Morningstar Investor connects individual investor portfolio management to Morningstar Research


New Investor MorningstarSM to replace the Morningstar Premium web offering; new investment research platform creates a powerful, personalized connection between portfolios and market research

CHICAGO, June 16, 2022 /PRNewswire/ — Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the launch of Morningstar InvestorSM, an enhanced investment research experience for all individual investors, which will replace Morningstar Premium. Recognizing the complexities that many individuals and families have with their investment portfolios, the platform provides a more powerful connection between an individual’s portfolio and key Morningstar data, research and ratings. Morningstar Investor makes it easier for investors to understand what they own, monitor the market, and customize their investment strategies.

“Morningstar Investor is designed to empower investors: we’ve created new tools that address the demand for more personalization of investment choices and how investors want to digest information during the research and All this while retaining many of the great features of our that users love, like Morningstar Portfolio X-Ray and Morningstar Ratings-based investment listings,” said Adley Bowden, Head of Individual Investor, Wealth Management Solutions, Morningstar. “Experienced investors and those just starting out will benefit from a transparent and incredibly useful tool in Morningstar Investor.”

Proprietary research and ratings are available through Morningstar Investor and can be assessed across a comprehensive universe of over 21,000 stocks, 7,000 mutual funds and 3,000 ETFs. Screening capabilities for finding and evaluating investment ideas are nimble and intuitive with multiple configurable views. Investors can also use pre-filtered investment lists to learn about new investment ideas or strategies.

The foundation of an individual’s investment strategy is their portfolio. Individual investors will now be able to invest holistically by getting a complete view of their retirement, college, personal, and other financial accounts in one place. Morningstar Investor lets individuals use institutional-grade account linking capability, powered by Morningstar ByAllAccounts aggregation services, to get timely information about their portfolio, without the manual tracking work.

The platform also includes Morningstar Portfolio X-Ray, which assesses what an investor holds from multiple angles: asset allocation, sector weightings, fees and expenses, stock market statistics and other characteristics. It also identifies potential overlaps within a portfolio that could impact its diversification. To help individuals manage their portfolios, Morningstar Investor automatically provides price updates, new research, ratings changes, and recent articles based on portfolio holdings, watchlists, and favorite authors.

For current Morningstar Premium users, the experience will transition to Morningstar Investor and the Morningstar Premium product will end at the end of 2022. New users will not be able to subscribe to Morningstar Premium. A Morningstar Investor subscription is $249 per year.

Learn more about Morningstar Investor here.

Free access to Morningstar Investor for the media
Morningstar has a long history of offering its Premium Web experience to active, full-time members of the media to seek out investments. These people will now have access to Morningstar Investor. E-mail with your request and the media relations team will assist you.

About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australiaand Asia. The Company offers a broad range of products and services to individual investors, financial advisors, asset managers and owners, pension plan providers and sponsors, and institutional investors in the private debt and capital markets. Morningstar provides research data and insights on a wide range of investment offerings, including managed investment products, publicly traded companies, private capital markets, debt securities and market data world in real time. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $265 billion of assets under advice and under management March 31, 2022. The Company operates in 29 countries. For more information, visit Follow Morningstar on Twitter @MorningstarInc.

Investment research is produced and published by affiliates of the Morningstar, Inc. Research Group which consists of various wholly-owned subsidiaries of Morningstar, Inc., including, but not limited to, Morningstar Research Services LLC . Morningstar Research Services LLC is registered and regulated by the United States Securities and Exchange Commission.

Morningstar’s Manager Research Group consists of various wholly owned subsidiaries of Morningstar, Inc., including, but not limited to, Morningstar Research Services LLC. Morningstar’s Manager Research Group produces a variety of ratings and ratings, including the Morningstar Analyst Rating and the Morningstar Quantitative Rating. The Morningstar Analyst Rating is derived from a qualitative assessment process performed by a manager research analyst, while the Morningstar Quantitative Rating uses a machine learning model based on Morningstar’s analyst decision-making processes, their past rating decisions and the data used to support those decisions. In either case, the ratings are forward-looking assessments and include assumptions of future events, which may or may not occur or may differ materially from what has been assumed. Morningstar Analyst Ratings and Morningstar Quantitative Ratings are statements of opinion, subject to change, should not be relied upon as guarantees, and should not be relied upon as the sole basis for investment decisions. This press release is for informational purposes only; references to securities should not be considered an offer or solicitation to buy or sell the securities.

Morningstar Media Contact:
Scott Gilmore
Morningstar – Wealth Management Solutions Group
+1 847 927-1778

©2022 Morningstar, Inc. All rights reserved.


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