Current Value
$303.421 Year Return
Current Value
$303.421 Year Return
Double maintains 4 strategies that include MORN - Morningstar, Inc.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
MSIF | 0.06% | $777.96M | +37.67% | 7.52% |
WST | 0.26% | $15.84B | -30.80% | 0.38% |
OCFT | -0.28% | $272.27M | +313.41% | 0.00% |
AQB | -0.31% | $3.01M | -53.91% | 0.00% |
ASC | 0.53% | $417.61M | -48.60% | 6.72% |
CPSH | 0.56% | $38.93M | +59.05% | 0.00% |
CARM | -0.63% | $16.80M | -64.42% | 0.00% |
NXTC | -0.73% | $12.78M | -71.53% | 0.00% |
NEOG | 0.77% | $1.14B | -64.43% | 0.00% |
STG | 0.80% | $31.09M | -22.74% | 0.00% |
CVM | 0.90% | $12.53M | -93.33% | 0.00% |
ZCMD | 1.39% | $30.81M | +2.52% | 0.00% |
SYPR | 1.39% | $48.26M | +12.26% | 0.00% |
SRRK | -1.47% | $3.25B | +334.52% | 0.00% |
BCE | -1.90% | $22.04B | -24.19% | 10.28% |
IMDX | 1.93% | $83.22M | -2.68% | 0.00% |
VHC | 1.95% | $57.60M | +131.12% | 0.00% |
SAVA | 2.04% | $100.48M | -81.99% | 0.00% |
VSA | -2.09% | $8.76M | -15.57% | 0.00% |
GHG | 2.09% | $151.48M | -7.01% | 0.00% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
KRBN | 0.12% | $162.57M | 0.85% |
CMBS | 0.25% | $453.35M | 0.25% |
CARY | 0.38% | $347.36M | 0.8% |
VGIT | 0.53% | $31.66B | 0.04% |
SHY | -0.59% | $23.60B | 0.15% |
SPTI | 0.72% | $8.73B | 0.03% |
SCHR | 0.93% | $10.83B | 0.03% |
SGOV | -0.96% | $50.43B | 0.09% |
JPLD | 0.99% | $1.78B | 0.24% |
USDU | -1.04% | $124.09M | 0.5% |
VTIP | 1.37% | $15.21B | 0.03% |
CTA | -1.53% | $1.06B | 0.76% |
IBTK | -1.57% | $446.70M | 0.07% |
BSMW | -1.58% | $107.54M | 0.18% |
BSV | 1.87% | $37.94B | 0.03% |
WEAT | -1.87% | $124.20M | 0.28% |
IEI | -1.91% | $15.58B | 0.15% |
SHV | -2.07% | $20.55B | 0.15% |
GLDM | 2.10% | $15.92B | 0.1% |
IBTL | 2.15% | $380.15M | 0.07% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
CFA | 76.74% | $535.92M | 0.35% |
FDLO | 76.38% | $1.24B | 0.16% |
TDVG | 76.33% | $888.41M | 0.5% |
SMMV | 76.21% | $323.27M | 0.2% |
JQUA | 76.16% | $6.48B | 0.12% |
USMF | 76.02% | $412.41M | 0.28% |
RUNN | 75.91% | $371.94M | 0.58% |
SIZE | 75.84% | $345.71M | 0.15% |
QUS | 75.75% | $1.60B | 0.15% |
IWR | 75.66% | $43.01B | 0.19% |
IWS | 75.48% | $13.56B | 0.23% |
IWD | 75.42% | $63.19B | 0.19% |
VIG | 75.42% | $93.85B | 0.05% |
RSP | 75.41% | $74.37B | 0.2% |
JEPI | 75.34% | $41.14B | 0.35% |
DTD | 75.26% | $1.40B | 0.28% |
GSEW | 75.25% | $1.30B | 0.09% |
FMDE | 75.18% | $2.90B | 0.23% |
VO | 75.17% | $84.90B | 0.04% |
RSPA | 75.09% | $353.89M | 0.29% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
DFDV | -16.97% | $298.06M | +2,070.86% | 0.00% |
K | -7.59% | $27.53B | +40.77% | 2.87% |
VRCA | -6.78% | $79.72M | -89.21% | 0.00% |
HUSA | -6.72% | $18.72M | -18.25% | 0.00% |
DG | -4.11% | $24.80B | -12.33% | 2.62% |
FUBO | -4.09% | $1.23B | +191.13% | 0.00% |
MVO | -3.23% | $67.62M | -36.43% | 21.27% |
ASPS | -2.81% | $129.76M | +30.25% | 0.00% |
VSA | -2.09% | $8.76M | -15.57% | 0.00% |
BCE | -1.90% | $22.04B | -24.19% | 10.28% |
SRRK | -1.47% | $3.25B | +334.52% | 0.00% |
NXTC | -0.73% | $12.78M | -71.53% | 0.00% |
CARM | -0.63% | $16.80M | -64.42% | 0.00% |
AQB | -0.31% | $3.01M | -53.91% | 0.00% |
OCFT | -0.28% | $272.27M | +313.41% | 0.00% |
MSIF | 0.06% | $777.96M | +37.67% | 7.52% |
WST | 0.26% | $15.84B | -30.80% | 0.38% |
ASC | 0.53% | $417.61M | -48.60% | 6.72% |
CPSH | 0.56% | $38.93M | +59.05% | 0.00% |
NEOG | 0.77% | $1.14B | -64.43% | 0.00% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
TAIL | -62.70% | $95.09M | 0.59% |
VIXY | -57.98% | $185.99M | 0.85% |
BTAL | -38.94% | $312.42M | 1.43% |
IVOL | -30.23% | $342.02M | 1.02% |
XONE | -20.98% | $627.68M | 0.03% |
TBLL | -20.01% | $2.12B | 0.08% |
FXY | -17.50% | $812.67M | 0.4% |
SPTS | -16.20% | $5.77B | 0.03% |
FTSD | -15.78% | $233.04M | 0.25% |
BILS | -13.82% | $3.80B | 0.1356% |
UTWO | -12.79% | $376.38M | 0.15% |
VGSH | -12.28% | $22.64B | 0.03% |
SCHO | -12.15% | $11.00B | 0.03% |
TPMN | -10.47% | $30.94M | 0.65% |
IBTG | -10.33% | $1.92B | 0.07% |
XHLF | -10.14% | $1.73B | 0.03% |
KCCA | -10.03% | $108.82M | 0.87% |
CLIP | -8.73% | $1.54B | 0.07% |
BIL | -8.37% | $41.97B | 0.1356% |
GBIL | -8.20% | $6.35B | 0.12% |
Yahoo
CHICAGO, July 08, 2025--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investing insights, today announced the winners of the 2025 U.S. Morningstar Awards for Investing Excellence. The awards recognize portfolio managers and asset management firms that demonstrate excellent investment skill, the courage to differ from the consensus to benefit investors, and a commitment to aligning their interests with those of their investors.
SeekingAlpha
Morningstar Treads Water, High Hopes, High Valuation, And Hidden Risks
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...
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
MCO | 75.66% | $89.77B | +14.47% | 0.71% |
SPGI | 73.81% | $161.44B | +14.36% | 0.72% |
NDAQ | 73.15% | $50.86B | +45.68% | 1.11% |
DOV | 69.84% | $25.83B | +7.59% | 1.09% |
BNT | 69.82% | $12.62B | +46.50% | 0.00% |
BN | 69.74% | $103.50B | +46.08% | 0.54% |
PRI | 69.22% | $8.96B | +16.88% | 1.41% |
STT | 68.92% | $31.14B | +46.73% | 2.76% |
USFD | 67.90% | $18.19B | +57.09% | 0.00% |
JHG | 67.39% | $6.34B | +16.95% | 3.87% |
BLK | 67.11% | $166.55B | +34.00% | 1.91% |
FDS | 67.07% | $16.87B | +7.97% | 0.95% |
TRU | 66.78% | $18.10B | +21.50% | 0.47% |
CPAY | 66.18% | $23.41B | +23.25% | 0.00% |
PFG | 66.06% | $18.27B | +0.75% | 3.62% |
MTG | 65.98% | $6.47B | +27.34% | 1.91% |
JEF | 65.98% | $11.28B | +6.16% | 2.73% |
AMP | 65.90% | $51.05B | +23.72% | 1.12% |
SEIC | 65.67% | $11.50B | +43.78% | 1.06% |
MET | 65.40% | $53.48B | +13.93% | 2.76% |