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Morningstar Value Stock - Dividend - Research Selection

Morningstar

ISIN: US6177001095 , WKN: A0EADM

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Description of the company

Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. It offers a line of data, research, and software tools on a range of investment offerings, including managed investment products, publicly listed companies, fixed income securities, private capital markets, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. The company offers Morningstar Data, an investment data spanning various investment databases, including pricing and commodity data; Morningstar Direct, an institutional investment research platform; investment management solutions, which include Morningstar Managed Portfolios, the strategist models on third-party managed account platforms, as well as services for institutional asset management, asset allocation, and manager selection; institutional asset management services for asset management firms, broker-dealers, and insurance providers; Morningstar Advisor Workstation, a Web-based investment planning system; and Morningstar.com, a Website for individual investors. It also provides Morningstar Enterprise Components, a set of tools and capabilities that builds customized Websites or enhances existing solutions; Morningstar Research, which includes equity research and manager research; Morningstar Credit Ratings that provides new issue and surveillance ratings and analysis for structured credits, as well as operational risk assessment services; Morningstar Indexes, a set of investment indexes; workplace solutions, such as retirement advice and managed accounts, fiduciary services, and custom models; a mobile application, excel plug-in, data feeds, and data solutions; equity and manager research, and credit rating services; and institutional asset management, asset allocation, and manager selection services. The company was founded in 1984 and is headquartered in Chicago, Illinois.

The Finanzoo GmbH assumes no liability for the accuracy of the information! All information is provided without warranty. Sources:: www.bundesanzeiger.de, www.sec.gov,


NEWS


Morningstar Appointed by PIMFA as New Sole Index Series Provider

2026-01-14
LONDON, January 14, 2026--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent insights and index solutions, today announced an agreement with the Personal Investment Management and Financial Advice Association (PIMFA). Starting from 2nd March 2026, Morningstar will serve as the authorized index provider for PIMFA’s Private Investor Index Series and Equity Risk Index Series.

Is Morningstar’s New Retirement Modeling Shift a Subtle Reboot of Its Core Value Proposition (MORN)?

2026-01-14
Morningstar’s Center for Retirement & Policy Studies recently launched its 2026 Managed Accounts Research Series and the Defined Contribution Outcomes Model, a simulation framework built on millions of workplace retirement plan records to evaluate plan design interventions. The research finds that managed accounts could materially improve projected retirement wealth outcomes across different age and income groups, even when plans already use auto-enrollment and auto-escalation. Next, we’ll...

2 Oversold Stocks Primed to Rebound and 1 Facing Challenges

2026-01-14
Rock-bottom prices don't always mean rock-bottom businesses. The stocks we're examining today have all touched their 52-week lows, creating a classic investor's dilemma: bargain opportunity or value trap?

Retiring at 64 With $2.1 Million Means Navigating a $10,500 Annual Gap Nobody Talks About

2026-01-13
At 64 with $2.1 million saved, the question isn’t whether retirement is possible but whether your withdrawal strategy and portfolio composition can sustain 25-30 years of expenses while navigating taxes, healthcare costs, and market volatility. The Withdrawal Rate Reality The traditional 4% rule suggests withdrawing $84,000 annually from $2.1 million. However, Morningstar’s 2026 research recommends ... Retiring at 64 With $2.1 Million Means Navigating a $10,500 Annual Gap Nobody Talks About

Morningstar Launches New Managed Accounts Research Series and Defined Contribution Outcomes Model

2026-01-13
CHICAGO, January 13, 2026--The Morningstar Center for Retirement & Policy Studies, part of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the launch of the 2026 Managed Accounts Research Series and the Defined Contribution Outcomes Model (DCOM)—a new simulation framework designed to evaluate the effectiveness of plan design interventions (including managed accounts) in workplace retirement plans.

While the number of 401(k) millionaires is up, 40% of households are at risk of a lower standard of living in retirement

2026-01-13
Though many are doing great with their 401(k)s, their success doesn't tell the whole story of retirement readiness in America.

Retiring Soon? How This New Withdrawal Rate Challenges the 4% Rule, Report Reveals

2026-01-12
Morningstar’s new analysis suggests retirees can start with one withdrawal rate and adjust for inflation, but taxes, fees, and portfolio mix still matter.

International Equity ETF Flows More than Doubled 2024 Totals

2026-01-12
Funds tracking foreign equity markets set new records in 2025, taking in $217 billion in assets.

Assessing Morningstar (MORN) Valuation After A 33.63% One-Year Total Shareholder Return Decline

2026-01-09
Morningstar (MORN) is drawing investor attention as its recent share performance contrasts with its underlying financial profile, including US$2.4b in revenue and US$376.0m in net income across its diversified data and analytics segments. See our latest analysis for Morningstar. At a share price of US$212.36, Morningstar has seen a 1-year total shareholder return decline of 33.63%. The 5-year total shareholder return of 1.16% suggests more modest long-term progress, and recent 90-day share...

Gold and Silver Funds Surged. Crypto Took a Dive.

2026-01-08
Miner stocks did especially well in the fourth quarter, while crypto funds plunged. The other winners.