CONCORD, Calif., June 20, 2024 (GLOBE NEWSWIRE) -- Wealth management platform AssetMark, Inc., a wholly owned subsidiary of AssetMark Financial Holdings, Inc. and a Registered Investment Adviser (collectively “AssetMark”), today announced a strategic alliance with Morningstar Wealth, a division of independent investing insights firm Morningstar, Inc. (Nasdaq: MORN). As part of the alliance, AssetMark will acquire approximately $12 billion in assets from the Morningstar Wealth Turnkey Asset Management Platfo ...

A recent article about ETFs to buy from Morningstar.com caught my attention for a few reasons. First, Ryan Jackson, a manager research analyst for passive strategies for Morningstar, recommended highly rated ETFs that have struggled recently. That’s the buy-on-the-dip investment strategy — never a bad one. Secondly, Jackson’s three choices made for an intriguing 3-ETF, 60/40 portfolio. Jackson didn’t talk about this angle; I just went with it. You put 40% in the Invesco Total Return Bond ETF (NYSEARCA:GTO), ...

Looking for broad exposure to the Small Cap Blend segment of the US equity market? You should consider the iShares Morningstar Small-Cap ETF (ISCB) , a passively managed exchange traded fund launched on 06/28/2004.The fund is sponsored by Blackrock. It has amassed assets over $214.61 million, making it one of the average sized ETFs attempting to match the Small Cap Blend segment of the US equity market.Why Small Cap BlendThere's a lot of potential to investing in small cap companies, but with market capital ...

The iShares Morningstar Small-Cap Value ETF (ISCV) was launched on 06/28/2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market. The fund is sponsored by Blackrock. It has amassed assets over $409.58 million, making it one of the average sized ETFs attempting to match the Small Cap Value segment of the US equity market. Why Small Cap Value Sitting at a market capitalization below $2 billion, small cap companies tend to be ...

Looking for broad exposure to the Small Cap Growth segment of the US equity market? You should consider the iShares Morningstar Small-Cap Growth ETF (ISCG) , a passively managed exchange traded fund launched on 06/28/2004.The fund is sponsored by Blackrock. It has amassed assets over $548.33 million, making it one of the average sized ETFs attempting to match the Small Cap Growth segment of the US equity market.Why Small Cap GrowthThere's a lot of potential to investing in small cap companies, but with mark ...

文章核心观点 - 摩根士丹利发布了10只最佳股息股票的名单 [1][2] - 这些股票具有以下特点: 4-5星评级、经济护城河、估值低、股息可靠 [1] - 这些公司被认为是"睡眠良好"的投资标的 [1] 公司和行业总结 整体市场估值 - 标普500指数(SPY)当前估值较历史平均水平偏高 [4][5][6][7][8][9][10] - 如果标普500指数PE回归到20年平均水平,其预计年化收益率为5% [7] - 如果标普500指数PE回归到5年平均水平,其预计年化收益率为9.35% [8] - 如果标普500指数PE保持当前水平,其预计年化收益率为14.3% [9][10] 10只最佳股息股票 - 威瑞森(VZ) - 当前估值较历史平均水平偏低,预计年化收益率为16.7% [11][12][13][14][15] - 康卡斯特(CMCSA) - 当前估值较历史平均水平偏低,预计年化收益率为26.9% [16][17][18][19][20][21] - 其他8只股票的估值和预计收益率见表格 [22][23][24][25][26][27] 股息收益率与总收益率 - 从股息收益率和总收益率来看,威瑞森、康卡斯特、科米克、道富和阿尔特里亚是较佳选择 [28][29] - 这5只股票合计股息收益率为5.9%,预计总收益率为19.5%,远高于标普500指数 [29]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-51280 MORNINGSTAR, INC. (Exact Name of Registrant as Specified in its Charter) Illinois 36-3297908 (State or Other Juris ...

财务表现 - 第一季度2024年，Morningstar公司报告的营收增长13.2%，达到5.428亿美元，有机营收增长12.9%[3] - 调整后的营业利润增长113.9%，达到9,260万美元[3] - 调整后的每股稀释净收益增长208.9%，达到1.73美元[3] - 现金流量由经营活动提供的现金增长300.0%，达到9,360万美元[3] - Morningstar Data and Analytics对整体营收贡献了1.967亿美元，营收增长了9.4%[10] - PitchBook对整体营收贡献了1.476亿美元，营收增长了12.6%[13] - Morningstar Wealth对整体营收贡献了5900万美元，营收增长了7.5%[16] - Morningstar Credit对整体营收贡献了6.03亿美元，营收增长了28.8%[19] - Morningstar Retirement对整体营收贡献了2.84亿美元，营收增长了12.7%[22] - 晨星管理账户的资产管理规模为1,361亿美元，同比增长21.8%[47] - 晨星指数关联资产价值为1,902亿美元，同比增长13.3%[47] - 公司在2024年第一季度的有机收入为541.6亿美元，同比增长12.9%[52] - 公司调整后的营业利润为110.8亿美元，同比增长113.9%[52] - 公司调整后的每股 diluted 净收入为1.73美元，同比增长208.9%[53] - 公司在2024年第一季度的自由现金流为59.5亿美元[53] 成本和损失 - Severance and personnel expenses包括解雇费用、与提前签署解雇协议相关的激励支付、过渡奖金和与限制性股票单位和市场份额单位奖励的加速归属相关的股票补偿[54] - Transformation costs包括专业费用和临时的人员增加。公司在其他市场聘请替代角色，并在过渡期间通过深圳的员工，导致暂时的补偿成本增加[55] - Asset impairment costs包括深圳办公室中未重新部署的固定资产的冲销或加速折旧，以及公司在租约终止日期之前缩减办公空间时的租赁放弃成本[56] - 非经营性（收益）损失与2024年第一季度和2023年第一季度相关的投资实现和未实现收益和损失有关。此外，2023年第一季度的非经营性（收益）损失还包括来自股权法交易的费用净额[57]

Fourth Quarter 2023 Supplemental Presentation Update February 29, 2024 This presentation dated February 29, 2024 includes an update (the “Update”) to the Morningstar Fourth Quarter 2023 Suppl3em 3e Mntoarl nPirnegssetnatra Dtioatna daantded A Fneablyrutiacrsy P 2r2o,v 2id0e2s4 i (ntvhees “toOrsri gcoinmalp rSeuhpepnlseimvee ndtaatla ,M reasteerairaclhs” a)n tdo ipnrsoivgihdtes, daentdai iln ovne sthtme erenpt oarntainlygs sise gtom eemntpso rwefelre cintevde sintm Menotr ndiencgissitoarn’-sm Aankninuga.l MR ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-51280 MORNINGSTAR, INC. (Exact Name of Registrant as Specified in its Charter) Illinois 36-3297908 (State or Other Jurisdictio ...