Morningstar, Inc. (MORN)

Low-cost active ETFs succeeded at nearly double the rate of their expensive counterparts over the past decade, according to Morningstar's year-end 2025 Active/Passive Barometer report, underscoring how fees remain the primary hurdle for active managers attempting to outpace index funds.

If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the iShares Morningstar Small-Cap Value ETF (ISCV), a passively managed exchange traded fund launched on June 28, 2004.

CenterBook Partners LP bought a new position in shares of Morningstar, Inc. (NASDAQ: MORN) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 4,732 shares of the business services provider's stock, valued at approximately $1,098,000. Other institutional

CHICAGO--(BUSINESS WIRE)--Morningstar has appointed Scott Brown as President, Direct Platform, effective March 2, 2026.

CHICAGO--(BUSINESS WIRE)--Morningstar Retirement, part of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced a strategic collaboration with Alta Trust Company and a group of leading asset managers to launch the Foundation Series Collective Investment Trusts (CITs), a set of six multi-manager portfolios designed to broaden access to institutional-quality investment services for retirement plans of all sizes. Built on Morningstar's managed acc.

Designed to provide broad exposure to the Small Cap Growth segment of the US equity market, the iShares Morningstar Small-Cap Growth ETF (ISCG) is a passively managed exchange traded fund launched on June 28, 2004.

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, reported solid fourth-quarter revenue growth with increases in operating and free cash flows. "Morningstar grew revenue, operating income, and adjusted operating income meaningfully in 2025," said Kunal Kapoor, Morningstar's chief executive officer. "As we kick off 2026, we are using AI to further scale our research and data moat. At the same time, we continue to advance our ambiti.

Looking for broad exposure to the Mid Cap Growth segment of the US equity market? You should consider the iShares Morningstar Mid-Cap Growth ETF (IMCG), a passively managed exchange traded fund launched on June 28, 2004.

Principal Financial Group Inc. grew its holdings in shares of Morningstar, Inc. (NASDAQ: MORN) by 32.0% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 91,155 shares of the business services provider's stock after buying an additional 22,109 shares during the period.

Chinese technology stocks have slid into bear market territory. The Hang Seng Tech Index is down more than 20% from its October peak.

CHICAGO--(BUSINESS WIRE)--Morningstar completes the CRSP acquisition, uniting two trusted sources of market insight & positioning Morningstar as a top-tier index provider.

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 million, reflecting both share purchases and price movement over the period.

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 million, reflecting both share purchases and price movement over the period.

PHOENIX, Jan. 28, 2026 /PRNewswire/ -- Trinity Capital Inc.  (Nasdaq: TRIN) (the "Company"), a leading alternative asset manager, today announced that DBRS, Inc. ("Morningstar DBRS"), a leading provider of independent investment insights, has confirmed its previously assigned investment grade credit rating of "BBB (low)," with the trend on the rating being revised from Stable to Positive. Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and structured finance instruments globally.

Barlow Wealth Partners Inc. lifted its holdings in shares of Morningstar, Inc. (NASDAQ: MORN) by 17.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 57,475 shares of the business services provider's stock after acquiring an additional 8,403

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