Morningstar. Where data speaks.

Data inspires your investment strategies, informs your decisions, and helps improve outcomes. 

So where do you turn for data that speaks on today’s most pressing topics, like private markets, AI, and risk?

Private assets cost 3X more than traditional mutual funds

Clients are demanding access to private markets. But semiliquid vehicles remain expensive—fees are often two to three times more than mutual funds. Morningstar data can help asset managers offer clients access to private markets in a way that makes sense.

Magnificent Seven dominates AI fund holdings 

Investors are racing to ride the wave of AI funds, which drove an outsize portion of the market’s 2025 gains. But the Magnificent Seven accounts for a whopping 26% of the Morningstar Developed Markets Index, leading to concentration risk. Morningstar data can help asset managers get in on the outperformance of AI without sacrificing diversification. 

Trailing 3-year returns and investment risk of key asset classes

The advent of private investments and AI-focused companies, along with evolving compliance standards and market volatility, mean that risk management doesn’t look the same as it used to. Morningstar data can help asset managers fully understand and tackle the risks facing their investments and their clients.

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