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
UMDD	ProShares - UltraPro MidCap 400	0.09%	145	$27K	$28.8M	1.40%
SCHM	Schwab U.S. Mid-Cap ETF	0.09%	64,658	$11.9M	$13.10B	0.04%
RWK	Invesco S&P MidCap 400 Revenue ETF	0.09%	5,108	$942K	$1.08B	0.39%
ISCB	iShares Morningstar Small-Cap ETF	0.08%	1,117	$206K	$251.4M	0.04%
JKJ	iShares Morningstar Small-Cap ETF	0.08%	1,117	$206K	$251.9M	0.04%
JMIN	JPMorgan U.S. Minimum Volatility ETF	0.08%	65	$16K	$40.0M	0.12%
JHMM	John Hancock Investments - Multifactor Mid Cap ETF	0.08%	15,933	$3.3M	$4.92B	0.42%
IYG	iShares U.S. Financial Services ETF	0.07%	7,502	$1.4M	$1.90B	0.38%
IYF	iShares U.S. Financials ETF	0.07%	13,902	$2.6M	$3.58B	0.38%
ESML	iShares ESG Aware MSCI USA Small-Cap ETF	0.07%	8,656	$1.6M	$2.24B	0.17%
ONEV	State Street SPDR Russell 1000 Low Volatility Focus ETF	0.07%	2,056	$383K	$543.4M	0.20%
FNDA	Schwab Fundamental U.S. Small Company Index ETF	0.06%	31,896	$5.9M	$9.40B	0.25%
CVMC	Calvert US Mid-Cap Core Responsible Index ETF	0.06%	254	$54K	$76.0M	0.15%
VB	Vanguard Small-Cap ETF	0.06%	512,407	$103.6M	$169.10B	0.03%
VXF	Vanguard Extended Market ETF	0.06%	257,835	$52.1M	$84.10B	0.05%
VFH	Vanguard Financials ETF	0.06%	42,629	$8.6M	$14.60B	0.09%
FNCL	FIDELITY MSCI FINANCIALS INDEX ETF	0.06%	7,063	$1.3M	$2.31B	0.08%
SMMD	iShares Russell 2500 ETF	0.06%	13,980	$2.6M	$2.33B	0.23%
AVMC	Avantis U.S. Mid Cap Equity ETF	0.05%	901	$166K	$306.4M	0.18%
EQAL	Invesco Russell 1000 Equal Weight ETF	0.05%	2,193	$404K	$764.6M	0.20%
WSML	iShares MSCI World Small-Cap ETF	0.05%	1,640	$302K	$596.9M	0.30%
JMEE	JPMorgan Small & Mid Cap Enhanced Equity ETF	0.05%	6,102	$1.1M	$2.27B	0.24%
DXUV	Dimensional - US Vector Equity ETF	0.05%	914	$168K	$358.0M	0.28%
INRO	iShares U.S. Industry Rotation Active ETF	0.04%	71	$13K	$32.6M	0.42%
IWR	iShares Russell Mid-Cap ETF	0.03%	86,320	$15.9M	$48.01B	0.18%
MIDU	Direxion Daily Mid Cap Bull 3X ETF	0.03%	379	$70K	$72.6M	0.99%
PFM	Invesco Dividend Achievers ETF	0.03%	1,194	$220K	$745.8M	0.52%
FELV	FIDELITY ENHANCED LARGE CAP VALUE ETF	0.03%	3,916	$722K	$2.82B	0.18%
STXD	Strive 1000 Dividend Growth ETF	0.03%	78	$14K	$61.1M	0.35%
VIG	Vanguard Dividend Appreciation ETF	0.02%	130,772	$26.4M	$121.50B	0.04%
VALT	ETFMG Sit Ultra Short ETF	0.02%	3,311	$735K	$75.4M	0.30%
DFSU	Dimensional - US Sustainability Core 1 ETF	0.02%	1,779	$340K	$1.91B	0.15%
JCTR	JPMorgan Carbon Transition U.S. Equity ETF	0.02%	5	$1K	$6.8M	0.15%
JHML	John Hancock Investments - Multifactor Large Cap ETF	0.02%	828	$174K	$1.05B	0.32%
ONEQ	FIDELITY NASDAQ COMPOSITE INDEX ETF	0.02%	8,657	$1.6M	$9.01B	0.21%
SCHV	Schwab U.S. Large-Cap Value ETF	0.02%	12,806	$2.4M	$15.10B	0.04%
DFAU	Dimensional - US Core Equity Market ETF	0.01%	8,009	$1.5M	$10.55B	0.12%
IWS	iShares Russell Mid-Cap Value ETF	0.01%	11,040	$2.0M	$14.78B	0.23%
DEUS	Xtrackers Russell US Multifactor ETF	0.01%	150	$28K	$219.4M	0.17%
GGUS	Goldman Sachs MarketBeta Russell 1000 Growth Equity ETF	0.01%	261	$48K	$404.0M	0.12%
JUST	Goldman Sachs JUST U.S. Large Cap Equity ETF	0.01%	332	$61K	$510.9M	0.20%
DFAC	Dimensional - US Core Equity 2 ETF	0.01%	25,580	$4.7M	$41.36B	0.17%
STXG	Strive 1000 Growth ETF	0.01%	74	$14K	$137.9M	0.18%
VONG	Vanguard Russell 1000 Growth ETF	0.01%	24,405	$4.9M	$46.50B	0.06%
CVLC	Calvert US Large-Cap Core Responsible Index ETF	0.01%	337	$72K	$650.7M	0.15%
IALT	iShares Systematic Alternatives Active ETF	0.01%	201	$37K	$110.6M	0.99%
IWF	iShares Russell 1000 Growth ETF	0.01%	62,480	$11.5M	$117.01B	0.18%
DGRO	iShares Core Dividend Growth ETF	0.01%	19,015	$3.5M	$37.77B	0.08%
SILX	ETFMG Prime 2x Daily Junior Silver Miners ETF	0.01%	3,297	$695K	$5.5M	0.97%
IUSV	iShares Core S&P U.S. Value ETF	0.01%	11,165	$2.1M	$24.24B	0.04%

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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.