Morningstar’s latest mutual fund research and analysis. Get an inside look at the mutual fund industry and your favorite funds through the eyes of our analysts.

Morningstar, Inc. is a Chicago-based company that provides investment research and management services. It was founded in 1984 by Joe Mansueto and has grown through acquisitions and IPOs, offering products such as Morningstar Premium, Morningstar Direct, and DBRS.

Morningstar is a global company that provides investment research, data, and tools to help people achieve financial security. Founded by a 27-year-old stock analyst in Chicago, it has a mission to empower investor success and a diverse and passionate team of employees.

The leading provider of independent investment insights posted double-digit revenue growth and expanded operating margins in the third quarter of 2024. The quarterly shareholder letter provides more context on the business performance and the impact of the sale of its Commodity and Energy Data business.

Learn how Morningstar's Investment Management Group provides managed portfolios based on evidence-based analysis, valuation, and investor-first principles. The group leverages the data and research from Morningstar, Inc., a global leader in independent investment research.