Millions of investors use Morningstar ratings as a starting point for finding, comparing, and tracking potential investments. To understand the reliability of our ratings, we turned our rigorous ...

KnockoutStocks produces immediate AI-powered equity analysis for any publicly traded security upon request. These comprehensive reports encompass business overviews, balance sheet assessments, ...

This fundamental-based research service could be the best option for a variety of investors. Read full Morningstar Investor review article now.

Using the new model, Morningstar’s Center for Retirement & Policy Studies found that managed accounts can boost median projected retirement outcomes across all participant groupings studied The ...

Morningstar launches AI assistant for Direct Advisory Suite to help advisors streamline research and client proposals.

Morningstar research suggests that clients retiring in 2026 could start with a withdrawal rate of 3.9% and, adjusting for inflation, continue through a 30-year retirement without running out of money.

Berkeley initiated a new stake in Morningstar, adding 17,382 shares; the estimated trade size was $3.78 million based on quarterly average pricing. The firm's quarter-end position value rose by $3.78 ...

The CRSP integration unites two trusted sources of market insight, reinforcing a shared commitment to transparency, quality, and investor-focused solutions and solidifying Morningstar’s position as a ...

DCF analysis suggests fair value between $200–$250 per share, supporting a "Buy" rating despite recent volatility and sector ...

Private markets are pushing into the retirement system, but new research from Morningstar suggests liquidity, not performance, may prove the bigger challenge for private equity and credit in 401(k)s.

Morningstar announced 2026 India award winners, honouring top-performing mutual funds and asset managers. Parag Parikh Flexi Cap Fund and Edelweiss Asset Management led, alongside category winners ...

There are 1,600 fewer stock and bond funds than only a decade earlier, and lower fees are increasingly driving outperformance in those investments, a Morningstar study concluded. Processing Content ...