Morningstar.com media kit

Over three million investors and financial advisors visit Morningstar.com each month to research investment opportunities and build portfolios.
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Target users seeking solutions like yours

Morningstar.com is designed to support the investing tasks that we are distinctly positioned to serve: evaluating and discovering new investments, building/upgrading a portfolio, and monitoring the markets. We supply the independent analysis and data both advisors and investors rely on.

The core audience of Morningstar.com is individual investors, basic and premium members of Morningstar.com, and financial advisors.

Investment-specific targeting

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Locates users who are monitoring or researching specific investments.

Workflow targeting

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Identifies investment and recommendation pathways where users make purchase decisions, for editorial, tools, and data channels.

Geo-targeting

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Directs your message to users determined by city, designated market area, or country.

Behavioral targeting

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Target users based on frequency of visits to relevant areas of the site.

Ad options

Data report sponsorship

Investors and advisors dedicate much of their research time to our data report pages. Sponsoring your own report pages helps you reach prospects when they are much closer to making an investment decision.

For greater impact, a leaderboard, rectangle, or half-page unit can be added to the program. This is a popular tactic for high-exposure branding initiatives.

These data pages also provide areas for content distribution, allowing the advertiser to share thought leadership, white papers, and fund manager commentary specific to each ticker.

Custom reports sponsorship

This high-impact opportunity includes all ad units and provides a full wallpaper experience with an embedded content unit in the header of the page running as a 100% share of voice sponsorship.

Asset managers can reach and engage with users who are actively researching their mutual funds and ETFs on Morningstar.com.

Advisor-focused opportunities

Advisor content on Morningstar.com features practice management tips, in-depth investment commentary, and other resources critical to their daily workflow. 

Marketers can target our advisor readership through dedicated emails, quarter-end review packages, and Morningstar Investment Conference sponsorships.

Quarter-end review package

Quarter-end coverage includes 10–12 market outlook articles with our analysts’ takes on parts of the market and their picks in each sector.

The package includes 100% SOV on all quarter-end-focused editorial content on Morningstar.com for five days. It also features a leaderboard and logo on the homepage throughout the week, and two full-page sponsor ads in a PDF package shared via custom email.

The package is released in the first week of the next quarter.

Content distribution modules

Integrate your brand’s tools and materials into the workflow of investors and advisors. Showcase your perspectives and thought leadership alongside Morningstar.com’s independent perspective.

Opportunities include data reports, articles, fund and ETF reports and targeted fund and ETF reports. 

You can also distribute content as part of a center sponsorship, fund report sponsorship, or with a button and text link in research centers.

Morningstar.com homepage buyout

Our homepage features news and analysis with current market status, recommended reading topics, and content grouped by topic and investment type.

Take over Morningstar.com’s homepage for an entire day to promote a product launch or pair a message with market events.



Placements include a pushdown intro ad, homepage leaderboard ad, above-the-fold rectangle, mid-page medium rectangle or leaderboard, two text links, and a footer leaderboard.

Sponsored Morningstar data report page.
Branded Morningstar fund reports page.
Collage of custom-branded reports, conference promotions, and articles targeting advisors.
Branded Morningstar special report and 100% share of voice advertising package.
Module on morningstar.com fund reports and article pages, showcasing third-party branded content.
Ad placements for a morningstar.com homepage takeover.

Morningstar content sponsorships

Content sponsorships align your brand or product with Morningstar’s editorial events and investment centers.

Investment channel sponsorship

Gain exposure in the most popular areas of Morningstar.com while advertising investment-related product offerings or advice. This opportunity includes a content distribution module and 100% share of voice in each investment center. Available channels include ETFs, Funds, Bonds, and Stocks.

Special report weeks and spotlight topics

Align your brand with timely content on topics such as retirement, tax planning, and college savings from Morningstar editors. Receive 100% share of voice sponsorship of an editorial event on the homepage, articles, and video pages.

Sustainability/ESG package

Target users actively searching for funds and ETFs with low Morningstar ESG Risk Ratings. The package includes presence across ESG articles and our sustainable investing landing page.

2026 editorial calendar

Editorial topics are subject to change. Topics and dates subject to change.

Quarter end review package for Q1-Q4*

Morningstar equity and fund analysts provide their takes on every quarter of 2026. This includes popular “undervalued stocks” articles, along with stock market and sector outlooks, wrap-ups for US equity, international, and recaps of the year in funds and ETFs. Also includes quarter-end data for indexes and fund categories, in addition to a forward-looking outlook PDF written by Morningstar’s top analysts.

Q1 – April 3-7
Q2 – July 2-8
Q3 – October 5-11
Q4 – January 4-10 (2027)

*Exact dates subject to change

Special report: 2026 MIC June 16-18

Morningstar analysts and editors will convene with top fund managers in Morningstar’s flagship annual event for advisors. Morningstar.com coverage includes panel excerpts, articles covering the most intriguing ideas from the conference, and video interviews with top managers and industry experts.

Spotlight topics

Spotlight topics are special two-day editorial events that are available for sponsorship. All topics are subject to change.

Topics

Alternatives
Guide to Stock Investing
Tax & IRA Guide
Life Stage
Special Report: MICUS
Guide to Annuities
Guide to Fixed Income Investing
Saving for College 529 Guide
Dividends Investing Guide
Emerging Markets Investing Guide
Guide to ETF Investing
Guide to Fund Investing

More topics

Guide to Target-Date Investing
HSAs: Guide to Open Enrollment
International Investing
Investing Like Warren Buffett
Portfolio Basics
Guide to Uncovering Portfolio Risk
Portfolio Tune-up
Guide to Saving for Retirement
Are You Ready to Retire?
Morningstar's Retirement Guide
In-Retirement Playbook
The Investor's Guide to Charitable Giving

Global websites

Launch global branding strategies or let investment professionals know what products you offer in their country. Our 30 websites worldwide cover Africa, Asia, Australia and New Zealand, Europe, Latin America, and North America. Opportunities include special report weeks, center sponsorships, content distribution opportunities, e-newsletters, and dedicated emails. You can also target content to advisors, or to users researching a category or investment.
Screenshots of Morningstar.com homepage in multiple languages and regions

Let’s collaborate on a solution

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