2020 Financial Performance

Morningstar is a Mission-Driven Firm Our mission fuels our strategy, gives meaning to our work, resonates with clients, and strengthens our brand OUR MISSION Empowering investor success 4 OUR STRATEGY Delivering insights and experiences essential to investing InПn W Our values Investors first Great products Great people Uncompromising ethics Entrepreneurial spirit Financial success Our work Proprietary data Forward-looking research Effective investment strategies Meaningful analytics Our clients Individual investors Advisors Asset managers Private market investors Our brand Advocacy Independence Empowerment Clarity Advocacy MORNINGSTAR®

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