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.
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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.
Wall Street Words: An A to Z Guide to Investment Terms for Today's Investor by David L. Scott. Copyright © 2003 by Houghton Mifflin Company. Published by Houghton Mifflin Company. All rights reserved. All rights reserved.

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.

Dictionary of Financial Terms. Copyright © 2008 Lightbulb Press, Inc. All Rights Reserved.
References in periodicals archive ?
Morningstar, Inc. (Nasdaq: MORN), an independent investment research provider, has announced it has entered into a definitive agreement to acquire credit ratings agency DBRS for USD 669 million, the company said.
31 May 2019 - Chicago, US-based investment research company Morningstar, Inc. (NASDAQ: MORN) has entered into a definitive agreement to acquire Canada-based credit ratings agency DBRS for USD 669m, the company said.
PitchBook, the premier data provider for the private and public markets, has unveiled several public data enhancements within the PitchBook Platform, consisting of Morningstar, Inc.'s (NASDAQ: MORN) enhanced public fundamentals and equity research reports, as well as consensus estimates, the company said.
Morningstar, Inc. (NASDAQ: MORN ), a leading provider of independent investment research, has reported preliminary hedge fund performance for the fourth quarter and year-end 2009 and asset flows through November.
Morningstar, Inc. recently began publishing credit ratings for approximately 100 of the largest U.S.
Source [umlaut] 2008 Morningstar, Inc. All rights reserved.
Morningstar, Inc. (NASDAQ: MORN), Chicago, a leading provider of independent investment research, has announced that Mesirow Financial, a diversified financial services firm, is now using Morningstar Office(SM) as the platform for offering portfolio accounting and performance reporting capabilities to the firm's introducing broker-dealers and investment advisors.
Morningstar Research (Toronto, ON), a Canadian subsidiary of Morningstar, Inc. (Chicago, IL), has acquired Andex (Windsor, ON), a provider of financial charts and communications materials for financial advisors.
Morningstar, Inc., a provider of independent investment research, announced it has acquired 10-K Wizard, a provider of SEC EDGAR (Electronic Data Gathering, Analysis, and Retrieval) filing research and alert services, for $12.5 million.
2.3 2.7 Source: NAVA and Morningstar, Inc. </pre> <p>Third quarter 2005 total VA Sales increased 12.4% over third quarter 2004,
Morningstar, Inc. has added a Help & Education Center to Library Edition, a Web site for libraries and their patrons.