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MFWire: Morningstar Funds
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.

Morningstar
22 W. Washington Street
Chicago, IL  60602
Google Maps

Contact
Main Phone: 312-696-6000
Web Site: http://www.morningstar.com

Mutual Fund Brand(s)
Morningstar Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Morningstar Inc. provides access to information on funds available to individual investors. Morningstar offers independent contenct produced by its own analysts and journalists. The firm was founded in 1984 and is headquartered in Chicago. It supplies investment research to investors, individuals, financial advisors, and institutions. Morningstar offers asset-management services as well. They are creating their own mutual fund subadvised by other firms. Morningstar Investment Management will be the advisor to the funds.
    Sponsored Opportunities



    Key People:
    Joe Mansueto
    Chairman, Founder, Morningstar, Inc.
    Kunal Kapoor
    CEO, Morningstar
    Daniel Needham
    President, Chief Investment Officer, Morningstar Investment Management
    Bevin Desmond
    Head of Global Markets and HR, Morningstar
    Story Archive for Morningstar
    Published On Story Headline Publication
    6/25/2025 Small Firms' Flows Recover By $1.5B As a CT ETF Shop Repeats MFWire.com
    10/8/2024 Ten of the Richest U.S. Fundsters In 2024 MFWire.com
    8/13/2024 At Least 6 Fund Firms Are Among 2024's Best Midsize Companies MFWire.com
    3/12/2024 Five of 2024's Most Sustainable Fund Firms MFWire.com
    2/20/2024 Week In Preview, February 20 - February 25 MFWire.com
    10/23/2023 Week In Preview, October 23 - October 29 MFWire.com
    9/12/2023 Seven Fund Firms Win On a 2023 List MFWire.com
    7/25/2022 Week In Preview, July 25 - July 31 MFWire.com
    2/8/2022 The 41 Best Fund Firms For LGBTQ+ Workers MFWire.com
    8/18/2020 Small Fund Firms' Outflows Quadruple MFWire.com
    12/18/2019 Industry Inflows Per Fund Nearly Double MFWire.com
    12/16/2019 Small Fund Firms' Outflows Plunge MFWire.com
    10/16/2019 A Global Equity Shop Three-Peats MFWire.com
    7/22/2019 Week In Preview, July 22-28 MFWire.com
    5/17/2019 A B-D Retakes the Lead MFWire.com
    5/15/2019 M* Dominates This Pack MFWire.com
    3/7/2019 2019's Richest Fundsters Are ... MFWire.com
    2/26/2019 Three Months, $1.311B MFWire.com
    1/28/2019 Active Outflows Dwarf Passive Inflows MFWire.com
    12/21/2018 Blackstone Leads as Outflows Per Fund Drop MFWire.com
    12/20/2018 M* Leads the Smallest Fund Firm Pack MFWire.com
    3/20/2017 M* Is Doing What? MFWire.com
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