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Morningstar Inc. (NASD:MORN) Seasonal Chart

Seasonal Chart Analysis

Analysis of the Morningstar Inc. (NASD:MORN) seasonal charts above shows that a Buy Date of November 18 and a Sell Date of February 20 has resulted in a geometric average return of 3.73% above the benchmark rate of the S&P 500 Total Return Index over the past 14 years. This seasonal timeframe has shown positive results compared to the benchmark in 11 of those periods. This is a good rate of success and the return outperforms the relative buy-and-hold performance of the stock over the past 14 years by an average of 1.58% per year.

The seasonal timeframe is Inline with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

Morningstar is a provider of independent investment research to financial advisers, asset managers, and investors. The company focuses its operations on two core sectors: data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. Further, the company tracks real-time market data of equity, derivative, and currency exchanges and other investments. In its research operation, Morningstar offers analyst research on passive and active mutual funds, alternative funds, and college saving plans. Morningstar’s largest share of revenue is generated in the United States of America.

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