MORN

NASDAQStock

Morningstar, Inc.

$181.08+1.63 (+0.91%)

52-Week Range

$154.01

$313.93

Key Stats

Market Cap

7.4B

P/E Ratio

N/A

Dividend Yield

0.01%

Beta

1.11

Volume

387.9K

Avg Volume

612.6K

Performance

+12.06%

-15.48%

-26.62%

YTD

-14.00%

-37.06%

-3.02%

-27.24%

Price Chart

ETF Exposure

MORN is held by 154 ETFs

ETF	Fund Name	Weight	Shares	Market Value	Fund AUM	Expense Ratio
SMLL	Harbor Active Small Cap ETF (SMLL)	3.76%	2,647	$488K	$13.6M	0.80%
LSAT	LeaderShares AlphaFactor Tactical Focused ETF	2.77%	8,806	$1.6M	$60.6M	0.99%
MOM	AGFiQ U.S. Market Neutral Momentum Fund	1.50%	108	$23K	$4.7M	2.58%
KCE	State Street SPDR S&P Capital Markets ETF	1.50%	36,786	$6.8M	$452.9M	0.35%
XMLV	Invesco S&P MidCap Low Volatility ETF	1.29%	51,972	$9.6M	$741.9M	0.25%
CSMD	Congress SMID Growth ETF	1.19%	30,296	$5.6M	$466.1M	0.68%
FDWM	FIDELITY WOMENS LEADERSHIP ETF	0.97%	0	$45K	$4.7M	0.62%
FSGS	First Trust SMID Growth Strength ETF	0.91%	1,406	$259K	$28.5M	0.61%
FSCS	First Trust SMID Capital Strength ETF	0.89%	2,861	$527K	$59.4M	0.60%
SURE	AdvisorShares Insider Advantage ETF	0.77%	2,420	$392K	$50.8M	1.00%
NUSC	Nuveen ESG Small-Cap	0.67%	25,291	$8.1M	$1.18B	0.31%
XMHQ	Invesco S&P MidCap Quality ETF	0.63%	174,110	$32.1M	$5.11B	0.31%
FDIQ	Invesco Bloomberg Financial Data Providers ETF	0.51%	2,279	$420K	$53.3M	0.35%
KBWR	Invesco KBW Regional Banking ETF	0.51%	2,279	$420K	$68.0M	0.35%
HSMV	First Trust Horizon Managed Volatility Small/Mid ETF	0.49%	780	$144K	$29.6M	0.80%
IAI	iShares U.S. Broker-Dealers & Securities Exchanges ETF	0.48%	41,665	$7.7M	$1.59B	0.38%
DWSH	AdvisorShares Dorsey Wright Short ETF	0.36%	-510	$-82543	$7.6M	6.66%
BUYO	KraneShares Man Buyout Beta Index ETF	0.36%	246	$45K	$12.6M	0.89%
QGRO	American Century U.S. Quality Growth ETF	0.29%	33,012	$6.1M	$2.11B	0.29%
FXO	First Trust Financials AlphaDEX Fund	0.29%	17,424	$3.2M	$1.12B	0.60%
FMDE	FIDELITY ENHANCED MID CAP ETF	0.21%	65,709	$12.1M	$5.48B	0.23%
JHMF	John Hancock Multifactor Financials ETF	0.20%	299	$64K	$14.8M	0.40%
ISCG	iShares Morningstar Small-Cap Growth ETF	0.17%	8,054	$1.5M	$881.5M	0.06%
JKK	iShares Morningstar Small-Cap Growth ETF	0.17%	8,054	$1.5M	$881.5M	0.06%
IVOV	Vanguard S&P Mid-Cap 400 Value ETF	0.15%	9,728	$2.0M	$1.30B	0.10%
QVMM	Invesco S&P MidCap 400 QVM Multi-factor ETF	0.15%	3,224	$594K	$391.8M	0.15%
DFAS	Dimensional - US Small Cap ETF	0.15%	50,319	$9.3M	$12.82B	0.26%
PTMC	Pacer Trendpilot US Mid Cap ETF	0.15%	2,831	$606K	$385.7M	0.60%
VALQ	American Century STOXX U.S. Quality Value ETF	0.15%	2,473	$456K	$308.4M	0.29%
IVOO	Vanguard S&P Mid-Cap 400 ETF	0.14%	35,683	$7.2M	$5.00B	0.07%
MDYV	State Street SPDR S&P 400 Mid Cap Value ETF	0.14%	18,804	$3.5M	$2.43B	0.15%
IJJ	iShares S&P Mid-Cap 400 Value ETF	0.14%	61,940	$11.4M	$8.02B	0.18%
VBK	Vanguard Small-Cap Growth ETF	0.14%	284,896	$57.6M	$40.00B	0.05%
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	0.14%	10,740	$2.2M	$1.60B	0.10%
SPMD	State Street SPDR Portfolio S&P 400 Mid Cap ETF	0.13%	115,166	$21.3M	$15.98B	0.03%
IJH	iShares Core S&P Mid-Cap ETF	0.13%	769,205	$141.8M	$106.69B	0.05%
MDY	State Street SPDR S&P MIDCAP 400 ETF Trust	0.13%	173,869	$32.2M	$24.31B	0.23%
GDEF	Goldman Sachs Defensive Equity ETF	0.13%	36	$10K	$7.4M	0.55%
STXM	Strive Mid-Cap ETF	0.13%	113	$21K	$21.0M	0.18%
IJK	iShares S&P Mid-Cap 400 Growth ETF	0.12%	64,545	$11.9M	$9.59B	0.17%
MDYG	State Street SPDR S&P 400 Mid Cap Growth ETF	0.12%	17,093	$3.2M	$2.55B	0.15%
PRFZ	Invesco RAFI US 1500 Small-Mid ETF	0.12%	17,998	$3.3M	$2.67B	0.34%
DON	WisdomTree U.S. MidCap Dividend Fund	0.12%	23,975	$4.4M	$3.76B	0.38%
SFYX	SoFi Next 500 ETF	0.12%	146	$31K	$25.8M	0.06%
CLSE	Convergence Long/Short Equity ETF	0.11%	-4,305	$-793583	$320.0M	1.44%
BKMC	BNY Mellon US Mid Cap Core Equity ETF	0.11%	3,410	$651K	$598.6M	0.04%
EZM	WisdomTree U.S. MidCap Fund	0.11%	4,877	$899K	$834.4M	0.38%
MVV	ProShares - Ultra MidCap400	0.10%	795	$147K	$139.0M	1.01%
BBMC	JPMorgan BetaBuilders U.S. Mid Cap Equity ETF	0.10%	10,318	$1.9M	$1.90B	0.07%
IWP	iShares Russell Mid-Cap Growth ETF	0.10%	103,249	$19.0M	$19.50B	0.23%

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About MORN ETF Exposure

Morningstar, Inc. (MORN) is held by 154 exchange-traded funds, making it one of the stocks with significant ETF exposure. With a market capitalization of 7.4B, MORN is a widely held institutional stock. The stock currently trades at $181.08 with a dividend yield of 0.01%. Investors can gain exposure to MORN through a variety of ETFs with different expense ratios, investment strategies, and portfolio weightings. The table above shows all ETFs that currently hold MORN, sorted by portfolio weight.