Market-cap weighting consistently guides the index into the largest and most established names. As of year-end 2024, 94% of the strategy’s assets were companies with wide or narrow Morningstar ...

When an analyst covers a passively managed vehicle that tracks a particular index, Morningstar associates the Process Pillar rating assigned to that vehicle with the index concerned. Morningstar ...

Find and evaluate thousands of securities and indexes, all in one place. Use one of Morningstar’s pre-filtered screens to jumpstart your research or create your own custom views using more than 200 ...

Moat stocks thrived in January, dodging AI-driven tech turmoil with gains in health care and mid-cap standouts. Click to read ...

Morningstar adds to its growing suite of global indexes providing more transparency into the late-stage venture capital market for a range of investor use cases, from benchmarking to investable ...

The performance of sustainability indexes varied widely in 2024, according to a report by Morningstar Indexes.

Investment insights firm Morningstar and private markets research firm PitchBook launched a new index that tracks 30 of the largest and most liquid late-stage venture capital companies globally.

Sharesight is a portfolio tracker that is integrated into Morningstar Investor. Their data shows the top 20 trades by ...

Kroll, the provider of financial and risk advisory solutions, announced addition of Morningstar Leveraged Loan Index data and ...

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 ...