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Stadion Money Management and Morningstar Retirement Team Up to Launch Stadion Managed Accounts at Lincoln Financial

GlobeNewsWire

10:00 AM | Monday | May 11, 2026

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Industry-first collaboration between two experienced managed accounts providers aims to bring enhanced personalization to retirement plan participants Industry-first collaboration between two experienced managed accounts providers aims to bring enhanced personalization to retirement plan participants

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10:00 AM | Monday | May 11, 2026

Stadion Money Management and Morningstar Retirement Team Up to Launch Stadion Managed Accounts at Lincoln Financial

GlobeNewsWire

Industry-first collaboration between two experienced managed accounts providers aims to bring enhanced personalization to retirement plan participants Industry-first collaboration between two experienced managed accounts providers aims to bring enhanced personalization to retirement plan participants

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10:00 AM | Monday | May 11, 2026

Stadion Money Management and Morningstar Retirement Team Up to Launch Stadion Managed Accounts at Lincoln Financial

GlobeNewsWire

Industry-first collaboration between two experienced managed accounts providers aims to bring enhanced personalization to retirement plan participants Industry-first collaboration between two experienced managed accounts providers aims to bring enhanced personalization to retirement plan participants

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9:00 AM | Friday | May 8, 2026

Morningstar and PitchBook Expand Access to Trusted Investment Intelligence Through Perplexity

Business Wire

CHICAGO & SEATTLE--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, and PitchBook, a Morningstar company and a leading private capital market intelligence provider, today announced a new integration with Perplexity that broadens access to Morningstar and PitchBook data, research, and intelligence through Perplexity's AI platform. Through these Model Context Protocol (MCP) integrations, eligible users can incorporate Morningstar- and Pitch.

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7:21 AM | Thursday | Apr 30, 2026

Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?

Zacks Investment Research

The iShares Morningstar Small-Cap Value ETF (ISCV) was launched on June 28, 2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market.

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4:15 PM | Wednesday | Apr 29, 2026

Morningstar, Inc. Reports First-Quarter 2026 Financial Results

Business Wire

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, reported increased revenues in the first quarter of 2026 with sustained momentum in profitability growth. “In the first quarter, we created significant value, growing operating and adjusted operating income by more than 30%, while reducing shares outstanding by roughly 4% for a total of more than 10% over the past 12 months,” said Kunal Kapoor, Morningstar's CEO. “On the product fr.

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8:00 AM | Wednesday | Apr 29, 2026

Morningstar Reaches New Milestone in the CRSP Acquisition, Rebranding CRSP Market Indexes to Morningstar Indexes

Business Wire

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, has reached a new milestone in its previously completed acquisition of the Center for Research in Security Prices (CRSP) from the University of Chicago, announcing the rebrand of the CRSP Market Indexes to reflect the Morningstar brand. The CRSP Market Indexes, which underpin a range of popular mutual funds and ETFs including the Vanguard Total Stock Market Index Fund (VTSAX and VT.

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9:00 AM | Thursday | Apr 23, 2026

Morningstar Introduces Europe Modern Market 50 Index

Business Wire

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, today announced the Morningstar PitchBook Europe Modern Market 50 Index. The Europe Modern Market 50 blends the largest and most significant Europe-based publicly listed and late-stage venture-backed private companies into a single index. With companies raising significant capital while staying private longer, the investor opportunity set is expanding beyond public markets, especia.

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9:00 AM | Thursday | Apr 23, 2026

PitchBook LCD Introduces Default Predictor, a Forward-Looking Leveraged Loan Default Rate Indicator

Business Wire

SEATTLE--(BUSINESS WIRE)--PitchBook, the leading private capital market intelligence platform, today introduced the PitchBook LCD Default Predictor, a new quantitative research tool that produces a monthly, forward-looking estimate of the aggregate default rate in the Morningstar LSTA US Leveraged Loan Index. The tool gives credit market participants a clearer view of where leveraged loan default rates may trend over the next six months, helping investors move from reactive analysis to proactiv.

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7:20 AM | Tuesday | Apr 21, 2026

Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar?

Zacks Investment Research

The iShares Morningstar Small-Cap Growth ETF (ISCG) was launched on June 28, 2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Growth segment of the US equity market.

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11:25 AM | Monday | Apr 20, 2026

Harbor Active Small Cap ETF Q1 2026 Portfolio Review

Seeking Alpha

During the first quarter, the Harbor Active Small Cap ETF (“ETF”) returned -4.52% (NAV), significantly underperforming the Russell 2000® Index, which returned 0.89%. Shares are bought and sold at market price not net asset value (NAV). A fund's NAV is the sum of all its assets less any liabilities, divided by the number of shares outstanding.
Market price returns are based upon the closing composite market price and do not represent the returns you would receive if you traded shares at other times.

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8:27 AM | Monday | Apr 20, 2026

T. Rowe Price Value ETF Earns Morningstar Recognition

ETF Trends

The T. Rowe Price Equity Income ETF (TEQI) has earned a spot on Morningstar's list of the best active value stock ETFs to buy in 2026, joining 17 other actively managed value ETF strategies recognized by the research firm. TEQI made Morningstar's 2026 list of best active value stock ETFs.

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