Cliff Asness's AQR Slams Buffer-ETF Boom on ‘Investment Failure' [Yahoo! Finance]
Morningstar, Inc. (MORN)
US:NASDAQ Investor Relations:
shareholders.morningstar.com/investor-relations/default.aspx
Company Research
Source: Yahoo! Finance
this growing form of portfolio insurance delivers lower returns — with more risk — than simpler alternatives. Most Read from Bloomberg They Built a Secret Apartment in a Mall. Now the Mall Is Dying. Why Did the Government Declare War on My Adorable Tiny Truck? Trump Slashed International Aid. Geneva Is Feeling the Impact. Chicago Transit Faces ‘Doomsday Scenario,' Regional Agency Says Paris Votes to Make 500 More Streets Car-Free New research from the Greenwich, Connecticut-based quant manager argues that so-called buffer or defined-outcome strategies, which now command an estimated $50 billion in exchange-traded fund assets, are no free lunch. After dissecting the performance of 99 strategies in Morningstar Inc. data, the firm finds that the majority of these allocation styles have underperformed vanilla portfolios over the past five years, including a strategy that builds the same equity exposure with a passive index, while investing the rest in Treasuries. Princip
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MORN
News
- New Quarterly Report from Morningstar and PitchBook Brings Transparency to Rapidly Expanding Evergreen Fund UniverseBusiness Wire
- Micron outlook's 'monster numbers' are the real earnings story [Yahoo! Finance Canada]Yahoo! Finance Canada
- Morningstar and PitchBook Bring Trusted Investing Intelligence to Apps in ChatGPTBusiness Wire
- PitchBook Earns 2026 Buyer's Choice Award from TrustRadius [Yahoo! Finance]Yahoo! Finance
- How Morningstar's Higher Dividend and Rating Revamp Could Reshape the Outlook for MORN Investors [Yahoo! Finance]Yahoo! Finance
MORN
Analyst Actions
- 10/30/25 - UBS
MORN
Sec Filings
- 12/15/25 - Form 4
- 12/5/25 - Form 8-K
- 11/26/25 - Form 4
- MORN's page on the SEC website