Morningstar

Morningstar, Inc. is a financial services firm based in Chicago, Illinois, founded in 1984 by Joe Mansueto. The company provides independent investment research, data, ratings, and management services to empower investors globally. Morningstar started with a focus on mutual fund analysis and has grown significantly, launching the well-known Morningstar star rating for funds and expanding its offerings over the years. The firm offers a range of products and services, including fund and investment ratings, detailed research reports, and ESG analysis through its Sustainalytics division. Morningstar also provides digital platforms like Morningstar.com for individual investors and Advisor Workstation for financial professionals. Its tools support portfolio management and include specialized solutions for private market data and retirement plans. Morningstar serves a diverse clientele, including individual investors, financial advisors, and asset-management firms, helping them make informed investment decisions.