Morningstar
Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers a wide variety of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. The company provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar provides real-time global market data on more than 500,000 investment offerings, including stocks and mutual funds, indexes, futures, options, commodities, and precious metals, in addition to reports on foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries.
Morningstar StockInvestor
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Morningstar ETFInvestor
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Morningstar DividendInvestor
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Morningstar FundInvestor
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Fund Spy
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Associated People
Alex Bryan
2016 - present
Damien Conover
2013 - present
David Harrell
2018 - present
Russel Kinnel
1994 - present
Heather Brilliant
2014 - 2017
Bill Winterberg
2010 - 2014
Brian Nelson
2006 - 2011
Pat Dorsey
1998 - 2011
Brian Portnoy
2000 - 2003
Tom Florence
2000 - 2003
Andy Clarke
1992 - 1997
Larry Siegel
1979 - 1994
ABOUT MORNINGSTAR With operations in 29 countries, Morningstar compiles and analyzes fund, stock, and general market data. The company provides an extensive line of internet, software, and print-based products for individual investors, financial advisors, and institutional clients. Morningstar created the Morningstar Rating, Morningstar Style Box, and other proprietary measures. Morningstar issues risk ratings for publicly traded mutual funds and exchange-traded funds (ETFs). MORNINGSTAR RATINGS Morningstar issues risk ratings—called The Morningstar Rating for Funds or Star Rating—for publicly traded mutual funds and ETFs. Ratings range from one to five, with one being assigned to the lowest performers and five reserved for the best performing funds. Ratings are applied according to how well the fund performed against others in its category. Morningstar considers the volatility of funds and the level of risk undertaken when assigning ratings.