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Morningstar, Inc. (MORN)

$316.32 -1.21% $-3.88 Financial Services

Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. It also provides Morningstar Data, an investment data spanning various databases, including equity fundamentals, managed investments, ESG factors, and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker/dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research, financial planning, and proposal generation platform; and Morningstar.com, a website for individual investors. In addition, the company offers Morningstar Enterprise Components; Morningstar Credit Ratings that provides issuance and surveillance services for structured finance products and instruments; corporate credit estimates and operational risk assessment rankings; Morningstar Indexes for creating investment products; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. Further, its PitchBook provides a mobile application, excel plug-in, data feeds, and data solutions. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.

$13.55B

Mr. Kunal Kapoor CFA

11,716.00

Chicago, IL

May 03, 2005

55.49

$5.70

0.47

1.00

0.50%

1.79%

11.32%

55.73

3.67

9.56

6.31

1.00

7.22%

18.25%

Uptrend

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ETF Exposure (100)

SPDR S&P Capital Markets ETF

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1.722114%

$123.55 -0.05%
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iShares U.S. Broker-Dealers & Securities Exchanges ETF

IAI

1.19901%

$126.20 -0.36%
Uptrend

SPDR S&P 400 Mid Cap Growth ETF

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$86.57 -0.05%
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Vanguard S&P Mid-Cap 400 Growth Index Fund

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$112.86 -0.04%
Uptrend

First Trust Mid Cap Growth AlphaDEX Fund

FNY

0.46%

$78.01 -0.04%
Uptrend

Vanguard Small Cap Growth Index Fund

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0.34%

$262.60 -0.05%
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iShares Russell Mid-Cap Growth ETF

IWP

0.31852%

$114.84 -0.17%
Uptrend

First Trust Financials AlphaDEX Fund

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0.31%

$50.97 0.12%
Uptrend

SPDR S&P MIDCAP 400 ETF Trust

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$562.44 0.05%
Uptrend

SPDR Portfolio S&P 400 Mid Cap ETF

SPMD

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$54.00 0.04%
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Vanguard S&P Mid-Cap 400 Index Fund

IVOO

0.29%

$104.21 -0.04%
Uptrend

Pacer Trendpilot US Mid Cap ETF

PTMC

0.29%

$36.58 0.20%
Uptrend

First Trust Nasdaq BuyWrite Income ETF

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0.27%

$20.34 -0.10%
Neutral

BNY Mellon US Mid Cap Core Equity ETF

BKMC

0.24%

$99.91 0.10%
Uptrend

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF

BBMC

0.23%

$94.19 1.54%
Uptrend

First Trust Mid Cap Core AlphaDEX Fund

FNX

0.23%

$115.49 0.09%
Uptrend

Fidelity Small-Mid Factor ETF

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$40.75 0.10%
Uptrend

Direxion Daily Mid Cap Bull 3X Shares

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Schwab U.S. Mid-Cap ETF

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iShares ESG Aware MSCI USA Small-Cap ETF

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VictoryShares US 500 Volatility Wtd ETF

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VictoryShares US 500 Enhanced Volatility Wtd ETF

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iShares U.S. Financials ETF

IYF

0.16023%

$103.13 -0.15%
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iShares U.S. Financial Services ETF

IYG

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$70.61 -0.25%
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JPMorgan Market Expansion Enhanced Equity ETF

JMEE

0.15%

$59.92 0.17%
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Vanguard Small Cap Index Fund

NAESX

0.15%

$111.91 0.05%
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Vanguard Small Cap Index Fund

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0.15%

$233.78 0.06%
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Vanguard Small-Cap Index Fund Institutional Shares

VSCIX

0.15%

$111.94 0.05%
Uptrend

iShares Russell 2500 ETF

SMMD

0.14595%

$67.03 0.10%
Uptrend

First Trust Multi Cap Growth AlphaDEX Fund

FAD

0.14%

$130.27 -0.23%
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Fidelity MSCI Financials Index ETF

FNCL

0.12160745%

$63.68 -0.20%
Uptrend

AI Powered Equity ETF

AIEQ

0.12%

$37.02 0.14%
Uptrend

Vanguard Financials Index Fund

VFAIX

0.12%

$54.98 -0.22%
Uptrend

Vanguard Financials Index Fund

VFH

0.12%

$109.77 -0.16%
Uptrend

Vanguard Extended Market Index Fund Institutional Shares

VIEIX

0.12%

$136.02 0.03%
Uptrend

Vanguard Extended Market Index Fund

VXF

0.12%

$179.34 0.03%
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Invesco FTSE RAFI US 1500 Small-Mid ETF

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Hartford Disciplined US Equity ETF

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Schwab Fundamental U.S. Small Company Index ETF

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Invesco S&P MidCap 400 Revenue ETF

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$114.29 0.17%
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iShares Morningstar Mid-Cap ETF

IMCB

0.0802%

$74.83 -0.09%
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iShares Russell Mid-Cap ETF

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$86.80 -0.16%
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Invesco Russell 1000 Equal Weight ETF

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Invesco Dividend Achievers ETF

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$45.99 -0.22%
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SPDR Russell 1000 Low Volatility Focus ETF

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Dimensional US Sustainability Core 1 ETF

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ProShares UltraPro MidCap400

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Vanguard Dividend Appreciation Index Fund

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$195.80 -0.32%
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Dimensional U.S. Core Equity 2 ETF

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$33.53 -0.24%
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iShares Morningstar Growth ETF

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$81.73 -0.51%
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Schwab U.S. Large-Cap Value ETF

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$79.32 -0.29%
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SPDR Russell 1000 Momentum Focus ETF

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$117.77 0.90%
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iShares Russell 1000 Growth ETF

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PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF

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Vanguard Institutional Total Stock Market Index Fund Institutional Shares

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$134.99 -0.24%
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Vanguard Russell 1000 Index Fund

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$254.83 -0.24%
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VTHR

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$248.45 -0.40%
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Vanguard Total Stock Market Index Fund

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$277.35 -0.25%
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Vanguard Total Stock Market Index Fund

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0.02%

$134.97 -0.24%
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SPDR S&P 1500 Momentum Tilt ETF

MMTM

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$246.19 -0.12%
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iShares Morningstar U.S. Equity ETF

ILCB

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$77.54 -0.28%
Uptrend

SPDR Portfolio S&P 1500 Composite Stock Market ETF

SPTM

0.016452%

$68.61 -0.26%
Uptrend

Dimensional U.S. Equity ETF

DFUS

0.01640298%

$60.66 -0.26%
Uptrend

iShares Dow Jones U.S. ETF

IYY

0.01616%

$136.65 -0.24%
Uptrend

iShares Russell 1000 ETF

IWB

0.01589%

$307.82 -0.27%
Uptrend

iShares Russell 3000 ETF

IWV

0.01585%

$320.03 -0.31%
Uptrend

Schwab U.S. Large-Cap ETF

SCHX

0.0158051459%

$66.40 -0.30%
Uptrend

Schwab 1000 Index ETF

SCHK

0.0153511748%

$54.07 -0.33%
Uptrend

iShares Core S&P Total U.S. Stock Market ETF

ITOT

0.01517%

$123.06 -0.27%
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Schwab U.S. Broad Market ETF

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$65.12 -0.23%
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iShares Core Dividend Growth ETF

DGRO

0.01037%

$62.03 -0.19%
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Vanguard Balanced Index Fund Institutional Shares

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Vanguard Balanced Index Fund Admiral Shares

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$49.42 -0.28%
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Vanguard Balanced Index Fund

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$49.42 -0.26%
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Vanguard Total World Stock Index Fund

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$116.69 -0.28%
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Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares

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$143.65 -0.25%
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Vanguard Tax-Managed Capital Appreciation Fund

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0.01%

$289.12 -0.25%
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Vanguard Tax-Managed Balanced Fund Admiral Shares

VTMFX

0.01%

$44.82 -0.11%
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FlexShares Morningstar US Market Factors Tilt Index Fund

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$209.03 -0.15%
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Schwab Fundamental U.S. Broad Market Index ETF

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0.007411258%

$69.21 -0.00%
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SPDR S&P 1500 Value Tilt ETF

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0.006806%

$181.97 0.04%
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WisdomTree U.S. MidCap Dividend Fund

DON

0.001886%

$50.23 0.00%
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WisdomTree U.S. Quality Dividend Growth Fund

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2.122e-4%

$81.70 -0.41%
Uptrend

WisdomTree U.S. Total Dividend Fund

DTD

1.197e-4%

$75.38 -0.14%
Uptrend

WisdomTree U.S. Earnings 500 Fund

EPS

1.025e-4%

$58.81 -0.12%
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Goldman Sachs Innovate Equity ETF

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0%

$58.83 -0.12%
Uptrend

Goldman Sachs MarketBeta U.S. 1000 Equity ETF

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0%

$48.59 -0.14%
Uptrend

iShares Core S&P Mid-Cap ETF

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0%

$61.59 0.10%
Uptrend

iShares S&P Mid-Cap 400 Growth ETF

IJK

0%

$90.66 -0.06%
Uptrend

JPMorgan U.S. Momentum Factor ETF

JMOM

0%

$55.61 -0.16%
Uptrend