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• Latest MORN SEC Filings

Filings Format Description Filing Date File/Film Number
4  Documents Statement of changes in beneficial ownership of securities
Acc-no: 0001289419-18-000085 Size: 13 KB
2018-06-15
4  Documents Statement of changes in beneficial ownership of securities
Acc-no: 0001289419-18-000083 Size: 11 KB
2018-06-13
4  Documents Statement of changes in beneficial ownership of securities
Acc-no: 0001289419-18-000081 Size: 15 KB
2018-06-11
4  Documents Statement of changes in beneficial ownership of securities
Acc-no: 0001289419-18-000079 Size: 11 KB
2018-06-07
4  Documents Statement of changes in beneficial ownership of securities
Acc-no: 0001289419-18-000077 Size: 15 KB
2018-06-05
3  Documents Initial statement of beneficial ownership of securities
Acc-no: 0001289419-18-000075 Size: 5 KB
2018-06-05
8-K  Documents Current report, item 5.02
Acc-no: 0001104659-18-037912 (34 Act)  Size: 20 KB
2018-06-04 000-51280
18877444
4  Documents Statement of changes in beneficial ownership of securities
Acc-no: 0001289419-18-000071 Size: 13 KB
2018-06-01
4  Documents Statement of changes in beneficial ownership of securities
Acc-no: 0001289419-18-000069 Size: 9 KB
2018-05-30
4  Documents Statement of changes in beneficial ownership of securities
Acc-no: 0001289419-18-000067 Size: 13 KB
2018-05-25
More MORN SEC Filings


Related news from
Sat, 16 Jun 2018
10:00:00 +0000
Morningstar Runs the Numbers
We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended June 15.
Tue, 12 Jun 2018
20:17:00 +0000
The Battle of the Robo-Advisors
Morningstar CEO Kunal Kapoor had a different message to deliver at this year's Morningstar Conference—its 30th. Kapoor explained that last year, it was: “There’s never been a better time to be an investor,” because fees were dropping and technologically driven tools were on the way. Kapoor, who was the subject of a Barron’s cover story, talked about how Morningstar is positioned for the future of investing, discussing sustainable investing, its tech-enhanced advisor tools, and its latest AI-driven quantitative analyst-rating system, which would help the firm cover a wider swath of funds that may otherwise not get the Morningstar treatment. It’s hard to have bandwidth,” Kapoor said.
Tue, 12 Jun 2018
11:30:00 +0000
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. (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.
Mon, 11 Jun 2018
23:04:03 +0000
Morningstar Investment Conference 2018: Schwab's Bettinger Tells Advisors To Build Trust
Financial advisors are basically active managers when it comes to serving clients’ needs, says Charles Schwab CEO Walt Bettinger.
Fri, 08 Jun 2018
18:57:39 +0000
DoubleLine Strategic Commodity Fund attracts 11th month of inflows
The DoubleLine Strategic Commodity Fund attracted $58 million of net new cash in May, extending its streak of inflows for the past 11 months with more demand projected following a ratings boost from Morningstar Inc. This week, Morningstar awarded the DoubleLine Strategic Commodity Fund, overseen by Jeffrey Sherman, five stars for its three-year risk-adjusted performance. "We try to pick managers who can manage risk – that manages risk through a full cycle with success," said John Krambeer, CEO and founder of Camden Capital, a national RIA firm.
Fri, 08 Jun 2018
16:19:37 +0000
Morningstar Investment Conference 2018: News From Gathering For Financial Advisors
Get the latest news from the 30th annual Morninstar Investment Conference (MIC), a premiere gathering of financial advisors.
Fri, 08 Jun 2018
12:00:12 +0000
Morningstar Investment Conference 2018 Kicks Off
Financial advisors are going to school the week of June 11 in Chicago. They'll be attending one of their industry's biggest annual teach-ins.
Thu, 07 Jun 2018
20:52:00 +0000
The Plant-Based Meat Trend Is Sizzling -- Even KFC Is Eyeing Faux-Chicken
Fast-food giant KFC is working on a faux-chicken alternative that it hopes to test with customers later this year. Be it health, diet, environmental or ethical concerns, consumers’ appetite for plant-based meat is getting bigger than ever. In yet another telling sign that it’s catching on in the mass market, fast-food giant KFC is working on a faux-chicken alternative that it hopes to test with customers later this year.
Wed, 06 Jun 2018
11:00:00 +0000
Getting Reacquainted With Risk
Below, I've included a plot of the trailing three-year standard deviation of the S&P 500 from March 1939 through the end of April 2018. At present, this measure of stock market volatility has been trending below its long-term average for 68 months. Here, I'll help you get reacquainted with risk: defining it and discussing how it's measured, how investors experience it, and how they can try to manage it.
Tue, 29 May 2018
19:15:00 +0000
Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for April 2018
CHICAGO, May 29, 2018 /PRNewswire/ -- Morningstar, Inc. (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. 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 computing the change in shares outstanding. Morningstar's report about U.S. asset flows for April 2018 is available here.
Tue, 22 May 2018
11:30:00 +0000
New Morningstar Competitive Intelligence Tool--Investor Pulse--Allows Asset Managers to Better Assess the Flows Landscape
CHICAGO, May 22, 2018 /PRNewswire/ -- Morningstar, Inc. (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. It's critical for asset managers to have a clear grasp on where they stand in the competitive landscape in order to evolve with investor needs," said Tricia Rothschild, Morningstar's chief product officer.
Mon, 21 May 2018
11:30:00 +0000
Morningstar's Annual Global Asset Flows Report Finds Rising Markets Spurred Record Demand for Funds in 2017
CHICAGO, May 21, 2018 /PRNewswire/ -- Morningstar, Inc. (MORN), a leading provider of independent investment research, today published its sixth annual Global Asset Flows Report examining worldwide 2017 mutual fund and exchange-traded product (ETP) asset flows. Worldwide flows reached nearly $2 trillion in 2017 compared to $835 billion in 2016, led by nearly $800 billion in estimated U.S. flows and approximately $642 billion in cross-border flows, which are funds that tend to be domiciled in tax havens and distributed in many markets, including Europe, Asia, Latin America, and the Middle East.
Fri, 18 May 2018
20:20:00 +0000
Morningstar, Inc. Declares Quarterly Dividend of 25 Cents Per Share
CHICAGO , May 18, 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 ...
Wed, 16 May 2018
14:30:00 +0000
Morningstar Assigns New Analyst Ratings to Three U.S. Funds; Upgrades Eight Funds; Downgrades Ten Funds in April 2018
CHICAGO , May 16, 2018 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has published a summary of Morningstar Analyst Rating™ activity for 166 U.S. ...
Wed, 09 May 2018
12:45:12 +0000
Is iShares Morningstar Multi-Asset Income ETF (IYLD) a Hot ETF Right Now?
Smart Beta ETF report for IYLD
Tue, 08 May 2018
10:00:00 +0000
Why You Should Care About Risk-Adjusted Returns
If you'll allow me to get academic for a second, I'll refer to a concept in modern portfolio theory called the "efficient frontier." It's is the imaginary line that represents the combination of assets in a portfolio that will achieve the best possible return for the lowest level of risk, as measured by standard deviation. Moving from the portfolio level to the individual fund level: There are metrics you can use to determine whether a particular mutual fund has rewarded investors for taking on a given level of risk. Suppose you have two mutual funds--an intermediate-term bond fund, and a large-cap blend equity fund.
Mon, 07 May 2018
12:00:00 +0000
Morningstar Launches Morningstar Direct for Wealth Management, a Comprehensive Software Solution Enabling Collaboration Across the Enterprise
CHICAGO , May 7, 2018 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced Morningstar Direct℠ for Wealth Management, an investment analysis ...
Mon, 07 May 2018
11:47:11 +0000
Should iShares Morningstar Small-Cap Value ETF (JKL) Be on Your Investing Radar?
Style Box ETF report for JKL
Mon, 07 May 2018
11:30:00 +0000
Morningstar Research Shows Record Flows to Target-Date Funds as Low-Cost, Passive Series Dominate
Morningstar's 10th annual Target-Date Fund Landscape Report finds that many target-date providers have adapted to meet the burgeoning demand for low-cost options CHICAGO , May 7, 2018 /PRNewswire/ -- Morningstar, ...



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