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MORN · Morningstar, Inc.

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$217.65 -1.16 (-0.53%) At close · Aug 28
S&P 400 member Russell 1000 member Rebalance outlook locked
Market Cap
$8.21B
Shares
37.51M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding MORN

421 fund positions
Fund Balance Value % of Fund Open
Baron Partners Fund 1,892,591 $295,282,048 1.64%
Eaton Vance Atlanta Capital SMID-Cap Fund 842,288 $131,413,774 1.50%
iShares Core S&P Mid-Cap ETF 754,113 $117,656,710 0.09%
VANGUARD WINDSOR FUND 689,404 $116,309,349 0.48%
Baron Focused Growth Fund 728,184 $113,611,268 2.02%
VANGUARD TOTAL STOCK MARKET INDEX FUND 604,105 $94,252,462 0.00%
Baron Generational Growth Fund 535,000 $83,470,700 3.96%
VANGUARD EXPLORER FUND 444,168 $74,935,583 0.34%
VANGUARD SMALL-CAP INDEX FUND 435,370 $67,926,427 0.04%
VANGUARD EXTENDED MARKET INDEX FUND 253,259 $39,513,469 0.04%
VANGUARD SMALL-CAP GROWTH INDEX FUND 250,133 $39,025,751 0.08%
Invesco S&P MidCap Quality ETF 171,590 $28,948,949 0.56%
State Street SPDR S&P MidCap 400SM ETF Trust 169,707 $26,477,686 0.09%
Strategic Advisers Fidelity U.S. Total Stock Fund 123,361 $22,454,169 0.01%
VANGUARD DIVIDEND APPRECIATION INDEX FUND 128,766 $21,724,112 0.02%
U.S. SMALL CAP PORTFOLIO 128,553 $21,688,177 0.11%
Fidelity Extended Market Index Fund 118,775 $21,619,426 0.05%
LargeCap Growth Fund I 107,195 $18,084,868 0.29%
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF 111,664 $17,421,817 0.09%
Multi-Manager Large Cap Growth Strategies Fund 108,124 $16,869,506 0.37%
JPMorgan Small Cap Equity Fund 105,978 $16,534,688 0.57%
Fidelity Mid Cap Index Fund 79,118 $13,347,998 0.03%
Fidelity Enhanced Mid Cap Core ETF 81,748 $12,754,323 0.17%
iShares Russell Mid-Cap ETF 79,929 $12,470,523 0.02%
Royce Premier Fund 77,278 $12,056,914 1.05%
Strategic Advisers U.S. Total Stock Fund 62,692 $11,411,198 0.01%
Schwab U.S. Mid-Cap ETF 62,275 $11,335,296 0.08%
VANGUARD ADVICE SELECT GLOBAL VALUE FUND 63,942 $10,787,655 0.60%
U.S. CORE EQUITY 1 PORTFOLIO 62,099 $10,476,722 0.03%
iShares S&P Mid-Cap 400 Growth ETF 64,513 $10,065,318 0.09%
Baron First Principles ETF 62,191 $9,703,040 1.97%
Virtus KAR Small-Cap Growth Fund 60,100 $9,376,802 1.52%
Dimensional U.S. Small Cap ETF 54,888 $9,260,154 0.07%
iShares S&P Mid-Cap 400 Value ETF 56,314 $8,786,110 0.10%
Optimum Large Cap Growth Fund 54,859 $8,559,101 0.44%
Hartford Schroders US MidCap Opportunities Fund 49,729 $8,389,780 0.82%
Fidelity Total Market Index Fund 43,179 $7,859,442 0.01%
VANGUARD FINANCIALS INDEX FUND 39,931 $7,268,241 0.05%
U.S. CORE EQUITY 2 PORTFOLIO 42,526 $7,174,561 0.02%
U.S. Small Cap Growth Portfolio 41,105 $6,934,825 0.36%
VANGUARD S&P MID-CAP 400 INDEX FUND 36,580 $6,658,292 0.12%
Schwab Fundamental U.S. Small Company ETF 36,536 $6,650,283 0.07%
Fidelity Series Total Market Index Fund 35,095 $6,387,992 0.01%
First Trust Financials AlphaDEX Fund 37,712 $6,362,392 0.59%
iShares Russell 1000 Value ETF 40,692 $6,348,766 0.01%
American Century U.S. Quality Growth ETF 32,591 $5,932,214 0.27%
State Street(R) SPDR(R) S&P(R) Capital Markets ETF 36,077 $5,628,734 1.34%
MidCap Value Fund I 32,927 $5,555,114 0.23%
WisdomTree U.S. Midcap Dividend Fund 27,547 $4,656,820 0.13%
HARTFORD CAPITAL APPRECIATION HLS FUND 29,322 $4,574,818 0.12%
Showing 1–50 of 421 positions
Key facts CIK 1289419 CUSIP 617700109 13F (30d) 308 filings 300 filers Visit website Investor relations

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