Morningstar was founded in 1984 to provide investors with useful information for making intelligent, informed investment decisions. The company’s first product, originally named the Mutual Fund Sourcebook, proved to be innovative in its ability to tap into an under-served market. Soon a demand grew for an even more in-depth and analytical publication, leading to the launch of Morningstar Mutual Funds in late 1986.
The Morningstar product line has since grown to include other print, software, and Internet products that evaluate mutual funds, closed-end funds, variable annuities/life subaccounts, and U.S. stocks, defining the way investors analyze portfolios. Our renowned star ratings help investors evaluate how a fund has balanced risk and return, while our pioneering style boxes and investment categories let investors look past the surface of a fund (or subaccount) to understand a manager’s true approach. The Morningstar name has become synonymous with helping investors make better decisions, whether it is on their own or through an investment professional who uses our products.
For more than a decade, Morningstar has been the primary source for insight and commentary on key investment issues of the day. You’ll find our editors and analysts quoted daily in publications such as the Wall Street Journal, The New York Times, Barron’s, Smart Money, and BusinessWeek. These and other publishers depend on our reliable, unbiased investment analysis and data for their stories, tables, and charts.
Morningstar continually works to offer cutting-edge products and services that meet and exceed our customer’s expectations. Subscriber comments and suggestions are what help to shape them. You can assist Morningstar in offering you the best products and support possible, by keeping the following in mind:
While you probably have a definite idea about what you want, we may not. We encourage you to present your ideas to us.
If something is amiss, please tell us. It will make you feel better, we can probably rectify the situation, and we'll know how to avoid similar problems in the future.
Is there something we're doing that makes you happy? Let us know. Your positive feedback will help ensure that our products don't lose those characteristics you value. We'll also learn what kind of qualities we should incorporate into other services.
Don't wait to notify us of a problem. Not only will this save you frustration, but your early warning may help us avoid similar inconveniences later on. Likewise, you can expect a quick response from us. We are well equipped with current technology and are ready to help you.