Morningstar Inc.

Filed Under »
Dictionary Says

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 Says

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 Definitions

  • Rating

    1. An evaluation of a corporate or municipal bond's relative safety from an investment standpoint. Basically, it scrutinizes the issuer's ability to repay principal and make interest ...
    Read More »
  • Ratings Service

    A company, such as Moody's or Standard & Poor's, that rates various debt and preferred stock issues for safety of payment of principal, interest, or dividends.
    Read More »
  • Analyst

    A financial professional who has expertise in evaluating investments and puts together "buy", "sell" and "hold" recommendations for securities. Also known as a "financial analyst" or a ...
    Read More »
    • Style Box

      Created by Morningstar, a style box is designed to visually represent the investment characteristics of fixed-income (bond), domestic equity (stock) and international equity (stock) ...
      Read More »
    • Retail Investor

      Individual investors who buy and sell securities for their personal account, and not for another company or organization. Also known as an "individual investor" or "small investor".
      Read More »
    • Institutional Investor

      A non-bank person or organization that trades securities in large enough share quantities or dollar amounts that they qualify for preferential treatment and lower commissions. ...
      Read More »
    • Stewardship Grade

      An evaluative data point in Morningstar's fund and stock reports that assesses the quality of a company's governance practices. Stewardship grades for both funds and stocks range from ...
      Read More »
    • Morningstar Risk Rating

      A rating system that measures how often a fund loses money compared to the risk-free rate of return (T-bill return).
      Read More »
    • Philip Fisher

      A widely acclaimed stock investor and author who is believe to have a profound influence on Warren Buffett. He is perhaps known best for his book "Common Stocks and Uncommon Profits", ...
      Read More »

Articles Of Interest

Partner Links