Growth Metrics

Morningstar (MORN) Assets: 2009-2024

Historic Assets for Morningstar (MORN) over the last 16 years, with Dec 2024 value amounting to $3.5 billion.

  • Morningstar's Assets fell 0.24% to $3.6 billion in Q3 2025 from the same period last year, while for Sep 2025 it was $3.6 billion, marking a year-over-year decrease of 0.24%. This contributed to the annual value of $3.5 billion for FY2024, which is 4.28% up from last year.
  • Per Morningstar's latest filing, its Assets stood at $3.5 billion for FY2024, which was up 4.28% from $3.4 billion recorded in FY2023.
  • Morningstar's 5-year Assets high stood at $3.5 billion for FY2024, and its period low was $2.7 billion during FY2020.
  • Moreover, its 3-year median value for Assets was $3.5 billion (2022), whereas its average is $3.5 billion.
  • In the last 5 years, Morningstar's Assets rose by 21.38% in 2022 and then declined by 2.05% in 2023.
  • Morningstar's Assets (Yearly) stood at $2.7 billion in 2020, then rose by 6.18% to $2.9 billion in 2021, then grew by 21.38% to $3.5 billion in 2022, then fell by 2.05% to $3.4 billion in 2023, then rose by 4.28% to $3.5 billion in 2024.