Morningstar capabilities

We help break down barriers for investors with public and private market data, independent research, analytics, credit ratings, indexes, and investment management and services.

Explore Morningstar investment research

Insights from Morningstar on how considerations can vary across investors, advisors, institutions, and retirement plan sponsors.

Research

20 mins

Private Market Allocation in Practice

Insights from Morningstar on how considerations can vary across investors, advisors, institutions, and retirement plan sponsors.

Research

27 min

SpaceX IPO Deep Dive: The Hype, the Price, and the Opportunity

To offer what we consider a highly attractive risk-adjusted return, SpaceX would need to be trading at more than a 50% discount.

Research

23 min

US Active/Passive Barometer: Year-End 2025

Our semiannual US Active/Passive Barometer report analyzes the latest active vs. passive management fund strategies across Morningstar categories.

Research

16 min

Morningstar Markets Observer: Q3 2026

Falling oil prices and refreshed AI sentiment helped power US stocks ahead in the second quarter.

Morningstar capabilities

Explore Morningstar investment research

Private Market Allocation in Practice

SpaceX IPO Deep Dive: The Hype, the Price, and the Opportunity

US Active/Passive Barometer: Year-End 2025

Morningstar Markets Observer: Q3 2026

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