About
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.
Current Value
$276.311 Year Return
Current Value
$276.311 Year Return
Key Details
Market Cap
$11.78B
P/E Ratio
32.1
1Y Stock Return
-6.61%
1Y Revenue Growth
11.60%
Dividend Yield
0.50%
Price to Book
7.3
Strategies that include MORN
Double maintains 4 strategies that include MORN - Morningstar, Inc.
Financial Sector
Medium risk
$13.0K
Double's Financial Sector Strategy invests in financial sector companies, including banks, insurance companies, and financial services firms. Providing exposure to the financial industry's performance, it plays a crucial role in diversified portfolios.
Top Sector
Financials
Top Holdings
Bktd. Return
Expense Ratio
0.00%
Holdings
370
US 1000
Medium risk
$33.0K
This strategy tracks a market-cap-weighted index of the 1000-largest US companies. It offers broad exposure to the US equity market, encompassing a diverse range of sectors and industries. By investing in this fund, you gain access to the performance of large and well-established companies within the US economy.
Top Sector
Information Technology
Top Holdings
Bktd. Return
Expense Ratio
0.00%
Holdings
1001
US Mid Cap
Medium risk
$5.1K
This strategy tracks a market-cap-weighted index of mid-cap US companies. This strategy offers targeted exposure to the growth potential of mid-sized businesses within the US market. With a diversified portfolio of holdings, it provides investors with a comprehensive approach to capturing the mid-cap segment's performance.
Top Sector
Industrials
Top Holdings
Bktd. Return
Expense Ratio
0.00%
Holdings
401
Stock's related to MORN
The stocks that are correlated to MORN - Morningstar, Inc. are MCO, NDAQ, SPGI, STT, BN
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
M MCOMoody's Corp. | 73.35% | $76.58B | +13.39% | 0.81% |
N NDAQNasdaq, Inc. | 71.56% | $41.23B | +19.46% | 1.33% |
S SPGIS&P Global, Inc. | 70.20% | $145.62B | +12.59% | 0.79% |
| 67.24% | $22.98B | +9.37% | 3.70% | |
| 66.31% | $73.18B | +25.17% | 0.68% | |
| 66.04% | $9.82B | +25.07% | 0.00% | |
| 65.65% | $4.81B | -0.62% | 5.05% | |
| 65.08% | $14.19B | +22.59% | 0.00% | |
B BLKBlackRock, Inc. | 65.04% | $134.21B | +14.86% | 2.35% |
P PRIPrimerica, Inc. | 64.91% | $8.44B | +20.54% | 1.40% |
| 64.20% | $16.21B | -0.47% | 0.96% | |
G GGGGraco, Inc. | 63.79% | $13.19B | -11.32% | 1.35% |
| 63.78% | $9.32B | +39.41% | 2.86% | |
S SEICSEI Investments Co. | 63.75% | $9.07B | +8.10% | 1.32% |
| 63.66% | $5.78B | +23.01% | 2.09% | |
| 63.37% | $18.75B | +26.29% | 1.30% | |
| 63.25% | $8.79B | +3.42% | 3.25% | |
T TXTTextron, Inc. | 62.76% | $11.80B | -29.53% | 0.12% |
| 62.50% | $3.82B | +51.59% | 1.68% | |
| 62.49% | $16.12B | -8.72% | 4.01% | |
ETF's related to MORN
The ETFs that are correlated to MORN - Morningstar, Inc. are SMMV, USMF, FDLO, CFA, IWS
Name | Correlation | AUM | Expense Ratio |
|---|---|---|---|
| 75.66% | $278.83M | 0.2% | |
| 74.04% | $355.47M | 0.28% | |
| 73.77% | $1.17B | 0.16% | |
| 73.68% | $492.90M | 0.35% | |
| 72.77% | $12.53B | 0.23% | |
| 72.58% | $302.81M | 0.15% | |
| 72.48% | $1.06B | 0.09% | |
| 72.45% | $774.38M | 0.25% | |
| 72.40% | $754.61M | 0.5% | |
| 72.37% | $36.87B | 0.19% | |
| 72.31% | $67.79B | 0.2% | |
| 72.30% | $61.97M | 0.6% | |
| 72.24% | $23.30B | 0.15% | |
| 72.21% | $7.19B | 0.33% | |
| 72.18% | $59.29B | 0.19% | |
| 72.15% | $1.26B | 0.28% | |
| 72.15% | $953.03M | 0.6% | |
| 72.11% | $424.33M | 0.35% | |
| 72.10% | $19.16B | 0.04% | |
| 71.96% | $1.41B | 0.15% | |
News
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(Bloomberg) -- Optimism is building that a game-changing fund design that will help asset managers shrink clients’ tax bills and grow their ETF businesses will soon be approved by the US securities regulator.Most Read from BloombergTrump Signs Executive Orders on Federal Purchasing, Office SpaceDOGE Places Entire Staff of Federal Homelessness Agency on LeaveHow Did This Suburb Figure Out Mass Transit?Why the Best Bike Lanes Always Get BlamedNashville’s $3 Billion Transit Plan Brings a Call for Z
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Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
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Style Box ETF report for ISCV
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Style Box ETF report for ISCG
Yahoo
CHICAGO, March 31, 2025--Morningstar, Inc. (Nasdaq: MORN), plans to report its first-quarter 2025 financial results after the market closes on Wednesday, April 30, 2025. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.
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Style Box ETF report for IMCB
Disclaimer
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
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