United States

Morningstar Inc (MORN.O)

MORN.O on Nasdaq

23 Jun 2017
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Latest Key Developments (Source: Significant Developments)

Morningstar to acquire tRx Investment Portfolio Rebalancing Platform for Advisors
Thursday, 8 Oct 2015 04:05pm EDT 

Morningstar:Entered into a definitive agreement to acquire Total Rebalance Expert (tRx), an automated, tax-efficient investment portfolio rebalancing platform for financial advisors, from FNA, LLC.Morningstar expects to complete the transaction in November 2015.Terms were not disclosed.  Full Article

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BRIEF-Morningstar ‍reports U.S. mutual fund, ETF asset flows for April​

* In April, investors put $17.1 billion into U.S. equity passive funds, down from $31.1 billion in March 2017