Morningstar (MORN) Stock

If you want to gain a wide understanding of the Small Cap Value part of the US stock market, consider the iShares Morningstar Small-Cap Value ETF (ISCV). This is a passively managed exchange-traded fund that started on June 28, 2004.

USMV is created to manage portfolio volatility, which makes it a good choice for investors who prioritize stability rather than high returns during market upswings. The MSCI USA Minimum Volatility Index, which USMV is based on, focuses on lower beta and volatility, giving it a more favorable risk profile than the S&P 500. While it may not perform as well in rising markets, USMV does well during market declines, offering steady returns and reducing losses, which is important for long-term financial strategies.

CHICAGO--(BUSINESS WIRE)--The board of directors at Morningstar, Inc. (Nasdaq: MORN), a top provider of independent investment research, has announced a quarterly dividend of 45.5 cents per share. This dividend will be paid on January 31, 2025, to shareholders who are on record as of January 3, 2025. This marks a five-cent increase, or 12.3%, from the previous rate of 40.5 cents per share, leading to an expected annual dividend of $1.82, up from $1.62.

CONCORD, Calif., Dec. 02, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a top provider of wealth management and technology services for financial advisors, has completed its acquisition of the Turnkey Asset Management Platform (TAMP) assets from Morningstar Wealth. This important step in the partnership between AssetMark and Morningstar Wealth adds around $12 billion in assets to AssetMark's platform, enhancing the investment options available for financial advisors and their clients.

Morningstar is known for its excellent wealth management tools, providing highly-rated products such as Direct and Workstation for managing portfolios and assessing risks. Although it has lower net profit margins, the company’s wide range of products continues to grow, especially in profitable areas like Morningstar Credit. However, there are risks to consider, including cybersecurity threats, regulatory issues, and economic downturns that might affect the demand for financial data products.

William Kerwin, an analyst from Morningstar, appears on 'Closing Bell: Overtime' to talk about the earnings and future prospects of Applied Materials.

Sean Dunlop from Morningstar discusses his predictions for McDonald's future. He shares his insights on the company's performance and potential growth.

The iShares Morningstar Small-Cap Value ETF (ISCV) started on June 28, 2004, and is a passively managed fund that aims to provide wide access to the Small Cap Value part of the US stock market.

The iShares Morningstar Small-Cap Growth ETF (ISCG) was launched on June 28, 2004. It is a passively managed exchange-traded fund that aims to give investors wide access to the Small Cap Growth area of the US stock market.