Double maintains 4 strategies that include MORN - Morningstar, Inc.
SeekingAlpha
See here for latest updates on dividend activity for Dividend Champions, Contenders, and Challengers, including changes, ex-dividend dates, & upcoming pay dates.
Yahoo
CHICAGO, June 30, 2025--Morningstar, Inc. (Nasdaq: MORN), plans to report its second-quarter 2025 financial results after the market closes on Wednesday, July 30, 2025. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.
Finnhub
Morningstar, Inc. added to Russell Midcap Value Index...
Finnhub
Morningstar, Inc. added to Russell 3000 Value Index...
Finnhub
Morningstar, Inc. announced the launch of its new Canadian digital investment research hub, designed to empower investors with localized investment research, data, and insights. The new Canadian...
Finnhub
Morningstar, Inc. added to Russell 1000 Value-Defensive Index...
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
USMF | 77.12% | $408.48M | 0.28% |
CFA | 76.85% | $527.54M | 0.35% |
FDLO | 76.54% | $1.22B | 0.16% |
TDVG | 76.39% | $879.22M | 0.5% |
JQUA | 76.38% | $6.38B | 0.12% |
SMMV | 76.28% | $317.06M | 0.2% |
RUNN | 76.09% | $366.41M | 0.58% |
SIZE | 75.96% | $339.81M | 0.15% |
QUS | 75.86% | $1.58B | 0.15% |
IWR | 75.81% | $42.04B | 0.19% |
IWS | 75.60% | $13.41B | 0.23% |
VIG | 75.58% | $92.27B | 0.05% |
JEPI | 75.50% | $40.99B | 0.35% |
RSP | 75.49% | $72.80B | 0.2% |
FMDE | 75.47% | $2.84B | 0.23% |
IWD | 75.45% | $61.80B | 0.19% |
GSEW | 75.40% | $1.30B | 0.09% |
VO | 75.39% | $83.55B | 0.04% |
RSPA | 75.36% | $349.74M | 0.29% |
DTD | 75.23% | $1.38B | 0.28% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
TAIL | -62.81% | $99.63M | 0.59% |
VIXY | -58.34% | $164.54M | 0.85% |
BTAL | -39.36% | $296.22M | 1.43% |
IVOL | -31.27% | $347.03M | 1.02% |
XONE | -21.46% | $625.28M | 0.03% |
TBLL | -20.53% | $2.13B | 0.08% |
FXY | -17.95% | $816.38M | 0.4% |
SPTS | -16.38% | $5.80B | 0.03% |
FTSD | -15.45% | $231.81M | 0.25% |
BILS | -14.04% | $3.81B | 0.1356% |
UTWO | -12.82% | $379.52M | 0.15% |
VGSH | -12.22% | $22.80B | 0.03% |
SCHO | -11.89% | $11.03B | 0.03% |
TPMN | -10.45% | $30.70M | 0.65% |
IBTG | -10.29% | $1.92B | 0.07% |
XHLF | -9.99% | $1.73B | 0.03% |
KCCA | -9.85% | $109.43M | 0.87% |
CLIP | -9.31% | $1.51B | 0.07% |
GBIL | -8.98% | $6.37B | 0.12% |
BIL | -8.64% | $42.24B | 0.1356% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
MSIF | -0.04% | $769.47M | +36.17% | 7.61% |
AQB | 0.10% | $2.96M | -53.35% | 0.00% |
OCFT | -0.31% | $267.49M | +332.74% | 0.00% |
WST | 0.53% | $15.89B | -31.06% | 0.37% |
CARM | -0.66% | $17.55M | -69.78% | 0.00% |
NEOG | 0.70% | $1.14B | -65.61% | 0.00% |
NXTC | -0.93% | $12.01M | -72.72% | 0.00% |
CPSH | -0.95% | $42.27M | +74.25% | 0.00% |
ASC | 0.98% | $414.36M | -54.05% | 6.77% |
SYPR | 1.06% | $48.49M | +14.05% | 0.00% |
BCE | -1.07% | $21.07B | -27.36% | 10.97% |
CVM | 1.14% | $12.94M | -92.36% | 0.00% |
ASPS | -1.16% | $108.30M | -4.13% | 0.00% |
ZCMD | 1.19% | $29.55M | -8.59% | 0.00% |
SRRK | -1.45% | $3.38B | +357.53% | 0.00% |
SAVA | 1.59% | $97.10M | -81.34% | 0.00% |
VSA | -2.15% | $8.67M | -19.04% | 0.00% |
CYCN | 2.55% | $10.59M | +46.35% | 0.00% |
MVO | -2.56% | $66.47M | -37.17% | 21.45% |
PHYS.U | 2.59% | - | - | 0.00% |
Current Value
$310.501 Year Return
Current Value
$310.501 Year Return
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
DFDV | -17.11% | $300.56M | +2,130.16% | 0.00% |
K | -7.96% | $27.76B | +41.17% | 2.85% |
HUSA | -6.65% | $19.66M | -19.53% | 0.00% |
VRCA | -5.98% | $59.96M | -91.36% | 0.00% |
FUBO | -4.23% | $1.25B | +178.63% | 0.00% |
DG | -3.93% | $25.41B | -7.95% | 2.05% |
MVO | -2.56% | $66.47M | -37.17% | 21.45% |
VSA | -2.15% | $8.67M | -19.04% | 0.00% |
SRRK | -1.45% | $3.38B | +357.53% | 0.00% |
ASPS | -1.16% | $108.30M | -4.13% | 0.00% |
BCE | -1.07% | $21.07B | -27.36% | 10.97% |
CPSH | -0.95% | $42.27M | +74.25% | 0.00% |
NXTC | -0.93% | $12.01M | -72.72% | 0.00% |
CARM | -0.66% | $17.55M | -69.78% | 0.00% |
OCFT | -0.31% | $267.49M | +332.74% | 0.00% |
MSIF | -0.04% | $769.47M | +36.17% | 7.61% |
AQB | 0.10% | $2.96M | -53.35% | 0.00% |
WST | 0.53% | $15.89B | -31.06% | 0.37% |
NEOG | 0.70% | $1.14B | -65.61% | 0.00% |
ASC | 0.98% | $414.36M | -54.05% | 6.77% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
CARY | 0.18% | $347.36M | 0.8% |
CMBS | -0.24% | $449.66M | 0.25% |
KRBN | -0.30% | $160.17M | 0.85% |
SHY | -0.45% | $23.83B | 0.15% |
USDU | -0.68% | $162.43M | 0.5% |
VGIT | 0.70% | $31.89B | 0.04% |
CORN | 0.81% | $44.67M | 0.2% |
SPTI | 0.91% | $8.82B | 0.03% |
CTA | -0.97% | $1.06B | 0.76% |
SCHR | 0.98% | $10.92B | 0.03% |
JPLD | 1.18% | $1.77B | 0.24% |
SGOV | -1.22% | $49.21B | 0.09% |
BSMW | -1.38% | $107.45M | 0.18% |
IBTK | -1.48% | $448.89M | 0.07% |
IEI | -1.78% | $15.48B | 0.15% |
FTSM | 1.93% | $6.37B | 0.45% |
SHV | -1.93% | $20.64B | 0.15% |
BSV | 1.93% | $38.39B | 0.03% |
TFLO | -2.07% | $6.82B | 0.15% |
ASHR | 2.16% | $1.91B | 0.65% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
MCO | 75.73% | $89.43B | +16.70% | 0.72% |
NDAQ | 74.05% | $51.40B | +48.85% | 1.10% |
SPGI | 73.86% | $161.21B | +16.95% | 0.71% |
DOV | 70.04% | $25.80B | +6.32% | 1.09% |
BNT | 69.60% | $12.59B | +45.18% | 0.00% |
BN | 69.42% | $103.22B | +45.48% | 0.54% |
PRI | 68.90% | $9.03B | +16.59% | 1.40% |
STT | 68.74% | $31.22B | +47.68% | 2.77% |
USFD | 68.67% | $17.98B | +46.52% | 0.00% |
JHG | 67.79% | $6.32B | +16.29% | 3.92% |
FDS | 67.66% | $16.99B | +7.43% | 0.95% |
TRU | 67.18% | $17.59B | +19.24% | 0.48% |
BLK | 67.11% | $165.86B | +35.67% | 1.93% |
CPAY | 66.04% | $23.76B | +26.07% | 0.00% |
SEIC | 65.89% | $11.45B | +40.10% | 1.06% |
JEF | 65.70% | $11.68B | +10.91% | 2.64% |
AMP | 65.70% | $51.65B | +24.99% | 1.12% |
MTG | 65.48% | $6.63B | +28.91% | 1.86% |
GGG | 65.38% | $14.79B | +11.89% | 1.20% |
PFG | 65.26% | $18.05B | +1.71% | 3.65% |