| VanEck Morningstar International Moat ETF: Interesting Concept, Uneven Execution |
The VanEck Morningstar International Moat ETF has underperformed compared to other international value funds. MOTI's heavy allocation to consumer staples and Chinese equities has hindered its performance. The ETF's gradual shift towards growth-oriented equities has so far failed to pay off. |
seekingalpha.com |
2025-05-12 16:19:14 |
Czytaj oryginał (ang.) |
| Morningstar Introduces Medalist Rating for Semiliquid Funds, Advancing Transparency in Private Markets |
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today introduced the Morningstar Medalist Rating™ for Semiliquid Funds, expanding its established Medalist Rating framework to the growing segment of semiliquid investment vehicles. As public and private markets converge and product offerings become more complex, the new rating brings greater transparency and due diligence to private markets. "Semiliquid funds are becoming more acc. |
businesswire.com |
2025-05-06 11:00:00 |
Czytaj oryginał (ang.) |
| Morningstar, Inc. Reports First-Quarter 2025 Financial Results |
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted first-quarter revenue growth with increases in operating and adjusted operating income and margins. The Company also accelerated its stock repurchases in the quarter. "Growth in PitchBook and Morningstar Credit contributed to a strong start to 2025," said Kunal Kapoor, Morningstar's chief executive officer. "We are supporting their growth and expanding our private credit and. |
businesswire.com |
2025-04-30 20:15:00 |
Czytaj oryginał (ang.) |
| Morningstar: Margin Expansion Opportunity |
Morningstar has suffered a temporary decrease in margins due to acquisitions, but the trend has reversed in recent quarters. Compared to its peers, there is significant room to grow operating margins. Morningstar has a top-notch business model with recurring revenues, low debt, and positive working capital. |
seekingalpha.com |
2025-04-23 13:55:37 |
Czytaj oryginał (ang.) |
| Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar? |
The iShares Morningstar Small-Cap Value ETF (ISCV) was launched on 06/28/2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market. |
zacks.com |
2025-04-15 11:21:27 |
Czytaj oryginał (ang.) |
| Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar? |
The iShares Morningstar Small-Cap Growth ETF (ISCG) was launched on 06/28/2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Growth segment of the US equity market. |
zacks.com |
2025-04-07 11:20:42 |
Czytaj oryginał (ang.) |
| Should iShares Morningstar Mid-Cap Growth ETF (IMCG) Be on Your Investing Radar? |
The iShares Morningstar Mid-Cap Growth ETF (IMCG) was launched on 06/28/2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Mid Cap Growth segment of the US equity market. |
zacks.com |
2025-04-03 11:20:47 |
Czytaj oryginał (ang.) |
| Morningstar, Inc. to Announce First-Quarter 2025 Financial Results on April 30 |
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), plans to report its first-quarter 2025 financial results after the market closes on Wednesday, April 30, 2025. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com. About Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line. |
businesswire.com |
2025-03-31 20:15:00 |
Czytaj oryginał (ang.) |
| Prospect Capital's Credit Ratings Reaffirmed Investment Grade by Morningstar DBRS with Stable Trend |
NEW YORK, March 28, 2025 (GLOBE NEWSWIRE) -- Prospect Capital Corporation (NASDAQ: PSEC) ("Prospect", “our”, or “we”) today announced that Morningstar DBRS ("DBRS") has reaffirmed Prospect's investment grade issuer and long term senior debt credit ratings at BBB(low), and assigned a revised trend of Stable. |
globenewswire.com |
2025-03-28 09:01:00 |
Czytaj oryginał (ang.) |
| Morningstar Awards for Investing Excellence UK 2025: Winners Announced |
LONDON--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the winners for the 2025 Morningstar Awards for Investing Excellence UK. The awards recognise funds and asset managers that have served investors well over the long term and which Morningstar's manager research team believes will be able to deliver strong risk-adjusted returns over time. There are two types of Morningstar awards: the Morningstar Category Awards and t. |
businesswire.com |
2025-03-21 05:00:00 |
Czytaj oryginał (ang.) |
| Morningstar, Inc. Declares Quarterly Dividend of 45.5 Cents Per Share |
CHICAGO--(BUSINESS WIRE)--The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 45.5 cents per share, consistent with the dividend paid in January. The dividend is payable April 30, 2025, to shareholders of record as of April 4, 2025. Please contact investors@morningstar.com with any questions. About Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment insights in N. |
businesswire.com |
2025-03-14 18:15:00 |
Czytaj oryginał (ang.) |
| ARTY: Strong Concept, Weak Performance - Here's Why |
The iShares Future AI & Tech ETF focuses on generative AI, AI data and infrastructure, AI software, and AI services, tracking the Morningstar Global Artificial Intelligence Select Index. The ETF employs a capping strategy to ensure diversification, with no single constituent exceeding 6% weight and aggregate weights above 4.5% capped at 22.5%. Morningstar analysts provide forward-looking thematic exposure scores based on a company's projected revenue from AI subthemes, ensuring a focus on future profitability. |
seekingalpha.com |
2025-03-11 15:32:01 |
Czytaj oryginał (ang.) |
| Morningstar Unveils Agenda for 2025 Morningstar Investment Conference |
CHICAGO--(BUSINESS WIRE)--Morningstar today announced the agenda for its 37th annual Morningstar Investment Conference, June 25-26, 2025, at Chicago's iconic Navy Pier. |
businesswire.com |
2025-03-11 11:00:00 |
Czytaj oryginał (ang.) |
| Hercules Capital Receives Investment Grade Rating Upgrade to BBB (high) with Revised Outlook to Stable from Morningstar DBRS |
SAN MATEO, Calif.--(BUSINESS WIRE)--Hercules Capital, Inc. (NYSE: HTGC) (“Hercules” or the “Company”), the largest and leading specialty financing provider to innovative venture, growth and established stage companies backed by some of the leading and top-tier venture capital and select private equity firms, today announced that Morningstar DBRS (“DBRS”) has upgraded Hercules' investment grade credit and corporate rating to BBB (high) from BBB with a trend revision from Positive to Stable, as w. |
businesswire.com |
2025-03-07 08:00:00 |
Czytaj oryginał (ang.) |
| Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2024 Financial Results |
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, reported double-digit revenue growth for 2024 and meaningful increases in operating and free cash flow, with fourth-quarter revenue increasing 9.7%, or 10.6% on an organic basis. "We finished 2024 strongly by executing on themes such as the convergence of public and private markets and using AI to transform client workflows," said Kunal Kapoor, Morningstar's chief executive officer. |
businesswire.com |
2025-02-26 18:15:00 |
Czytaj oryginał (ang.) |
| Undercovered ETFs: Growth, Income, TIPS, Poland + |
The 'Undercovered' Dozen series highlights 12 lesser-known ETFs offering potential investment opportunities for investors. Kurtis Hemmerling shares a bearish take on iShares Russell Top 200 Growth ETF due to poor factor implementation, despite its strong historical performance. Goldman Sachs Nasdaq-100 Core Premium Income ETF is given a buy from Jonathan Weber for income-oriented investors, combining a 10% dividend yield with tech exposure. |
seekingalpha.com |
2025-02-20 10:00:00 |
Czytaj oryginał (ang.) |
| Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar? |
Looking for broad exposure to the Small Cap Value segment of the US equity market? You should consider the iShares Morningstar Small-Cap Value ETF (ISCV), a passively managed exchange traded fund launched on 06/28/2004. |
zacks.com |
2025-02-13 09:21:16 |
Czytaj oryginał (ang.) |
| WuXi Biologics Recognized as Industry and Regional ESG Top-Rated Company by Morningstar Sustainalytics for Fifth Consecutive Year |
Ranked among the top 1% of companies assessed in the pharmaceutical industry Recognized as a leader in Green CRDMO, driving innovation for a healthier future Committed to creating long-term value for all stakeholders SHANGHAI , Feb. 10, 2025 /PRNewswire/ -- WuXi Biologics ("WuXi Bio") (2269.HK), a leading global Contract Research, Development, and Manufacturing Organization (CRDMO), today announced it has been recognized as a 2025 Industry and Regional ESG Top-Rated Company by Morningstar Sustainalytics, marking the fifth consecutive year the company has scored among the highest in ESG Risk Ratings. Sustainalytics , a leading ESG data, research, and ratings firm, supports global investors with the development and implementation of responsible investment strategies. |
prnewswire.com |
2025-02-10 06:00:00 |
Czytaj oryginał (ang.) |
| Morningstar: High-Quality Stock, Buy On A Pullback |
Morningstar, Inc. is a long-term capital appreciation play, with potential to beat the S&P 500 Index, but current high multiples suggest waiting for market-driven price drops. Strong Q3 results with double-digit growth in revenue and profit, and expected continued growth in Q4, highlight Morningstar's robust business performance. Despite a high P/E ratio of 41.5 and a low dividend yield of 0.56%, Morningstar shows steady revenue growth across all segments over the past decade. |
seekingalpha.com |
2025-02-05 20:04:57 |
Czytaj oryginał (ang.) |
| Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar? |
Designed to provide broad exposure to the Small Cap Growth segment of the US equity market, the iShares Morningstar Small-Cap Growth ETF (ISCG) is a passively managed exchange traded fund launched on 06/28/2004. |
zacks.com |
2025-02-05 09:20:29 |
Czytaj oryginał (ang.) |
| Morningstar DBRS Confirms Trinity Capital Inc.'s Investment Grade Rating |
PHOENIX , Jan. 29, 2025 /PRNewswire/ -- Trinity Capital Inc. (Nasdaq: TRIN) ("Trinity" or the "Company"), a leading alternative asset manager, today announced that DBRS, Inc. ("Morningstar DBRS") a leading provider of independent investment insights, has confirmed its previously assigned investment grade credit rating of "BBB (low)" with a stable outlook to the Company. Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and structured finance instruments globally. |
prnewswire.com |
2025-01-29 18:17:00 |
Czytaj oryginał (ang.) |
| Morningstar, Inc. to Announce Fourth-Quarter and Full-Year 2024 Financial Results on Feb. 26 |
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), plans to report its fourth-quarter and full-year 2024 financial results after the market closes on Wednesday, Feb. 26, 2025. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com. About Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an e. |
businesswire.com |
2025-01-27 18:15:00 |
Czytaj oryginał (ang.) |
| Should iShares Morningstar Mid-Cap Growth ETF (IMCG) Be on Your Investing Radar? |
If you're interested in broad exposure to the Mid Cap Growth segment of the US equity market, look no further than the iShares Morningstar Mid-Cap Growth ETF (IMCG), a passively managed exchange traded fund launched on 06/28/2004. |
zacks.com |
2025-01-27 09:20:32 |
Czytaj oryginał (ang.) |
| Morningstar Introduces Morningstar PitchBook Unicorn 30 Index |
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today introduces the Morningstar® PitchBook® Unicorn 30 Index (UI30), adding to its expanding suite of market data, research and index tools to help investors measure and access the late-stage venture capital market. Powered by PitchBook's extensive private capital market data coverage, the new index tracks the 30 largest and most liquid “unicorns,” or late-stage venture capital-ba. |
businesswire.com |
2025-01-21 17:32:00 |
Czytaj oryginał (ang.) |
| Retirees: 3 Infrastructure ETFs to Buy for the Rebuilding of America |
Retirees looking to invest in long-life cash flow-generative assets to help bolster their portfolio's dividend growth and diversification may wish to check out some of the infrastructure plays. |
247wallst.com |
2025-01-12 16:33:54 |
Czytaj oryginał (ang.) |
| Armada Hoffler Announces Morningstar Upgrades Outlook to Stable and Confirms BBB Credit Rating |
VIRGINIA BEACH, Va., Jan. 10, 2025 (GLOBE NEWSWIRE) -- Armada Hoffler (NYSE: AHH) announced that Morningstar has upgraded its outlook to stable and confirmed its BBB credit rating. |
globenewswire.com |
2025-01-10 08:00:00 |
Czytaj oryginał (ang.) |
| Morningstar DBRS Deems Radian Real Estate Management Acceptable Due Diligence Provider |
WAYNE, Pa.--(BUSINESS WIRE)--Radian Group Inc. (NYSE: RDN) today announced that DBRS, Inc. (Morningstar DBRS) deems Radian Real Estate Management as an acceptable due diligence firm for business purpose loans and single-family rental Morningstar DBRS-rated residential mortgage-backed securities (RMBS) transactions. Radian Real Estate Management is the longest-standing provider of diligence and valuations for institutional single-borrower, single-family rental (SFR) securitizations, and warehous. |
businesswire.com |
2025-01-09 18:01:00 |
Czytaj oryginał (ang.) |
| Morningstar stock price dived: is it still overvalued? |
Morningstar stock price had a strong performance in 2024 as it surged to a record high of $364 following several quarters of strong revenue growth. It has then suffered a big reversal, plunging by over 11.5% from its highest level last year. |
invezz.com |
2025-01-09 03:02:00 |
Czytaj oryginał (ang.) |
| Unlocking Value From MSCI, The Index Fund Powerhouse |
Unlocking Value From MSCI, The Index Fund Powerhouse |
seekingalpha.com |
2024-12-25 06:28:41 |
Czytaj oryginał (ang.) |
| Morningstar Picks NBSM as a Top New ETF of 2024 |
In another record-breaking year for ETF launches, the Neuberger Berman Small-Mid Cap ETF (NBSM) continues to capture investor attention. Through its actively managed strategy in the SMIDcap space, the fund garners a top spot in best new ETFs of the year according to Morningstar. |
etftrends.com |
2024-12-13 13:57:53 |
Czytaj oryginał (ang.) |
| Morningstar Appoints Michael Holt as Chief Financial Officer |
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a global provider of independent investment insights, today announced the appointment of Michael Holt as chief financial officer, effective January 1, 2025. The company previously announced that Jason Dubinsky would step down at the end of the year and assume a consulting role through a transition period. Reporting to chief executive officer Kunal Kapoor, Holt will lead and oversee Morningstar's global finance organization. He has serv. |
businesswire.com |
2024-12-10 18:15:00 |
Czytaj oryginał (ang.) |
| Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar? |
If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the iShares Morningstar Small-Cap Value ETF (ISCV), a passively managed exchange traded fund launched on 06/28/2004. |
zacks.com |
2024-12-10 09:20:43 |
Czytaj oryginał (ang.) |
| Morningstar And Others Are Wrong About USMV |
USMV is designed to control portfolio volatility, making it suitable for risk-averse investors who prefer stability over high returns during market rallies. The MSCI USA Minimum Volatility Index, USMV's underlying methodology, aims for lower beta and volatility, offering a better risk profile compared to the S&P 500. Despite underperforming in bull markets, USMV excels in downturns, providing consistent returns and minimizing losses, crucial for long-term financial planning. |
seekingalpha.com |
2024-12-08 05:42:34 |
Czytaj oryginał (ang.) |
| Morningstar, Inc. Increases Quarterly Dividend to 45.5 Cents Per Share |
CHICAGO--(BUSINESS WIRE)--The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 45.5 cents per share, payable Jan. 31, 2025, to shareholders of record as of Jan. 3, 2025. The five-cent, or 12.3%, increase from the prior quarterly rate of 40.5 cents per share results in an expected annualized dividend of $1.82 per share compared with the prior annualized rate of $1.62 per share. While subsequent d. |
businesswire.com |
2024-12-06 18:15:00 |
Czytaj oryginał (ang.) |
| Stellantis credit rating under review on weak performance, DBRS Morningstar says |
Stellantis' credit rating is under review by DBRS Morningstar due to its weaker than expected operating performance so far this year, the ratings agency said on Tuesday. |
reuters.com |
2024-12-03 08:48:49 |
Czytaj oryginał (ang.) |
| Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar? |
Looking for broad exposure to the Small Cap Growth segment of the US equity market? You should consider the iShares Morningstar Small-Cap Growth ETF (ISCG), a passively managed exchange traded fund launched on 06/28/2004. |
zacks.com |
2024-12-02 16:20:38 |
Czytaj oryginał (ang.) |
| AssetMark Completes Acquisition of Key TAMP Business Assets in Strategic Alliance with Morningstar Wealth |
CONCORD, Calif., Dec. 02, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced the close of its acquisition of Morningstar Wealth's Turnkey Asset Management Platform (TAMP) assets. This acquisition, a key milestone in the strategic alliance between AssetMark and Morningstar Wealth, brings approximately $12 billion in assets to AssetMark's platform, broadening its array of investment solutions for financial advisors and their clients. |
globenewswire.com |
2024-12-02 13:00:00 |
Czytaj oryginał (ang.) |
| Morningstar DBRS Names Richard Sibthorpe Head of Canada |
TORONTO--(BUSINESS WIRE)--DBRS Limited (Morningstar DBRS), the leading Canadian credit rating agency, has appointed Mr. Richard Sibthorpe as Head of Canada and Global Investor Strategy. Mr. Sibthorpe succeeds Mr. Douglas E. Turnbull who retired at the end of September. Mr. Sibthorpe who also joins Morningstar DBRS' global credit leadership team began his new position on November 25, 2024, and reports to Mr. Detlef Scholz, the company's president. Along with overseeing the Toronto-based credit r. |
businesswire.com |
2024-11-26 12:00:00 |
Czytaj oryginał (ang.) |
| Should iShares Morningstar Mid-Cap Growth ETF (IMCG) Be on Your Investing Radar? |
Designed to provide broad exposure to the Mid Cap Growth segment of the US equity market, the iShares Morningstar Mid-Cap Growth ETF (IMCG) is a passively managed exchange traded fund launched on 06/28/2004. |
zacks.com |
2024-11-26 09:20:34 |
Czytaj oryginał (ang.) |
| Why Retail Investors Might Be Interested In Morningstar |
Morningstar excels in wealth management tools, offering top-rated products like Direct and Workstation for portfolio management and risk assessment. Despite lower net profit margins, Morningstar's diverse product lines show consistent growth, with significant potential in high-margin segments like Morningstar Credit. Key risks include cybersecurity, regulatory challenges, and economic downturns, which could impact the demand for financial data products. |
seekingalpha.com |
2024-11-19 06:09:55 |
Czytaj oryginał (ang.) |
| Everything is pointing green for Applied Materials, says Morningstar's William Kerwin |
William Kerwin, Morningstar analyst, joins 'Closing Bell: Overtime' to discuss Applied Materials earnings and outlook. |
youtube.com |
2024-11-14 19:53:30 |
Czytaj oryginał (ang.) |
| McDonald's current stock price is 'as good as it gets': Morningstar |
Sean Dunlop of Morningstar shares his outlook for McDonald's. |
youtube.com |
2024-10-31 06:10:55 |
Czytaj oryginał (ang.) |
| Morningstar Releases Medalist Ratings for 529 College-Savings Plans, Including 11 Upgrades and Nine Downgrades |
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced Morningstar Medalist Ratings™ for 59 of the nation's most prominent 529 college-savings plans. These plans account for more than 95% of 529 industry assets as of Aug. 31, 2024. The Medalist Ratings reflect Morningstar manager research analysts' forward-looking views of which plans are best suited to help investors reach their goals. It has five tiers—Gold, Silver, B. |
businesswire.com |
2024-10-29 11:00:00 |
Czytaj oryginał (ang.) |
| Top 2 Financials Stocks That May Implode In October |
As of Oct. 9, 2024, two stocks in the financials sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions. |
benzinga.com |
2024-10-09 12:55:59 |
Czytaj oryginał (ang.) |
| Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar? |
The iShares Morningstar Small-Cap Value ETF (ISCV) was launched on 06/28/2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market. |
zacks.com |
2024-10-07 11:21:08 |
Czytaj oryginał (ang.) |
| Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar? |
Launched on 06/28/2004, the iShares Morningstar Small-Cap Growth ETF (ISCG) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Growth segment of the US equity market. |
zacks.com |
2024-09-30 11:20:41 |
Czytaj oryginał (ang.) |
| Micron's Momentum Can Keep Going, Morningstar's Kerwin Says |
Morningstar Technology Equity Analyst William Kerwin reacts to Micron Technology giving surprisingly strong sales and profit forecasts. Micron said fiscal first-quarter revenue will be about $8.7 billion. |
youtube.com |
2024-09-25 20:48:22 |
Czytaj oryginał (ang.) |
| Morningstar, Inc. to Announce Third-Quarter 2024 Financial Results on Oct. 23 |
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), plans to report its third-quarter 2024 financial results after the market closes on Wednesday, Oct. 23, 2024. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com. About Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line o. |
businesswire.com |
2024-09-23 20:15:00 |
Czytaj oryginał (ang.) |