Actively managed funds generally fell short of their passive peers last year, but fixed income was a notable exception.

In a bid to enhance its private credit and structured finance offerings, Morningstar (NASDAQ:MORN) said Tuesday it acquired Lumonic Inc., a private credit portfolio monitoring and management platform, ...

The Chicago-based market research firm will operate one of the firms as a subsidiary of Pitchbook, its provider of private ...

This strategy skews toward smaller, higher-growth companies compared with its average peer in the Financial Morningstar Category. Looking at additional factor exposure, this strategy has ...

These stocks have wide economic moats and are trading below their fair value, Morningstar says.

European Investors Pull Back From US ETFs. European investors pulled money from U.S. equity ETFs in February for the first ...

These acquisitions will strengthen Morningstar’s private credit and structured finance offerings, with advanced solutions designed to deliver efficiency, transparency, and enhanced decision-making to ...

Morningstar Credit and PitchBook were the ... and repurchased $11.6 million of its shares. Use of Non-GAAP Financial Measures Organic revenue, adjusted operating income, adjusted operating margin ...