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How to read morningstar report

how to read morningstar report

Headquartered in Chicago, Illinois

Incorporated May 16, 1984

Shares began trading on NASDAQ May 3, 2005

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $180 billion in assets under advisement or management as of June 30, 2015. We have operations in 27 countries.

Morningstar’s mission is to create great products that help investors reach their financial goals. We accomplish this by working directly with investors, as well as the advisors and institutions that serve them.

How We Help Clients

Individuals use Morningstar to make

educated investment decisions. These investors want pertinent facts they can trust from an independent source, delivered in easy-to-understand formats.

Financial advisors and other investment professionals turn to Morningstar for tools that help them research, analyze, present, and support their investment ideas. Morningstar's research, analytics, and investment management services help advisors make more efficient use of their time and deliver better investment outcomes to clients.

Asset management firms of all sizes look to Morningstar for ideas that help them develop, differentiate, and manage financial products—all while strengthening connections with distributors and investors. Tapping into our independent research and industry expertise helps asset managers discover efficiencies and innovations while meeting regulatory challenges and global market needs.

Retirement plan providers differentiate their businesses through Morningstar's expertise in improving existing plans and pioneering retirement products. They also value Morningstar as a single source for investment consulting, advisory services, software, data, and research.

Retirement plan sponsors enhance their benefits programs with Morningstar's independent investment management services, accessible communications, and knowledge about serving investors. We help plan sponsors meet their fiduciary responsibilities and better prepare employees for retirement.

Category: Bank

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