Largest Asset Owner, Japan's Government Pension Investment Fund (GPIF), Selects Morningstar Indexes & Equileap for Additional Gender Diversity Mandate
New Japan version of global gender diversity index builds on initial collaboration between Morningstar, GPIF and Equileap started in 2020.
Apr 13, 2023 08:00 am ET
Morningstar Sustainalytics Launches its Low Carbon Transition Ratings
Investors can respond to regulatory initiatives and manage material climate-related risks with access to in-depth insights into a company's preparedness to transition to a low-carbon economy
Apr 13, 2023 08:00 am ET
Morningstar Sustainalytics Launches its Low Carbon Transition Ratings
Investors can respond to regulatory initiatives and manage material climate-related risks with access to in-depth insights into a company's preparedness to transition to a low-carbon economy
Mar 28, 2023 09:45 am ET
Morningstar's Target-Date Strategy Landscape Report Finds Investors Stayed the Course Despite Market Volatility in 2022
CHICAGO, March 28, 2023 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its annual Target-Date Strategy Landscape Report, which found that in 2022 target-date strategies had $153 billion of net inflows, of which $121 billion—or 79%—went into collective investment trusts (CITs).
Mar 27, 2023 04:15 pm ET
Morningstar, Inc. to Announce First-Quarter 2023 Financial Results on April 26
CHICAGO, March 27, 2023 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), plans to report its first-quarter 2023 financial results after the market closes on Wednesday, April 26, 2023. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at [email protected].
Mar 21, 2023 02:00 pm ET
Winners Announced for 2023 U.S. Morningstar Awards for Investing Excellence
Rick Rieder of BlackRock is named Outstanding Portfolio Manager; Capital Group is recognized for Exemplary Stewardship
Mar 17, 2023 04:15 pm ET
Morningstar, Inc. Declares Quarterly Dividend of 37.5 Cents Per Share
CHICAGO, March 17, 2023 /PRNewswire/ -- The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 37.5 cents per share, consistent with the dividend paid in January. The dividend is payable April 28, 2023 to shareholders of record as of April 7, 2023. Please contact [email protected] with any questions.
Mar 14, 2023 09:10 am ET
Morningstar Announces Nominees for 2023 Morningstar Awards for Investing Excellence
CHICAGO, March 14, 2023 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the nominees for the 2023 Morningstar Awards for Investing Excellence. The awards recognize portfolio managers and asset management firms who demonstrate excellent investment skill and an alignment of interests with the strategies' investors.
Feb 23, 2023 03:15 pm ET
Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2022 Financial Results
CHICAGO, Feb. 23, 2023 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted positive fourth-quarter revenue growth as continued momentum in the license-based areas of the business offset declines in asset-based and transaction-based areas. For the full year, the Company reported double-digit revenue growth, highlighting the diversity of the business and key contributions from license-based product areas.
Feb 07, 2023 08:00 am ET
Morningstar Announces Agenda for 2023 Morningstar Investment Conference
Morningstar's annual investment conference will be held on April 25-27 and will feature Lawrence Summers, former U.S. secretary of the treasury, and Liz Ann Sonders, chief investment strategist at Charles Schwab
Jan 31, 2023 08:00 am ET
Morningstar Investment Management and PAi's ESG Pooled Employer Plan Goes Live
As investors demand more personalized investing, the Morningstar ESG PEP empowers small and medium-sized companies to offer an ESG investment lineup to their employees
Jan 26, 2023 09:00 am ET
Morningstar Advisor Workstation Debuts Investment Planning Experience to Deliver Holistic, Personalized Investment Plan Recommendations Based on Investor Goals and Preferences
The solution combines Morningstar's methodologies and data to help advisors deliver tailored plan recommendations based on risk preferences, values, and investment goals with the push of a button
Jan 23, 2023 03:15 pm ET
Morningstar, Inc. to Announce Fourth-Quarter and Full-Year 2022 Financial Results on Feb. 23
CHICAGO, Jan. 23, 2023 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), plans to report its fourth-quarter and full-year 2022 financial results after the market closes on Thursday, Feb. 23, 2023. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at [email protected].
Dec 13, 2022 08:00 am ET
Morningstar Launches Annuity Intelligence Center within Morningstar Advisor Workstation, Powered by Luma Financial Technologies
The new platform runs on Luma's innovative annuity technology and streamlines the annuity selection process for advisors
Dec 07, 2022 08:30 am ET
Morningstar Launches New Research Portal for Financial Advisors, with Independent Research and Insights at Center
The new research platform's actionable interface helps investment professionals deliver personalized advice to clients
Dec 06, 2022 04:15 pm ET
Morningstar, Inc. Declares Quarterly Dividend of 37.5 Cents Per Share and Authorizes New $500 Million Share Repurchase Program
CHICAGO, Dec. 6, 2022 /PRNewswire/ -- The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 37.5 cents per share, an increase of 4.2 percent. The dividend is payable Jan. 31, 2023, to shareholders of record as of Jan. 6, 2023. The 1.5 cent increase from the prior quarterly rate of 36 cents per share results in an annualized dividend of $1.50 per share compared with the prior annualized rate of $1.44 per share.
Nov 09, 2022 08:00 am ET
Morningstar Introduces Industry's First Global Unicorn Index Series
Powered by PitchBook and Morningstar Indexes, the new benchmarks are the first to daily measure Unicorns, or privately held venture-capital companies with valuations of $1 billion or more.
Nov 02, 2022 10:00 am ET
Nov 01, 2022 10:00 am ET
Morningstar Launches Direct Indexing Combining Market-Leading Technology and Investment Management
New Offering Enables Portfolios to Be Tailored to Investors' Unique Needs
Oct 26, 2022 04:15 pm ET
Morningstar, Inc. Reports Third-Quarter 2022 Financial Results
CHICAGO, Oct. 26, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, posted solid third-quarter revenue growth, driven by continued momentum across the license-based areas of the business.
Oct 25, 2022 07:00 am ET
Morningstar Publishes Inaugural Global Investor Portfolio Study, Finds Wide Divergence in Investor Behavior and Portfolio Construction Across 14 Markets
Study examines how local market practices, investment product availability, and regulatory landscapes influence global investors' financial preferences and risk tolerance in portfolios
Oct 07, 2022 03:00 pm ET
Morningstar, Inc. Declares Quarterly Dividend of 36 Cents Per Share
CHICAGO, Oct. 7, 2022 /PRNewswire/ -- The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 36 cents per share. The dividend is payable Oct. 31, 2022, to shareholders of record as of Oct. 18, 2022. Please contact [email protected] with any questions.
Sep 27, 2022 09:00 am ET
Morningstar's Sixth Annual Health Savings Account Landscape Finds Fidelity Remains Industry Leader
In addition to provider recommendations, the study also features a new section on actionable best practices for individuals seeking HSAs
Sep 26, 2022 04:05 pm ET
Morningstar, Inc. to Announce Third-Quarter 2022 Financial Results on Oct. 26
CHICAGO, Sept. 26, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), plans to report its third-quarter 2022 financial results after the market closes on Wednesday, Oct. 26, 2022. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at [email protected].
Sep 07, 2022 08:00 am ET
Morningstar Simplifies ESG Investing with New Investable World
Data-driven digital experience highlights opportunities and trade-offs facing investors, with striking differences across managing ESG risk and making a sustainable impact
Aug 31, 2022 09:30 am ET
Morningstar to Unite Two Forward-Looking Rating Systems into One: The Morningstar Medalist Rating
The change will combine the Morningstar Analyst Rating with the Morningstar Quantitative Rating, making it even simpler for investors to research and select best-in-class managed investments
Jul 27, 2022 04:15 pm ET
Morningstar, Inc. Reports Second-Quarter 2022 Financial Results
CHICAGO, July 27, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, posted strong second-quarter revenue growth, highlighting continued momentum across the business.
Jul 12, 2022 09:36 am ET
Morningstar Finds Investors Saved Nearly $6.9 Billion From Falling Fees in 2021
The annual U.S. Fund Fee Study reports record-low fund fees in 2021, and the study's pre-built dataset is now available for users in flagship investment research platform Morningstar DirectSM
Jun 30, 2022 06:00 am ET
Morningstar Completes Acquisition of Wealth Management Platform Provider Praemium's UK and International Business
CHICAGO and LONDON, June 30, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, has completed its acquisition of Praemium's operations in the United Kingdom, Jersey, Hong Kong, and Dubai from Praemium Limited (ASX: PPS) for £35 million, subject to completion adjustments. 
Jun 27, 2022 04:05 pm ET
Morningstar, Inc. to Announce Second-Quarter 2022 Financial Results on July 27
CHICAGO, June 27, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), plans to report its second-quarter 2022 financial results after the market closes on Wednesday, July 27, 2022. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at [email protected].
Jun 16, 2022 11:00 am ET
Morningstar Investor Connects Individual Investors' Portfolio Management to Morningstar Research
New Morningstar InvestorSM to replace Morningstar Premium web offering; new investment research platform creates powerful, personalized connection between portfolios and market research
Jun 13, 2022 03:00 pm ET
Morningstar Announces Plans to Add 350 Jobs in Toronto, Grow Local Presence by 40%
Approximately 250 jobs will be added this year in technology-related roles with the remainder across core businesses
Jun 13, 2022 03:00 pm ET
Morningstar Announces Plans to Add 350 Jobs in Toronto, Grow Local Presence by 40%
Approximately 250 jobs will be added this year in technology-related roles with the remainder across core businesses
Jun 01, 2022 12:30 pm ET
Morningstar, Inc. Completes Acquisition of Leveraged Commentary & Data
CHICAGO and SEATTLE, June 1, 2022 /PRNewswire/ -- Morningstar, Inc., a leading provider of independent investment research (Nasdaq: MORN), has completed its previously announced acquisition of Leveraged Commentary & Data (LCD), a market leader in news, research, data, insights, and indexes for the leveraged finance market from S&P Global.
May 24, 2022 09:00 am ET
Morningstar Launches Analytics Lab, a Data Science Platform for Finance Professionals
New Capability in Morningstar Direct Allows Users to Create Custom "Notebooks" From Morningstar Data and Research
May 13, 2022 05:00 pm ET
Morningstar, Inc. Declares Quarterly Dividend of 36 Cents Per Share
CHICAGO, May 13, 2022 /PRNewswire/ -- The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 36 cents per share. The dividend is payable July 29, 2022 to shareholders of record as of July 1, 2022.
May 11, 2022 09:00 am ET
Bevin Desmond to Depart Morningstar
CHICAGO, May 11, 2022 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced chief talent and culture officer Bevin Desmond's decision to depart Morningstar this August. The firm will begin a search for Desmond's successor immediately.  
Apr 27, 2022 04:15 pm ET
Morningstar, Inc. Reports First-Quarter 2022 Financial Results
CHICAGO, April 27, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, posted strong first-quarter revenue growth, highlighting continued momentum across the business.
Apr 20, 2022 02:00 pm ET
Winners Announced for 2022 U.S. Morningstar Awards for Investing Excellence
Mary Ellen Stanek of Baird is named Outstanding Portfolio Manager; PRIMECAP is recognized for Exemplary Stewardship
Apr 11, 2022 09:00 am ET
Morningstar Announces Nominees for 2022 Morningstar Awards for Investing Excellence
CHICAGO, April 11, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the nominees for the 2022 Morningstar Awards for Investing Excellence. The awards recognize portfolio managers and asset management firms who demonstrate excellent investment skill and an alignment of interests with the strategies' investors.
Apr 04, 2022 09:00 am ET
Morningstar Plans to Acquire Leveraged Commentary & Data
LCD will complement PitchBook's robust product and research capabilities by covering every metric of the leveraged loan market
Mar 31, 2022 09:00 am ET
Morningstar Publishes Robo-Advisor Landscape Report Finding That Digital Investment Advice Can Play an Important Role for Smaller Investors
Vanguard and Betterment stand out as the strongest overall offerings among 16 robo-advisors evaluated
Mar 30, 2022 07:00 am ET
Morningstar Publishes Global Study of Fees and Expenses in the Fund Industry, Finds Fees Continue to Fall, Yet Room for Improvement in Industry Structure Remains
Australia, the Netherlands, and the United States again earned Top grades in the first chapter of the Global Investor Experience Study; Italy and Taiwan received Bottom grades once more 
Mar 29, 2022 10:30 am ET
Morningstar, Inc. to Announce First-Quarter 2022 Financial Results on April 27
CHICAGO, March 29, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN) plans to report its first-quarter 2022 financial results after the market closes on Wednesday, April 27, 2022. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at [email protected].
Mar 24, 2022 06:00 am ET
Morningstar's Global Thematic Funds Landscape Report Shows Record Inflows into Thematic Funds Since the Start of COVID-19 Pandemic
CHICAGO, March 24, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today published its Global Thematic Funds Landscape Report. Over the three years to the end of 2021, assets under management in thematic funds more than tripled to $806 billion worldwide. Thematic funds' share of all assets invested in equity funds globally was 2.7% as of the end of 2021, up from 0.8% 10 years ago.
Mar 23, 2022 09:00 am ET
Morningstar Report Finds Contributions to Target-Date Strategies Rebounded in 2021 Led by Record Growth of Collective Investment Trusts
CHICAGO, March 23, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today published its annual Target-Date Strategy Landscape Report, which found that total assets in target-date strategies grew to a record $3.27 trillion at the end of 2021, nearly a 20% increase over the previous year.
Mar 16, 2022 08:00 am ET
Morningstar Announces Deployment of Due Diligence Module at Canadian Firms
TORONTO, March 16, 2022 /CNW/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, announced today that it will be deploying its Due Diligence ModuleSM as part of Morningstar® Advisor WorkstationSM (AWS) at Canadian wealth management firms to help advisors address the "Know Your Product" (KYP) element of the Canadian Client Focused Reforms (CFRs).
Mar 16, 2022 08:00 am ET
Morningstar Announces Deployment of Due Diligence Module at Canadian Firms
TORONTO, March 16, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, announced today that it will be deploying its Due Diligence ModuleSM as part of Morningstar® Advisor WorkstationSM (AWS) at Canadian wealth management firms to help advisors address the "Know Your Product" (KYP) element of the Canadian Client Focused Reforms (CFRs).
Mar 15, 2022 09:00 am ET
Morningstar Announces Agenda for 2022 Morningstar Investment Conference
Morningstar's annual investment conference will be held on May 16-18 and feature former US Ambassador to Russia Mike McFaul and Franklin Templeton CEO Jenny Johnson
Mar 01, 2022 02:18 pm ET
Morningstar, Inc. Declares Quarterly Dividend of 36 Cents Per Share
CHICAGO, March 1, 2022 /PRNewswire/ -- The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 36 cents per share. The dividend is payable April 29, 2022 to shareholders of record as of April 1, 2022. Please contact [email protected] with any questions.
Mar 01, 2022 08:00 am ET
Morningstar Launches New Research Center to Help Improve the U.S. Retirement System
CHICAGO, March 1, 2022 /PRNewswire/ --  The Workplace Solutions group within Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today launched the Morningstar Center for Retirement and Policy Studies. The Center will provide the industry with unbiased, actionable data and insight for decision-makers seeking to improve retirement plans and outcomes for retirement savers. Today, the Center released its inaugural report, "Retirement Plan Landscape Report," which is designed to help the industry better g
Feb 24, 2022 03:15 pm ET
Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2021 Financial Results
CHICAGO, Feb. 24, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, posted strong fourth-quarter revenue and cash generation, capping a year of significant growth across the business.
Feb 15, 2022 08:00 am ET
Morningstar Investment Management and Hueler Income Solutions Offer Integrated Lifetime Income Service
CHICAGO, Feb. 15, 2022 /PRNewswire/ -- Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc. (Nasdaq: MORN), and Hueler Income Solutions®, LLC., are linking services so that retirement savers can incorporate guaranteed income products into their personalized advice plan through Morningstar Retirement Manager. 
Feb 03, 2022 09:00 am ET
Morningstar Launches Wealth Management Solutions Group to Connect Capabilities for Advisors
CHICAGO, Feb. 3, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the creation of a new business unit focused on the wealth management segment.
Jan 21, 2022 10:07 am ET
Morningstar Reports U.S. Mutual Fund and ETF Fund Flows for Full-Year and December 2021
CHICAGO, Jan. 21, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) flows for the full-year and December 2021. Long-term mutual funds and ETFs collected $88 billion in December, bringing their annual total to $1.2 trillion, the highest amount on record in data going back to 1993.
Dec 21, 2021 06:30 am ET
Morningstar to Acquire Wealth Management Platform Provider Praemium's U.K. and International Business
MELBOURNE and LONDON, Dec. 21, 2021 /PRNewswire/ -- Morningstar (Nasdaq: MORN) and Praemium Limited (ASX: PPS) have reached an agreement for Morningstar to acquire 100% of Praemium's operations in the United Kingdom, Jersey, Hong Kong, and Dubai. The consideration for the transaction will comprise cash of £35 million, subject to completion adjustments.
Dec 16, 2021 12:00 pm ET
Morningstar Reports U.S. Mutual Fund and ETF Fund Flows for November 2021
CHICAGO, Dec. 16, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) flows for November 2021. Long-term mutual funds and ETFs collected $81 billion in November 2021, in line with October's $84 billion intake. Passively managed strategies' $83 billion intake represented nearly all of November's inflows while active strategies had outflows of $2 billion.
Dec 03, 2021 03:00 pm ET
Morningstar, Inc. Declares Quarterly Dividend of 36 Cents Per Share
CHICAGO, Dec. 3, 2021 /PRNewswire/ -- The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 36 cents per share. The dividend is payable Jan. 31, 2022 to shareholders of record as of Jan. 7, 2022. The 14.3 percent increase from the prior quarterly rate of 31.5 cents per share results in an annualized dividend of $1.44 per share compared with the prior annualized rate of $1.26 per share.
Nov 18, 2021 02:00 pm ET
Morningstar Reports U.S. Mutual Fund and ETF Fund Flows for October 2021
CHICAGO, Nov. 18, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) flows for October 2021. Long-term mutual funds and ETFs had $84 billion of inflows in October, up from $53 billion in September, their lowest monthly intake of the year. U.S. equity funds had inflows of $32 billion to lead all U.S. category groups for the first time since a record $54 billion of inflows in March 2021.
Nov 17, 2021 07:30 am ET
Morningstar's Sustainability Ratings Coverage Expands by 25,000 New Funds with the Addition of Sustainalytics' Country Risk Ratings
Investors now have access to ESG risk insights across more than 85,000 funds worldwide, spanning corporate and sovereign holdings
Nov 17, 2021 07:30 am ET
Morningstar's Sustainability Ratings Coverage Expands by 25,000 New Funds with the Addition of Sustainalytics' Country Risk Ratings
Investors now have access to ESG risk insights across more than 85,000 funds worldwide, spanning corporate and sovereign holdings
Oct 27, 2021 04:26 pm ET
Morningstar, Inc. Reports Third-Quarter 2021 Financial Results
CHICAGO, Oct. 27, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, delivered strong revenue growth and cash generation in the third quarter of 2021.
Oct 26, 2021 08:15 am ET
Morningstar Releases Analyst Ratings for 62 of the Largest 529 Plans as Assets Cross the $400 Billion Threshold for the First Time
CHICAGO, Oct. 26, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced Morningstar Analyst Ratings™ (Analyst Ratings) for 62 of the nation's largest 529 plans, investment accounts that offer tax benefits when used to pay for qualified education expenses such as college. These 62 plans represent approximately 97% of 529 plan assets, which total more than $437 billion as of Aug. 31, 2021. The qualitative Analyst Rating has five tiers—Gold, Silver, Bronze, Neutral, and Negative. This year, Morningstar manager research anal
Oct 19, 2021 09:00 am ET
Morningstar Reports U.S. Mutual Fund and ETF Fund Flows for September 2021
CHICAGO, Oct. 19, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) flows for September 2021. Long-term mutual funds and ETFs had $58 billion of inflows in September, their lowest intake since October 2020 when they gathered $15 billion.
Oct 14, 2021 08:00 am ET
Morningstar Investment Management and PAi Announce First ESG Pooled Employer Plan
CHICAGO, Oct. 14, 2021 /PRNewswire/ -- Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc. (Nasdaq: MORN), and Plan Administrators, Inc. (PAi), a retirement plan administrator and recordkeeper, today announced plans to offer the industry's first Pooled Employer Plan (PEP) intentionally designed to limit exposure to material environmental, social, and governance (ESG) risks. The Morningstar ESG Pooled Employer Plan is expected to launch in early 2022, pending final guidance from the U.S. Department of Labor on the use of ESG factors to select investments for retirement pl
Oct 08, 2021 04:00 pm ET
Morningstar, Inc. Declares Quarterly Dividend of 31.5 Cents Per Share
CHICAGO, Oct. 8, 2021 /PRNewswire/ -- The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 31.5 cents per share. The dividend is payable Oct. 29, 2021 to shareholders of record as of Oct. 19, 2021.
Oct 07, 2021 09:00 am ET
Morningstar Finds Health Savings Account Providers Have Improved Offerings, But Transparency and Fees Remain Hurdles
CHICAGO, Oct. 7, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today published its fifth annual landscape study on health savings accounts (HSAs) available to individuals. Morningstar evaluated 11 of the most prominent HSA providers' offerings for two different use cases: as an investment account to save for future medical expenses and as a spending account to cover current medical costs. This year's study finds the best HSA provider for investors is Fidelity, and the best HSA providers for spenders include Fidelity and Lively.
Sep 27, 2021 04:22 pm ET
Morningstar, Inc. to Announce Third-Quarter 2021 Financial Results on Oct. 27
CHICAGO, Sept. 27, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN) plans to report its third-quarter 2021 financial results after the market closes on Wednesday, Oct. 27, 2021. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at [email protected].
Sep 21, 2021 08:00 am ET
Morningstar Addresses 'Know Your Product' Obligations of the Client Focused Reforms with the Launch of the Due Diligence Module into Morningstar Advisor Workstation
TORONTO, Sept. 21, 2021 /CNW/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the launch of the Morningstar Due Diligence ModuleSM, empowering advisors to evaluate and document a reasonable range of alternatives prior to making an investment recommendation. This addresses a critical component of the "Know Your Product" (KYP) obligation of the Canadian regulatory changes known collectively as the Client Focused Reforms (CFRs).
Sep 21, 2021 08:00 am ET
Morningstar Addresses 'Know Your Product' Obligations of the Client Focused Reforms with the Launch of the Due Diligence Module into Morningstar Advisor Workstation
TORONTO, Sept. 21, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the launch of the Morningstar Due Diligence ModuleSM, empowering advisors to evaluate and document a reasonable range of alternatives prior to making an investment recommendation. This addresses a critical component of the "Know Your Product" (KYP) obligation of the Canadian regulatory changes known collectively as the Client Focused Reforms (CFRs).
Sep 20, 2021 08:00 am ET
Morningstar Launches Interactive "Notebooks" to Extend Access to Data and Analytics Visualizations
CHICAGO, Sept. 20, 2021 /PRNewswire/ -- Ahead of the annual Morningstar Investment Conference, Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced a new analytics capability in Morningstar Direct coupling multi-faceted data sets with automated analysis to drive new insights that were previously challenging to draw out. Morningstar is accelerating the pace of interactive analytics and new research released in Morningstar Direct delivered through Notebooks, enabling investors' access to new diversity, ownership and performance insights.
Sep 17, 2021 02:59 pm ET
Morningstar Reports U.S. Mutual Fund and ETF Fund Flows for August 2021
CHICAGO, Sept. 17, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) flows for August 2021. Long-term mutual funds and ETFs1 saw inflows of $103 billion in August, higher than July's $71 billion intake but less than the record totals from earlier in the year.
Sep 09, 2021 07:00 am ET
Morningstar Brings Transparency to Model Portfolios with New Data, Research, and Ratings
CHICAGO, Sept. 9, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced its commitment to bring Morningstar's signature ratings, research, and data to investors. As model portfolios continue to gain popularity among investors, Morningstar is shedding light on the rapidly evolving landscape by: 
Sep 08, 2021 08:30 am ET
Morningstar Acquires Moorgate Benchmarks to Fuel Indexing Growth and Disruption
CHICAGO, Sept. 8, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the acquisition of Moorgate Benchmarks, a privately held European-based global provider of index design, calculation, and administration. ETFS Capital provided seed funding to Moorgate Benchmarks in 2019 and had been its sole external investor. With this transaction, Moorgate Benchmarks becomes a wholly owned subsidiary of Morningstar. Financial terms were not disclosed.
Aug 25, 2021 09:00 am ET
Morningstar Finds Falling Fees Saved Investors $6.2 Billion in 2020
CHICAGO, Aug. 25, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today published its annual fund fee study, which evaluates trends in the cost of U.S. open-end mutual funds and exchange-traded funds (ETFs)1. The study found that the average expense ratio paid by fund investors is half of what it was two decades ago. Between 2000 and 2020, the asset-weighted average fee fell to 0.41% from 0.93%. Investors have saved billions as a result. 
Aug 18, 2021 09:00 am ET
Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for July 2021
CHICAGO, Aug. 18, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) flows for July 2021. Long-term mutual funds and ETFs gathered $72 billion in July, a modest intake relative to the average pace of $121 billion per month in the first half of 2021.
Jul 28, 2021 04:15 pm ET
Morningstar, Inc. Reports Second-Quarter 2021 Financial Results
CHICAGO, July 28, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, delivered strong revenue growth, profitability, and cash generation in the second quarter of 2021.
Jul 19, 2021 10:00 am ET
Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for June 2021
CHICAGO, July 19, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) flows for June 2021. Long-term mutual funds and ETFs gathered $106 billion in June, up from May's $83 billion. Through the first six months of the year, investors added $722 billion into those funds, the largest semiannual total in Morningstar data going back to 1993 and far ahead of the next highest mark of $394 billion from the first half of 2017.
Jul 01, 2021 08:37 am ET
Morningstar Risk Ecosystem Launches Across 7 Million Portfolios to Help Advisors Put Investors' Best Interests at the Core of Investment Advice
Morningstar Portfolio Risk Score and Risk Comfort Range, new components of the Morningstar Risk Ecosystem, debut as part of creating an investor-centric risk measurement approach for financial advisors seeking to provide more personalized investment advice, meet evolving regulatory standards, and build better businesses
Jul 01, 2021 08:37 am ET
Morningstar Risk Ecosystem Launches Across 7 Million Portfolios to Help Advisors Put Investors' Best Interests at the Core of Investment Advice
Morningstar Portfolio Risk Score and Risk Comfort Range, new components of the Morningstar Risk Ecosystem, debut as part of creating an investor-centric risk measurement approach for financial advisors seeking to provide more personalized investment advice, meet evolving regulatory standards, and build better businesses
Jun 30, 2021 09:00 am ET
Morningstar Announces Agenda for 2021 Morningstar Investment Conference
CHICAGO, June 30, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the agenda for its 33rd annual Morningstar Investment Conference, set to occur Wednesday, September 22 through Friday, September 24, 2021. This year's hybrid event will allow attendees to engage in any combination of three ways: in-person attendance at McCormick Place Convention Center in Chicago, digital attendance, and virtual reality attendance.
Jun 28, 2021 04:20 pm ET
Morningstar, Inc. to Announce Second-Quarter 2021 Financial Results on July 28
CHICAGO, June 28, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN) plans to report its second-quarter 2021 financial results after the market closes on Wednesday, July 28, 2021. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at [email protected].
Jun 21, 2021 04:01 pm ET
Winners Announced for 2021 Morningstar Awards for Investing Excellence
CHICAGO, June 21, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced winners of the 2021 Morningstar Awards for Investing Excellence. The awards recognize portfolio managers, asset management firms, and up-and-coming managers, who demonstrate the industry's very best attributes, including investment skill and an alignment of interests with the strategies' investors. 
Jun 15, 2021 02:30 pm ET
Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for May 2021
CHICAGO, June 15, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) flows for May 2021. Long-term mutual funds and ETFs collected $83 billion during May, materially less than their $156 billion haul in March and $124 billion intake in April. Investors continued to favor passively managed strategies, pouring $71 billion into index-tracking funds.
Jun 14, 2021 08:14 am ET
Morningstar Announces Nominees for 2021 Morningstar Awards for Investing Excellence
CHICAGO, June 14, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the nominees for the 2021 Morningstar Awards for Investing Excellence. The awards recognize portfolio managers, asset management firms, and up-and-coming managers who demonstrate excellent investment skill and an alignment of interests with the strategies' investors.
Feb 23, 2021 02:25 pm ET
Morningstar, Inc. Declares Quarterly Dividend of 31.5 Cents Per Share
CHICAGO, Feb. 23, 2021 /PRNewswire/ -- The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 31.5 cents per share. The dividend is payable April 30, 2021 to shareholders of record as of April 9, 2021.
Feb 18, 2021 03:15 pm ET
Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2020 Financial Results
CHICAGO, Feb. 18, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported fourth-quarter and full-year 2020 financial results that demonstrated growth and resilience of the business in a challenging year.
Feb 18, 2021 08:00 am ET
Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for January 2021
CHICAGO, Feb. 18, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) flows for January 2021. For the month of January, long-term mutual funds and ETFs collected $95 billion. U.S. equity funds had outflows of $38 billion in January, with approximately $26 billion of that from actively managed funds and $12 billion from passively managed funds.
Jan 27, 2021 07:00 am ET
Morningstar Launches Morningstar Broad Style Indexes, Establishing a More Robust Framework for Style Analysis in U.S. Equity Portfolios
CHICAGO, Jan. 27, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the launch of the Morningstar® Broad Style Indexes℠, a family of indexes designed to more accurately represent the size and style dimensions of the U.S. equity market. The Morningstar Broad Style Indexes consists of 12 U.S. equity indexes that divide the market by capitalization and investment style.
Jan 25, 2021 03:05 pm ET
Morningstar, Inc. to Announce Fourth-Quarter and Full-Year 2020 Financial Results on February 18
CHICAGO, Jan. 25, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN) plans to report its fourth-quarter and full-year 2020 financial results after the market closes on Thursday, February 18, 2021. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at [email protected].
Jan 20, 2021 08:00 am ET
Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for Full-Year and December 2020
CHICAGO, Jan. 20, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) flows for the full-year and December 2020. For the full year, long-term mutual funds and ETFs gathered $212 billion, which was below the $356 billion average annual inflow from 2010 through 2019. In December, long-term mutual funds and ETFs collected more than $86 billion—the second-largest monthly gain in 2020 behind November's $111 billion.
Jan 14, 2021 08:00 am ET
Morningstar Launches the Morningstar Market Monitoring Platform Offering Real-Time Market Data and Live News Updates
CHICAGO, Jan. 14, 2021 /CNW/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the Morningstar Market Monitoring platform, a real-time information and market insights web-based application, designed to empower advisors, traders, and market analysts with the customized set of information they need to make sound financial decisions for investors.
Jan 14, 2021 08:00 am ET
Morningstar Launches the Morningstar Market Monitoring Platform Offering Real-Time Market Data and Live News Updates
CHICAGO, Jan. 14, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the Morningstar Market Monitoring platform, a real-time information and market insights web-based application, designed to empower advisors, traders, and market analysts with the customized set of information they need to make sound financial decisions for investors.
Dec 18, 2020 07:00 am ET
World's Largest Asset Owner, Japan's Government Pension Investment Fund, Selects New Gender Diversity Index Launched by Morningstar in Collaboration with Equileap
TOKYO, Dec. 18, 2020 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the launch of the Morningstar® Developed Markets ex-Japan Gender Diversity Index℠, a new index powered by the data and scoring methodology of Equileap, a global provider of data and insights on gender equality for investors.
Dec 17, 2020 08:00 am ET
Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for November 2020
CHICAGO, Dec. 17, 2020 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) flows for November 2020. During a month that included the U.S. elections and progress on COVID-19 vaccines, long-term mutual funds and ETFs collected near-record inflows of $112 billion, marking the eighth consecutive month of inflows. Exchange-traded funds saw a record $97 billion of inflows for the month, topping the previous monthly record of $62 billion set in June 2019.
Dec 15, 2020 11:30 am ET
Morningstar and iShares Join Forces to Lead the Industry in Style Investing
In a commitment to reinvent the $3.0 trillion style investing market for U.S. equities, Morningstar and iShares are joining forces. Morningstar, Inc. (Nasdaq: MORN) is a leading provider of independent investment research and has been a leader in style analysis and investing since the creation of the Morningstar Style Box™ in 1992. iSha
Dec 15, 2020 08:02 am ET
Morningstar and iShares Join Forces to Lead the Industry in Style Investing
In a commitment to reinvent the $3.0 trillion style investing market for U.S. equities, Morningstar and iShares are joining forces. Morningstar, Inc. (Nasdaq: MORN) is a leading provider of independent investment research and has been a leader in style analysis and investing since the creation of the Morningstar Style Box™ in 1992. iSha
Dec 14, 2020 07:00 am ET
Morningstar's Global Study of Fund Disclosures Finds India and the United States Earn Top Marks While Australia Continues to Lag Amid Rising Standards
The third chapter of the biannual report incorporates two new disclosure dimensions: Sales Disclosure and ESG and Stewardship Disclosure
Dec 14, 2020 07:00 am ET
Morningstar's Global Study of Fund Disclosures Finds India and the United States Earn Top Marks While Australia Continues to Lag Amid Rising Standards
The third chapter of the biannual report incorporates two new disclosure dimensions: Sales Disclosure and ESG and Stewardship Disclosure
Dec 04, 2020 03:15 pm ET
Morningstar, Inc. Declares Quarterly Dividend of 31.5 Cents Per Share and Authorizes New $400 Million Share Repurchase Program
CHICAGO, Dec. 4, 2020 /PRNewswire/ -- The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 31.5 cents per share. The dividend is payable Jan. 29, 2021 to shareholders of record as of Jan. 4, 2021. The five percent increase from the prior quarterly rate of 30 cents per share results in an annualized dividend of $1.26 per share compared with the prior annualized rate of $1.20 per share.
Nov 18, 2020 08:30 am ET
Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for October 2020
CHICAGO, Nov. 18, 2020 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) flows for October 2020. In the lead up to November's elections, long-term mutual funds and ETFs collected $13 billion in October—on par with inflows from September and marking the seventh consecutive month of inflows. In contrast, money market funds saw outflows of nearly $50 billion, marking the fifth consecutive month of outflows from those funds.
Nov 17, 2020 06:30 am ET
Morningstar Formally Integrates ESG into Its Analysis of Stocks, Funds, and Asset Managers
CHICAGO, Nov. 17, 2020 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced it has begun formally integrating environmental, social, and governance (ESG) factors into its analysis of stocks, funds, and asset managers.
Oct 28, 2020 04:15 pm ET
Morningstar, Inc. Reports Third-Quarter 2020 Financial Results
CHICAGO, Oct. 28, 2020 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported third-quarter 2020 financial results.
Oct 27, 2020 07:30 am ET
Morningstar Study of 61 of the Largest 529 College-Savings Plans Spurs Shakeup of Ratings with New Methodology Enhancements
CHICAGO, Oct. 27, 2020 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced updates to the Morningstar Analyst Ratings™ for 61 of the nation's largest 529 college-savings plans, which represent approximately 97% of the more than $363 billion in 529 plan assets as of Aug. 30, 2020. The qualitative Analyst Rating has five tiers—Gold, Silver, Bronze, Neutral, and Negative. This year, Morningstar manager research analysts awarded three Gold ratings, 10 Silver ratings, 22 Bronze ratings, 18 Neutral ratings, and eight Negative rat
Oct 22, 2020 09:00 am ET
Morningstar to Bring Together Manager Research and Quantitative Research, Create Chief Ratings Officer
CHICAGO, Oct. 22, 2020 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced a research reorganization that includes bringing together the leadership of its quantitative analytics and qualitative managed-investment research teams as well as creating a chief ratings officer, effective Jan. 1, 2021.
Oct 19, 2020 09:00 am ET
Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for September 2020
CHICAGO, Oct. 19, 2020 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) flows for September 2020. Among long-term funds, open-end funds are on track for their worst calendar year ever after suffering $317 billion of outflows so far in 2020. ETFs, by contrast, have raked in $313 billion for the year to date. That is by far the widest asset-flows disparity between the two investment types since 1993, according to Morningstar data.
Oct 14, 2020 10:30 am ET
Morningstar's Fourth Annual Study of Health Savings Accounts Shows Fidelity's HSA Remains Top Choice For Both HSA Spenders and Investors
CHICAGO, Oct. 14, 2020 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today published its fourth annual study assessing 11 of the most prominent Health Savings Accounts (HSAs) available to individuals. Morningstar evaluated the providers' success from two different use cases: as an investment account to save for future medical expenses and as a spending account to cover current medical costs. New to this year's study, Morningstar tracked total assets for 14 of the largest and most prominent HSAs available to employers and individuals,
Jul 29, 2020 04:15 pm ET
Morningstar, Inc. Reports Second-Quarter 2020 Financial Results
CHICAGO, July 29, 2020 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced second-quarter 2020 financial results reflecting the resilience of its business.
Jul 28, 2020 09:00 am ET
Morningstar Investment Conference Digital Event Details and Agenda Now Available
CHICAGO, July 28, 2020 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the agenda for its Morningstar Investment Conference, which will take place as a digital-only event Wednesday, Sept. 16 and Thursday, Sept. 17.
Jul 17, 2020 09:00 am ET
Morningstar Reports U.S. Mutual Fund and ETF Fund Flows for June 2020
CHICAGO, July 17, 2020 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) flows for June 2020. Overall, long-term mutual funds and ETFs collected $70 billion in June, their strongest month since January. Second-quarter inflows for these funds totaled $121 billion, replacing more than a third of the record $327 billion of outflows in March.
Jul 06, 2020 07:30 am ET
Morningstar, Inc. Completes Acquisition of Sustainalytics
Acquisition will widen the opportunity set for sustainable investing at every level and across asset classes to drive meaningful, long-term outcomes for investors
Jul 06, 2020 07:30 am ET
Morningstar, Inc. Completes Acquisition of Sustainalytics
Acquisition will widen the opportunity set for sustainable investing at every level and across asset classes to drive meaningful, long-term outcomes for investors
Jun 29, 2020 04:15 pm ET
Morningstar, Inc. to Announce Second-Quarter 2020 Financial Results on July 29
CHICAGO, June 29, 2020 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN) plans to report its second-quarter 2020 financial results after the market closes on Wednesday, July 29, 2020. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at [email protected].
Jun 22, 2020 02:00 pm ET
Winners Announced for 2020 U.S. Morningstar Awards for Investing Excellence
CHICAGO, June 22, 2020 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced winners of its 2020 U.S. Morningstar Awards for Investing Excellence. The awards recognize portfolio managers, asset management firms, and up-and-coming managers, who demonstrate the industry's very best attributes, including investment skill and an alignment of interests with the strategies' investors.
Jun 16, 2020 09:00 am ET
Morningstar Reports U.S. Mutual Fund and ETF Fund Flows for May 2020
CHICAGO, June 16, 2020 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) flows for May 2020. Overall, long-term mutual funds and ETFs collected $33 billion in May, marking two consecutive months of modest inflows after March's record outflows of $326 billion. Morningstar estimates net flows for mutual funds by computing the change in assets not explained by the performance of the fund, and net flows for U.S. ETFs by dividing reported net assets by shares outstanding
Jun 15, 2020 08:37 am ET
Morningstar Announces Nominees for 2020 Morningstar Awards for Investing Excellence
CHICAGO, June 15, 2020 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the nominees for the 2020 Morningstar Awards for Investing Excellence. The awards recognize portfolio managers, asset management firms, and up-and-coming managers who demonstrate excellent investment skill and an alignment of interests with the strategies' investors.
Jun 09, 2020 07:30 am ET
Morningstar's Annual Fund Fee Study Finds Investors Saved Nearly $6 Billion in Fund Fees in 2019
CHICAGO, June 9, 2020 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today published its annual fund fee study, which evaluates trends in the cost of U.S. open-end mutual funds and exchange-traded funds (ETFs)1. The study found that across U.S. funds, the asset-weighted average expense ratio dropped to 0.45% in 2019, compared to 0.48% in 2018. This six percent year-over-year decline is third largest recorded dating back to 1991.
May 18, 2020 09:00 am ET
Morningstar Reports U.S. Mutual Fund and ETF Fund Flows for April 2020
CHICAGO, May 18, 2020 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) flows for April 2020. Overall, long-term mutual funds and ETFs gathered $17 billion for the month, while money market funds followed a record March with $388 billion in inflows. Morningstar estimates net flow for mutual funds by computing the change in assets not explained by the performance of the fund, and net flow for U.S. ETFs by dividing reported net assets by shares outstanding.
May 15, 2020 04:35 pm ET
Morningstar, Inc. Declares Quarterly Dividend of 30 Cents Per Share
CHICAGO, May 15, 2020 /PRNewswire/ -- The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 30 cents per share. The dividend is payable July 31, 2020 to shareholders of record as of July 2, 2020.
May 15, 2020 09:42 am ET
Morningstar Announces Settlement with U.S. Securities and Exchange Commission
CHICAGO, May 15, 2020 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN) today announced that Morningstar Credit Ratings (MCR) has entered into a settlement with the United States Securities and Exchange Commission (SEC) to resolve an investigation into whether certain activities of MCR's asset-backed securities staff in 2015 to 2016 complied with sales and marketing rules applicable to Nationally Recognized Statistical Rating Organizations.
May 12, 2020 07:30 am ET
Morningstar Report Finds Target-Date Strategies Felt Sting Amid Market Sell-Off but Long-Term Trends Persist
CHICAGO, May 12, 2020 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today published its annual Target-Date Strategy Landscape Report. The 2020 report examines investors' usage of target-date strategies throughout 2019 and amid recent market volatility, as well as key trends behind target-date adoption, how firms are adapting to meet investor preferences, and recent regulatory changes that may alter the target-date landscape going forward.
Apr 29, 2020 04:15 pm ET
Morningstar, Inc. Reports First-Quarter 2020 Financial Results
CHICAGO, April 29, 2020 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced first-quarter 2020 financial results.
Apr 27, 2020 08:00 am ET
Morningstar Publishes Global Study of Regulation and Taxation in the Fund Industry, Finding Regulation to be Adequate, But Not Always Proactive
The Netherlands, Sweden, and the United Kingdom earned Top grades in the second chapter of the Global Investor Experience Study; Australia, Canada, China, Japan, New Zealand, and the United States received Below Average grades
Apr 27, 2020 08:00 am ET
Morningstar Publishes Global Study of Regulation and Taxation in the Fund Industry, Finding Regulation to be Adequate, But Not Always Proactive
The Netherlands, Sweden, and the United Kingdom earned Top grades in the second chapter of the Global Investor Experience Study; Australia, Canada, China, Japan, New Zealand, and the United States received Below Average grades
Apr 24, 2020 10:00 am ET
Morningstar Annual Meeting of Shareholders to Take Place Virtually on May 15
CHICAGO, April 24, 2020 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced that its Annual Shareholders' Meeting on Friday, May 15, 2020 at 9 a.m. CT, will be held virtually at www.virtualshareholdermeeting.com/MORN2020. The virtual-only format is due to the public-health impact of the coronavirus (COVID-19) pandemic, the executive order in effect in Illinois that limits gatherings of more than 10 people, and to support the health and well-being of its employees, shareholders, and community.
Apr 21, 2020 06:00 am ET
Morningstar to Acquire Sustainalytics and Expand Access to ESG Research, Data, and Analytics for Investors Worldwide
CHICAGO and AMSTERDAM, April 21, 2020 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced it has reached an agreement to acquire Sustainalytics, a globally recognized leader in environmental, social, and governance (ESG) ratings and research. Morningstar currently owns an approximate 40% ownership stake in Sustainalytics, first acquired in 2017, and will purchase the remaining approximate 60% of Sustainalytics shares upon closing of the transaction. 
Apr 17, 2020 01:30 pm ET
Morningstar Canada Named One of the 2020 "Best Workplaces in Canada" by Great Place to Work® Institute Canada
TORONTO, April 17, 2020 /CNW/ -- Great Place to Work® Institute Canada has named Morningstar Research Inc. (Morningstar Canada), a subsidiary of independent investment research provider Morningstar, Inc. (NASDAQ: MORN), as one of this year's "Best Workplaces in Canada", for the eighth year in a row. 
Apr 17, 2020 01:30 pm ET
Morningstar Canada Named One of the 2020 "Best Workplaces in Canada" by Great Place to Work® Institute Canada
TORONTO, April 17, 2020 /PRNewswire/ -- Great Place to Work® Institute Canada has named Morningstar Research Inc. (Morningstar Canada), a subsidiary of independent investment research provider Morningstar, Inc. (NASDAQ: MORN), as one of this year's "Best Workplaces in Canada", for the eighth year in a row. 
Apr 15, 2020 09:00 am ET
Morningstar Reports U.S. Mutual Fund and ETF Fund Flows for March 2020
CHICAGO, April 15, 2020 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) flows for March 2020. As equities and pockets of the bond market sold off in March, long-term mutual funds and ETFs posted record outflows of $326 billion, or 1.7% of the industry's $19.7 trillion in assets at the end of February. Morningstar estimates net flow for mutual funds by computing the change in assets not explained by the performance of the fund, and net flow for U.S. ETFs by dividin
Mar 27, 2020 04:15 pm ET
Morningstar, Inc. to Announce First-Quarter 2020 Financial Results on April 29
CHICAGO, March 27, 2020 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN) plans to report its first-quarter 2020 financial results after the market closes on Wednesday, April 29, 2020. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at [email protected].
Mar 18, 2020 09:00 am ET
Morningstar Reports U.S. Mutual Fund and ETF Fund Flows for February 2020
CHICAGO, March 18, 2020 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) fund flows for February 2020. Overall, investors backed away from U.S. equity funds and turned to perceived safe havens like bonds and cash, after the S&P 500 turned down sharply amid fears of COVID-19 (coronavirus) gripping the markets. Morningstar estimates net flow for mutual funds by computing the change in assets not explained by the performance of the fund, and net flow for U.S. ETFs
Mar 03, 2020 06:00 am ET
Morningstar to Acquire Software Provider PlanPlus Global
Acquisition will expand Morningstar's advanced financial-planning capabilities for advisors as well as risk-profiling capabilities around the world
Jan 07, 2020 08:00 am ET
Morningstar Appoints Ron Bundy to Build on Global Growth of Its Indexes Business
CHICAGO, Jan. 7, 2020 /CNW/ -- Morningstar, Inc. (Nasdaq: MORN) today announced it has appointed Ron Bundy to lead the evolution and growth of its global Morningstar Indexes business. Bundy joined the firm in December as managing director, Morningstar Indexes.
Nov 03, 2019 04:00 pm ET
Morningstar Announces Planned Acquisition of Financial Planning Software Provider AdviserLogic
SYDNEY, Nov. 3, 2019 /PRNewswire/ -- Morningstar Australasia Pty Limited, an Australian subsidiary of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, announced today it has entered a definitive agreement to acquire Australian adviser software firm, AdviserLogic. The transaction is expected to close by the end of November, subject to customary closing conditions. Terms were not disclosed.
Oct 23, 2019 04:15 pm ET
Morningstar, Inc. Reports Third-Quarter 2019 Financial Results
CHICAGO, Oct. 23, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced third-quarter 2019 financial results featuring strong revenue and cash flow growth, with positive contributions from DBRS Morningstar, the newly combined credit ratings operations.
Oct 22, 2019 09:00 am ET
Morningstar Updates Analyst Ratings for 62 of the Nation's Largest 529 College-Savings Plans; Assigns Nine Upgrades, Eight Downgrades
CHICAGO, Oct. 22, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced updates to Morningstar Analyst RatingsTM and reports for 62 of the nation's largest 529 college-savings plans, which represent approximately 97 percent of the more than $319 billion in 529 plan assets as of Sept. 30, 2019. The five-tiered, qualitative Morningstar Analyst Rating™ scale has three positive levels—Gold, Silver, and Bronze—in addition to Neutral and Negative ratings. This year, Morningstar manager research analysts awarded four Gold ratin
Oct 18, 2019 09:00 am ET
Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for September 2019
CHICAGO, Oct. 18, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) flows for September 2019. Overall, passive U.S. equity funds saw $22.9 billion in inflows while active U.S. equity funds had $19.1 billion in outflows.
Oct 17, 2019 09:00 am ET
Morningstar Acquires Cuffelinks and Expands Investment Commentary
SYDNEY, Oct. 17, 2019 /PRNewswire/ -- Morningstar Australasia Pty Limited, an Australian subsidiary of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, has acquired Cuffelinks, an independent, privately-owned publisher of investment commentary. Terms were not disclosed.
Oct 14, 2019 10:52 am ET
Morningstar Assigns New Analyst Ratings to Four Strategies, Upgrades Four, and Downgrades Three in September 2019
CHICAGO, Oct. 14, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, published a summary of Morningstar Analyst Rating™ activity for 120 U.S. strategies that occurred in September 2019. Strategies include all vehicles that Morningstar covers, including open-end mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), target-date series, and collective investment trusts (CITs). The Morningstar Analyst Rating represents Morningstar's conviction in the strategy's ability to outperform on a risk-adjusted basis over
Oct 04, 2019 04:05 pm ET
Morningstar, Inc. Declares Quarterly Dividend of 28 Cents Per Share
CHICAGO, Oct. 4, 2019 /PRNewswire/ -- The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 28 cents per share. The dividend is payable Oct. 31, 2019 to shareholders of record as of Oct. 18, 2019.
Oct 02, 2019 08:00 am ET
/C O R R E C T I O N -- Morningstar, Inc./
In the news release, Morningstar's Third Annual Health Savings Account Study Shows Progress But Also Room for the Industry to Lower Fees and Improve Transparency, issued 01-Oct-2019 by Morningstar, Inc. over PR Newswire, we are advised by the company that the "Upgrades and downgrades" bullet point, second sentence, should begin "On the flipside, UMB Bank and Optum's investing" rather than "On the flipside, UMB Bank, Fifth Third, and Optum's investing" and in the table the Overall Assessment as Investing Account column for Fifth Third should read "Neutral" rather than "Negative" as originally
Oct 01, 2019 07:30 am ET
Morningstar's Third Annual Health Savings Account Study Shows Progress But Also Room for the Industry to Lower Fees and Improve Transparency
CHICAGO, Oct. 1, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today published its third annual study assessing 11 of the most prominent Health Savings Accounts (HSAs) available to individuals. Morningstar evaluated the providers' success in responding to two different use cases: as an investment account to save for future medical expenses and as a spending account to cover current medical costs. The study found that while the industry has shown progress over the past year, there's still room for providers to lower fees, simplif
Sep 23, 2019 04:33 pm ET
Morningstar, Inc. to Announce Third-Quarter 2019 Financial Results on October 23
CHICAGO, Sept. 23, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN) plans to report its third-quarter 2019 financial results after the market closes on Wednesday, October 23, 2019. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at [email protected].
Sep 17, 2019 08:00 am ET
Morningstar's Sixth Global Investor Experience Study Finds Investors are Paying Less to Own Funds Worldwide But Disparity Among Markets Persists
For "Fees and Expenses," Australia, the Netherlands, and the United States earn Top grades while Italy and Taiwan receive Bottom grades
Sep 17, 2019 08:00 am ET
Morningstar's Sixth Global Investor Experience Study Finds Investors are Paying Less to Own Funds Worldwide But Disparity Among Markets Persists
For "Fees and Expenses," Australia, the Netherlands, and the United States earn Top grades while Italy and Taiwan receive Bottom grades
Sep 13, 2019 05:11 pm ET
Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for August 2019
CHICAGO, Sept. 13, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) flows for August 2019. Overall, passive U.S. equity funds saw approximately $900.0 million in outflows while active U.S. equity funds had $18.9 billion in outflows. Morningstar estimates net flow for mutual funds by computing the change in assets not explained by the performance of the fund, and net flow for U.S. ETFs shares outstanding and reported net assets.
Sep 11, 2019 02:00 pm ET
Morningstar Assigns New Analyst Ratings to Two Strategies, Upgrades Eight, and Downgrades Four in August 2019
CHICAGO, Sept. 11, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, published a summary of Morningstar Analyst Rating™ activity for 149 U.S. strategies that occurred in August 2019. Strategies include all vehicles that Morningstar covers, including open-end mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), target-date series, and collective investment trusts (CITs). The Morningstar Analyst Rating represents Morningstar's conviction in the strategy's ability to outperform on a risk-adjusted basis over t
Sep 09, 2019 07:01 am ET
Morningstar Launches Goal Bridge to Help Improve Investor Outcomes
CHICAGO, Sept. 9, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today launched Goal Bridge, a planning and proposal solution that enables advisors to connect goals-based planning and investment strategies within a single, dynamic workflow.
Aug 15, 2019 09:00 am ET
Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for July 2019
CHICAGO, Aug. 15, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) flows for July 2019. Overall, passive U.S. equity funds saw $6.6 billion in inflows while active U.S. equity funds had $23.5 billion in outflows, which together were the worst outflows for U.S. equity funds since June 2018. Morningstar estimates net flow for mutual funds by computing the change in assets not explained by the performance of the fund, and net flow for U.S. ETFs shares outstanding
Aug 12, 2019 11:15 am ET
Morningstar Assigns New Analyst Ratings to Five Strategies, Upgrades Seven, and Downgrades Four in July 2019
CHICAGO, Aug. 12, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, has published a summary of Morningstar Analyst Rating™ activity for 149 U.S. strategies that occurred in July 2019. Strategies include all vehicles that Morningstar covers, including open-end mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), target-date series, and collective investment trusts (CITs). The Morningstar Analyst Rating represents Morningstar's conviction in the strategy's ability to outperform on a risk-adjusted basis over
Jul 29, 2019 10:00 am ET
PitchBook and Morningstar Ring Nasdaq Stock Market Opening Bell
SEATTLE, July 29, 2019 /PRNewswire/ -- PitchBook, the data provider for the private and public equity markets, and Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today visited the Nasdaq MarketSite in Times Square to ring the Nasdaq Stock Market Opening Bell. The event commemorates PitchBook and Morningstar's shared vision to provide the broadest data and analysis on the private and public markets. In response to the record growth of the private markets, a recent PitchBook survey revealed that 61% of limited partners and equity investment managers be
Jul 25, 2019 04:15 pm ET
Morningstar, Inc. Reports Second-Quarter 2019 Financial Results
CHICAGO, July 25, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced second-quarter 2019 financial results. Reported results reflect solid revenue growth across the company, supporting strong free cash flow generation.
Jul 16, 2019 12:45 pm ET
Morningstar Reports U.S. Mutual Fund and ETF Fund Flows for June 2019
CHICAGO, July 16, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) fund flows for June 2019. Overall, passive U.S. equity funds saw $29.5 billion in outflows while active U.S. equity funds lost $20.2 billion to outflows. Morningstar estimates net flow for mutual funds by computing the change in assets not explained by the performance of the fund, and net flow for U.S. ETFs shares outstanding and reported net assets.
Jul 09, 2019 10:00 am ET
Morningstar Assigns New Analyst Ratings to 28 Strategies, Upgrades Five, and Downgrades Eight in June 2019
CHICAGO, July 9, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, has published a summary of Morningstar Analyst Rating™ activity for 155 U.S. strategies that occurred in June 2019. Strategies include all vehicles that Morningstar covers, including open-end mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), target-date series, and collective investment trusts (CITs). The Morningstar Analyst Rating represents Morningstar's conviction in the strategy's ability to outperform on a risk-adjusted basis over t
Jul 08, 2019 07:30 am ET
Morningstar to Enhance Forward-Looking Fund Ratings
CHICAGO, July 8, 2019 /CNW/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced it will enhance two of its forward-looking fund ratings systems, the Morningstar Analyst Rating™ for funds (Analyst Rating) and the Morningstar Quantitative Rating™ for funds (Quantitative Rating). The enhanced ratings, which are based on an updated assessment framework, will begin to take effect on Oct. 31, 2019.
Jul 08, 2019 07:30 am ET
Morningstar to Enhance Forward-Looking Fund Ratings
CHICAGO, July 8, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced it will enhance two of its forward-looking fund ratings systems, the Morningstar Analyst Rating™ for funds (Analyst Rating) and the Morningstar Quantitative Rating™ for funds (Quantitative Rating). The enhanced ratings, which are based on an updated assessment framework, will begin to take effect on Oct. 31, 2019.
Jul 02, 2019 04:15 pm ET
Jul 02, 2019 04:15 pm ET
May 21, 2019 08:30 am ET
Morningstar Launches New Global Suite of Bond Indexes
Comprehensive family of indexes represents all major fixed-income markets and asset classes
May 21, 2019 08:30 am ET
Morningstar Launches New Global Suite of Bond Indexes
Comprehensive family of indexes represents all major fixed-income markets and asset classes
May 17, 2019 04:40 pm ET
Morningstar, Inc. Declares Quarterly Dividend of 28 Cents Per Share
CHICAGO, May 17, 2019 /PRNewswire/ -- The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 28 cents per share. The dividend is payable July 31, 2019 to shareholders of record as of July 5, 2019.
May 17, 2019 09:00 am ET
Morningstar Reports U.S. Mutual Fund and ETF Fund Flows for April 2019
CHICAGO, May 17, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) fund flows for April 2019. Overall, passive U.S. equity fund assets nearly reached parity with active U.S. equity funds, as passive U.S. equity funds saw total assets of $4.3 trillion by month end, just $6.0 billion shy of active U.S. equity funds' total assets. Morningstar estimates net flow for mutual funds by computing the change in assets not explained by the performance of the fund, and net
May 13, 2019 03:15 pm ET
Morningstar Assigns New Analyst Ratings to Nine Strategies, Upgrades Eight Strategies, and Downgrades 11 in April 2019
CHICAGO, May 13, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, has published a summary of Morningstar Analyst Rating™ activity for 180 U.S. strategies that occurred in April 2019. Strategies include all vehicles that Morningstar covers, including open-end mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), target-date series, and collective investment trusts (CITs). The Morningstar Analyst Rating represents Morningstar's conviction in the strategy's ability to outperform on a risk-adjusted basis over
May 10, 2019 01:20 pm ET
Morningstar CEO Kunal Kapoor Cites Mission-Driven Principles to Fuel Great Financial Advice at 2019 Morningstar Investment Conference
CHICAGO, May 10, 2019 /PRNewswire/ -- Speaking to more than 2,000 attendees at the annual Morningstar Investment Conference in Chicago, Kunal Kapoor, chief executive officer of leading investment research provider Morningstar, Inc. (Nasdaq: MORN), discussed the growing importance of great advice from financial professionals in ensuring today's investors can meet their financial goals and prepare for a financially secure retirement.
May 09, 2019 02:02 pm ET
Winners Announced for 2019 U.S. Morningstar Awards for Investing Excellence
CHICAGO, May 9, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced winners of its 2019 U.S. Morningstar Awards for Investing Excellence. The awards, featured on CNBC's "Power Lunch" program today, recognize portfolio managers, asset management firms, and up-and-coming managers who demonstrate the industry's very best attributes, including investment skill, the courage to differ from the consensus to benefit investors, and an alignment of interests with the strategies' investors. Morningstar selects leaders in three ca

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