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.

Investors now have access to ESG risk insights across more than 85,000 funds worldwide, spanning corporate and sovereign holdings TORONTO, Nov. 17, 2021 /PRNewswire/ --  Morningstar, Inc.  (Nasdaq: MORN), a leading provider of independent investment research, has expanded coverage of its Morningstar Sustainability Rating TM  for funds by embedding Country Risk Ratings from  Sustainalytics , a Morningstar company and a leading global provider of ESG research, ratings and data. The move makes the Morningstar Sustainability Rating available across more than 85,000 funds worldwide, including new coverage for approximately 25,000 multi-asset and fixed-income funds, that span both corporate investments and investments in countries, such as sovereign debt.

Morningstar's Sustainability Ratings Coverage Expands by 25,000 New Funds with the Addition of Sustainalytics' Country Risk Ratings

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. "Our results reflect the myriad of opportunities we have seized to empower investor success," said Kunal Kapoor, Morningstar's chief executive officer.

Morningstar, Inc. Reports Third-Quarter 2021 Financial Results

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.

Morningstar Releases Analyst Ratings for 62 of the Largest 529 Plans as Assets Cross the $400 Billion Threshold for the First Time

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.

Morningstar Reports U.S. Mutual Fund and ETF Fund Flows for September 2021

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 plans.

Morningstar Investment Management and PAi Announce First ESG Pooled Employer Plan

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.

Morningstar, Inc. Declares Quarterly Dividend of 31.5 Cents Per Share

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.

Morningstar Finds Health Savings Account Providers Have Improved Offerings, But Transparency and Fees Remain Hurdles

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.

Morningstar, Inc. to Announce Third-Quarter 2021 Financial Results on Oct. 27

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.

Morningstar Addresses 'Know Your Product' Obligations of the Client Focused Reforms with the Launch of the Due Diligence Module into Morningstar Advisor Workstation

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 Launches Interactive "Notebooks" to Extend Access to Data and Analytics Visualizations

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.

Morningstar Reports U.S. Mutual Fund and ETF Fund Flows for August 2021

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.

Morningstar Brings Transparency to Model Portfolios with New Data, Research, and Ratings

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.

Morningstar Acquires Moorgate Benchmarks to Fuel Indexing Growth and Disruption

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.

Morningstar Finds Falling Fees Saved Investors $6.2 Billion in 2020

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.

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

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. "Morningstar is meeting the moment," said Kunal Kapoor, Morningstar's chief executive officer.

Morningstar, Inc. Reports Second-Quarter 2021 Financial Results

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.

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

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 CHICAGO, July 1, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the launch of Morningstar Portfolio Risk Score and Risk Comfort Range, new risk measurement tools in the Morningstar Risk Ecosystem, an evidence-based, transparent and independent set of methodologies to provide a more rigorous and manageable client profiling and investment planning process for firms and their advisors. The launch of the Morningstar Risk Ecosystem, including its new Morningstar Portfolio Risk Score and Risk Comfort Range, marks a new approach to risk measurement and analysis that aligns Morningstar methodologies for scoring portfolio risk and assessing a client's risk profile and tolerance.

Morningstar Risk Ecosystem Launches Across 7 Million Portfolios to Help Advisors Put Investors' Best Interests at the Core of Investment Advice

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.

Morningstar Announces Agenda for 2021 Morningstar Investment Conference

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 investors@morningstar.com.

Morningstar, Inc. to Announce Second-Quarter 2021 Financial Results on July 28

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.

Winners Announced for 2021 Morningstar Awards for Investing Excellence

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.

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