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COMPANY PROFILE
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individuals, financial advisors, and institutions. Morningstar provides data on approximately 330,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 5 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its registered investment advisor subsidiaries and has more than $167 billion in assets under advisement and management as of Sept. 30, 2011. The company has operations in 26 countries.
CONTACT INFORMATION
22 West Washington Street Chicago, IL 60602 866/608-9570 | Web site: www.morningstar.com Contact: Product Sales

COMPANY DESIGNATIONS
  • Data Providers
  • Equities
  • ETFs & Mutual Funds
  • Global Investing
  • Income Investing
  • Market Timing
  • Mutual Fund Investing
  • News and Content Providers
  • Options
  • Software
  • Stocks
  • Stocks and Bonds
 

DIRECT FROM MORNINGSTAR

VIDEOS
ARTICLES
5/3/2013
This international fund looks for cheap valuations on its contrarian picks, and finds a decent number of them, writes...DODFX, HPQ, NOK
FUNDS

4/30/2013
Josh Peters of Morningstar DividendInvestor thinks consolidation in the Canadian telecom industry will “ring up”...RCI, TU, BCE
GLOBAL

4/1/2013
The name may be old, but new drugs coming to market...plus a handsome dividend...make this blue chip attractive, says...JNJ
STOCKS

3/29/2013
The managers of this fund are staying cautious, but have recently added some energy picks to beef up returns, says Russel...MNBAX
FUNDS


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AFFILIATED SPEAKERS
Christine Benz Christine Benz
Director of Personal...
Morningstar, Inc.
Scott Burns Scott Burns
Director of ETF Analysis...
Morningstar, Inc.
John Coumarianos John Coumarianos
Editor
American Funds Family...

Karen Dolan Karen Dolan
Director of Fund Analysis...
Morningstar, Inc.
Patrick Dorsey Patrick Dorsey
Director of Stock...
Morningstar, Inc.
Philip Guziec Philip Guziec
Derivatives Strategist...
Morningstar, Inc.

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UPCOMING APPEARANCES

San Francisco
 • August 15 – 17, 2013


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