Morningstar Investment Services
Latest statistics and disclosures from Morningstar Investment Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BND, VTI, ENB, VEA, MSFT, and represent 25.06% of Morningstar Investment Services's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$47M), TFC (+$19M), VTIP (+$19M), FIS (+$19M), VMBS (+$14M), VOX (+$11M), EWY (+$7.8M), CR (+$6.8M), IUSB, SCHB.
- Started 10 new stock positions in ZBRA, CME, TMO, VEEV, CR, GWRE, GPN, CVX, VTIP, GSK.
- Reduced shares in these 10 stocks: LMT (-$22M), BSV (-$21M), BND (-$18M), EWU (-$6.4M), Crane (-$6.4M), MSFT, VTEB, EMLC, VTI, GOOGL.
- Sold out of its positions in BUD, BIDU, BA, Crane, GlaxoSmithKline, EMB, LRCX, LYFT, TAP, NTR. PNW.
- Morningstar Investment Services was a net seller of stock by $-7.5M.
- Morningstar Investment Services has $7.3B in assets under management (AUM), dropping by 3.75%.
- Central Index Key (CIK): 0001478215
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Portfolio Holdings for Morningstar Investment Services
Morningstar Investment Services holds 217 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Total Bnd Mrkt (BND) | 8.9 | $650M | -2% | 9.0M | 72.55 |
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| Vanguard Index Fds Stk Mrk Etf (VTI) | 8.2 | $599M | 3.1M | 191.74 |
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| Enbridge (ENB) | 2.8 | $203M | 5.1M | 39.60 |
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| Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) | 2.7 | $200M | 4.7M | 42.68 |
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| Microsoft Corporation (MSFT) | 2.5 | $187M | -2% | 806k | 231.50 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 2.3 | $166M | 809k | 205.17 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $150M | -2% | 1.7M | 88.48 |
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| AmerisourceBergen (ABC) | 2.0 | $144M | -2% | 883k | 163.17 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $141M | 450k | 313.25 |
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| MasterCard Cl A (MA) | 1.9 | $140M | -2% | 396k | 353.30 |
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| Iqvia Holdings (IQV) | 1.9 | $138M | -2% | 666k | 206.97 |
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| Vanguard Scottsdale Fds Int-term Gov (VGIT) | 1.8 | $133M | -2% | 2.3M | 58.92 |
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| Booking Holdings (BKNG) | 1.8 | $132M | -2% | 63k | 2091.76 |
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| Vanguard Bd Index Short Trm Bond (BSV) | 1.8 | $130M | -13% | 1.7M | 75.48 |
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| Ishares Tr Eafe Value Etf (EFV) | 1.8 | $129M | -2% | 2.8M | 46.64 |
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| Visa Com Cl A (V) | 1.5 | $113M | -2% | 534k | 211.44 |
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| Charles Schwab Corporation (SCHW) | 1.3 | $98M | 1.2M | 83.05 |
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| Fidelity National Information Services (FIS) | 1.3 | $93M | +25% | 1.3M | 69.12 |
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| CarMax (KMX) | 1.2 | $91M | -3% | 1.4M | 64.09 |
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| Comcast Corp Cl A (CMCSA) | 1.2 | $86M | 2.4M | 36.37 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $84M | 619k | 136.09 |
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| Philip Morris International (PM) | 1.1 | $83M | 821k | 101.23 |
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| Wells Fargo & Company (WFC) | 1.0 | $76M | 1.8M | 42.45 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $73M | -3% | 967k | 75.85 |
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| Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) | 1.0 | $72M | -5% | 3.0M | 24.27 |
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| Lockheed Martin Corporation (LMT) | 1.0 | $71M | -23% | 149k | 476.68 |
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| Vanguard Index Fds Value Etf (VTV) | 1.0 | $70M | 496k | 141.06 |
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| Oracle Corporation (ORCL) | 0.9 | $68M | -2% | 805k | 84.24 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $65M | -2% | 727k | 89.24 |
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| UnitedHealth (UNH) | 0.9 | $62M | -2% | 123k | 507.81 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $61M | 159k | 384.79 |
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| Ishares Tr Msci Uk Etf New (EWU) | 0.8 | $59M | -9% | 1.9M | 31.04 |
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| Amazon (AMZN) | 0.8 | $58M | -3% | 683k | 85.37 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $57M | 535k | 106.72 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.7 | $55M | 740k | 74.09 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.7 | $55M | 1.4M | 40.19 |
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| Ishares Tr Broad Usd High (USHY) | 0.7 | $53M | 1.5M | 34.87 |
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| Walt Disney Company (DIS) | 0.7 | $52M | 565k | 91.27 |
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| Omni (OMC) | 0.7 | $51M | 608k | 83.98 |
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| Ishares Tr Msci China Etf (MCHI) | 0.7 | $49M | 953k | 51.31 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $49M | +2865% | 127k | 383.33 |
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| Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.7 | $48M | 1.9M | 25.38 |
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| Procter & Gamble Company (PG) | 0.6 | $47M | 309k | 152.00 |
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| Vanguard Mun Bd Tax Exempt Bd (VTEB) | 0.6 | $46M | -8% | 920k | 49.79 |
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| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.6 | $46M | 606k | 75.36 |
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| Ishares Msci Germany Etf (EWG) | 0.6 | $45M | 1.7M | 25.70 |
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| Edison International (EIX) | 0.6 | $45M | 679k | 65.95 |
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| United Parcel Service CL B (UPS) | 0.6 | $44M | 247k | 176.69 |
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| Air Products & Chemicals (APD) | 0.6 | $43M | 141k | 306.60 |
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| Lamar Advertising Cl A (LAMR) | 0.6 | $43M | 457k | 93.44 |
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| Starbucks Corporation (SBUX) | 0.6 | $43M | 411k | 103.70 |
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| Vanguard World Fds Financials Etf (VFH) | 0.6 | $43M | 507k | 83.95 |
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| Becton, Dickinson and (BDX) | 0.6 | $42M | -2% | 163k | 257.55 |
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| Duke Energy Corp Com New (DUK) | 0.6 | $41M | 392k | 104.54 |
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| Fiserv (FISV) | 0.6 | $41M | 402k | 101.85 |
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| BlackRock (BLK) | 0.6 | $41M | 57k | 719.85 |
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| Johnson & Johnson (JNJ) | 0.6 | $41M | 227k | 179.64 |
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| Vanguard Scottsdale Fds Mortg-back Sec (VMBS) | 0.5 | $40M | +54% | 858k | 46.05 |
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| Coca-Cola Company (KO) | 0.5 | $39M | 614k | 62.90 |
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| Truist Financial Corp equities (TFC) | 0.5 | $38M | +102% | 853k | 44.60 |
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| eBay (EBAY) | 0.5 | $38M | 875k | 42.89 |
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| Genuine Parts Company (GPC) | 0.5 | $37M | 218k | 171.41 |
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| Novartis A G Sponsored Adr (NVS) | 0.5 | $37M | -3% | 405k | 91.87 |
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| CVS Caremark Corporation (CVS) | 0.5 | $36M | 386k | 92.22 |
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| Ishares Tr Core Msci Total (IXUS) | 0.5 | $35M | 596k | 59.07 |
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| Medtronic SHS (MDT) | 0.5 | $34M | 423k | 80.41 |
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| Analog Devices (ADI) | 0.5 | $34M | -3% | 206k | 165.14 |
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| Netflix (NFLX) | 0.5 | $34M | -4% | 111k | 306.26 |
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| Spirit Rlty Cap Com New (SRC) | 0.5 | $34M | 834k | 40.33 |
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| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.5 | $33M | 539k | 61.79 |
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| Unilever Spon Adr New (UL) | 0.4 | $33M | -3% | 644k | 50.73 |
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| General Dynamics Corporation (GD) | 0.4 | $32M | -3% | 131k | 245.86 |
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| Amgen (AMGN) | 0.4 | $31M | 118k | 263.68 |
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| Bank of New York Mellon Corporation (BK) | 0.4 | $30M | 638k | 47.14 |
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| Dominion Resources (D) | 0.4 | $30M | 473k | 63.16 |
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| McKesson Corporation (MCK) | 0.4 | $30M | -2% | 80k | 373.51 |
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| Williams Companies (WMB) | 0.4 | $30M | +2% | 916k | 32.30 |
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| Vanguard World Fds Comm Srvc Etf (VOX) | 0.4 | $28M | +67% | 332k | 84.35 |
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| Verizon Communications (VZ) | 0.4 | $28M | 681k | 40.93 |
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| Sanofi Sponsored Adr (SNY) | 0.4 | $28M | 572k | 48.79 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $28M | 354k | 78.30 |
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| Vanguard World Fds Consum Stp Etf (VDC) | 0.4 | $26M | 136k | 191.54 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $26M | 76k | 340.40 |
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| Uber Technologies (UBER) | 0.4 | $26M | -3% | 997k | 25.79 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $24M | +4% | 541k | 44.91 |
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| Spdr Series Trust Portfolio Sm Etf (SPSM) | 0.3 | $24M | 648k | 37.26 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.3 | $23M | 10M | 2.28 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $23M | 138k | 168.01 |
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| Fidelity Covington Trust Consmr Staples (FSTA) | 0.3 | $23M | 503k | 44.79 |
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| Compass Minerals International (CMP) | 0.3 | $23M | 527k | 42.65 |
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| Ecolab (ECL) | 0.3 | $22M | 150k | 149.15 |
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| Pfizer (PFE) | 0.3 | $22M | 439k | 50.26 |
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| Autodesk (ADSK) | 0.3 | $21M | 112k | 187.38 |
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| salesforce (CRM) | 0.3 | $21M | 150k | 138.48 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.3 | $21M | 395k | 51.99 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.3 | $19M | NEW | 411k | 46.66 |
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| Ingredion Incorporated (INGR) | 0.3 | $19M | 190k | 97.85 |
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| Cigna Corp (CI) | 0.3 | $19M | 59k | 313.62 |
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| Ishares Tr Core Total Usd (IUSB) | 0.2 | $17M | +6% | 377k | 45.36 |
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| Raytheon Com New (RTX) | 0.2 | $17M | 167k | 100.80 |
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| Dollar Tree (DLTR) | 0.2 | $16M | 115k | 140.43 |
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| Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.2 | $16M | -2% | 323k | 49.58 |
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| American Express Company (AXP) | 0.2 | $15M | 98k | 149.70 |
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| Hanesbrands (HBI) | 0.2 | $15M | 2.1M | 7.10 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.2 | $14M | 286k | 49.87 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $13M | -4% | 125k | 106.17 |
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| Wyndham Hotels And Resorts (WH) | 0.2 | $12M | 173k | 70.76 |
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| American Intl Group Com New (AIG) | 0.2 | $12M | 190k | 63.57 |
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| Ishares Tr Esg Us Agr Bd (EAGG) | 0.2 | $12M | 252k | 47.24 |
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| Pepsi (PEP) | 0.1 | $10M | -2% | 58k | 178.98 |
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| Altria (MO) | 0.1 | $10M | 222k | 45.45 |
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| Diamondback Energy (FANG) | 0.1 | $9.9M | 76k | 130.98 |
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| Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $9.9M | 41k | 239.18 |
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| Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.1 | $9.9M | -2% | 195k | 50.48 |
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| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.1 | $9.7M | 242k | 40.19 |
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| Qualcomm (QCOM) | 0.1 | $9.6M | 87k | 110.44 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $9.1M | 332k | 27.29 |
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| Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $8.8M | 177k | 50.06 |
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| Enterprise Products Partners (EPD) | 0.1 | $8.8M | -2% | 362k | 24.32 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $8.7M | 174k | 50.14 |
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| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $8.7M | 708k | 12.23 |
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| Ishares Msci Sth Kor Etf (EWY) | 0.1 | $8.0M | +3303% | 140k | 57.09 |
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| Dbx Etf Tr Xtrckr Msci Us (USSG) | 0.1 | $7.6M | 218k | 34.98 |
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| Yum China Holdings (YUMC) | 0.1 | $7.4M | -2% | 129k | 57.84 |
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| WPP Adr (WPP) | 0.1 | $7.3M | -4% | 142k | 51.22 |
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| Citigroup Com New (C) | 0.1 | $7.1M | 153k | 46.66 |
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| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.1 | $7.1M | 91k | 78.02 |
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| Crane Holdings (CR) | 0.1 | $6.8M | NEW | 67k | 101.86 |
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| Capital One Financial (COF) | 0.1 | $5.0M | 52k | 95.13 |
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| Alibaba Group Hldg Sponsosored Adr (BABA) | 0.1 | $4.8M | -2% | 48k | 100.35 |
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| General Motors Company (GM) | 0.1 | $4.7M | 136k | 34.50 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $4.4M | -2% | 431k | 10.12 |
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| Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) | 0.1 | $3.9M | -2% | 76k | 51.11 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $3.8M | 24k | 160.11 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $3.7M | +13% | 74k | 50.55 |
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| Ishares Tr Esg Msci Usa Sml (ESML) | 0.1 | $3.7M | 112k | 33.17 |
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| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $3.2M | 13k | 247.86 |
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| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.0 | $2.4M | +2% | 81k | 30.15 |
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| US Bancorp Del Com New (USB) | 0.0 | $2.4M | 52k | 45.64 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $2.3M | 47k | 48.33 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $2.2M | 12k | 184.64 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $2.1M | +2% | 66k | 31.17 |
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| AutoZone (AZO) | 0.0 | $2.0M | 827.00 | 2438.94 |
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| Masco Corporation (MAS) | 0.0 | $2.0M | +19% | 42k | 48.21 |
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| BioMarin Pharmaceutical (BMRN) | 0.0 | $1.9M | 18k | 104.15 |
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| Apple (AAPL) | 0.0 | $1.8M | -24% | 14k | 126.27 |
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| Zimmer Holdings (ZBH) | 0.0 | $1.7M | +2% | 14k | 127.91 |
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| Ishares Tr Intl Trea Bd Etf (IGOV) | 0.0 | $1.7M | +7% | 43k | 39.34 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $1.6M | 114k | 14.24 |
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| Expedia Inc Del Com New (EXPE) | 0.0 | $1.6M | 18k | 89.55 |
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| Halliburton Company (HAL) | 0.0 | $1.5M | +2% | 39k | 38.11 |
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| Charles River Laboratories (CRL) | 0.0 | $1.5M | +3% | 6.7k | 220.29 |
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| Millicom Intl Cellular Sa Com Stk (TIGO) | 0.0 | $1.3M | -2% | 99k | 13.20 |
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| Kroger (KR) | 0.0 | $1.3M | +2% | 29k | 44.77 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $1.3M | 3.8k | 332.47 |
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| Graham Hldgs Com Cl B (GHC) | 0.0 | $1.2M | 2.0k | 612.20 |
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| Kellogg Company (K) | 0.0 | $1.2M | 17k | 71.00 |
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| Key (KEY) | 0.0 | $1.2M | 65k | 17.87 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $968k | NEW | 3.7k | 261.62 |
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| Global Payments (GPN) | 0.0 | $898k | NEW | 8.8k | 102.06 |
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| Schlumberger (SLB) | 0.0 | $831k | 16k | 51.72 |
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| Fifth Third Ban (FITB) | 0.0 | $759k | 23k | 33.09 |
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| Avnet (AVT) | 0.0 | $717k | 17k | 41.63 |
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| Ishares Tr Global Energ Etf (IXC) | 0.0 | $713k | -12% | 19k | 36.97 |
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| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $689k | -2% | 264k | 2.61 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $660k | -4% | 21k | 32.20 |
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| Ubs Group SHS (UBS) | 0.0 | $635k | -3% | 33k | 19.36 |
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| Carrier Global Corporation (CARR) | 0.0 | $635k | 15k | 41.84 |
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| Barclays Adr (BCS) | 0.0 | $626k | -4% | 77k | 8.14 |
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| Stellantis SHS (STLA) | 0.0 | $613k | -3% | 41k | 14.83 |
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| Polaris Industries (PII) | 0.0 | $606k | 6.0k | 101.27 |
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| Servicenow (NOW) | 0.0 | $603k | +153% | 1.5k | 392.83 |
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| Lowe's Companies (LOW) | 0.0 | $593k | -18% | 3.0k | 198.00 |
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| Tyler Technologies (TYL) | 0.0 | $584k | +150% | 1.8k | 320.18 |
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| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $564k | -3% | 69k | 8.18 |
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| Home Depot (HD) | 0.0 | $548k | 1.7k | 319.53 |
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| Gilead Sciences (GILD) | 0.0 | $528k | +10% | 6.2k | 85.29 |
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| Monolithic Power Systems (MPWR) | 0.0 | $527k | +24% | 1.5k | 356.32 |
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| Franklin Templeton Etf Tr Ftse China (FLCH) | 0.0 | $521k | -6% | 26k | 19.84 |
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| Transunion (TRU) | 0.0 | $501k | 8.2k | 61.31 |
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| Teradyne (TER) | 0.0 | $489k | 5.6k | 87.20 |
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $482k | NEW | 2.9k | 165.47 |
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| Merck & Co (MRK) | 0.0 | $471k | +26% | 4.2k | 111.64 |
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| Equifax (EFX) | 0.0 | $470k | 2.3k | 203.55 |
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| Jd.com Spon Adr Cl A (JD) | 0.0 | $422k | 6.4k | 66.10 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $417k | -17% | 18k | 23.80 |
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| Guidewire Software (GWRE) | 0.0 | $400k | NEW | 6.3k | 63.30 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $400k | +8% | 6.0k | 66.49 |
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| Kla Corp Com New (KLAC) | 0.0 | $381k | +3% | 1.0k | 377.60 |
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| Yum! Brands (YUM) | 0.0 | $373k | +4% | 2.9k | 127.52 |
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| Invesco SHS (IVZ) | 0.0 | $361k | -3% | 19k | 18.61 |
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| Constellation Brands Cl A (STZ) | 0.0 | $353k | 1.5k | 228.92 |
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| Roper Industries (ROP) | 0.0 | $338k | +6% | 771.00 | 438.39 |
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| McDonald's Corporation (MCD) | 0.0 | $321k | -9% | 1.2k | 259.50 |
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| Intercontinental Exchange (ICE) | 0.0 | $318k | +7% | 3.1k | 103.28 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $311k | -5% | 32k | 9.79 |
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| Abbvie (ABBV) | 0.0 | $306k | 1.9k | 160.80 |
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| Telefonica S A Sponsored Adr (TEF) | 0.0 | $295k | -4% | 80k | 3.68 |
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| Applied Materials (AMAT) | 0.0 | $278k | +8% | 2.8k | 97.96 |
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| Wiley John & Sons Cl A (WLY) | 0.0 | $265k | +2% | 6.4k | 41.57 |
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| Credit Suisse Group Sponsored Adr (CS) | 0.0 | $256k | -4% | 80k | 3.21 |
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| GSK Sponsored Adr (GSK) | 0.0 | $256k | NEW | 7.3k | 35.19 |
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| Suncor Energy (SU) | 0.0 | $253k | -3% | 8.4k | 30.05 |
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| Cheniere Energy Com New (LNG) | 0.0 | $249k | 1.8k | 142.29 |
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| BP Sponsored Adr (BP) | 0.0 | $248k | -4% | 7.3k | 34.00 |
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| Roblox Corp Cl A (RBLX) | 0.0 | $247k | -63% | 7.5k | 32.94 |
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| Mizuho Finl Group Sponsored Adr (MFG) | 0.0 | $245k | -2% | 85k | 2.90 |
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| Evergy (EVRG) | 0.0 | $243k | 3.9k | 62.37 |
|
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| Pentair SHS (PNR) | 0.0 | $236k | -4% | 5.1k | 46.10 |
|
| Chevron Corporation (CVX) | 0.0 | $230k | NEW | 1.3k | 172.80 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $225k | NEW | 404.00 | 556.93 |
|
| Core Laboratories (CLB) | 0.0 | $218k | -3% | 11k | 19.34 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $215k | -3% | 57k | 3.79 |
|
| Cme (CME) | 0.0 | $203k | NEW | 1.2k | 170.16 |
|
| PNC Financial Services (PNC) | 0.0 | $200k | -6% | 1.2k | 163.40 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $182k | -2% | 19k | 9.69 |
|
| Orange Sponsored Adr (ORAN) | 0.0 | $158k | -3% | 15k | 10.26 |
|
Past Filings by Morningstar Investment Services
SEC 13F filings are viewable for Morningstar Investment Services going back to 2010
- Morningstar Investment Services 2022 Q4 amended filed April 5, 2023
- Morningstar Investment Services 2022 Q4 filed Feb. 10, 2023
- Morningstar Investment Services 2022 Q3 filed Nov. 14, 2022
- Morningstar Investment Services 2022 Q2 filed Aug. 12, 2022
- Morningstar Investment Services 2022 Q1 filed May 10, 2022
- Morningstar Investment Services 2021 Q4 filed Feb. 1, 2022
- Morningstar Investment Services 2021 Q3 filed Nov. 12, 2021
- Morningstar Investment Services 2021 Q2 filed Aug. 12, 2021
- Morningstar Investment Services 2021 Q1 filed May 11, 2021
- Morningstar Investment Services 2020 Q4 filed Feb. 11, 2021
- Morningstar Investment Services 2020 Q3 filed Nov. 10, 2020
- Morningstar Investment Services 2020 Q2 filed July 30, 2020
- Morningstar Investment Services 2020 Q1 filed May 4, 2020
- Morningstar Investment Services 2019 Q4 filed Feb. 10, 2020
- Morningstar Investment Services 2019 Q3 filed Nov. 12, 2019
- Morningstar Investment Services 2019 Q2 filed Aug. 13, 2019