Morningstar

Morningstar, Inc. engages in the provision of investment research. It offers Morningstar data, direct, investment management, advisor workstation, workplace solutions, pitchbook data, enterprise components, research, credit ratings and indexes. The company was founded by Joseph D. Mansueto on May 16, 1984, and is headquartered in Chicago, IL.

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Morningstar, Inc. engages in the provision of investment research. It offers Morningstar data, direct, investment management, advisor workstation, workplace solutions, pitchbook data, enterprise components, research, credit ratings and indexes. It operates through the following segments: Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, Morningstar Retirement, and Corporate and All Other. The Morningstar Data and Analytics segment is involved in providing investors data, research and insights, and investment analysis to empower investment decision-making. The PitchBook segment focuses on providing investors with access to a broad collection of data and research covering the private capital markets, including venture capital, private equity, private credit and bank loans, and merger and acquisition activities. The Morningstar Wealth segment refers to model portfolios and wealth platform, practice and portfolio management software for registered investment advisers, data aggregation, enrichment capabilities, and individual investor platform. The Morningstar Credit segment includes credit ratings, research, data, and credit analytics solutions that contribute to the transparency of international and domestic credit markets. The Morningstar Retirement segment offers products designed to help individuals reach retirement goals. The company was founded by Joseph D. Mansueto on May 16, 1984, and is headquartered in Chicago, IL.

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.

Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for May 2021

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.

Morningstar Announces Nominees for 2021 Morningstar Awards for Investing Excellence

Apple

Amazon

Church & Dwight

Alphabet

Henkel AG & Co KGaA

Landbridge Co LLC

Beyond Meat

Costco

McKesson

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CHICAGO, May 17, 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 April 2021. For the month, long-term mutual funds and exchange-traded funds collected $124 billion in April, down from a record $156 billion in March.

Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for April 2021

CHICAGO, May 14, 2021 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced that Doniel Sutton, chief people officer of Fastly, Inc., has been elected to Morningstar's board of directors. Prior to Sutton's role at global cloud platform services provider Fastly, Inc., she served as head of people at online payments company PayPal Holdings, among other human resources roles in her seven-year tenure at the company.

Doniel Sutton Elected to Morningstar's Board of Directors

CHICAGO, May 12, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, this week launched two new environmental, social, and governance (ESG) assessments—the Morningstar® ESG Commitment Level for strategies and asset managers, and the Morningstar® ESG Risk Rating Assessment for companies—across its flagship platforms, including investment research platform Morningstar DirectSM and investor website Morningstar.com®. These new assessments add to Morningstar's toolkit of independent ratings designed to simplify investing and support long-term decision-making.

New Morningstar Sustainability Assessments for Companies, Funds, and Asset Managers Now Available Across Morningstar Products and Services

CHICAGO, April 28, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported first-quarter 2021 financial results. "Broad-based growth reflects strength across our business," said Kunal Kapoor, Morningstar's chief executive officer.

Morningstar, Inc. Reports First-Quarter 2021 Financial Results

CHICAGO, April 21, 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 March 2021. For the month, long-term mutual funds and ETFs collected a record $156 billion, surpassing the $144 billion record set in February.

Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for March 2021

Ratings and research firm Morningstar Inc has asked a New York judge to dismiss a lawsuit filed by the top U.S. securities regulator over ratings of commercial mortgage-backed securities, according to a court document.

Morningstar presses court to dismiss SEC's mortgage ratings lawsuit

CHICAGO, March 29, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN) plans to report its first-quarter 2021 financial results after the market closes on Wednesday, April 28, 2021. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.

Morningstar, Inc. to Announce First-Quarter 2021 Financial Results on April 28

CHICAGO, March 18, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today published its annual Target-Date Strategy Landscape Report, finding that total assets in target-date strategies stood at approximately $2.8 trillion at the end of 2020, an increase of 20% over the previous year. Flows into target-date funds and collective investment trusts (CITs) dropped to $52.3 billion in 2020, a 59% decline from 2019.

Morningstar Report Finds that Retirement Savers' Contributions Suffer Even as Target-Date Strategies Rebounded from Q1 2020 Bear Market

CHICAGO, March 17, 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 February 2021. For the month of February, long-term mutual funds and ETFs collected a record $144 billion.

Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for February 2021

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. "We ended 2020...

Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2020 Financial Results

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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...

Morningstar, Inc. to Announce Fourth-Quarter and Full-Year 2020 Financial Results on February 18

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...

Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for Full-Year and December 2020

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,...

Morningstar Launches the Morningstar Market Monitoring Platform Offering Real-Time Market Data and Live News Updates

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...

World's Largest Asset Owner, Japan's Government Pension Investment Fund, Selects New Gender Diversity Index Launched by Morningstar in Collaboration with Equileap

CHICAGO & NEW YORK--(BUSINESS WIRE)--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. iShares is the leading global issuer of ETFs, with more than $2.5 trillion in assets under management. In January 2021, Mornings

Morningstar and iShares Join Forces to Lead the Industry in Style Investing

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....

Morningstar, Inc. Declares Quarterly Dividend of 31.5 Cents Per Share and Authorizes New $400 Million Share Repurchase Program

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...

Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for October 2020

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....

Morningstar Formally Integrates ESG into Its Analysis of Stocks, Funds, and Asset Managers

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...

Morningstar Study of 61 of the Largest 529 College-Savings Plans Spurs Shakeup of Ratings with New Methodology Enhancements

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...

Morningstar's Fourth Annual Study of Health Savings Accounts Shows Fidelity's HSA Remains Top Choice For Both HSA Spenders and Investors

CHICAGO, Oct. 2, 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 Oct. 30, 2020 to shareholders of record as of Oct....

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