Morningstar
Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 17 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets.
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Morningstar Analyst Rating for Equity Research Methodology
When's the Best Time for a Roth IRA Conversion?
We look at Netflix stock as the streaming pioneer prepares to launch an ad-supported plan, and how smartphone investing could hurt portfolio performance.
Is My 401(k) Losing Money?
Here's how young workers can approach market volatility.
Tesla Stock Split Vote 2022: What You Need to Know
Tesla is planning a 3-for-1 stock split. This will mark the second stock split in the electric car maker’s recent history.
Morningstar Australia Equity Research Coverage
Morningstar Portfolio Risk Scoring: Empirical Analysis
Morningstar Risk Comfort Range
EU Taxonomy Frequently Asked Questions
EU Taxonomy Methodology
Morningstar Sustainable Attributes: Framework and Definitions for Sustainable Investment and Employs Exclusions Attributes
Morningstar Australia Equity Research Coverage
Electrification of the Economy Presents Risks, Opportunities
An increasing number of companies have made ambitious, science-based commitments to eliminate their carbon footprints by 2050. Innovations in electricity generation will play a pivotal role in meeting net-zero objectives by 2050.
Holdings-Based Returns for Managed Accounts
4 Questions for Award-Winning Managers
Morningstar's 2022 Investing Excellence Award winners on what makes a great investor, what they've learned from prior market crises, and more.
Morningstar Category Definitions - Thailand April 2022
Morningstar Category Definitions - Europe, Asia and South Africa April 2022
Morningstar Category Definitions - Japan April 2022
Morningstar Category Classifications - United States
Morningstar U.S. Institutional Categories
Morningstar Quantitative Rating Pillar Methodology
Currency Exposure Methodology
Currency Exposure Methodology Q&A
Morningstar Extended Performance Methodology
Stock vs. Stock: Netflix and Disney
Where are entertainment and streaming services headed?
3 Top Stocks From Winning Managers
Several of our Ultimate Stock-Pickers own sizable positions in these stocks.
Morningstar Fee Level - Canada
Morningstar Fee Level - Canada FAQs
Your Financial To-Do List for March 2022
Funding IRAs and HSAs are among this month's tasks.
Morningstar Risk Model Methodology
Russia Attack Roils European Markets, Oil Surges
Economically sensitive stocks take a hit, but renewable energy names are buoyant
Morningstar Portfolio Impact Metrics: Frequently Asked Questions
ETF Index Tracking Analysis Notebook Methodology
Morningstar Fixed-Income Style Box Methodology
EU Taxonomy Methodology
EU Taxonomy Frequently Asked Questions
Morningstar Portfolio Impact Metrics
Morningstar Category Definitions - New Zealand October 2021
Morningstar Category Definitions - China October 2021
Morningstar Category Definitions - Australia October 2021
Gloom or Boom? Two Wildly Different Perspectives on Equity
Rob Arnott and Catherine Wood shared thoughts at our annual conference.
Morningstar Portfolio Risk Scoring--Empirical Analysis
Morningstar Portfolio Risk Scoring Methodology
3 Great Wide Moat Funds
These highly rated funds hold more than three fourths of their portfolio in high-quality names.
Words From Morningstar Investing Excellence Award Winners
These talents share their thoughts on the industry.
Morningstar Investment Conference: Keynote With Kunal Kapoor
Morningstar's CEO kicks off the 2021 hybrid event that brings together some of the financial industry’s top minds.
Is It Time for U.S. Investors to Look Abroad?
With a weak forecast for U.S. large-cap stocks, Research Affiliates' Rob Arnott sees opportunities elsewhere.
2 Stocks That Top Managers Are Buying
Our Ultimate Stock-Pickers made sizable investments in these names last quarter.
Morningstar Rating for Funds
3 Bond Funds to Watch
These three bond funds added to Morningstar Prospects may someday come under full coverage.