Discover the growth and significance of model portfolios. Learn about Morningstar’s qualitative and quantitative assessment tools for model portfolios. Explore how model providers are using ...

Gather in-depth insight and analyze model portfolios with the full extent of Morningstar’s holdings database and analytics. Scale your business with Model Marketplace by customizing models and ...

Kai Wang, the Asian Market Strategist at Morningstar, shared his in-depth perspective on the Chinese market for 2025, ...

Evaluate your risk at both the portfolio and fund level. X-Ray gives you a clear view of your asset allocation, fees, sector weightings, stock styles, and more. Your free trial will end at 11:59 PM CT ...

The rapid appreciation of the largest U.S. stocks has shifted the asset allocation playing field in ways that are not widely recognized.

Since Hulbert began monitoring the Morningstar Fund Investor newsletter on June 30, 2005, through May 30, the newsletter’s three model portfolios (consisting mostly of gold-rated funds but ...

The Morningstar Wealth segment refers to model portfolios and wealth platform, practice and portfolio management software for registered investment advisers, data aggregation, enrichment ...

(Nasdaq: MORN), a leading provider of independent investment insights, today introduces the Morningstar® PitchBook® Unicorn 30 Index (UI30), adding to its expanding suite of market data, research and ...

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today introduced Direct Advisory Suite, a modern software application for financial advisors and investment ...