首页 晨星(usMORN)-基本信息

晨星(usMORN)-基本信息

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周报更新时间:04-11 03:39

行情信息

今开价:235.83

最高价:240.0

成交量:386536.0

昨收价:234.73

最低价:233.52

最新价:237.24

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概要信息

中文名称:晨星


英文名称:Morningstar


行业:科技


简介:Morningstar, Inc. 于1984年5月16日在伊利诺斯州注册成立,该公司为世界各地的投资者领先提供独立投资研究


电话:1-312-6966000


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美国晨星公司(Morningstar)在北美、欧洲、澳洲和亚洲提供独立投资研究服务,提供大约500000个投资项目的资料,包括股票、共同基金、类似工具,还有及时全球市场资料,关于大约1千5百万股票、指数、期货、选择权、商品和贵重金属。Morningstar公司产品与服务包括: Morningstar Data——投资资料延伸各种投资资料库,包括即时价格和商品资料; Morningstar Advisor Workstation——基于网站的投资计划系统; Morningstar Direct——机构投资研究平台; Morningstar.com——给个人投资者的网站; 公司也提供为退休规划和投资的退休解决方案,机构投资咨询和管理服务; Morningstar Enterprise Components,一套工具和功能得建造客制化网站或加强现有解决方案; Morningstar Managed Portfolios,一种无条件资产管理服务; 提供股票和经理人研究服务,给结构信贷的评价和分析,Morningstar Indexes,一套投资指数,Morningstar投资数据图表,一种事先制作或者惯例产生的投资事实表单供作投资人沟通,Morningstar Commodity Data,一种市场资料和分析产品; 提供ByAllAccounts,提供资料汇集科技供作金融应用; Morningstar Enterprise Data Management,是一种定制化资料汇集和表现报告解决方案,市场资料和桌上型电脑,投资软体,印刷和线上出版品,投资会议服务。晨星公司服务的对象有金融顾问、资产管理公司、退休计划供应商和赞助者及个人投资者。

交易日期 交易人 职位 类型 交易份额 价格
2019-08-01 Mansueto (Joseph D) Officer, Director and Beneficial Owner Sell 5683 151.42
2019-08-01 Mansueto (Joseph D) Officer, Director and Beneficial Owner Sell 3450 150.22
2019-07-31 Mansueto (Joseph D) Officer, Director and Beneficial Owner Sell 100 153.03
2019-07-31 Mansueto (Joseph D) Officer, Director and Beneficial Owner Sell 4925 151.36
2019-07-31 Mansueto (Joseph D) Officer, Director and Beneficial Owner Sell 3410 152.37
2019-07-09 Mansueto (Joseph D) Officer, Director and Beneficial Owner Sell 2800 148.31
2019-07-09 Mansueto (Joseph D) Officer, Director and Beneficial Owner Sell 2171 147.52
2019-07-08 Mansueto (Joseph D) Officer, Director and Beneficial Owner Sell 6311 145.05
2019-07-08 Mansueto (Joseph D) Officer, Director and Beneficial Owner Sell 4785 145.95
2019-07-07 Mansueto (Joseph D) Officer, Director and Beneficial Owner Sell 179 146.58
2019-07-07 Mansueto (Joseph D) Officer, Director and Beneficial Owner Sell 7191 145.82
2019-07-04 Mansueto (Joseph D) Officer, Director and Beneficial Owner Sell 8582 146.08
2019-07-02 Mansueto (Joseph D) Officer, Director and Beneficial Owner Sell 8208 146.02
2019-07-02 Mansueto (Joseph D) Officer, Director and Beneficial Owner Sell 2037 146.93
2019-07-02 Mansueto (Joseph D) Officer, Director and Beneficial Owner Sell 990 145.23
2019-07-01 Mansueto (Joseph D) Officer, Director and Beneficial Owner Sell 3382 144.91
2019-07-01 Mansueto (Joseph D) Officer, Director and Beneficial Owner Sell 5182 145.60
2019-07-01 Mansueto (Joseph D) Officer, Director and Beneficial Owner Sell 252 146.21
2019-06-30 Mansueto (Joseph D) Officer, Director and Beneficial Owner Sell 1005 145.81
2019-06-30 Mansueto (Joseph D) Officer, Director and Beneficial Owner Sell 8229 144.87
2019-06-27 Mansueto (Joseph D) Officer, Director and Beneficial Owner Sell 9253 144.63
2019-06-27 Mansueto (Joseph D) Officer, Director and Beneficial Owner Sell 2801 145.09
2019-06-27 Mansueto (Joseph D) Officer, Director and Beneficial Owner Sell 1350 143.56
2019-06-26 Mansueto (Joseph D) Officer, Director and Beneficial Owner Sell 393 143.81
2019-06-26 Mansueto (Joseph D) Officer, Director and Beneficial Owner Sell 7181 143.28

机构持股
持有者 持有份额 持股比例 份额变化 变化率 报告日期
Eagle Asset Management, Inc. 298271 0.70% 26470 9.74% 2019-03-31
Fidelity Management and Research Company 1420069 3.32% 200956 16.48% 2019-03-31
BAMCO Inc 1457280 3.41% -41 -- 2019-03-31
Virtus Investment Advisors (VIA) 1466168 3.43% -2000 -0.14% 2019-07-31
FMR Inc 1554353 3.63% 325848 26.52% 2019-03-31
Vanguard Group Inc 1674726 3.92% 7479 0.45% 2019-03-31
Kayne Anderson Rudnick Investment Management LLC 1745915 4.08% -6605 -0.38% 2019-03-31
Fidelity Management & Research Company 1809257 4.23% 232635 14.76% 2019-07-31
Atlanta Capital Management Company,LLC 1891233 4.42% -17088 -0.90% 2019-03-31
Baron Capital Management Inc 1150000 2.69% -- -- 2019-07-31
Boston Mgmt & Research (MA ) 1101713 2.58% -165667 -13.07% 2019-07-31
BlackRock Inc 816394 1.91% 6854 0.85% 2019-03-31
Wells Fargo & Co 300547 0.70% -77820 -20.57% 2019-03-31
New York State Common Retirement Fund 306675 0.72% -81602 -21.02% 2019-03-31
Dimensional Fund Advisors, Inc. 338209 0.79% -48430 -12.53% 2019-03-31
Mawer Investment Management Ltd 387300 0.91% 98900 34.29% 2019-03-31
J.P. Morgan Investment Management, Inc. 479791 1.12% -3360 -0.70% 2019-07-31
Vanguard Investments Australia Ltd 530294 1.24% 11233 2.16% 2019-07-31
Royce & Associates, LP 540320 1.26% -15224 -2.74% 2019-03-31
Renaissance Technologies Corp 696270 1.63% 4700 0.68% 2019-03-31
Geode Capital Management, LLC 567466 1.33% 267453 89.15% 2018-12-31
JPMorgan Chase & Co 587395 1.38% -60392 -9.32% 2018-09-30
State Street Corporation 287821 0.68% -6334 -2.15% 2018-12-31
BlackRock Institutional Trust Company NA 504472 1.18% -11180 -2.17% 2018-06-30
Champlain Investment Partners, LLC 345295 0.81% -76760 -18.19% 2018-06-30
Dimensional Fund Advisors LP 282687 0.66% 1000 0.36% 2018-10-31
Eaton Vance Management 3341887 7.85% -214829 -6.04% 2017-12-31
J.P. Morgan Investment Management Inc 621246 1.46% -194839 -23.87% 2018-06-30
Royce & Associates, LLC 594392 1.40% -8061 -1.34% 2018-03-31
State Street Corp 277101 0.65% -14756 -5.06% 2018-06-30
Epoch Investment Partners Inc 249923 0.59% -99895 -28.56% 2018-06-30
Northern Trust Investments N A 230848 0.54% 3799 1.67% 2018-06-30
Arrowstreet Capital Limited Partnership 230768 0.54% 150514 187.55% 2018-06-30
Boston Trust & Investment Management Co. 216532 0.51% -5355 -2.41% 2018-06-30
Parametric Portfolio Associates LLC 216157 0.51% -10937 -4.82% 2018-06-30
American Capital Management Inc 214670 0.50% 2340 1.10% 2018-06-30
Managed Account Advisors LLC 226377 0.53% -8157 -3.48% 2018-03-31
UBS Asset Management 921377 1.99% 920919 201074.02% 2018-06-30
UBS Global Asset Management Trust Company 5662179 12.26% 5662179 -- 2018-06-30
Government Pension Fund of Norway - Global 194350 0.43% 15370 8.59% 2013-12-31
NORGES BANK 287802 0.68% 62714 27.86% 2017-12-31
Blair William & Co 209173 0.49% -11851 -5.36% 2017-12-31
Mellon Capital Management Corporation 192782 0.45% 736 0.38% 2017-09-30
BlackRock Fund Advisors 196802 0.49% 2805 1.45% 2017-12-28
Ashe Capital Management, LLC 419656 0.97% -246444 -37.00% 2016-09-30
Lazard Asset Management LLC 438486 1.02% 19283 4.60% 2016-09-30
Joe Mansueto 24572134 3.00% 1834309803 0.60% 1999-11-30
共同基金持股
持有者 持有份额 持股比例 份额变化 变化率 报告日期
Champlain Mid Cap Fund 125000 0.29% 5000 4.17% 2019-04-30
Virtus KAR Small-Cap Growth Fund 1440828 3.37% -- -- 2019-03-31
Baron Small-Cap Growth Strategy-UBS 1150000 2.69% -- -- 2019-06-30
Baron Growth Fund 1150000 2.69% -- -- 2019-06-30
Eaton Vance Atlanta Capital SMID-Cap Fd 1101713 2.58% -165667 -13.07% 2019-05-31
Vanguard Total Stock Market Index Fund 525459 1.23% 11575 2.25% 2019-06-30
Vanguard Small Cap Index 491156 1.15% -11702 -2.33% 2019-06-30
Mawer Global Small Cap Fund 418600 0.98% 13939 3.44% 2019-06-30
JPMorgan Small Cap Equity Fund 414975 0.97% -- -- 2019-06-30
Royce Premier Fund 330647 0.77% -13800 -4.01% 2019-06-30
Fidelity Advisor 135400 0.32% -- -- 2019-05-31
VY 136500 0.32% -- -- 2019-06-30
Fidelity 194544 0.45% -17433 -8.22% 2019-04-30
Carillon Eagle Mid Cap Growth Fund 239609 0.56% -- -- 2019-06-30
Vanguard Extended Market Index Fund 255541 0.60% -194 -0.08% 2019-06-30
Vanguard Small Cap Growth Index Fund 281228 0.66% -3968 -1.39% 2019-06-30
Champlain Mid Cap Fund, LLC 283940 0.66% 2890 1.03% 2019-06-30
Vanguard Small Cap Index Fund 502823 1.18% 3186 0.64% 2019-04-30
Kar Small Cap Growth 104251 0.24% 10000 10.61% 2018-12-31
JNL Multi-Manager Small Cap Growth Fund 104251 0.24% 10000 10.61% 2018-12-31
EATON VANCE SMALL-CAP FUND 1267380 2.98% -- -- 2018-12-31
Pictet TR - Divers Alpha 92904 0.22% 92904 -- 2019-01-31
Royce Value Trust 84600 0.20% -- -- 2018-12-31
Royce Pennsylvania Mutual Fund 92494 0.22% 12057 14.99% 2018-12-31
LVIP Baron Growth Opportunities Fund 84000 0.20% -- -- 2018-09-30
LVIP Baron Growth Opportunities Svc 84000 0.20% -- -- 2018-06-30
SEI Tax-Managed Mgd Volatility A (SIMT) 73190 0.17% -- -- 2018-08-31
Royce Pennsylvania Mutual Invmt 80437 0.19% -3400 -4.06% 2018-06-30
DFA US Core Equity 2 I 75502 0.18% -- -- 2018-07-31
DFA US Core Equity 1 I 72303 0.17% 800 1.12% 2018-07-31
Baron Growth Retail 1150000 2.70% -10000 -0.86% 2018-06-30
Fidelity Spartan 84828 0.20% -- -- 2018-07-31
VY Baron Growth I 136500 0.32% -4600 -3.26% 2018-06-30
Champlain Mid Cap Adv 165000 0.39% 20000 13.79% 2018-04-30
Eaton Vance Atlanta Capital SMID-Cap I 1702214 3.99% -171447 -9.15% 2018-07-31
Virtus Small-Cap Sustainable Growth A 1030828 2.42% 257216 33.25% 2018-06-30
Vanguard Total Stock Mkt Idx 479435 1.12% 506 0.11% 2018-07-31
JPMorgan Small Cap Equity A 384171 0.90% -26500 -6.45% 2018-07-31
Royce Premier Invmt 394968 0.93% -- -- 2018-06-30
Vanguard Small Cap Growth Index Inv 274439 0.64% 4128 1.53% 2018-07-31
Vanguard Extended Market Idx Inv 242133 0.57% 3200 1.34% 2018-07-31
JNL Multi-Manager Small Cap Growth B 72701 0.17% 72701 -- 2018-06-30
American Beacon Small Cp Val Inst 112824 0.27% -- -- 2018-05-31
MainStay Epoch US Small Cap I 86920 0.20% -12536 -12.60% 2018-05-31
Morningstar Lifetime Moderate 2040 Index Fund Class N-1 1985827 4.30% 1985827 -- 2018-06-30
Morningstar Lifetime Moderate 2050 Index Fund Class N-1 1571282 3.40% 1571282 -- 2018-06-30
Morningstar Lifetime Moderate 2030 Index Fund Class N-1 1444624 3.13% 1444624 -- 2018-06-30
Morningstar Lifetime Moderate 2020 Index Fund Class N-1 404218 0.87% 404218 -- 2018-06-30
Morningstar Lifetime Growth 2030 Index Class N-1 143561 0.31% 143561 -- 2018-06-30
Morningstar Lifetime Growth 2040 Index Class N-1 142210 0.31% 142210 -- 2018-06-30
Morningstar Lifetime Growth 2035 Index Class N-1 133800 0.29% 133800 -- 2018-06-30
Morningstar Lifetime Moderate 2015 Index Fund Class N-1 129164 0.28% 129164 -- 2018-06-30
MainStay VP US Small Cap Svc 69840 0.16% -11050 -13.66% 2018-05-31
iShares Russell 1000 Growth 62401 0.16% 60 0.10% 2018-06-21
Strategic Advisers 85751 0.20% -600 -0.69% 2017-11-30
Old Westbury Large Cap Strategies 107541 0.25% 41032 61.69% 2016-10-31
CREF Stock R1 82207 0.19% -1803 -2.15% 2016-12-31
ASTON/TAMRO Small Cap Fund 95357 0.20% -10975 -10.30% 2015-09-30
MainStay US Small Cap 107960 0.20% -- -- 2015-09-30
Manning & Napier Dynamic Opps Ser 112290 0.20% -- -- 2015-10-31
OMGB Fidelity American Growth 112660 0.20% -778 -0.70% 2015-09-30
VY Baron Growth Portfolio 157000 0.40% -- -- 2015-09-30
Perkins Small Capital Value Fund 185369 0.40% -166312 -47.30% 2015-09-30
Royce Pennsylvania Mutual 339195 0.80% -13500 -3.80% 2015-09-30

Hugh J. Zentmyer Currently, Hugh J. Zentmyer is President & Director at Instron Corp. Mr. Zentmyer is also on the board of Morningstar, Inc. He previously was Executive Vice President for Illinois Tool Works, Inc. and President at Instron Corp. (a subsidiary of Illinois Tool Works, Inc.). He received an undergraduate degree from the University of Cincinnati (Ohio) and an MBA from Xavier University.
Christopher P. Boruff Christopher P. Boruff is Operations Director of Morningstar, Inc. He received an undergraduate degree from Northwestern University.
Bevin Desmond Bevin Desmond is on the board of Morningstar Japan K.K. and Head-Talent & Culture at Morningstar, Inc. Ms. Desmond received an undergraduate degree from St. Mary's College (Maryland).
Steven Neil Kaplan Dr. Steven N. Kaplan is an Independent Director at Zayo Group Holdings, Inc., an Independent Director at Morningstar, Inc., a Faculty Director at Polsky Center For Entrepreneurship, a Professor at The University of Chicago Booth School of Business and a Research Associate at National Bureau of Economic Research, Inc. He is on the Board of Directors at Zayo Group Holdings, Inc., Morningstar, Inc., Illinois Venture Capital Association, Zayo Group LLC, Columbia Acorn Trust and Wanger Asset Trust. Dr. Kaplan was previously employed as an Independent Director by R1 RCM, Inc. and an Advisor by Sandbox Investment Management LLC. He received his undergraduate degree from Harvard College and a doctorate degree from Harvard University.
Bevin Desmond Bevin Desmond is on the board of Morningstar Japan K.K. and Head-Talent & Culture at Morningstar, Inc. Ms. Desmond received an undergraduate degree from St. Mary's College (Maryland).
John A. Rekenthaler John A. Rekenthaler is Vice President-Research at Morningstar, Inc. Mr. Rekenthaler is also Member of Investment Analysts Society of Chicago. In the past he occupied the position of President at Morningstar Investment Management LLC. Mr. Rekenthaler received an undergraduate degree from the University of Pennsylvania and an MBA from The University of Chicago.
Kunal Kapoor Mr. Kunal Kapoor, CFA MBA, is a Chief Executive Officer at Morningstar Investment Management LLC, Morningstar, Inc., a President, Chief Executive Officer & Director at Morningstar, Inc., a Member at CFA Society of Chicago, Investment Analysts Society of Chicago and a President at Morningstar Commodity Data, Inc. He is on the Board of Directors at Morningstar, Inc., PitchBook Data, Inc. and The Nature Conservancy in Illinois. Since joining Morningstar in 1997 as a Data Analyst, Mr. Kapoor has held a variety of roles at the firm, including leadership positions in research and innovation. He served as Director of mutual fund research and was part of the team that launched Morningstar Investment Services, Inc., before moving on to other roles including director of business strategy for international operations, and later, President and Chief investment officer of Morningstar Investment Services. During his tenure, he has also led Morningstar.com and the firm's data business as well as its global products and client solutions group. In 2010, Crain's Chicago Business named him to its annual 40 Under 40 class, a list that includes professionals from a variety of industries who are contributing to Chicago's business, civic, and philanthropic landscape. He received his undergraduate degree from Monmouth College and an MBA from The University of Chicago Booth School of Business.
Kimberly J. Mcgarry Kimberly J. Mcgarry occupies the position of Chief Accounting Officer & Controller of Morningstar, Inc. She is also Member of Chicago Finance Exchange. In her past career she held the position of Chief Financial Officer & Senior Vice President of The Options Clearing Corp., Chief Accounting Officer & Senior Vice President at First Midwest Bancorp, Inc. (Illinois) and Chief Accounting Officer & Senior Vice President for First Midwest Bank (Itasca, Illinois) (a subsidiary of First Midwest Bancorp, Inc. (Illinois)) and Senior Manager at Ernst & Young LLP. Ms. Mcgarry received an undergraduate degree from Miami University and an MBA from The University of Chicago.
Cheryl A. Francis Cheryl A. Francis is Co-Chairman for Corporate Leadership Center. She is also on the board of 5 other companies. She previously was Chief Financial Officer & Executive Vice President for R.R. Donnelley & Sons Co., Treasurer for FMC Corp. and Chief Financial Officer of FMC Gold Co. Ms. Francis received an undergraduate degree from Cornell University and an MBA from The University of Chicago Booth School of Business.
Jack D. Noonan Jack D. Noonan is on the board of Morningstar, Inc. and GlobalView Software, Inc. Mr. Noonan previously occupied the position of President & Chief Executive Officer at Microrim, Inc., President for Illinois Technology Association, Advisor at Sherpa Partners LLC, Transition Executive at International Business Machines Corp. Chairman, President & Chief Executive Officer at SPSS, Inc. and Vice President-Product Group at Candle Corp. (both are subsidiaries of International Business Machines Corp.), VP-Corporate Product Support & Services at Amdahl Corp. and Lead Independent Non-Executive Director at Fleetmatics Group Plc. Jack D. Noonan received an undergraduate degree from Rockford College.
William M. Lyons William M. Lyons holds the position of Chairman at Kansas City Symphony. Mr. Lyons is also on the board of NIC, Inc., Morningstar, Inc., Greater Kansas City Community Foundation and The Nature Conservancy of Kansas. He previously held the position of President & Chief Executive Officer of American Century Cos., Inc. and President & Chief Executive Officer of American Century Investment Management, Inc. (a subsidiary of American Century Cos., Inc.) and Associate of McCutchen, Doyle, Brown & Enersen LLP. Mr. Lyons received an undergraduate degree from Yale University and a graduate degree from Northwestern University School of Law.
Robin Diamonte Presently, Robin Diamonte is Vice President-Pension Investments at United Technologies Corp. She is also on the board of Morningstar, Inc. Ms. Diamonte previously occupied the position of Managing Director at Verizon Investment Management Corp. She received an undergraduate degree and an MBA from the University of New Haven.
Donald James Phillips Mr. Donald J. Phillips, II, is on the Board of Directors at Morningstar Japan K.K. and Morningstar, Inc. He received his undergraduate degree from The University of Texas and a graduate degree from The University of Chicago.
David W. Williams David W. Williams is Executive Vice President-Architecture at Caruso Affiliated Holdings LLC, Member of American Institute of Graphic Arts and Head-Design at Morningstar, Inc. He received an undergraduate degree from The Ohio State University and a graduate degree from Yale School of Art.
Brock Johnson Brock Johnson is President-Retirement Solutions at Morningstar, Inc. He received an undergraduate degree from Wheaton College (Illinois) and an MBA from Case Western Reserve University.
Gail S. Landis Founder of Evercore Asset Management, Gail S. Landis is on the board of Morningstar, Inc. In her past career she was Managing Director at Golden Seeds LLC, Managing Director at Sanford C. Bernstein & Co. LLC, Managing Director at AllianceBernstein LP, Managing Director at Credit Suisse Asset Management LLC and Director at Pro Mujer, Inc. She received an undergraduate degree from Boston University and an MBA from The Leonard N Stern School of Business.
Joseph D. Mansueto Mr. Joseph D. Mansueto is an Executive Chairman at Morningstar Investment Management LLC, an Executive Chairman at Morningstar, Inc. and an Executive Chairman at Morningstar, Inc. He is on the Board of Directors at Northwestern Memorial Hospital, Art Institute of Chicago and Chicago Fire Soccer LLC. Before founding the firm in 1984, Mr. Mansueto was previously employed as an Independent Director by Whole Foods Market, Inc., an Owner by Mansueto Ventures LLC, a Securities Analyst by Harris Associates LP, and a Chairman & Chief Executive Officer by Morningstar Research, Inc. (Canada). He also served on the board at TransUnion Corp. In December 2016, InvestmentNews named Mr. Mansueto to its list of 20 Icons & Innovators. MutualFundWire.com recognized him as one of the 10 most influential individuals in the mutual fund industry in 2015, and he was the recipient of PLANSPONSOR's Lifetime Achievement Award in 2013. In 2010, he received the Tiburon CEO Summit award, MutualFundWire.com named him ninth on its list of the 100 Most Influential People of the year, and Chicago magazine listed him among its top 40 Chicago pioneers over the past four decades. In 2007, SmartMoney magazine recognized him in the "SmartMoney Power 30," its annual list of the 30 most powerful forces in business and finance He holds a Bachelor's Degree in Business Administration from the University of Chicago and a Master's Degree in Business Administration from the University of Chicago Booth School of Business.
Mitch Shue Mitch Shue is Head-Technical Fellow at Morningstar, Inc. In the past Mr. Shue held the position of Vice President-Product Development at Advanced Technology Group, Inc., Vice President-Engineering for Webs, Inc., Chief Technology Officer at HelloWallet LLC, Vice President-Engineering for Centrifuge Systems, Inc., Vice President-Product Development at Software AG USA, Inc. and Principal at Transaction Network Services, Inc. Mitch Shue received an undergraduate degree from Trinity University and a graduate degree from George Mason University.
Jason M. Dubinsky Currently, Jason M. Dubinsky holds the position of Chief Financial Officer for Morningstar, Inc. He is also on the board of Morningstar Japan K.K. In his past career he occupied the position of Chief Financial Officer & Senior Vice President at Walgreens Boots Alliance, Inc. and Treasurer for Walgreen Co. (a subsidiary of Walgreens Boots Alliance, Inc.), Vice President-Investment Banking at The Goldman Sachs Group, Inc. and Vice President-Investment Banking at Lehman Brothers, Inc. Jason M. Dubinsky received an undergraduate degree from the University of Michigan and an MBA from The Leonard N Stern School of Business.
Robin Diamonte Presently, Robin Diamonte is Vice President-Pension Investments at United Technologies Corp. She is also on the board of Morningstar, Inc. Ms. Diamonte previously occupied the position of Managing Director at Verizon Investment Management Corp. She received an undergraduate degree and an MBA from the University of New Haven.
Daniel Edward Needham Mr. Daniel E. Needham, CFA, is a President & Chief Investment Officer at Morningstar, Inc., a Chief Investment Officer at Morningstar Investment Management LLC and a Chief Investment Officer at Morningstar Investment Services LLC. He is also the President Morningstar's Investment Management group, a unit of Morningstar, Inc. Investment Management provides retirement, investment advisory, and portfolio management services for financial institutions, plan sponsors, and advisors through investment management entities around the world. Mr. Needham also chairs the Global Investment Policy Committee, which oversees the unit's global investment capabilities, committees, and processes. Before assuming his current role in 2015, Mr. Needham was Global Chief Investment Officer for the Investment Management group, and his role expanded to include responsibility for Morningstar's investment management operations in Europe in 2013. He was employed as a Managing Director by Morningstar Investment Management Europe Ltd., a Chief Investment Officer by Ibbotson Pty Ltd., and a Global Chief Investment Officer by Morningstar Investment Management Australia Ltd. Mr. Needham joined Morningstar in 2009 through the company's acquisition of Intech Pty Ltd, where he served as Chief Investment Officer. He also held other investment roles including Analyst, Portfolio Manager and Head of Multi-Strategy. Before joining Intech in 2002, he worked for Zurich Financial Services in Sydney. Mr. Needham holds a Bachelor's degree in Commerce from the University of Sydney, where he majored in Finance and Economics. He also holds the Chartered Financial Analyst designation.
Barbara Noverini Barbara Noverini holds the position of Director-Investor Relations of Morningstar, Inc. and Director of Investor Relations at Morningstar, Inc. (Research) (a subsidiary of Morningstar, Inc.). Ms. Noverini previously occupied the position of Senior Research Director at DeMatteo Monness LLC, Analyst at Alight Solutions LLC and Vice President of Round Table Group, Inc. She received a graduate degree from the University of Illinois and an undergraduate degree from Northwestern University.
Daniel Edward Needham Mr. Daniel E. Needham, CFA, is a President & Chief Investment Officer at Morningstar, Inc., a Chief Investment Officer at Morningstar Investment Management LLC and a Chief Investment Officer at Morningstar Investment Services LLC. He is also the President Morningstar's Investment Management group, a unit of Morningstar, Inc. Investment Management provides retirement, investment advisory, and portfolio management services for financial institutions, plan sponsors, and advisors through investment management entities around the world. Mr. Needham also chairs the Global Investment Policy Committee, which oversees the unit's global investment capabilities, committees, and processes. Before assuming his current role in 2015, Mr. Needham was Global Chief Investment Officer for the Investment Management group, and his role expanded to include responsibility for Morningstar's investment management operations in Europe in 2013. He was employed as a Managing Director by Morningstar Investment Management Europe Ltd., a Chief Investment Officer by Ibbotson Pty Ltd., and a Global Chief Investment Officer by Morningstar Investment Management Australia Ltd. Mr. Needham joined Morningstar in 2009 through the company's acquisition of Intech Pty Ltd, where he served as Chief Investment Officer. He also held other investment roles including Analyst, Portfolio Manager and Head of Multi-Strategy. Before joining Intech in 2002, he worked for Zurich Financial Services in Sydney. Mr. Needham holds a Bachelor's degree in Commerce from the University of Sydney, where he majored in Finance and Economics. He also holds the Chartered Financial Analyst designation.
Brock Johnson Brock Johnson is President-Retirement Solutions at Morningstar, Inc. He received an undergraduate degree from Wheaton College (Illinois) and an MBA from Case Western Reserve University.
Sanjay Arya Sanjay Arya is Member of CFA Society of Chicago and Head-Indexes at Morningstar, Inc. Mr. Arya received an MBA and an undergraduate degree from Cleveland State University.
Sanjay Arya Sanjay Arya is Member of CFA Society of Chicago and Head-Indexes at Morningstar, Inc. Mr. Arya received an MBA and an undergraduate degree from Cleveland State University.
Christine Benz Christine Benz is Director-Personal Finance at Morningstar, Inc.
Scott Burns Scott Burns is Head-Asset Management Client Solutions at Morningstar, Inc. Mr. Burns received an undergraduate degree from the University of Illinois and an MBA from The University of Chicago Booth School of Business.
Rob Pinkerton Presently, Rob Pinkerton occupies the position of Chief Marketing Officer for Morningstar, Inc. In the past Mr. Pinkerton occupied the position of Principal at Adobe, Inc., Principal at Legal Publishing Chile Ltda. and Chief Marketing Officer of HelloWallet LLC. He received an MBA from Carnegie Mellon University, an undergraduate degree from the University of Richmond and a graduate degree from the University of Baltimore School of Law.
Haywood Kelly Haywood Kelly is Member of The Phi Beta Kappa Society and Head-Global Research at Morningstar, Inc. In the past Mr. Kelly held the position of President of Morningstar Credit Ratings LLC. Mr. Kelly received an undergraduate degree from The University of Chicago.
Haywood Kelly Haywood Kelly is Member of The Phi Beta Kappa Society and Head-Global Research at Morningstar, Inc. In the past Mr. Kelly held the position of President of Morningstar Credit Ratings LLC. Mr. Kelly received an undergraduate degree from The University of Chicago.
Caroline J. Tsay Caroline J. Tsay founded Compute Software, Inc. Presently, Ms. Tsay is Chief Executive Officer at this company. She is also on the board of The Coca-Cola Co. and Morningstar, Inc. In the past Ms. Tsay occupied the position of VP & General Manager-Software at Hewlett-Packard Enterprise Co. and Senior Director-Product Management at Yahoo!, Inc. She received a graduate degree and an undergraduate degree from Stanford University.
Tricia Rothschild Tricia Rothschild is on the board of YCharts, Inc. and Chief Product Officer for Morningstar, Inc. She received an undergraduate degree from Northwestern University and a graduate degree from Indiana University.
Patrick Maloney Presently, Patrick Maloney holds the position of General Counsel for Morningstar, Inc. In the past he occupied the position of Partner at Sheppard, Mullin, Richter & Hampton LLP, Partner at K&L Gates LLP and Partner at Bell, Boyd & Lloyd LLP (a subsidiary of K&L Gates LLP), Associate for Dewey Ballantine LLP and Assistant General Counsel at The Prudential Insurance Company of America, Inc. Mr. Maloney received an undergraduate degree from The University of Chicago and a graduate degree from The University of Chicago Law School.
Heidi Miller Currently, Heidi Miller occupies the position of Secretary & Associate General Counsel at Morningstar, Inc.
James Rhodes James Rhodes is Chief Technology Officer at Morningstar, Inc. In his past career Mr. Rhodes held the position of Chief Technology Officer at Rocaton Investment Advisors LLC. Mr. Rhodes received an undergraduate degree from Muhlenberg College and a graduate degree from Carnegie Mellon University.
Daniel Joseph Dunn Daniel Joseph Dunn is Chief Revenue Officer for Morningstar, Inc. He received an undergraduate degree from the University of Vermont and a graduate degree from Kellogg School of Management.
Noel G. Abat Noel G. Abat is Director-Global Sales Operations at Morningstar, Inc.
Detlef Scholz Mr. Detlef Scholz is a President-Expanded Credit Ratings Organization at Morningstar, Inc. He is on the Board of Directors at DBRS Ratings Ltd.

量化对比

全部评论 21

  • 【全球最大中国股票基金2月对贵州茅台持仓维持不变】记者4月4日查询晨星网站发现,全球最大的中国股票基金“瑞银(卢森堡)-中国精选股票基金(美元)”2月对贵州茅台持仓维持不变。1月瑞银(卢森堡)-中国精选股票基金(美元)小幅减持了贵州茅台。来自晨星的数据显示,其前十大重仓股中,该基金增持了腾讯控股、阿里巴巴(ADR和H股);减持了好未来、中国平安、网易(ADR)和港交所;对包括贵州茅台在内的剩余股票持仓维持不变。(澎湃新闻)

  • 【全球最大中国股票基金2月对贵州茅台持仓维持不变】记者4月4日查询晨星网站发现,全球最大的中国股票基金“瑞银(卢森堡)-中国精选股票基金(美元)”2月对贵州茅台持仓维持不变。1月瑞银(卢森堡)-中国精选股票基金(美元)小幅减持了贵州茅台。来自晨星的数据显示,其前十大重仓股中,该基金增持了腾讯控股、阿里巴巴(ADR和H股);减持了好未来、中国平安、网易(ADR)和港交所;对包括贵州茅台在内的剩余股票持仓维持不变。(澎湃新闻)

  • 【美SEC指控晨星收钱给高评级】美国证券交易委员会(SEC)周二起诉晨星集团旗下晨星信用评级公司,指控该公司让其分析师进行未披露的调整,让那些为评级付费的发行人获得更高的商业抵押贷款支持证券评级。SEC在想曼哈顿联邦地方法院提交的诉讼中称,该公司未能透明地解释其如何在2015年和2016年对约30笔商业抵押贷款支持证券(CMBS)进行评级,并指责该公司允许其分析师调整其用于确定CMBS评级的模型中的关键压力。

  • 晨星:维持网易目标价127港元及沽售评级。

  • 【市场消息:苹果或将发行六部分债券 最长40年期】一位知情人士对外媒表示,苹果此次发行期限最长的40年期债券,可能只比美国国债高出115至120个基点。这位知情人士说,苹果将把此次筹资用于一般用途,包括股票回购和分红,或将收益用于营运资金、资本支出和偿还债务。随着消费者在疫情期间继续蜂拥购买苹果产品,苹果的销售额在过去一年飙升了71%。晨星分析师Abhinav Davuluri认为,苹果的合理股价为98美元。尽管我们预计2021年iPhone将出现强劲的两位数增长,未来几年增速将放缓。

  • 从晨星方面获悉,截至2020年三季度末,美国万亿资管巨头资本集团旗下的一只基金持有761万股贵州茅台,价值18.71亿美元,折合人民币122.17亿元,为全球持有贵州茅台市值最多的单只基金。(中证报)

  • 从晨星方面获悉,截至2020年三季度末,美国万亿资管巨头资本集团旗下的一只基金持有761万股贵州茅台,价值18.71亿美元,折合人民币122.17亿元,为全球持有贵州茅台市值最多的单只基金。(中证报)

  • 【投资者涌入高风险ETF】拜投资者风险偏好所赐,一个波动较大甚至不乏危险的交易所交易基金(ETF)类别重新焕发了活力。根据晨星(Morningstar)的数据,今年前10个月,杠杆及反向ETF已经吸引到163亿美元的资金,有望超过2008年创纪录的167亿美元资金流入。这些基金利用杠杆使每日回报率翻一倍或两倍,有时还为投资者提供针对指数走势进行反向操作的获利机会。

  • 【主动管理基金在新兴市场跑赢被动基金的程度达2009年来之最】晨星公司数据显示,三分之二的主动管理类股权基金都跑赢了追踪指数的基金,因新冠肺炎疫情等因素引发市场波动。如果算上2019年的表现,主动型基金跑赢被动型基金的程度将达到2009年以来之最。对于多年来受到资金流向被动型基金、收费减少、以及央行刺激政策导致主动基金表现无法出众困扰的行业而言,是可喜的提振。它还支持了主动基金可以在市场大跌期更好保护投资者的说法。根据晨星对活跃于新兴市场股市的837只主动基金和98只被动基金的调查显示,在2020年前9个月,指数追踪基金下跌了3.6%,而主动选股基金则近持平。这意味着63%的主动型基金在扣除费用和佣金后表现优于大市,而2019年这个比例为68%。

  • 【联想发布首款自研工业机器人】 2020联想创新科技大会上,联想发布首款自研工业机器人:晨星工业机器人。晨星机器人为国产大飞机制造而工作,具备自主模式和人机协同模式,自主模式下机器人可以智能行动、智能建图,无需人的控制而移动。采用3D物体识别,用于引导机器人上的机械臂执行任务,同时,路径规划也实现自主,能够实现避障功能。

  • 【联想发布首款自研工业机器人】 2020联想创新科技大会上,联想发布首款自研工业机器人:晨星工业机器人。晨星机器人为国产大飞机制造而工作,具备自主模式和人机协同模式,自主模式下机器人可以智能行动、智能建图,无需人的控制而移动。采用3D物体识别,用于引导机器人上的机械臂执行任务,同时,路径规划也实现自主,能够实现避障功能。

  • 【推动美国股市上涨的大型科技股正在蹂躏主动型基金经理】根据晨星公司周四的报告,在主动管理型美国股票基金中,2020年上半年只有48%跑赢基准指数。而在同一时间段,近60%的主动型外国股票基金表现优于指数跟踪型基金。Facebook、亚马逊、奈飞和谷歌一起,构成标普500指数将近12%的权重。再加上苹果和微软,权重接近四分之一。体现这些科技巨头的一个指数已较3月低点攀升了79%。

  • 【推动美国股市上涨的大型科技股正在蹂躏主动型基金经理】根据晨星公司周四的报告,在主动管理型美国股票基金中,2020年上半年只有48%跑赢基准指数。而在同一时间段,近60%的主动型外国股票基金表现优于指数跟踪型基金。Facebook、亚马逊、奈飞和谷歌一起,构成标普500指数将近12%的权重。再加上苹果和微软,权重接近四分之一。体现这些科技巨头的一个指数已较3月低点攀升了79%。

  • 【招商银行28只基金获权威机构五星“认证”】日前银河证券、海通证券、招商证券、晨星资讯陆续公布了最新一期基金星级评价榜单,产品方面,招商基金旗下共有28只基金(份额分开计算)获评五星,涵盖主动权益类(12只)、固定收益类(14只)和被动指数型(2只)。9只基金获得至少三家机构的五星“认证”,其中,贾成东管理的招商行业精选和招商优质成长、马龙管理招商产业债A、刘万锋管理的招商双债增强C均同时获4家机构五星评级。(中国基金报)

  • 【全球指数基金规模突破10万亿美元】全球指数基金管理的资产已突破10万亿美元大关,这得益于市场不断上涨,以及投资者撤离费用更高、往往难以跑赢基准的主动型管理基金。根据行业组织美国投资公司协会汇编的晨星(Morningstar)数据,10年前指数基金的规模约为2.3万亿美元。2019年的市场复苏,以及转向被动型投资的当前趋势,使全球指数基金行业规模在去年11月底达到11.4万亿美元。(英国金融时报)

  • 【全球指数基金规模突破10万亿美元】全球指数基金管理的资产已突破10万亿美元大关,这得益于市场不断上涨,以及投资者撤离费用更高、往往难以跑赢基准的主动型管理基金。根据行业组织美国投资公司协会汇编的晨星(Morningstar)数据,10年前指数基金的规模约为2.3万亿美元。2019年的市场复苏,以及转向被动型投资的当前趋势,使全球指数基金行业规模在去年11月底达到11.4万亿美元。(英国金融时报)

  • 【火爆认购未现 阿里巴巴香港“招股”有点冷】阿里巴巴将回归港股牵动人心。18日是阿里巴巴港股认购第二日,香港券商反映,互联网巨头回归港股并未被火爆认购。不过,阿里的长期投资价值却受到海外共同基金的拥护。晨星数据显示,与上一期持仓相比,1320只海外公募基金对阿里巴巴进行了加仓。(中证报)

  • 【晨星中国:过去三年外资相关基金A股仓位已翻倍】10月10日,基金研究机构——晨星中国在官网微信公众号发布消息表示,过去三年外资相关基金中A股仓位已翻倍。据了解,晨星中国从近1000只大中华区股票基金中选出了92只规模在10亿元人民币以上,且非限定只投A股的基金。分析显示,92只基金中A股持仓比例的中位数在过去3年大约翻了一倍,从2016年中的5.8%到2019年中的10.5%。上述近1000只股票基金的总资产管理规模达1.2万亿元。(中证网)

  • 【美国被动股基规模首超主动股基】过去十多年,美股经历了市场最长时间的牛市。然而,在这一过程中,美国主动股基遭遇大失血,十多年间主动股基累计净流出万亿美元。与此同时,被动股基强力吸金。经过十年的追赶,2019年8月底,美国被动股基终于超过主动股基。晨星提供的统计报告显示,据初步统计,截至8月31日,美国被动股基规模超过主动股基规模250亿美元,其规模占比为50.15%。(中证报)

  • 【美国被动股基规模首超主动股基】过去十多年,美股经历了市场最长时间的牛市。然而,在这一过程中,美国主动股基遭遇大失血,十多年间主动股基累计净流出万亿美元。与此同时,被动股基强力吸金。经过十年的追赶,2019年8月底,美国被动股基终于超过主动股基。晨星提供的统计报告显示,据初步统计,截至8月31日,美国被动股基规模超过主动股基规模250亿美元,其规模占比为50.15%。(中证报)

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