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About Morningstar

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.

Morningstar's Articles

If you are looking for a tax-efficient fund, you can just rank funds by tax efficiency and be done, right? questions Russel Kinnel, editor of Morningstar FundInvestor.
Value funds have been hit across the board, but those with meaningful energy and basic-materials stakes have been hit hardest. That's a little scary as it is tough to call the bottom, especially with growth in China slowing, asserts Russel Kinnel, editor of Morningstar FundInvestor.
A high-yield sell-off that started in June has gained steam as some watchers say that defaults will double in 2016 mainly because of problems in the energy sector, observes Russel Kinnel of Morningstar FundInvestor.
Using a contrarian approach, I go against the grain to find overlooked funds that may be ready to rally, explains Russel Kinnel in Morningstar FundInvestor.

Morningstar's Videos

In this session, PitchBook's Cameron Stanfill will highlight recent trends around the IPOs of Venture Capital backed businesses including aftermarket performance, valuations, key sector trends, as well as an outlook on what might be in store going forward. Further discussion on the increasing viable alternatives to a traditional IPO like direct listings and SPAC combinations and why many startups might choose these options.
Join Ben Johnson, director of global ETF research at Morningstar, to learn about the benefits of ETFs, how to put them to good use in your portfolio, and discover some of Morningstar's top-rated ETFs.