Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, ...

This year, our Corporate Sustainability Report examines how Morningstar is grappling with some of the biggest challenges facing industry leaders: How we support our teams and build diverse ...

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a ...

Retirees, brace yourselves: The golden rule of retirement withdrawals just got a cold dose of reality. A new report from ...

The withdrawal amount, contained in the annual “The State of Retirement Income” Morningstar report, was lowered from from last year’s 4%. At 3.7%, a portfolio has a 90% chance of not only lasting 30 ...

Retirees seeking the highest level of lifetime income should consider a combination of delayed Social Security filing and a flexible withdrawal strategy, according to a new Morningstar report.

Morningstar’s annual report examines U.S. sustainable fund inflows and performance. With specific fund flows data, asset managers can assess the competition and find pockets of opportunity.

Recent retirees may need to lower their spending expectations, according to a new Morningstar report. Counterintuitively, the stock market’s huge 2024 rally gets a big part of the blame.

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 ...

Despite the pervasive storyline that millennials will never be able to afford to retire, Morningstar reports that 47% of Gen Xers and 52% of baby boomers may experience retirement shortfalls ...

The board of directors of Morningstar (MORN) declared a quarterly dividend of 45.5c per share, payable Jan. 31, 2025, to shareholders of record as of Jan. 3, 2025. The five-cent, or 12.3% ...