35 Years of Empowering Investor Success

On May 16, 1984, Joe Mansueto founded Morningstar in his Chicago apartment. Today, Morningstar is a billion-dollar company with more than 5,000 employees around the world. For 35 years we’ve worked tirelessly to empower investors with clarity and transparency to make confident investment decisions and realize better outcomes. We’ve done all of this with a steadfast investment philosophy and independent view that’s unshakeable.

Our Stories

Watch Morningstar founder and executive chairman Joe Mansueto, Morningstar managing director Don Phillips, and Morningstar CEO Kunal Kapoor discuss everything from the name and the logo to sustainable investing and data privacy.

1984

Joe Mansueto establishes Morningstar in his Chicago apartment. In naming his new company, he was inspired by the last line of Henry David Thoreau’s Walden, “The sun is but a morning star.”

1985

Morningstar Rating™ for mutual funds debuts

1991

CD-ROM-based Principia software for advisors launches

1991

Paul Rand designs a new logo for Morningstar, with the prominent “O” to represent a rising sun

1992

Morningstar creates the nine-square Morningstar Style Box™

1997

Morningstar.com® launches

1999

Morningstar establishes presence in Australia and New Zealand and expands operations into Canada

2000

Morningstar launches online retirement advice service

2000

Morningstar Europe, Morningstar Asia, and Morningstar Korea open

2001

Morningstar Direct™, Morningstar® Advisor Workstation™, Morningstar® Managed Portfolios™, and the Morningstar Rating™ for stocks debut

2002

Morningstar® Indexes debuts

2003

Morningstar managed retirement accounts launch

2003

Don Phillips testifies before the U.S. House of Representatives; read his full testimony here

2005

Morningstar completes auction-style initial public offering

2009

Morningstar begins publishing corporate credit ratings

2011

Morningstar Analyst Rating™ for funds debuts

2012

Morningstar opens office in Dubai

2013

Next generation of Morningstar® Retirement Manager™ introduced

2016

Morningstar Sustainability Rating™ for funds debuts

2016

Morningstar acquires PitchBook Data, Inc.

2018

Revenue exceeds $1 billion

2019

Morningstar celebrates 35 years of empowering investor success

Our Mission

For 35 years, we’ve been empowering investor success. Find out what this means to us.

Recent Accolades

See Morningstar Through The Years