Morningstar Inc. is a leading provider of investment research and financial services. Founded in 1984 by billionaire entrepreneur Joe Mansueto, Morningstar provides clients with exhaustive market analysis and professional services that extend far beyond the traditional fund ratings and ratings of exchange-traded funds (ETFs).

Since its founding, Morningstar has expanded into a full-service research firm that provides diverse services, such as portfolio research and analysis, asset allocation guidance, and financial planning. Morningstar’s analyst reports and ratings have become the gold standard for investors who seek in-depth insight and performance data on asset classes and investment products.

Through its Star Rating system, Morningstar offers one of the most authoritative metrics for gauging the performance and relative risk of a fund on a comparative basis. This unique risk rating system assigns funds a one-to-five-star rating, with one star being the lowest rating and five stars being the highest rating. The Star Rating system is widely recognized and referenced by financial professionals, private and institutional investors, and business media outlets.

In 2022, Morningstar further expanded its offerings and launched its Wealth Management Solutions group, designed to help investors meet their full financial objectives. Through this platform, Morningstar makes available expanded asset management, private wealth services, endowment management, retirement planning, and estate planning services for financial advisors.

This full array of services, including its flagship Star Ratings, support the mission at the heart of Morningstar Inc.: to equip investors with the research, insight, and tools necessary to make informed investment decisions. As a trusted source of comprehensive financial intelligence, Morningstar strives to empower investors with the information they need to make sound financial choices.