Defensive Funds With $51 Billion Get Slammed for Hidden Costs [Yahoo! Finance Canada]
Morningstar, Inc. (MORN)
US:NASDAQ Investor Relations:
shareholders.morningstar.com/investor-relations/default.aspx
Company Research
Source: Yahoo! Finance Canada
Most Read from Bloomberg Buyers have flocked to the products, known as defined outcome or buffer ETFs, plowing in $2.7 billion of fresh money this year through Wednesday, to bring total assets to a record $51 billion, Morningstar Inc. data show. The ETFs — which typically also put a ceiling on how much you make when shares rise — use options to cover losses down to a preset threshold, often 10% or 15%. Now, a cohort of analysts are out with research saying the trades are too fancy for their own good. One argument goes that these funds have delivered subpar returns over the long haul, in markets whose direction of travel is usually up. As hedges, another critique goes, you're often better off just keeping some money in cash. “Buffer funds are often marketed as low-risk, alternative, or diversifying strategies. However, given their high correlation to equities, this characterization is misleading,” said Nicolas Rabener, founder of financial analytics firm Finominal who calls th
Show less
Read more
Impact Snapshot
Event Time:
MORN
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
MORN alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
MORN alerts
High impacting Morningstar, Inc. news events
Weekly update
A roundup of the hottest topics
MORN
News
- 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
- Morningstar, Inc. Increases Quarterly Dividend to 50 Cents Per Share [Yahoo! Finance]Yahoo! Finance
- Morningstar, Inc. Increases Quarterly Dividend to 50 Cents Per ShareBusiness Wire
- Morningstar, Inc. (MORN): A Bull Case Theory [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