Morningstar Inc. (MORN) 81.21 $MORN
Morningstar, Inc. to Announce Second-Quarter Financial Results on July 21
PR Newswire - Mon Jun 20, 10:50AM CDT
Morningstar, Inc. (NASDAQ: MORN) plans to report its second-quarter 2016 financial results after the market closes on Thursday, July 21, 2016. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.
MORN: 81.21 (+0.75)
Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for May 2016
PR Newswire - Thu Jun 16, 9:44AM CDT
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 2016. Investors continued to allocate money to fixed income, with taxable- and municipal-bond funds attracting $15.4 billion and $8.2 billion, respectively. International-equity funds sustained outflows across the board, active and passive, prompted by concerns over Britain's potential exit from the European Union. 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.
MORN: 81.21 (+0.75)
Ill-Timed Investments Continue to Cost Fund Investors, According to Morningstar Research
PR Newswire - Tue Jun 14, 12:06PM CDT
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today published its annual study of investor returns, which measure how the average investor fared in a fund. Morningstar Investor Return is a dollar-weighted return that incorporates the effect of cash inflows and outflows from purchases and sales as well as the increase in a fund's assets. In this study, Morningstar compared investor returns to a fund's total returns and found investors cost themselves between 0.74 percent and 1.32 percent per year by mistiming their purchases and sales of equity and bond funds during the 10-year period through Dec. 31, 2015.
MORN: 81.21 (+0.75)
Morningstar Downgrades Analyst Rating for Seven U.S. Funds; Affirms Ratings on 88 Funds, Two Target-Date Series in May
PR Newswire - Mon Jun 13, 11:07AM CDT
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has published a summary of Morningstar Analyst Rating(TM) activity for 98 U.S. funds and two target-date series that occurred in May 2016. 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 addition to Neutral and Negative ratings.
MORN: 81.21 (+0.75)
Morningstar Executive Margaret Kirch Cohen Joins CL-Media Relations as Partner
PR Newswire - Mon Jun 06, 12:58PM CDT
CL-Media Relations, LLC, a leading public relations firm focused on the asset management and financial services industries, is pleased to announce that Margaret Kirch Cohen, APR, has joined as a partner and head of the firm's new Chicago presence.
MORN: 81.21 (+0.75)
Declining Loonie Pushes Foreign Equity Funds Up in May, Morningstar Canada Data Show
CNW Group - Thu Jun 02, 6:00AM CDT
Morningstar Research Inc., a Canadian subsidiary of Chicago-based independent investment research provider Morningstar, Inc. (NASDAQ: MORN), today released preliminary May 2016 performance data for its 42 Morningstar Canada Fund Indices, which measure the aggregate returns of funds in various standard categories. All but two of the 42 Fund Indices increased during the month, with the 10 top-performing indices all representing non-Canadian equity fund categories.
MORN: 81.21 (+0.75)
Morningstar, Inc. Acquires InvestSoft Technology, Provider of Fixed-Income Analytics
PR Newswire - Tue May 31, 5:26PM CDT
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has acquired InvestSoft Technology, a provider of fixed-income analytics. Terms were not disclosed.
MORN: 81.21 (+0.75)
Morningstar Announces Methodology Changes for the Morningstar® Wide Moat Focus Index and Morningstar® Global ex-US Moat Focus Index(TM)
PR Newswire - Fri May 27, 9:53AM CDT
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, is making methodology changes designed to reduce portfolio turnover and increase capacity of the flagship Morningstar® Wide Moat Focus Index and Morningstar® Global ex-US Moat Focus Index(TM).
MORN: 81.21 (+0.75)
Morningstar Analysts Evaluate Glide Path Design, Industry Trends of 529 College-Savings Plans in Annual Study
PR Newswire - Thu May 26, 9:39AM CDT
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today published its annual study of U.S. 529 college-savings plans, exploring asset allocation and glide path design, performance, fees, industry growth, and best practices for the 529 industry. Morningstar's manager research analysts found that fees continued to decrease among 529 plans while total assets under management increased to $227 billion as of Dec. 31, 2015.
MORN: 81.21 (+0.75)
Morningstar Relocates New York Office to 4 World Trade Center, Quadruples Space to Accommodate East Coast Clients and Growing Credit Ratings Business
PR Newswire - Tue May 17, 11:18AM CDT
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has moved its New York office and the headquarters of Morningstar Credit Ratings, LLC to 4 World Trade Center in lower Manhattan.
MORN: 81.21 (+0.75)
Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for April 2016
PR Newswire - Mon May 16, 12:59PM CDT
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 2016. Investors continued to gravitate toward fixed income in April, adding $22.8 billion to taxable-bond funds and $5.9 billion to municipal-bond funds. Meanwhile, all equity category groups sustained outflows on the heels of weak U.S. corporate earnings and a disappointing employment report. Active equity funds bore the brunt of these 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 ETFs by computing the change in shares outstanding.
MORN: 81.21 (+0.75)
Morningstar, Inc. (Nasdaq: MORN) to Ring The Nasdaq Stock Market Closing Bell
GlobeNewswire - Mon May 16, 9:00AM CDT
What:
MORN: 81.21 (+0.75), NDAQ: 64.41 (+1.32)
Morningstar, Inc. Declares Regular Quarterly Dividend of 22 Cents Per Share
PR Newswire - Fri May 13, 3:51PM CDT
The board of directors of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 22 cents per share. The dividend is payable July 29, 2016, to shareholders of record as of July 8, 2016.
MORN: 81.21 (+0.75)
Morningstar Credit Ratings Publishes First "Deal Agent" Ranking for Newly-Created Oversight Role in U.S. Residential Mortgage-Backed Securities Market
PR Newswire - Tue May 10, 10:52AM CDT
Morningstar Credit Ratings, LLC today announced it assigned two new vendor rankings for the recently created roles of Deal Agent and Representation and Warranty Reviewer in the residential mortgage-backed securities (RMBS) market. Morningstar assigned its MOR RV2 residential vendor rankings to Clayton Holdings, LLC, a wholly owned subsidiary of Radian Group Inc., a global provider of mortgage and real estate market risk-management solutions.
RDN: 10.79 (+0.23), MORN: 81.21 (+0.75)
Morningstar Upgrades Analyst Rating for Seven U.S. Funds; Downgrades Four Funds; Affirms Ratings on 71 Funds, Two Target-Date Series in April
PR Newswire - Mon May 09, 12:02PM CDT
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has published a summary of Morningstar Analyst Rating(TM) activity for 89 U.S. funds and two target-date series that occurred in April 2016. 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 addition to Neutral and Negative ratings.
MORN: 81.21 (+0.75)
OTC Markets Group Unveils Quantitative Morningstar Equity Ratings and Equity Research Reports for OTCQX and OTCQB Companies
PR Newswire - Mon May 09, 6:00AM CDT
OTC Markets Group Inc. (OTCQX: OTCM), operator of financial markets for 10,000 U.S. and global securities, has entered into an agreement with Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, to provide quantitative Morningstar equity ratings and equity research reports to OTCQX® and OTCQB® companies and their investors.
MORN: 81.21 (+0.75)
Study by Morningstar's Russel Kinnel Shows Fund Fees are Proven Predictors of Future Success
PR Newswire - Thu May 05, 9:13AM CDT
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has published a study again finding that expense ratios are proven predictors of future fund performance. Funds with lower expenses have higher "success ratios," which indicate the percentage of funds that survived and outperformed their category group, while higher-cost funds have lower success ratios.
MORN: 81.21 (+0.75)
Style Research Launches Style-driven Funds Comparison Tool
PR Newswire - Wed May 04, 8:30AM CDT
Style Research, an independent, global provider of portfolio style, risk and performance analytics, is launching a product to enable investment professionals to directly compare fund portfolios based on style factors. Peer Insights provides users with deep, independent insight into portfolios, removing much of the speculation and hyperbole that exists in the industry.
MORN: 81.21 (+0.75)
Natural Resources Continue to Bolster Canadian Equity Funds in April, Morningstar Canada Data Show
CNW Group - Tue May 03, 6:00AM CDT
Morningstar Research Inc., a Canadian subsidiary of Chicago-based independent investment research provider Morningstar, Inc. (NASDAQ:MORN), today released preliminary April 2016 performance data for its 42 Morningstar Canada Fund Indices, which measure the aggregate returns of funds in various standard categories. Twenty-three of the 42 Fund Indices increased during the month, though only 10 of these indices increased by 1% or more. Ten fund indices decreased more than 1%--all of which track foreign equity categories.
MORN: 81.21 (+0.75)
Morningstar, Inc. to Announce Second-Quarter Financial Results on July 21
PR Newswire - Mon Jun 20, 10:50AM CDT
Morningstar, Inc. (NASDAQ: MORN) plans to report its second-quarter 2016 financial results after the market closes on Thursday, July 21, 2016. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.
MORN: 81.21 (+0.75)
Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for May 2016
PR Newswire - Thu Jun 16, 9:44AM CDT
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 2016. Investors continued to allocate money to fixed income, with taxable- and municipal-bond funds attracting $15.4 billion and $8.2 billion, respectively. International-equity funds sustained outflows across the board, active and passive, prompted by concerns over Britain's potential exit from the European Union. 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.
MORN: 81.21 (+0.75)
Ill-Timed Investments Continue to Cost Fund Investors, According to Morningstar Research
PR Newswire - Tue Jun 14, 12:06PM CDT
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today published its annual study of investor returns, which measure how the average investor fared in a fund. Morningstar Investor Return is a dollar-weighted return that incorporates the effect of cash inflows and outflows from purchases and sales as well as the increase in a fund's assets. In this study, Morningstar compared investor returns to a fund's total returns and found investors cost themselves between 0.74 percent and 1.32 percent per year by mistiming their purchases and sales of equity and bond funds during the 10-year period through Dec. 31, 2015.
MORN: 81.21 (+0.75)
Morningstar Downgrades Analyst Rating for Seven U.S. Funds; Affirms Ratings on 88 Funds, Two Target-Date Series in May
PR Newswire - Mon Jun 13, 11:07AM CDT
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has published a summary of Morningstar Analyst Rating(TM) activity for 98 U.S. funds and two target-date series that occurred in May 2016. 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 addition to Neutral and Negative ratings.
MORN: 81.21 (+0.75)
Morningstar Executive Margaret Kirch Cohen Joins CL-Media Relations as Partner
PR Newswire - Mon Jun 06, 12:58PM CDT
CL-Media Relations, LLC, a leading public relations firm focused on the asset management and financial services industries, is pleased to announce that Margaret Kirch Cohen, APR, has joined as a partner and head of the firm's new Chicago presence.
MORN: 81.21 (+0.75)
Declining Loonie Pushes Foreign Equity Funds Up in May, Morningstar Canada Data Show
CNW Group - Thu Jun 02, 6:00AM CDT
Morningstar Research Inc., a Canadian subsidiary of Chicago-based independent investment research provider Morningstar, Inc. (NASDAQ: MORN), today released preliminary May 2016 performance data for its 42 Morningstar Canada Fund Indices, which measure the aggregate returns of funds in various standard categories. All but two of the 42 Fund Indices increased during the month, with the 10 top-performing indices all representing non-Canadian equity fund categories.
MORN: 81.21 (+0.75)
Morningstar, Inc. Acquires InvestSoft Technology, Provider of Fixed-Income Analytics
PR Newswire - Tue May 31, 5:26PM CDT
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has acquired InvestSoft Technology, a provider of fixed-income analytics. Terms were not disclosed.
MORN: 81.21 (+0.75)
Morningstar Announces Methodology Changes for the Morningstar® Wide Moat Focus Index and Morningstar® Global ex-US Moat Focus Index(TM)
PR Newswire - Fri May 27, 9:53AM CDT
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, is making methodology changes designed to reduce portfolio turnover and increase capacity of the flagship Morningstar® Wide Moat Focus Index and Morningstar® Global ex-US Moat Focus Index(TM).
MORN: 81.21 (+0.75)
Morningstar Analysts Evaluate Glide Path Design, Industry Trends of 529 College-Savings Plans in Annual Study
PR Newswire - Thu May 26, 9:39AM CDT
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today published its annual study of U.S. 529 college-savings plans, exploring asset allocation and glide path design, performance, fees, industry growth, and best practices for the 529 industry. Morningstar's manager research analysts found that fees continued to decrease among 529 plans while total assets under management increased to $227 billion as of Dec. 31, 2015.
MORN: 81.21 (+0.75)
Morningstar Relocates New York Office to 4 World Trade Center, Quadruples Space to Accommodate East Coast Clients and Growing Credit Ratings Business
PR Newswire - Tue May 17, 11:18AM CDT
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has moved its New York office and the headquarters of Morningstar Credit Ratings, LLC to 4 World Trade Center in lower Manhattan.
MORN: 81.21 (+0.75)
Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for April 2016
PR Newswire - Mon May 16, 12:59PM CDT
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 2016. Investors continued to gravitate toward fixed income in April, adding $22.8 billion to taxable-bond funds and $5.9 billion to municipal-bond funds. Meanwhile, all equity category groups sustained outflows on the heels of weak U.S. corporate earnings and a disappointing employment report. Active equity funds bore the brunt of these 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 ETFs by computing the change in shares outstanding.
MORN: 81.21 (+0.75)
Morningstar, Inc. (Nasdaq: MORN) to Ring The Nasdaq Stock Market Closing Bell
GlobeNewswire - Mon May 16, 9:00AM CDT
What:
MORN: 81.21 (+0.75), NDAQ: 64.41 (+1.32)
Morningstar, Inc. Declares Regular Quarterly Dividend of 22 Cents Per Share
PR Newswire - Fri May 13, 3:51PM CDT
The board of directors of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 22 cents per share. The dividend is payable July 29, 2016, to shareholders of record as of July 8, 2016.
MORN: 81.21 (+0.75)
Morningstar Credit Ratings Publishes First "Deal Agent" Ranking for Newly-Created Oversight Role in U.S. Residential Mortgage-Backed Securities Market
PR Newswire - Tue May 10, 10:52AM CDT
Morningstar Credit Ratings, LLC today announced it assigned two new vendor rankings for the recently created roles of Deal Agent and Representation and Warranty Reviewer in the residential mortgage-backed securities (RMBS) market. Morningstar assigned its MOR RV2 residential vendor rankings to Clayton Holdings, LLC, a wholly owned subsidiary of Radian Group Inc., a global provider of mortgage and real estate market risk-management solutions.
RDN: 10.79 (+0.23), MORN: 81.21 (+0.75)
Morningstar Upgrades Analyst Rating for Seven U.S. Funds; Downgrades Four Funds; Affirms Ratings on 71 Funds, Two Target-Date Series in April
PR Newswire - Mon May 09, 12:02PM CDT
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has published a summary of Morningstar Analyst Rating(TM) activity for 89 U.S. funds and two target-date series that occurred in April 2016. 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 addition to Neutral and Negative ratings.
MORN: 81.21 (+0.75)
OTC Markets Group Unveils Quantitative Morningstar Equity Ratings and Equity Research Reports for OTCQX and OTCQB Companies
PR Newswire - Mon May 09, 6:00AM CDT
OTC Markets Group Inc. (OTCQX: OTCM), operator of financial markets for 10,000 U.S. and global securities, has entered into an agreement with Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, to provide quantitative Morningstar equity ratings and equity research reports to OTCQX® and OTCQB® companies and their investors.
MORN: 81.21 (+0.75)
Study by Morningstar's Russel Kinnel Shows Fund Fees are Proven Predictors of Future Success
PR Newswire - Thu May 05, 9:13AM CDT
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has published a study again finding that expense ratios are proven predictors of future fund performance. Funds with lower expenses have higher "success ratios," which indicate the percentage of funds that survived and outperformed their category group, while higher-cost funds have lower success ratios.
MORN: 81.21 (+0.75)
Style Research Launches Style-driven Funds Comparison Tool
PR Newswire - Wed May 04, 8:30AM CDT
Style Research, an independent, global provider of portfolio style, risk and performance analytics, is launching a product to enable investment professionals to directly compare fund portfolios based on style factors. Peer Insights provides users with deep, independent insight into portfolios, removing much of the speculation and hyperbole that exists in the industry.
MORN: 81.21 (+0.75)
Natural Resources Continue to Bolster Canadian Equity Funds in April, Morningstar Canada Data Show
CNW Group - Tue May 03, 6:00AM CDT
Morningstar Research Inc., a Canadian subsidiary of Chicago-based independent investment research provider Morningstar, Inc. (NASDAQ:MORN), today released preliminary April 2016 performance data for its 42 Morningstar Canada Fund Indices, which measure the aggregate returns of funds in various standard categories. Twenty-three of the 42 Fund Indices increased during the month, though only 10 of these indices increased by 1% or more. Ten fund indices decreased more than 1%--all of which track foreign equity categories.
MORN: 81.21 (+0.75)
