The results of Morningstar's latest study tracking fees and performance finds accelerating consolidation and commodification ...

Behind every great passively managed exchange-traded fund (ETF) is an index. Sometimes, those indexes were contrived to sell ...

Morningstar’s Center for Retirement & Policy Studies recently launched its 2026 Managed Accounts Research Series and the ...

New perpetual benchmark tracks the performance of pure-play private companies driving GenAI innovation across the corporate lifecycle.

A portfolio with fewer moving parts is easier to oversee and simpler to document in case your loved ones or a financial ...

Stock and bond funds with lower fees are outperforming their more expensive category peers, according to new research from Morningstar. Over the past decade, the return difference between the cheapest ...

New integrations advance investors’ access to trusted data and insights anywhere they work Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, has launched ...

The 529 plan industry, which provides a tax-free savings tool for future education expenses, has made strong improvements on all fronts, including more sophisticated investment approaches, increased ...

Morningstar launches GenAI 20 Index to track top private and public generative AI firms, led by Databricks, Anthropic, and ...

Ninth annual study evaluates 11 leading providers, highlighting industry growth amid policy changes and improved offerings CHICAGO--(BUSINESS WIRE)-- Morningstar, Inc. (MORN) (Nasdaq: MORN), a leading ...

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced significant updates to its Morningstar Medalist Rating™, its comprehensive forward-looking ...

Morningstar has a rich history of publishing research aimed at helping institutional allocators make better informed decisions, and that sits very well alongside the firm’s better-known services ...