Morningstar, Inc.


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Morningstar, Inc.

A corporation that provides research and advisory services to clients. Its clients tend to be institutional investors, though a wide range of investors read its advisory newsletters. Morningstar is particularly well-known for its one page newsletters on more than 2,000 mutual funds and exchange-traded funds. Some of its information is available for free on its website, but more detailed information is provided through subscription services.

Morningstar, Inc.

A Chicago-based financial information service best known for its mutual fund publication and mutual fund rating system. The firm's star-based rating system is widely utilized by individual investors in selecting mutual funds. Morningstar ratings are frequently included in mutual fund advertising.

Morningstar, Inc..

Morningstar, Inc., offers a broad range of investment information, research, and analysis online, in software products, and in print.

For example, the company rates open- and closed-end mutual funds and variable annuities, as well as other investment products, using a system of one to five stars, with five being the highest rating.

The Morningstar system is a risk-adjusted rating that brings performance, or return, and risk together into one evaluation.

In addition, Morningstar produces analytical reports on the funds and variable annuities it rates, as well as on stocks sold in US and international markets.

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NYSE: BR) has agreed to acquire the 15(c) board consulting services business of Chicago, US-based investment research company Morningstar, Inc.
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1 June 2017 - Ohio, US-based bank-based financial services corporation KeyCorp (NYSE: KEY) has agreed to acquire Washington, DC, US-based personal software platform HelloWallet from Chicago, US-based investment research group Morningstar, Inc.
CHICAGO -- Castle Rock Innovations, LLC (CRI), a leading provider of technology-based solutions for the retirement industry, has contracted with Morningstar, Inc.
Chicago, Illinois-based independent investment research provider Morningstar, Inc.
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Morningstar Associates, LLC, a registered investment advisor and wholly owned subsidiary of Morningstar, Inc.
Daniel Needham, CFA, has been appointed president and chief investment officer (CIO) for the Morningstar Investment Management group, reporting to Joe Mansueto, chairman and chief executive officer for Morningstar, Inc.
Transamerica) now provides Morningstar([R]) Managed Portfolios(TM) (MMP) by Morningstar Investment Services (MIS), a registered investment advisor and wholly owned subsidiary of Morningstar, Inc.
Morningstar Associates is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc.