Maximize client engagement with the gold standard for long-term investment information. See what you can do with Morningstar. At a time when changing consumer demands and modernization of ...

Use one of our pre-filtered investment lists or create your own screen using more than 200 unique data points. Morningstar has spent more than three decades helping everyday investors like you make ...

An Overview Most investors are not experts in mutual fund analysis. They are just looking for a relatively safe place to save ...

Morningstar Investment Management unites the strengths of Morningstar, Inc. with more than three decades of investment experience to help advisers empower investors to meet their financial goals.

New retirees hoping to make their investment portfolio last 30 years can safely begin their retirement this year with an initial withdrawal of 3.7% of their portfolio, according to Morningstar. The ...

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a global provider of independent investment insights, today announced the appointment of Michael Holt as chief financial officer ...

Investment insights firm Morningstar and private markets research firm PitchBook launched a new index that tracks 30 of the largest and most liquid late-stage venture capital companies globally.