Morningstar, Inc. (OQ:MORN)

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
May 09, 2019 07:30 am ET
Morningstar Research Finds That Price Continues to Rule the Target-Date Fund Market
CHICAGO, May 9, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today published its annual Target-Date Fund Landscape Report. The 2019 report, which evaluates more than 60 series of target-date funds, finds intensifying demand for low-fee options, with providers responding by offering inexpensive options like CITs or launching new lower-cost series that rely on passive funds. Additionally, Morningstar is rolling out enhanced Target-Date Fund Series Reports featuring new data points and exhibits to simplify the complexities investo
May 06, 2019 07:30 am ET
Morningstar Launches Model Marketplace Integrated with Morningstar Office℠ Cloud
CHICAGO, May 6, 2019 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today introduced the Model Marketplace, a centralized distribution platform that allows advisors to quickly and cost efficiently research third-party investment models, personalize strategies to fit their clients' needs, and initiate trade instructions in one connected workflow.
Apr 30, 2019 07:30 am ET
Morningstar's Annual Fee Study Finds That in 2018 Investors Paid Less to Own Funds Than Ever Before
CHICAGO, April 30, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today published its annual fee study, which evaluates trends in the cost of U.S. open-end mutual funds and exchange-traded funds (ETFs). The study found that across U.S. funds, the asset-weighted expense ratio dropped to 0.48% in 2018, compared to 0.51% in 2017. As a result, investors saved an estimated $5.5 billion in fund fees in 2018. This 6% percent year-over-year decline is the second largest recorded since Morningstar began tracking asset-weighted fees in 200
Apr 26, 2019 07:30 am ET
Morningstar Canada Named One of the 2019 "Best Workplaces in Canada" by Great Place to Work® Institute Canada
TORONTO, April 26, 2019 /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 seventh year in a row. 
Apr 26, 2019 07:30 am ET
Morningstar Canada Named One of the 2019 "Best Workplaces in Canada" by Great Place to Work® Institute Canada
TORONTO, April 26, 2019 /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 seventh year in a row. 
Apr 24, 2019 04:40 pm ET
Morningstar, Inc. Reports First-Quarter 2019 Financial Results
CHICAGO, April 24, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced first-quarter 2019 financial results. Reported results reflect continued growth and momentum in licensed-based revenue and strong cash flow generation.
Apr 18, 2019 09:00 am ET
Morningstar Investment Management Launches New Advisor Managed Retirement Accounts Platform
CHICAGO, April 18, 2019 /PRNewswire/ -- Morningstar Investment Management LLC, a leading provider of discretionary investment management and advisory services and a subsidiary of Morningstar, Inc. (Nasdaq: MORN), announced today that it has launched its new advisor managed accounts platform. The platform aims to make it easier for Registered Investment Advisors (RIA) firms and their advisors to offer a managed accounts solution to their retirement plan clients.
Apr 17, 2019 09:00 am ET
Morningstar Reports U.S. Mutual Fund and ETF Fund Flows for March 2019
CHICAGO, April 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 March 2019. Overall, passive U.S. equity funds took in nearly $24.1 billion while active U.S. equity funds lost $17.9 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.
Apr 16, 2019 08:50 am ET
Recent Analysis Shows Rite Aid, Infosys, Morningstar, Western Digital, Hemispherx BioPharma, and Chanticleer Market Influences — Renewed Outlook, Key Drivers of Growth
In new independent research reports released early this morning, Capital Review released its latest key findings for all current investors, traders, and shareholders of Rite Aid Corporation (NYSE:RAD), Infosys Limited (NYSE:INFY), Morningstar, Inc....
Apr 15, 2019 07:46 am ET
Morningstar Announces Nominees for 2019 Morningstar Awards for Investing Excellence
CHICAGO, April 15, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the nominees for the 2019 Morningstar Awards for Investing Excellence. The awards recognize portfolio managers, asset management firms, and up-and-coming managers who demonstrate excellent investment skill, the courage to differ from the consensus to benefit investors, and an alignment of interests with the strategies' investors.
Apr 08, 2019 11:45 am ET
Morningstar Assigns New Analyst Ratings to 13 Strategies, Upgrades Nine Strategies, and Downgrades 10 in March 2019
CHICAGO, April 8, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, has published a summary of Morningstar Analyst Rating™ activity for 205 U.S. strategies that occurred in March 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
Apr 05, 2019 10:49 am ET
Morningstar Announces Availability of Proxy Materials for 2019 Annual Shareholders' Meeting
CHICAGO, April 5, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN) a leading provider of independent investment research, today announced that the proxy materials for its 2019 Annual Shareholders' Meeting are now available electronically under the Securities and Exchange Commission's Notice and Access rule.
Mar 25, 2019 04:36 pm ET
Morningstar, Inc. to Announce First-Quarter 2019 Financial Results on April 24
CHICAGO, March 25, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN) plans to report its first-quarter 2019 financial results after the market closes on Wednesday, April 24, 2019. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at [email protected]
Mar 20, 2019 09:00 am ET
Morningstar Reports U.S. Mutual Fund and ETF Fund Flows for February 2019
CHICAGO, March 20, 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 February 2019. Overall, passive U.S. equity funds took in nearly $13.1 billion while active U.S. equity funds lost $9.9 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.
Mar 13, 2019 10:00 am ET
Morningstar Assigns New Analyst Ratings to 18 Strategies, Including Four Collective Investment Trusts; Upgrades Five Strategies; and Downgrades 10 in February 2019
CHICAGO, March 13, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, has published a summary of Morningstar Analyst Rating™ activity for 154 U.S. strategies that occurred in February 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 new this month, collective investment trusts (CITs). The Morningstar Analyst Rating represents Morningstar's conviction in the strategy's ability to outperform on a risk
Mar 12, 2019 10:21 am ET
Morningstar Credit Ratings to Begin Rating CRE CLOs
NEW YORK, March 12, 2019 /PRNewswire/ -- Morningstar Credit Ratings, LLC today published an appendix to its U.S. CMBS Conduit/Fusion Ratings Methodology that outlines the process the company will apply when rating pools of transitional commercial real estate collateral, commonly known as commercial real estate collateralized loan obligations (CRE CLOs).
Mar 11, 2019 09:39 am ET
Agenda Announced for Morningstar Investment Conference, the Industry's Largest Independent Conference
CHICAGO, March 11, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the agenda for its 31st annual Morningstar Investment Conference, set to convene Wednesday, May 8 through Friday, May 10 at McCormick Place Convention Center in Chicago.
Feb 28, 2019 07:25 am ET
Research Report Identifies Sunoco LP, Citrix, Alkermes plc, CubeSmart, Morningstar, and Synopsys with Renewed Outlook — Fundamental Analysis, Calculating Forward Movement
In new independent research reports released early this morning, Fundamental Markets released its latest key findings for all current investors, traders, and shareholders of Sunoco LP (NYSE:SUN), Citrix Systems, Inc. (NASDAQ:CTXS), Alkermes plc...
Feb 26, 2019 02:40 pm ET
Morningstar, Inc. Declares Quarterly Dividend of 28 Cents Per Share
CHICAGO, Feb. 26, 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 April 30, 2019 to shareholders of record as of April 5, 2019.
Feb 21, 2019 03:15 pm ET
Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2018 Financial Results
CHICAGO, Feb. 21, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced fourth-quarter and full-year 2018 financial results. The Company surpassed $1 billion in revenue in 2018 and recorded strong organic revenue growth and free cash flow.
Feb 20, 2019 02:32 pm ET
Morningstar Reports U.S. Mutual Fund and ETF Fund Flows for January 2019
CHICAGO, Feb. 20, 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 January 2019. For the first time in five years, active U.S. equity funds outshone their passive counterparts, with active U.S. equity funds balancing for the month while passive U.S. equity funds had $3.8 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 s
Feb 11, 2019 01:25 pm ET
Morningstar Assigns New Analyst Ratings to Six Strategies, Upgrades Six, and Downgrades Five in January 2019
CHICAGO, Feb. 11, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, has published a summary of Morningstar Analyst Rating™ activity for 104 U.S. strategies that occurred in January 2019. Strategies include all vehicles that Morningstar covers, including open-end mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and target-date series. The Morningstar Analyst Rating represents Morningstar's conviction in the strategy's ability to outperform on a risk-adjusted basis over the long term. The five-tiered, qu
Feb 06, 2019 11:37 am ET
Morningstar's Annual Global Fund Flows Report Finds Markets Resilient Despite Decreased Demand for Funds in 2018
CHICAGO, Feb. 6, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today published its seventh annual Global Fund Flows Report examining worldwide 2018 mutual fund and exchange-traded product (ETP) fund flows. Overall, global net flows had their weakest inflows since 2011 with $606 billion in 2018, compared with $2 trillion in 2017. Money market funds had their best year since 2008 with inflows of $331 billion, and for the first time since 2007, Asia had the strongest regional long-term flows with $169 billion, buoyed by an interven
Jan 30, 2019 06:30 am ET
Morningstar Launches New Low Carbon Risk Index Family Emphasizing Companies Aligned with the Transition to a Low-Carbon Economy
New family of indexes moves beyond carbon footprinting and evaluates a company's positioning for the future
Jan 30, 2019 06:30 am ET
Morningstar Launches New Low Carbon Risk Index Family Emphasizing Companies Aligned with the Transition to a Low-Carbon Economy
New family of indexes moves beyond carbon footprinting and evaluates a company's positioning for the future
Jan 23, 2019 03:15 pm ET
Morningstar, Inc. to Announce Fourth-Quarter and Full-Year 2018 Financial Results on February 21
CHICAGO, Jan. 23, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN) plans to report its fourth-quarter and full-year 2018 financial results after the market closes on Thursday, Feb. 21, 2019. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at [email protected]
Jan 17, 2019 06:30 am ET
Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for Full-Year and December 2018
CHICAGO, Jan. 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) asset flows for full-year and December 2018. In 2018, investors placed $207.0 billion into passive U.S. equity funds and pulled $174.0 billion out of active U.S. equity funds. In December 2018, investors directed $45.6 billion of inflows to passive U.S. equity funds, but $31.5 billion of outflows from actively managed U.S. equity funds. Morningstar estimates net flow for mutual funds by comput
Jan 15, 2019 06:30 am ET
Morningstar Assigns New Analyst Ratings to 11 U.S. Funds and Four Separately Managed Accounts; Upgrades Seven Funds and One Separately Managed Account; Downgrades 10 Funds and One Separately Managed A
CHICAGO, Jan. 15, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, has published a summary of Morningstar Analyst Rating™ activity for 158 U.S. open-end mutual funds, exchange-traded funds (ETFs) and eight separately managed accounts (SMAs) that occurred in December 2018. The Morningstar Analyst Rating for funds represents Morningstar's conviction in the fund's ability to outperform on a risk-adjusted basis over the long term. The five-tiered, qualitative Morningstar Analyst Rating scale has three positive levels, indicating Mornin
Jan 14, 2019 07:20 am ET
Factors of Influence in 2019, Key Indicators and Opportunity within Morningstar, Ambarella, CACI International, Boston Properties, Natural Health Trends, and Capstone Turbine — New Research Emphasizes
In new independent research reports released early this morning, Fundamental Markets released its latest key findings for all current investors, traders, and shareholders of Morningstar, Inc. (NASDAQ:MORN), Ambarella, Inc. (NASDAQ:AMBA), CACI...
Dec 21, 2018 06:30 am ET
Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for November 2018
CHICAGO, Dec. 21, 2018 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) asset flows for November 2018. In November, investors placed $28.4 billion into passive U.S. equity funds, compared with inflows of $20.4 billion in the previous month. On the active front, investors pulled $18.4 billion, compared with $16.8 billion of outflows as reported last month. Morningstar estimates net flow for mutual funds by computing the change in assets not explained by the performa
Dec 14, 2018 03:30 pm ET
Morningstar, Inc. Increases Annualized Dividend by 12 Percent
CHICAGO, Dec. 14, 2018 /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 Jan. 31, 2019 to shareholders of record as of Jan. 4, 2019. The 12 percent increase from the prior quarterly rate of 25 cents per share results in an annualized dividend of $1.12 per share compared with the prior annualized rate of $1.00 per share.
Dec 11, 2018 03:09 pm ET
Morningstar Assigns New Analyst Ratings to Seven U.S. Funds and Six Target-Date Series; Upgrades Five Funds; Downgrades Three Funds in November 2018
CHICAGO, Dec. 11, 2018 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, has published a summary of Morningstar Analyst Rating™ activity for 169 U.S. open-end mutual funds, exchange-traded funds (ETFs) and eight target-date series that occurred in November 2018. The Morningstar Analyst Rating for funds represents Morningstar's conviction in the fund's ability to outperform on a risk-adjusted basis over the long term. The five-tiered, qualitative Morningstar Analyst Rating scale has three positive levels, indicating Morningstar Medalists—
Nov 28, 2018 10:43 am ET
Morningstar Credit Ratings Publishes New Methodology for Rating U.S. CMBS Conduit/Fusion Deals
NEW YORK, Nov. 28, 2018 /PRNewswire/ -- Morningstar Credit Ratings, LLC, today published its revised methodology for rating U.S. commercial mortgage-backed securities (CMBS) conduit/fusion deals which was updated primarily to incorporate recent commercial mortgage performance data.
Nov 20, 2018 03:37 pm ET
Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for October 2018
CHICAGO, Nov. 20, 2018 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) asset flows for October 2018. In October, investors placed $20.4 billion into passive U.S. equity funds, compared with inflows of $19.4 billion in the previous month. On the active front, investors pulled $16.8 billion, compared with $8.8 billion of outflows as reported last month. Morningstar estimates net flow for mutual funds by computing the change in assets not explained by the performance
Nov 15, 2018 03:05 pm ET
Morningstar Funds Trust Now Available in Morningstar Managed Portfolios
CHICAGO, Nov. 15, 2018 /PRNewswire/ -- Morningstar Investment Management LLC, a leading provider of discretionary investment management and advisory services and a subsidiary of Morningstar, Inc. (Nasdaq: MORN), today announced that mutual fund-based portfolios within its Morningstar® Managed PortfoliosSM advisory service will now have allocations to the Morningstar Funds Trust – an open-end investment management company with nine multi-manager mutual funds managed by Morningstar Investment Management. Historically, these portfolios used third-party funds.
Nov 13, 2018 06:30 am ET
Morningstar Assigns New Analyst Ratings to Four U.S. Funds and Four Separately Managed Accounts; Upgrades Six Funds; Downgrades 12 U.S. Funds and One Separately Managed Account in October 2018
CHICAGO, Nov. 13, 2018 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, has published a summary of Morningstar Analyst Rating™ activity for 159 U.S. open-end mutual funds, exchange-traded funds (ETFs), and nine separately managed accounts (SMAs) that occurred in October 2018. The Morningstar Analyst Rating for funds represents Morningstar's conviction in the fund's ability to outperform on a risk-adjusted basis over the long term. The five-tiered, qualitative Morningstar Analyst Rating scale has three positive levels, indicating Morning
Nov 12, 2018 03:05 pm ET
Andrew Lill Named Chief Investment Officer for Morningstar Investment Management, Americas
CHICAGO, Nov. 12, 2018 /PRNewswire/ -- Morningstar Investment Management LLC, a leading provider of discretionary investment management and advisory services, and subsidiary of Morningstar, Inc. (Nasdaq: MORN), today announced that Andrew Lill has been appointed chief investment officer for Morningstar Investment Management, Americas. Lill currently serves as chief investment officer for Morningstar Investment Management's Asia-Pacific operations, and as part of a transition plan, will continue to lead this area until Matt Wacher—the newly appointed chief investment officer, Asia-Pacific—joi
Nov 12, 2018 06:30 am ET
Morningstar's Second Annual Assessment of the 10 Largest Health Savings Account Plans Finds Investment Quality Has Improved but High Fees and Lack of Transparency Remain Hurdles
CHICAGO, Nov. 12, 2018 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today published its second annual study assessing plans from 10 of the largest Health Savings Account (HSA) plan providers. Morningstar evaluated the plans through two different lenses: as an investment vehicle to save for future medical expenses and as a spending vehicle to cover current medical costs. The study found that The HSA Authority is the best plan both as an investment for future needs and as a spending vehicle for current costs. More generally, Morningst
Oct 30, 2018 08:00 am ET
Report: Exploring Fundamental Drivers Behind Sarepta Therapeutics, Reinsurance Group of America, Illinois Tool Works, ATN International, Morningstar, and Hubbell — New Horizons, Emerging Trends, and U
In new independent research reports released early this morning, Fundamental Markets released its latest key findings for all current investors, traders, and shareholders of Sarepta Therapeutics, Inc. (NASDAQ:SRPT), Reinsurance Group of America,...
Oct 30, 2018 07:50 am ET
Downgrades Outnumber Upgrades in Morningstar's Annual Update of 529 College-Savings Plan Ratings
CHICAGO, Oct. 30, 2018 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced new Analyst Ratings and reports for 62 of the nation's largest 529 college-savings plans, which represent approximately 95 percent of the more than $300 billion in 529 plan assets as of Sept. 30, 2018. 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 ratings, nine Silver ratin
Oct 24, 2018 04:15 pm ET
Morningstar, Inc. Reports Third-Quarter 2018 Financial Results
CHICAGO, Oct. 24, 2018 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced its third-quarter 2018 financial results, which reflect ongoing momentum in revenue growth and strong cash generation.
Oct 18, 2018 03:40 pm ET
Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for September 2018
CHICAGO, Oct. 18, 2018 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) asset flows for September 2018. In September, investors placed $19.4 billion into passive U.S. equity funds, compared with inflows of $13.0 billion in the previous month. On the active front, investors pulled $8.8 billion, compared with $14.4 billion of outflows as reported last month. Morningstar estimates net flow for mutual funds by computing the change in assets not explained by the perf
Oct 08, 2018 04:25 pm ET
Morningstar Assigns New Analyst Ratings to Four U.S. Funds and Six Separately Managed Accounts; Upgrades Five Funds; Downgrades Five Funds in September 2018
CHICAGO, Oct. 8, 2018 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has published a summary of Morningstar Analyst Rating™ activity for 101 U.S. open-end mutual funds, exchange-traded funds (ETFs), and seven separately managed accounts (SMAs) that occurred in September 2018. The Morningstar Analyst Rating for funds represents Morningstar's conviction in the fund's ability to outperform on a risk-adjusted basis over the long term. The five-tiered, qualitative Morningstar Analyst Rating scale has three positive levels, indicating Morni
Oct 05, 2018 03:00 pm ET
Morningstar, Inc. Declares Quarterly Dividend of 25 Cents Per Share
CHICAGO, Oct. 5, 2018 /PRNewswire/ -- The board of directors of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 25 cents per share. The dividend is payable Oct. 31, 2018 to shareholders of record as of Oct. 17, 2018.
Oct 02, 2018 09:57 am ET
Mercer and Morningstar Form Alliance to Deliver Innovative Investment Research Platform
Mercer, a global consulting leader in advancing health, wealth and career, and a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), and
Sep 25, 2018 11:00 am ET
Morningstar, Inc. to Announce Third-Quarter 2018 Financial Results on October 24
CHICAGO, Sept. 25, 2018 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN) plans to report its third-quarter 2018 financial results after the market closes on Wednesday, Oct. 24, 2018. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at [email protected]
Sep 20, 2018 11:05 am ET
Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for August 2018
CHICAGO, Sept. 20, 2018 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) asset flows for August 2018. In August, investors placed $13.0 billion into passive U.S. equity funds, compared with outflows of $14.1 billion in the previous month. On the active front, investors pulled $14.4 billion, compared with $11.2 billion of outflows as reported last month. Morningstar estimates net flow for mutual funds by computing the change in assets not explained by the performanc
Sep 18, 2018 07:30 am ET
Nasdaq to Provide Morningstar with Nasdaq Basic Real-Time Market Data on Global Scale
CHICAGO and NEW YORK, Sept. 18, 2018 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, and Nasdaq (NASDAQ: NDAQ), a leading global provider of trading, clearing, exchange technology, listing, information and public company services, today announced an agreement under which Nasdaq will provide the Nasdaq Basic real-time market data feed to Morningstar. Nasdaq Basic is a leading exchange-provided alternative for real-time data, U.S. equity quotes, and trade information across all U.S. exchange-listed securities within the Nasdaq market cen
Sep 14, 2018 02:33 pm ET
Morningstar Assigns New Analyst Ratings to Five U.S. Funds and One Separately Managed Account; Upgrades 10 Funds; Downgrades Three Funds in August 2018
CHICAGO, Sept. 14, 2018 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has published a summary of Morningstar Analyst Rating™ activity for 131 U.S. open-end mutual funds, exchange-traded funds (ETFs), two target-date series, and three separately managed accounts (SMAs) that occurred in August 2018. The Morningstar Analyst Rating for funds represents Morningstar's conviction in the fund's ability to outperform on a risk-adjusted basis over the long term. The five-tiered, qualitative Morningstar Analyst Rating scale has three positive l
Aug 22, 2018 02:19 pm ET
Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for July 2018
CHICAGO, Aug. 22, 2018 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) asset flows for July 2018. In July, investors placed $14.1 billion into passive U.S. equity funds, compared with outflows of $3.7 billion in the previous month. On the active front, investors pulled $11.2 billion, compared with $17.1 billion of outflows as reported last month. Morningstar estimates net flow for mutual funds by computing the change in assets not explained by the performance of t
Aug 13, 2018 11:35 am ET
Morningstar Assigns New Analyst Ratings to Six U.S. Funds; Upgrades Five Funds; Downgrades Eight Funds in July 2018
CHICAGO, Aug. 13, 2018 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has published a summary of Morningstar Analyst Rating™ activity for 151 U.S. open-end mutual funds and exchange-traded funds (ETFs) that occurred in July 2018. The Morningstar Analyst Rating for funds represents Morningstar's conviction in the fund's ability to outperform on a risk-adjusted basis over the long term. The five-tiered, qualitative Morningstar Analyst Rating scale has three positive levels, indicating Morningstar Medalists—Gold, Silver, and Bronze—in ad
Jul 25, 2018 04:15 pm ET
Morningstar, Inc. Reports Second-Quarter 2018 Financial Results
CHICAGO, July 25, 2018 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced its second-quarter 2018 financial results. Reported results reflect ongoing momentum highlighted by strong growth in revenue, profit, and cash flow in the quarter.
Jul 23, 2018 11:05 am ET
Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for June 2018
CHICAGO, July 23, 2018 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) asset flows for June 2018. Investors cut risk in June 2018 as money moved out of equity and into bond funds. Overall, long-term U.S. open-end funds and ETFs had their greatest outflows since August 2015 of approximately $22.1 billion. The bulk of these outflows stemmed from U.S. equity, which saw $20.8 billion of outflows—$17.1 billion from active funds and $3.7 billion on the passive side. Mor
Jul 13, 2018 02:30 pm ET
Morningstar Assigns New Analyst Ratings to Seven U.S. Funds; Upgrades 10 Funds; Downgrades Two Funds in June 2018
CHICAGO, July 13, 2018 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has published a summary of Morningstar Analyst Rating™ activity for 162 U.S. open-end mutual funds and exchange-traded funds (ETFs) that occurred in June 2018. The Morningstar Analyst Rating for funds represents Morningstar's conviction in the fund's ability to outperform on a risk-adjusted basis over the long term. The five-tiered, qualitative Morningstar Analyst Rating scale has three positive levels, indicating Morningstar Medalists—Gold, Silver, and Bronze—in ad
Jun 27, 2018 07:30 am ET
Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for May 2018
CHICAGO, June 27, 2018 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) asset flows for May 2018. In May, investors placed $29.1 billion into U.S. equity passive funds, compared with $18.2 billion in the previous month. On the active front, investors pulled $8.4 billion, compared with $11.4 billion in April. 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 ETFs by computi
Jun 25, 2018 04:05 pm ET
Morningstar, Inc. to Announce Second-Quarter 2018 Financial Results on July 25
CHICAGO, June 25, 2018 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN) plans to report its second-quarter 2018 financial results after the market closes on Wednesday, July 25, 2018. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at [email protected]
Jun 22, 2018 07:30 am ET
Morningstar Assigns New Analyst Ratings to Five U.S. Funds; Upgrades Eleven Funds; Downgrades Ten Funds in May 2018
CHICAGO, June 22, 2018 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has published a summary of Morningstar Analyst Rating™ activity for 173 U.S. open-end mutual funds, exchange-traded funds (ETFs) and two target-date series that occurred in May 2018. The Morningstar Analyst Rating for funds represents Morningstar's conviction in the fund's ability to outperform on a risk-adjusted basis over the long term. The five-tiered, qualitative Morningstar Analyst Rating scale has three positive levels, indicating Morningstar Medalists—Gold, S
Jun 21, 2018 08:25 am ET
Analysis: Positioning to Benefit within Second Sight Medical Products, ICF International, Morningstar, Spark Therapeutics, Natera, and Kadmon — Research Highlights Growth, Revenue, and Consolidated Re
In new independent research reports released early this morning, Fundamental Markets released its latest key findings for all current investors, traders, and shareholders of Second Sight Medical Products, Inc. (NASDAQ:EYES), ICF International, Inc....
Jun 12, 2018 07:30 am ET
Morningstar's Annual "Mind the Gap" Study Shows Better Timing and Market Conditions Led to Solid Investor Returns
CHICAGO, June 12, 2018 /PRNewswire/ -- At its 30th annual investment conference in Chicago, Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today published its annual study of investor returns, "Mind the Gap," which measures the performance of the average dollar invested in a fund and estimates the impact investor behavior had on investment outcomes. Overall, the study shows that the gap between U.S. open-end funds' reported total returns and the returns experienced by investors narrowed to 0.26 percent per year over the decade ended March 31, 2018.
May 29, 2018 03:15 pm ET
Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for April 2018
CHICAGO, May 29, 2018 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) asset flows for April 2018. In April, investors placed $18.2 billion into U.S. equity passive funds, compared with $10.5 billion of outflows from the previous month. On the active front, investors pulled $11.4 billion, compared with $11.0 billion in March. Morningstar estimates net flow for mutual funds by computing the change in assets not explained by the performance of the fund and net flow f
May 22, 2018 07:30 am ET
New Morningstar Competitive Intelligence Tool--Investor Pulse--Allows Asset Managers to Better Assess the Flows Landscape
CHICAGO, May 22, 2018 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced Investor Pulse, a business intelligence tool that delivers actionable insights, predictive analytics and advanced competitive analysis to help asset managers meet investor preferences. Investor Pulse displays up-to-date asset flows data at a glance and helps asset management teams predict likely future outcomes on where flows are going and why, uncover new insights, and deliver more value to the end investor.

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