Morningstar: Independent investment research & fund ratings for smart investment decisions

Morningstar is a global leader in independent investment research, data, and analytics. We help individual, financial advisor, and institutional investors achieve their investment goals by providing them with informed insights and tools to make the best investment decisions.

Our services and products at a glance:

• Morningstar Fund Ratings (Star Rating): Our renowned star rating helps investors evaluate the historical performance of mutual funds relative to risk and cost.
• Morningstar Analyst Reports: Detailed qualitative analyses of funds, stocks, and other securities, prepared by our experienced research analysts.
• Morningstar Data: Comprehensive data on mutual funds, stocks, ETFs, bonds, and other asset classes, including performance, metrics, portfolio data, and more.
• Morningstar Portfolio Manager: Tools for analyzing and managing your investment portfolios, including performance tracking, risk assessment, and allocation analysis.
• Morningstar X-Ray: Provides detailed insight into the underlying holdings of your funds and portfolios.
• Morningstar Investor (Web & App): A platform for private investors with access to our research reports, fund ratings, portfolio tools, and personalized analytics.
• Morningstar Direct: A comprehensive research platform for financial professionals with advanced data, analysis tools, and reporting capabilities.
• Morningstar Advisor Workstation: A software solution for financial advisors that supports portfolio management, financial planning, and client communication.
• Morningstar Managed Portfolios: Professionally managed model portfolios based on Morningstar research and investment expertise.

Your benefits with Morningstar:

• Independent and objective research: Our analyses and ratings are based on an independent methodology and are free of conflicts of interest.
• Comprehensive data coverage: Access detailed information on a wide range of investment products worldwide.
• In-depth insights: Benefit from the expertise of our experienced analysts who provide in-depth analysis and opinions on the markets.
• Proven methodology: Our star rating is a globally recognized measure of fund historical performance.
• Tools for all investor types: Whether you are a private investor or a financial professional, we have the right tools and resources for you.
• Support for informed decisions: We help you select the right investment products and manage your portfolios effectively.
• Long-standing experience and reputation: Morningstar has been a trusted name in the investment industry for decades.

Our story:

Morningstar was founded in 1984 by Joe Mansueto with the simple idea of ​​making mutual funds more transparent. The company began by publishing data and independent analysis on mutual funds and quickly became a leading source of investment research. Today, Morningstar is a global company with offices in over 29 countries, offering a wide range of products and services to investors worldwide.

Our values ​​and vision:

Our core values ​​are independence, integrity, and customer focus . We strive to consistently provide our users with objective and reliable information and help them achieve their financial goals. Our vision is to empower investors worldwide to succeed by providing them with the best data, analytics, and tools.