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Morningstar Announces Availability of Proxy Materials for 2014 Annual Shareholders' Meeting

CHICAGO, April 3, 2014 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced that the proxy materials for its 2014 Annual Shareholders' Meeting are now available electronically under the Securities and Exchange Commission's Notice and Access rule.

The proxy statement for Morningstar's 2014 annual meeting and the 2013 annual report to shareholders are available in the investor relations area of the company's corporate website at the following links:

Morningstar shareholders may also obtain printed copies of the proxy materials for the 2014 annual meeting and elect to receive printed copies for all future meetings by following the instructions provided in the Notice of Internet Availability of Proxy Materials that was mailed to shareholders on April 3, 2014.

Morningstar's 2014 Annual Shareholders' Meeting will be held at 9 a.m. Central Time on Tuesday, May 13, 2014 at its corporate headquarters at 22 W. Washington Street in Chicago. If you are interested in attending, please register at

The company will also provide a live video stream of the annual meeting (including management presentations and a question and answer period), which will be available at

About Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on approximately 446,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 10 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its registered investment advisor subsidiaries and had approximately $159 billion in assets under advisement and management as of Dec. 31, 2013. The company has operations in 27 countries.

Caution Concerning Forward-Looking Statements

This press release contains forward-looking statements as that term is used in the Private Securities Litigation Reform Act of 1995. These statements are based on our current expectations about future events or future financial performance. Forward-looking statements by their nature address matters that are, to different degrees, uncertain, and often contain words such as "may," "could," "expect," "intend," "plan," "seek," "anticipate," "believe," "estimate," "predict," "potential," or "continue." These statements involve known and unknown risks and uncertainties that may cause the events we discuss not to occur or to differ significantly from what we expect. For us, these risks and uncertainties include, among others, liability for any losses that result from an actual or claimed breach of our fiduciary duties; failing to differentiate our products and continuously create innovative, proprietary research tools; failing to respond to technological change, keep pace with new technology developments, or adopt a successful technology strategy; a prolonged outage of our database and network facilities; any failures or disruptions in our electronic delivery systems and the Internet; liability and/or damage to our reputation as a result of some of our pending litigation; liability related to the storage of personal information about our users; general industry conditions and competition, including current global financial uncertainty, trends in the mutual fund industry, and continued growth in passively managed investment vehicles; the impact of market volatility on revenue from asset-based fees; failing to maintain and protect our brand, independence, and reputation; changes in laws applicable to our investment advisory or credit rating operations, compliance failures, or regulatory action; and challenges faced by our non-U.S. operations, including the concentration of development work at our offshore facilities in China and India. A more complete description of these risks and uncertainties can be found in our filings with the Securities and Exchange Commission, including our Annual Report on Form 10-K for the year ended December 31, 2013. If any of these risks and uncertainties materialize, our actual future results may vary significantly from what we expected. We do not undertake to update our forward-looking statements as a result of new information or future events.

©2014 Morningstar, Inc. All Rights Reserved.


Media Contact: Carling Spelhaug, 312-696-6150 or [email protected]
Investors: Please submit questions to [email protected].

SOURCE Morningstar, Inc.

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