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Morningstar (MORN) Accumulated Expenses: 2009-2024

Historic Accumulated Expenses for Morningstar (MORN) over the last 16 years, with Dec 2024 value amounting to $272.2 million.

  • Morningstar's Accumulated Expenses rose 6.94% to $231.0 million in Q3 2025 from the same period last year, while for Sep 2025 it was $231.0 million, marking a year-over-year increase of 6.94%. This contributed to the annual value of $272.2 million for FY2024, which is 26.96% up from last year.
  • Latest data reveals that Morningstar reported Accumulated Expenses of $272.2 million as of FY2024, which was up 26.96% from $214.4 million recorded in FY2023.
  • In the past 5 years, Morningstar's Accumulated Expenses registered a high of $273.7 million during FY2021, and its lowest value of $169.2 million during FY2020.
  • Moreover, its 3-year median value for Accumulated Expenses was $220.1 million (2022), whereas its average is $235.6 million.
  • As far as peak fluctuations go, Morningstar's Accumulated Expenses surged by 61.76% in 2021, and later dropped by 19.58% in 2022.
  • Morningstar's Accumulated Expenses (Yearly) stood at $169.2 million in 2020, then surged by 61.76% to $273.7 million in 2021, then dropped by 19.58% to $220.1 million in 2022, then declined by 2.59% to $214.4 million in 2023, then climbed by 26.96% to $272.2 million in 2024.