Morningstar Inc.

AAA

DEFINITION of 'Morningstar Inc.'

A Chicago-based investment research firm that compiles and analyzes fund, stock and general market data. Morningstar also provides an extensive line of internet, software and print-based products for individual investors, financial advisors and institutional clients. Among its many offerings, Morningstar's comprehensive, one-page mutual and exchange-traded fund reports are widely used by investors to determine the investment quality of the more than 2,000 funds it covers.

INVESTOPEDIA EXPLAINS 'Morningstar Inc.'

Morningstar is a respected and reliable source of independent investment analysis for all levels of fund and stock investors, ranging from inexperienced beginners to sophisticated experts. Its website includes free information on individual funds and stocks. More complete data is available through subscription services and publications. Many public libraries are subscribers to Morningstar services.

RELATED TERMS
  1. Philip Fisher

    A widely acclaimed stock investor and author who is believe to ...
  2. Stewardship Grade

    An evaluative data point in Morningstar's fund and stock reports ...
  3. Retail Investor

    Individual investors who buy and sell securities for their personal ...
  4. Institutional Investor

    A non-bank person or organization that trades securities in large ...
  5. Style Box

    Created by Morningstar, a style box is designed to visually represent ...
  6. Analyst

    A financial professional who has expertise in evaluating investments ...
RELATED FAQS
  1. What are common mutual funds an investor should consider for investing in banks?

    Among the most popular mutual funds with investors and analysts for those interested in investing in the banking industry ... Read Full Answer >>
  2. What types of stocks have a large difference between bid and ask prices?

    The bid-ask spread is the difference between the highest offered purchase price and the lowest offered sales price for a ... Read Full Answer >>
  3. What are the most common leveraged ETFs that track the drugs sector?

    The most common leveraged exchange-traded funds (ETFs) that track the pharmaceutical industry are the two offered by Proshares: ... Read Full Answer >>
  4. Why would an investor consider purchasing electronic stocks for their portfolio?

    An investor would consider purchasing electronics stocks because that sector provides many opportunities for both quick profits ... Read Full Answer >>
  5. What is the automotive sector?

    In the world of finance, the automotive sector represents the financial performance and economic variables related to automobile ... Read Full Answer >>
  6. What is the best way to get exposure to electric cars when investing in the automotive ...

    Investors interested in electric cars have a variety of options. Automakers such as Tesla Motors exclusively manufacture ... Read Full Answer >>
Related Articles
  1. Investing Basics

    Analyst Recommendations: Do Sell Ratings Exist?

    Analyst reports can be an investor's best friend - but without knowing how to read them, you won't be able to fully utilize them.
  2. Mutual Funds & ETFs

    Morningstar: A Premier Mutual Fund Source

    Looking for current mutual fund information? We'll look at one of the places to start your search.
  3. Professionals

    Research Report Red Flags For Brokers

    Discover how to look past analysts' ratings to find winning stocks for your clients.
  4. Mutual Funds & ETFs

    Understanding The Mutual Fund Style Box

    Evaluate your investments with this simple tool.
  5. Mutual Funds & ETFs

    Mutual Fund Ratings: Are They Deceiving?

    Rating systems are a helpful - but not perfect - tool to help you find a winning fund.
  6. Mutual Funds & ETFs

    Top Tools Every Financial Adviser Needs

    Becoming a financial advisor requires more education and hard work than is often assumed, but today's technology can relieve some of the burden.
  7. Stock Analysis

    Is it Time to Buy Floating Rate Bonds?

    The Fed’s awaited interest rate hike could finally be at hand. Are floating rate bonds the way to go?
  8. Mutual Funds & ETFs

    Is the PowerShares (PFEM) ETF a Good Bet Now?

    What you need to know if you are considering trading PowerShares Fundamental Emerging Markets Local Debt ETF.
  9. Chart Advisor

    Invest in Japan with this ETF

    The Japanese stock market has been front and center in the minds of many international traders over the past few weeks — and for good reason.
  10. Chart Advisor

    ChartAdvisor for April 24 2015

    A weekly technical summary of the major U.S. indexes.

You May Also Like

Hot Definitions
  1. Fisher Effect

    An economic theory proposed by economist Irving Fisher that describes the relationship between inflation and both real and ...
  2. Fiduciary

    1. A person legally appointed and authorized to hold assets in trust for another person. The fiduciary manages the assets ...
  3. Expected Return

    The amount one would anticipate receiving on an investment that has various known or expected rates of return. For example, ...
  4. Carrying Value

    An accounting measure of value, where the value of an asset or a company is based on the figures in the company's balance ...
  5. Capital Account

    A national account that shows the net change in asset ownership for a nation. The capital account is the net result of public ...
  6. Brand Equity

    The value premium that a company realizes from a product with a recognizable name as compared to its generic equivalent. ...
Trading Center