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Last updated on April 23, 2014 at 13:11 EDT

Latest Morningstar, Inc. Stories

2014-04-11 12:22:52

CHICAGO, April 11, 2014 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced Morningstar Analyst Rating(TM) changes for several U.S. funds. The Morningstar Analyst Rating for funds represents Morningstar's conviction in the fund's ability to outperform on a risk-adjusted basis over the long term. The five-tiered, qualitative Morningstar Analyst Rating scale has three positive levels, indicating Morningstar Medalists--Gold,...

2014-04-03 16:23:13

CHICAGO, April 3, 2014 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced that the proxy materials for its 2014 Annual Shareholders' Meeting are now available electronically under the Securities and Exchange Commission's Notice and Access rule. The proxy statement for Morningstar's 2014 annual meeting and the 2013 annual report to shareholders are available in the investor relations area of the company's corporate...

2014-04-01 16:27:32

CHICAGO, April 1, 2014 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today acquired ByAllAccounts, Inc., a provider of innovative data aggregation technology for financial applications. ByAllAccounts uses a knowledge-based process, including patented artificial intelligence technology, to collect, consolidate, and enrich financial account data and deliver it to virtually any platform. The company has built a network of more...

2014-03-03 08:35:21

CHICAGO, March 3, 2014 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has published its latest report exploring the future of U.S. natural gas production, including the key growth drivers, a bottom-up forecast through 2015, the intersection of supply and demand, and investment considerations for equity shareholders. "The emergence of the Marcellus Shale--the vast gas-bearing rock formation in the northeastern United States--is a...

2014-02-13 12:26:23

CHICAGO, Feb. 13, 2014 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund asset flows for January 2014. Traditionally a strong month for flows as investors contribute to IRAs and invest bonus money and firms make 401(k) contributions, January saw long-term mutual funds collect new assets of $39.2 billion. Stock funds garnered inflows of $28.6 billion, their strongest monthly intake since January...

2014-01-15 16:20:29

CHICAGO, Jan. 15, 2014 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced its 2013 CEO of the Year, E. Hunter Harrison of Canadian Pacific. Morningstar annually recognizes a chief executive who exhibits exemplary corporate stewardship, demonstrates independent thinking, creates lasting value for shareholders, and has put his or her stamp on an industry. Tune into CNBC's "Nightly Business Report" this evening to watch an...

2013-12-11 12:24:00

NEW YORK, Dec. 11, 2013 /PRNewswire/ -- Morningstar Credit Ratings, LLC today assigned Sabal Financial Group, L.P. (Sabal) its 'MOR CS3' ranking as a commercial mortgage primary servicer and its 'MOR CC3' ranking as a construction loan servicer and special servicer. The forecast for all assigned rankings is Stable. The assigned rankings reflect Morningstar Credit Ratings' assessment of Sabal's operational infrastructure and portfolio administration capabilities. In particular, the assigned...

2013-11-18 12:27:22

CHICAGO, Nov. 18, 2013 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has entered into an agreement to make eVestment separate account and hedge fund data available to users of Morningstar Direct, the company's global investment analysis platform for institutional investors. eVestment's database of more than 22,000 separate accounts and 23,000 hedge funds will be available for an additional annual fee to Direct users in 2014....

2013-10-22 12:23:39

Four Plans Rated Gold; Five Rated Silver; Four Rated Negative CHICAGO, Oct. 22, 2013 /PRNewswire/ -- Entering its 10th year of helping college savers and financial advisors choose the best 529 college savings plans, Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced new Analyst Ratings, research, and reports for 64 of the nation's largest 529 college savings plans. Together the plans represent approximately 98% of the more than $181...

2013-10-17 08:28:05

CHICAGO, Oct. 17, 2013 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced that Stephane Biehler, 45, is joining Morningstar as chief financial officer, reporting to Joe Mansueto, Morningstar's chairman and chief executive officer. Biehler has served as chief accounting officer and corporate controller for NYSE Euronext, a global operator of financial markets, since 2007. He will join Morningstar upon completion...