Morningstar

Yahoo Finance • 19 days ago

How To Save 15% More of Your Mutual Fund or ETF

If you operate like the average investor, your holdings may be returning less than you think. A Morningstar study found that investors lost about 15% of their returns over 10 years. Put differently, dollars invested in ETFs and mutual fund... Full story

Yahoo Finance • 19 days ago

Is the 4% rule too stingy for your retirement? Try spending 5%.

The 4% rule of retirement puts you on an austere budget in your leisure years. Even if you save a million dollars, the 4% formula allows you to spend only $40,000 of your money in the first year. But what if we said you could spend 5%? Or... Full story

Yahoo Finance • 26 days ago

TSX Closer: Morningstar Cites Sector Composition For The Index's Outperformance In 2025

Having breached 32,000 for the first time a day earlier, The Toronto Stock Exchange closed above it PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium... Full story

Yahoo Finance • 26 days ago

Nasdaq is the best performing financial exchange stock YTD

[Businessman analysis stock chart in crisis covid-19 for investment in stockmarket and finance business planning selective stock for Stockmarket crash and Financial crisis] primeimages/E+ via Getty Images The S&P 500 financials sector has... Full story

Yahoo Finance • 26 days ago

Ohio 529 Once Again Earns Top National Recognition

Direct & BlackRock Advisor Plans Receive Silver Ratings in Morningstar’s 2025 Medalist Report COLUMBUS, Ohio, December 23, 2025--(BUSINESS WIRE)--Ohio 529 has announced that both its Direct and Advisor (BlackRock) 529 plans have maintaine... Full story

Yahoo Finance • last month

Morningstar (NASDAQ:MORN) Will Pay A Larger Dividend Than Last Year At $0.50

The board of Morningstar, Inc. (NASDAQ:MORN) has announced that it will be paying its dividend of $0.50 on the 30th of January, an increased payment from last year's comparable dividend. Despite this raise, the dividend yield of 0.9% is on... Full story

Yahoo Finance • last month

Morningstar raises quarterly dividend by9.9% to $0.50/share

* Morningstar (MORN [https://seekingalpha.com/symbol/MORN]) declares $0.50/share quarterly dividend [https://seekingalpha.com/pr/20330800-morningstar-inc-increases-quarterly-dividend-to-50-cents-per-share], 9.9% increase from prior divid... Full story

Yahoo Finance • last month

Morningstar, Inc. (MORN): A Bull Case Theory

We came across a bullish thesis on Morningstar, Inc. on Rebound Capital’s Substack. In this article, we will summarize the bulls’ thesis on MORN. Morningstar, Inc.'s share was trading at $216.38 as of December 1st. MORN’s trailing and forw... Full story

Yahoo Finance • last month

The Charles Schwab Corporation (SCHW): A Bull Case Theory

We came across a bullish thesis on The Charles Schwab Corporation on The Diversified Fins Analyst’s Substack by Collin Cook. In this article, we will summarize the bulls’ thesis on SCHW. The Charles Schwab Corporation's share was trading a... Full story

Yahoo Finance • 2 months ago

Billionaire Bill Ackman May Be the Next Warren Buffett -- 2 AI Stocks Make Up 39% of His Portfolio (Hint: One Just Partnered With Nvidia)

Key Points Billionaire Bill Ackman runs Pershing Square, a hedge fund that beat the S&P 500 by 24 points in the last decade and currently owns large positions in Alphabet and Uber. Alphabet is monetizing artificial intelligence through cu... Full story

Yahoo Finance • 2 months ago

Morningstar Unleashes AI-Ready Investing Insights in Microsoft AI Tools

New integrations advance investors’ access to trusted data and insights anywhere they work CHICAGO, November 18, 2025--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, has launched... Full story

Yahoo Finance • 2 months ago

Morningstar (MORN) Fell Due to a Pullback in the Information Services Sector

Baron Funds, an investment management company, released its “Baron FinTech Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter, the fund fell 4.29% (Institutional Shares) compared to... Full story

Yahoo Finance • 2 months ago

JPMorgan strikes deals to get paid for fintech data access - report

[U.S. Banks Post Near-Record Profits In Second Quarter Of 2014] Andrew Burton/Getty Images News JPMorgan Chase (JPM [https://seekingalpha.com/symbol/JPM]) has signed revised contracts with fintech middlemen to get paid for most of the dat... Full story

Yahoo Finance • 2 months ago

Morningstar, PitchBook to Launch Evergreen Private Market Funds Indexes

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Morningstar announced the upcoming launch of the Morningstar PitchBook U.S. Evergreen Fund Indexes, which it said will offer pe... Full story

Yahoo Finance • 3 months ago

Validea Martin Zweig Strategy Daily Upgrade Report - 10/30/2025

The following are today's upgrades for Validea's Growth Investor model based on the published strategy of Martin Zweig. This strategy looks for growth stocks with persistent accelerating earnings and sales growth, reasonable valuations and... Full story

Yahoo Finance • 3 months ago

Morningstar (MORN) Collaborates With NPPG Plan Professionals

​Morningstar, Inc. (NASDAQ:MORN) is one of the Best 52-Week Low Mid Cap Stocks to Buy Now. On October 22, Morningstar Retirement, which is part of Morningstar, Inc. (NASDAQ:MORN) announced a strategic collaboration with NPPG Plan Professio... Full story

Yahoo Finance • 3 months ago

Warren Buffett Sells Apple Stock and Buys a Brand New Stock Up 5,600% in 30 Years

Key Points Warren Buffett's Berkshire Hathaway in the second quarter soldApple stock but started a new position in UnitedHealth Group. Apple benefits from immense consumer loyalty and pricing power, but its sputtering innovation engine an... Full story

Yahoo Finance • 3 months ago

Is ESG Investing Losing Its Shine? ESG Stocks Continue To Underperform The S&P 500

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. If you want high returns in the stock market, you may want to stay away from ESG stocks. The Kiplinger ESG 20 returned an average of 4.3%... Full story

Yahoo Finance • 3 months ago

Morningstar Retirement and NPPG Announce Strategic Integration to Expand Access to Personalized Retirement Services

CHICAGO, October 22, 2025--(BUSINESS WIRE)--Morningstar Retirement, part of Morningstar, Inc. (Nasdaq: MORN) a leading provider of independent investment insights, today announced a strategic collaboration with NPPG Plan Professionals, LLC... Full story

Yahoo Finance • 3 months ago

Could Buying Ferrari Stock Today Set You Up for Life?

Key Points Ferrari keeps its vehicles exclusive by producing just 1,000 of each model annually. Its operating margin is around 30%, flying high above the rest of the industry. Ferrari looks like a good long-term investment, but it may no... Full story