9/19/2025

CHICAGO, September 19, 2025--The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 45.5 cents per share, consistent with the dividend paid in July. The dividend is payable Oct. 31, 2025, to shareholders of record as of Oct. 3, 2025. Please contact investors@morningstar.com with any questions.

Source: Yahoo

9/18/2025

CHICAGO, September 18, 2025--Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, today published findings from its fourth annual Voice of the Asset Owner survey, showing a rethink on asset allocation, growing differences in ESG approaches and environments around the world, further progress and innovation in climate-related investing and a push for more standardized and higher quality ESG indexes, data and investment tools.

Source: Yahoo

9/15/2025

Ron Baron's BAMCO Inc. 13F portfolio grew to $36.89B in Q2 2025. Check out the top holdings and significant stake increases of the portfolio here.

Source: SeekingAlpha

9/10/2025

Morningstar (MORN) recently introduced the Morningstar PitchBook US Modern Market 100 Index, aiming to bridge public and private equities within their product lineup. This innovative benchmark is designed to offer investors enhanced diversification, notably within technology-driven sectors. Over the past week, Morningstar's stock movement was flat, aligning with the broader market trend. With major indices such as the S&P 500 and Nasdaq hitting all-time highs, the introduction of the new...

Source: Yahoo

9/10/2025

CHICAGO, September 10, 2025--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent insights and index solutions, has introduced the Morningstar PitchBook US Modern Market 100 Index (‘Modern Market 100’). With the growth of private capital markets, this new benchmark is the first to bridge public and private equity exposure in a single index. The index provides a unified framework to benchmark performance and serves as the basis for investable products.

Source: Yahoo

9/3/2025

Two Pimco funds earned silver and bronze medalist ratings among the six the firm evaluated.

Source: Yahoo

9/3/2025

CHICAGO, September 03, 2025--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its first-ever Morningstar Medalist RatingsTM for Semiliquid Funds. These forward-looking, qualitative ratings assess the performance potential of semiliquid strategies compared to their relevant peers and traditional mutual funds and exchange-traded funds (ETFs).

Source: Yahoo

8/30/2025

How to Find the Winners in a Narrow Bull Market NOTE: Our InvestorPlace offices will be closed on Monday in honor of Labor Day. If you need help from our Customer Service Department, they’ll be happy to assist you on Tuesday when our offices reopen. Have a wonderful long Labor Day weekend!InvestorPlace - Stock Market News, Stock Advice & Trading Tips Having choices is usually a good thing. But choosing from too many options can start to feel like a burden. Whether you’re standing in a supermarke

Source: Yahoo

8/28/2025

If you're planning on making tax-deferred retirement accounts the last pot of money you tap after retirement, you've got a lot of company. And why not? The idea that your 401(k) or traditional IRA can keep growing and churning out … Continue reading → The post Want to Minimize Retirement Taxes? Don't Follow This Popular Strategy appeared first on SmartAsset Blog.

Source: Yahoo

8/27/2025

If you’re looking to build wealth, get ready for retirement or anything in between, you may find it helpful to work with a financial advisor. Not only can these experts guide your investments and saving during your working years, their advice can be vital to managing the complicated questions of taxes and withdrawals after you […] The post Are You Happy With Your Financial Advisor? If Not, Here Are Some Tips for Switching appeared first on SmartReads by SmartAsset.

Source: Yahoo

8/20/2025

ETF volatility plays a large role in the gap between returns for investors and for funds as a whole, Morningstar data show.

Source: Yahoo

8/17/2025

We asked financial experts for their views on the "4% rule" and how to weather changing market conditions while keeping your retirement plan on track.

Source: Yahoo

8/14/2025

It's not easy to beat the stock market, even for professionals. But you can do well without their help by sticking with index funds, a new study says.

Source: Yahoo

8/13/2025

The annual “Mind the Gap” study found that investors mistiming sales and purchases often sacrifice returns relative to a fund’s overall performance.

Source: Yahoo

8/11/2025

The Wasatch Global Select Fund—Investor Class gained 11.87%, and slightly outperformed the benchmark MSCI AC (All Country) World Index, which was up 11.53%.

Source: SeekingAlpha

8/11/2025

The past year hammered active funds, and while a few categories show long-term promise, success is out of reach for most, per Morningstar.

Source: Yahoo

8/8/2025

For the quarter, the Russell Midcap® Growth Index was up 18.20%, while the Wasatch U.S. Select Fund—Investor Class gained 8.22%.

Source: SeekingAlpha

8/7/2025

Active managers’ long-term struggles have been most acute in the large-cap category where only 8% of funds beat their average passive rival over the decade, Morningstar finds.

Source: Yahoo

8/7/2025

For the quarter, the Russell 2500™ Index was up 8.59%, while the Wasatch Long/Short Alpha Fund—Investor Class gained 0.45%.

Source: SeekingAlpha

8/7/2025

For the quarter, the Russell 2000® Growth Index was up 11.97%,while the Wasatch Core Growth Fund-Investor Class gained 5.57%.

Source: SeekingAlpha