ETFs Morningstar, Inc.

MORN

US6177001095

Professional Information Services

Real-time Estimate Cboe BZX 23:59:51 23/10/2026 +04			5-day change	1st Jan Change
225.43 ^USD	+0.94%		+8.10%	+3.15%

10-21	Pressure on lower-income US households raises delinquency risks, Morningstar DBRS says	RE
10-21	UK gilt investors expect budget to pass without market drama, Morningstar says	RE

ETFs positioned on Morningstar, Inc.

Name	YTD change	Weight	AuM
DIMENSIONAL WORLD EQUITY ETF - USD	+12.02%	-	1,674 M€
FUNDX FLEXIBLE ETF - USD	+0.67%	-	51 M€
MOTLEY FOOL MID-CAP GROWTH ETF - USD	-4.59%	-	119 M€
FIDELITY ALL IN ONE EQUITY ETF	+14.61%	-	4,105 M€
FIDELITY ALL IN ONE EQUITY ETF	-.--%	-	1,683 M€
STATE STREET SPDR S&P CAPITAL MARKETS ETF - USD	+2.16%	1.43%	473 M€
INVESCO S&P MIDCAP LOW VOLATILITY ETF - USD	+4.99%	1.12%	746 M€
CONGRESS SMID GROWTH ETF - USD	+6.01%	1.01%	488 M€
FIRST TRUST SMID GROWTH STRENGTH ETF - USD	+8.55%	0.93%	32 M€
PACER LUNT MIDCAP MULTI-FACTOR ALTERNATOR ETF - USD	+2.43%	0.91%	55 M€
FIRST TRUST SMID CAPITAL STRENGTH ETF - USD	0.00%	0.89%	59 M€
WISDOMTREE U.S. MIDCAP QUALITY GROWTH FUND - USD	+7.10%	0.82%	2 M€
INVESCO BLOOMBERG FINANCIAL DATA PROVIDERS ETF - USD	+22.55%	0.77%	44 M€
INVESCO S&P MIDCAP QUALITY ETF - USD	+12.81%	0.75%	5,653 M€
FIRST TRUST FINANCIALS ALPHADEX FUND ETF - USD	+6.31%	0.58%	1,128 M€
STATE STREET SPDR S&P 400 MID CAP GROWTH ETF - USD	+10.32%	0.57%	2,959 M€
ISHARES S&P MID-CAP 400 GROWTH ETF - USD	+10.28%	0.56%	11,225 M€
VANGUARD S&P MID-CAP 400 GROWTH ETF - USD	+11.01%	0.56%	1,713 M€
ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF - USD	-1.02%	0.45%	1,374 M€
VIDENT U.S. EQUITY STRATEGY ETF - USD	+9.15%	0.37%	690 M€
VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF - USD	+8.40%	0.34%	24,702 M€
ISHARES RUSSELL MID-CAP GROWTH ETF - USD	-2.98%	0.31%	21,034 M€
GOTHAM 1000 VALUE ETF - USD	+16.44%	0.31%	255 M€
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST - USD	+9.49%	0.31%	27,376 M€
BMO S&P US MID CAP INDEX ETF - CAD	+12.50%	0.3%	231 M€
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF - USD	+9.53%	0.3%	19,026 M€
ISHARES S&P U.S. MID-CAP INDEX ETF - USD	+10.31%	0.29%	29 M€
WISDOMTREE US VALUE UCITS ETF - USD	+26.75%	0.25%	13 M€
HSBC MSCI WORLD SMALL CAP SCREENED UCITS ETF (ACC) - USD	+17.23%	0.24%	160 M€
FIRST TRUST MID CAP CORE ALPHADEX FUND ETF - USD	+10.23%	0.23%	1,411 M€
STATE STREET SPDR S&P 400 U.S. MID CAP UCITS ETF DIST - EUR HEDGED	+6.38%	0.23%	90 M€
ISHARES S&P MIDCAP ETF - AUD	+3.77%	0.23%	361 M€
INVESCO S&P MIDCAP 400 QVM MULTI-FACTOR ETF - USD	+9.62%	0.21%	443 M€
FIDELITY ENHANCED MID CAP ETF - USD	+13.81%	0.2%	8,320 M€
CI U.S. MIDCAP DIVIDEND INDEX ETF - CAD	-.--%	0.19%	3 M€
FIRST TRUST NASDAQ BUYWRITE INCOME ETF - USD	+4.37%	0.18%	949 M€
WISDOMTREE GLOBAL VALUE UCITS ETF - USD	+25.57%	0.17%	4 M€

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Morningstar, Inc. is a provider of independent investment insights. The Company's segments include Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The Morningstar Direct Platform provides investors with data, research and insights, and investment analysis to empower investment decision-making. The PitchBook provides investors with access to data, research, analytics, and artificial intelligence (AI) enabled software across private capital markets, including venture capital, private equity, private credit, bank loans, and mergers & acquisitions (M&A). Morningstar Credit provides investors with credit ratings, research, data, and credit analytics solutions. Morningstar Wealth provides investment products, investor tools, and an advisor platform powered by research and data. The Morningstar Retirement offers products designed to help individuals reach retirement goals.

Employees

10,973

Sector

Professional Information Services

Calendar

10-29 Earnings release - Q3 2026

More about the company