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Wed, 24 Apr 2024 20:15:00 +0000	Morningstar, Inc. Reports First-Quarter 2024 Financial Results CHICAGO, April 24, 2024--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted solid first-quarter revenue growth, driven by strength across its business.
Tue, 23 Apr 2024 12:00:00 +0000	New Morningstar Report Sheds Light on Rapid Expansion of Active ETFs CHICAGO, April 23, 2024--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published "Morningstar’s Guide to U.S. Active ETFs," a new landscape report that covers advantages, challenges, approaches, and trends of actively managed exchange-traded funds (ETFs). Overall, the report found that active ETFs can be a cost-effective, tax-efficient approach to active management for investors, but as with any active investment, can carry risk over the long term
Thu, 11 Apr 2024 16:03:58 +0000	Destiny CEO Calls Private-Tech Fund’s Meme-Like Surge a ‘Discovery Process’ (Bloomberg) -- Meme-stock euphoria turned a closed-end fund into a billion-dollar behemoth this week, untethering it from the stated valuations of its privately held holdings. Most Read from BloombergUS Sees Imminent Missile Strike on Israel by Iran, ProxiesVietnam Tycoon Lan Sentenced to Death Over $12 Billion FraudApple Plans to Overhaul Entire Mac Line With AI-Focused M4 ChipsUS Slams Strikes on Russia Oil Refineries as Risk to Oil MarketsRussian Attacks on Ukraine Stoke Fears Army Near Break
Thu, 28 Mar 2024 14:00:00 +0000	Morningstar Publishes Fourth Annual Corporate Sustainability Report CHICAGO, March 28, 2024--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its fourth annual Corporate Sustainability Report, examining the company’s efforts to incorporate sustainability practices and environmental, social, and governance (ESG) data across the firm.
Tue, 26 Mar 2024 13:05:00 +0000	Morningstar Report Reveals Collective-Investment Trusts Poised to Overtake Mutual Funds in Target-Date Strategies in 2024 CHICAGO, March 26, 2024--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its annual Target-Date Strategy Landscape Report, which found that in 2023 investors poured $156 billion of net inflows into target-date strategies, of which $104.5 billion—or 67%—went into collective investment trusts (CITs). Net flows slightly increased year-over-year, helping propel assets to a record high $3.5 trillion.
Mon, 25 Mar 2024 20:15:00 +0000	Morningstar, Inc. to Announce First-Quarter 2024 Financial Results on April 24 CHICAGO, March 25, 2024--Morningstar, Inc. (Nasdaq: MORN), plans to report its first-quarter 2024 financial results after the market closes on Wednesday, April 24, 2024. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.
Wed, 20 Mar 2024 13:07:00 +0000	Morningstar Introduces Low Carbon Transition Leaders Indexes CHICAGO, March 20, 2024--Morningstar announces the Morningstar Low Carbon Transition Leaders Indexes, a new collaboration between its Sustainalytics and Indexes teams.
Tue, 19 Mar 2024 12:00:00 +0000	New Report Reveals How Retirement Plan Design Can Address the Racial and Gender Retirement Savings Gap CHICAGO, March 19, 2024--The Collaborative for Equitable Retirement Savings today published its first report, "Racial and Gender Disparities in 401(k) Account Balances: How Large are They and What is Causing Them?" It examined anonymized 2022 data from nine 401(k) plan sponsors across approximately 180,000 active plan participants and found that, even after controlling for salary and tenure, significant race and gender disparities remain in account balances. The report attributes those differenc
Fri, 15 Mar 2024 20:15:00 +0000	Morningstar, Inc. Declares Quarterly Dividend of 40.5 Cents Per Share CHICAGO, March 15, 2024--The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 40.5 cents per share, consistent with the dividend paid in January. The dividend is payable April 30, 2024, to shareholders of record as of April 5, 2024. Please contact investors@morningstar.com with any questions.
Wed, 13 Mar 2024 13:00:00 +0000	Morningstar Announces Agenda for 2024 Morningstar Investment Conference CHICAGO, March 13, 2024--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the agenda for its 36th annual Morningstar Investment Conference, set to convene Wednesday, June 26, through Thursday, June 27, 2024, exclusively in-person at a new venue, Chicago’s Navy Pier.
Tue, 05 Mar 2024 14:00:00 +0000	Morningstar Indexes Selected by IMX Health for First Healthcare Futures Exchange Product Offering CHICAGO, March 05, 2024--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced that the Intelligent Medicine Exchange ("IMX"), the first futures and options exchange focused on the healthcare economy, has aligned with Morningstar Indexes to offer its first futures product. The IMX exchange was designated by the Commodity Futures Trading Commission in January of this year.
Fri, 01 Mar 2024 05:02:14 +0000	Decoding Morningstar Inc (MORN): A Strategic SWOT Insight Insightful Analysis of Morningstar Inc's Strengths, Weaknesses, Opportunities, and Threats
Thu, 22 Feb 2024 21:15:00 +0000	Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2023 Financial Results CHICAGO, February 22, 2024--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted double-digit fourth-quarter revenue growth, with positive contributions from across the business. For the full year, the Company reported positive revenue growth, with particular strength in its license-based products.
Wed, 21 Feb 2024 22:38:17 +0000	Intuit earnings, Fedspeak, economic data: What to Watch Yahoo Finance Live previews the top earnings and economic data investors should pay attention to for Thursday, February 22, including earnings out from companies like Intuit (INTU) and Dominion (D), commentary from various Federal Reserve officials, and PMI and weekly jobless claims prints. For more expert insight and the latest market action, click here to watch this full episode of Yahoo Finance Live. Editor's note: This article was written by Eyek Ntekim
Wed, 14 Feb 2024 12:14:32 +0000	Banks face further loan losses from global office market slump - Morningstar DBRS Banks globally will likely rack up further losses on office property loans as a bruising crash in valuations leads to more defaults, credit rating agency Morningstar DBRS said on Wednesday. Higher borrowing costs and a sharp fall in demand for office space as more people work from home has punished commercial landlords, increasing the risk of their bank loans going unpaid. Several lenders including Wells Fargo and JPMorgan in the United States and Deutsche Bank in Germany have set aside more cash to cover potential losses on office loans, particularly to cover exposure in the United States.
Mon, 12 Feb 2024 13:00:00 +0000	Morningstar Wealth Adds SMAs from Leading Asset Managers to the U.S. Wealth Platform Morningstar Wealth, a division of Morningstar, Inc. (Nasdaq: MORN) today announced the addition of third-party Separately Managed Accounts (SMAs) to its Morningstar U.S. Wealth Platform, after undergoing a rigorous selection process. This expansion offers increased flexibility and choice to advisors and their clients, elevating the advisor-investor experience.
Wed, 07 Feb 2024 22:46:59 +0000	3 Top Stock Picks from America’s Leading SMID-Cap Fund There are small-cap funds, and there are mid-cap funds, and those invest in both. These are what you call SMID-Cap funds. Investors can find SMID-Cap top stock picks from these funds for the long haul. One of the best available is the Eaton Vance Atlanta Capital SMID-Cap Fund (MUTF:EAASX), an actively managed fund that allows its small-cap stocks to stay in the fund when they become mid-caps and mid-cap stocks to stay in after they become large caps. “This strategy evolved back in the early 2000
Mon, 22 Jan 2024 21:15:00 +0000	Morningstar, Inc. to Announce Fourth-Quarter and Full-Year 2023 Financial Results on Feb. 22 Morningstar, Inc. (Nasdaq: MORN), plans to report its fourth-quarter and full-year 2023 financial results after the market closes on Thursday, Feb. 22, 2024. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.
Wed, 17 Jan 2024 13:00:00 +0000	Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, and iCapital,1 the global fintech platform empowering the asset and wealth management industry with an industry-leading alternative investment experience, today announced a strategic relationship to provide Advisor WorkstationSM users with access to alternative investments and analytics for the first time.
Wed, 03 Jan 2024 11:54:39 +0000	Does Morningstar (MORN) Provide Good Value Growth? Bonhoeffer Capital Management, an asset management company, released its third-quarter 2023 investor letter. A copy of the same can be downloaded here. In industries experiencing economic downturns, Bonhoeffer Fund has replaced slower-growing companies with superior, expanding corporations and is still seeking out comparable prospects. The United States, South Korea, the United Kingdom, Canada, South Africa, and […]