Morningstar Inc (MORN) — Strategic Asset Allocation Index
Morningstar Inc (MORN) has a Strategic Asset Allocation Index of 4.9% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $50.30 Million) total $50.30 Million, measured against net assets of $1.02 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Morningstar Inc Strategic Asset Allocation Index (2003–2025)
This chart shows how Morningstar Inc's Strategic Asset Allocation Index has evolved across 23 annual periods from 2003 to 2025. As of March 2026, the index stands at 4.9%, representing strategic assets of $50.30 Million against net assets of $1.02 Billion USD. Explore MORN cash generation efficiency to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Morningstar Inc (2003–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Morningstar Inc from 2003 to 2025, covering 23 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see market value of Morningstar Inc.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 4.1% | $50.30 Million | $- | $50.30 Million | $1.22 Billion | ▼ -1.2 pp |
| 2024 | 5.3% | $85.30 Million | $- | $85.30 Million | $1.62 Billion | ▼ -2.3 pp |
| 2023 | 7.5% | $100.20 Million | $- | $100.20 Million | $1.33 Billion | ▼ -16.9 pp |
| 2022 | 24.5% | $295.40 Million | $199.40 Million | $96.00 Million | $1.21 Billion | ▲ +7.9 pp |
| 2021 | 16.6% | $235.10 Million | $171.80 Million | $63.30 Million | $1.42 Billion | ▲ +1.8 pp |
| 2020 | 14.8% | $187.70 Million | $155.10 Million | $32.60 Million | $1.27 Billion | ▼ -5.0 pp |
| 2019 | 19.8% | $214.30 Million | $154.70 Million | $59.60 Million | $1.08 Billion | ▼ -2.3 pp |
| 2018 | 22.1% | $206.60 Million | $143.50 Million | $63.10 Million | $934.70 Million | ▼ -3.9 pp |
| 2017 | 26.0% | $209.40 Million | $147.40 Million | $62.00 Million | $804.90 Million | ▼ -1.6 pp |
| 2016 | 27.6% | $192.40 Million | $152.10 Million | $40.30 Million | $696.80 Million | ▲ +1.1 pp |
| 2015 | 26.6% | $170.10 Million | $134.50 Million | $35.60 Million | $640.60 Million | ▲ +4.2 pp |
| 2014 | 22.4% | $146.36 Million | $117.56 Million | $28.80 Million | $654.40 Million | ▲ +1.6 pp |
| 2013 | 20.8% | $143.70 Million | $104.99 Million | $38.71 Million | $691.29 Million | ▲ +4.4 pp |
| 2012 | 16.4% | $119.33 Million | $84.02 Million | $35.30 Million | $726.89 Million | ▲ +5.2 pp |
| 2011 | 11.2% | $95.84 Million | $68.20 Million | $27.64 Million | $857.02 Million | ▲ +0.1 pp |
| 2010 | 11.1% | $86.37 Million | $62.10 Million | $24.26 Million | $781.42 Million | ▲ +2.2 pp |
| 2009 | 8.8% | $59.83 Million | $59.83 Million | $- | $676.87 Million | ▼ -2.1 pp |
| 2008 | 11.0% | $58.82 Million | $58.82 Million | $- | $535.53 Million | ▲ +6.3 pp |
| 2007 | 4.7% | $19.11 Million | $19.11 Million | $- | $408.30 Million | ▼ -1.2 pp |
| 2006 | 5.9% | $15.87 Million | $15.87 Million | $- | $269.42 Million | ▼ -4.1 pp |
| 2005 | 10.0% | $17.36 Million | $17.36 Million | $- | $173.71 Million | ▼ -17.2 pp |
| 2004 | 27.2% | $17.52 Million | $17.52 Million | $- | $64.38 Million | ▼ -9.6 pp |
| 2003 | 36.8% | $17.60 Million | $17.60 Million | $- | $47.78 Million | — |