Compare · MORN vs PHD
MORN vs PHD
Side-by-side comparison of Morningstar Inc. (MORN) and Pioneer Floating Rate Fund Inc. (PHD): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both MORN and PHD operate in Investment Managers (Finance), so they compete in similar markets.
- MORN is the larger of the two at $6.79B, about 47.9x PHD ($141.6M).
- Over the past year, MORN is down 36.8% and PHD is up 6.8% - PHD leads by 43.6 points.
- MORN has hit the wire 6 times in the past 4 weeks while PHD has been quiet.
- MORN has more recent analyst coverage (6 ratings vs 0 for PHD).
Morningstar Inc.
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. It also provides Morningstar Data, an investment data spanning various databases, including equity fundamentals, managed investments, ESG factors, and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker/dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research, financial planning, and proposal generation platform; and Morningstar.com, a website for individual investors. In addition, the company offers Morningstar Enterprise Components; Morningstar Credit Ratings that provides issuance and surveillance services for structured finance products and instruments; corporate credit estimates and operational risk assessment rankings; Morningstar Indexes for creating investment products; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. Further, its PitchBook provides a mobile application, excel plug-in, data feeds, and data solutions. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.
Pioneer Floating Rate Fund Inc.
Pioneer Floating Rate Fund, Inc. is closed ended fixed income mutual fund launched and managed by Pioneer Investment Management, Inc. It invests in the fixed income markets of the United States. The fund primarily invests in senior secured floating-rate loans. It benchmarks the performance of its portfolio against the Barclays U.S. High Yield Loans Index. Pioneer Floating Rate Fund, Inc. was formed on October 6, 2004 and is domiciled in the United States.
Latest MORN
- Morningstar Introduces Europe Modern Market 50 Index
- PitchBook LCD Introduces Default Predictor, a Forward-Looking Leveraged Loan Default Rate Indicator
- Pello Companies to Acquire ByAllAccounts from Morningstar
- Morningstar Announces Winners for the 2026 US Morningstar Awards for Investing Excellence
- Morningstar DBRS Marks 50 Years of Credit Ratings; Advances Global Methodology Program and Asia-Pacific Growth
- Morningstar, Inc. to Announce First-Quarter 2026 Financial Results on April 29
- PitchBook Launches Pioneer Certification Program to the Public
- Morningstar Expands Investment Data Available on Snowflake Marketplace
- SEC Form DEFA14A filed by Morningstar Inc.
- SEC Form DEF 14A filed by Morningstar Inc.
Latest PHD
- SEC Form N-CEN filed by Pioneer Floating Rate Fund Inc.
- SEC Form N-CSR filed by Pioneer Floating Rate Fund Inc.
- SEC Form 25-NSE filed by Pioneer Floating Rate Fund Inc.
- Pioneer Floating Rate Fund, Inc. Announces Liquidating Distribution
- SEC Form N-PX filed by Pioneer Floating Rate Fund Inc.
- Pioneer Floating Rate Fund, Inc. Announces Results of Special Meeting of Stockholders: Proposal to Liquidate and Dissolve the Fund is Approved
- SEC Form DEFA14A filed by Pioneer Floating Rate Fund Inc.
- SEC Form DEFA14A filed by Pioneer Floating Rate Fund Inc.
- Adjournment of Special Meetings of Stockholders
- SEC Form N-CSRS filed by Pioneer Floating Rate Fund Inc.