Scholar4AI Updated 2026-11-05 06:02 UTC+09:00

Morningstar

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data category: Mutual fund and hedge fund data · 0 papers in the last 7 days

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Returns, holdings, flows and fees of mutual funds, ETFs and hedge funds.

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Names searched for: Morningstar

Key findings#

  • From Nov 2023 to Oct 2026, 124 archived papers mentioned Morningstar in their title, abstract or keywords (the search of earlier months' full texts is still under way), most of them in Feb 2025 (8).
  • Morningstar was mentioned in 1 paper in the last 30 days (2026-10-07 to 2026-11-05), ranking #165 of the 246 datasets mentioned.
  • By journal category: Finance (1).
  • Most of them appeared in Finance research letters (1).
  • From 2017 to 2026 (so far), Morningstar was mentioned in 143 papers in the tracked journals, most of them in finance (84), management (16) and economics (11).
  • 44 of them were published in 2025, against 1 in 2017.
  • Since 2023, the institutions with the most of these papers were Universidad de Zaragoza (4), Auckland University of Technology (3) and Cardiff University (3).
  • The journals publishing most of them were Journal of Asset Management (10), Financial Innovation (10) and International Review of Financial Analysis (7).
  • The most-cited of them is “Do ESG funds make stakeholder-friendly investments?” (Review of Accounting Studies, 2022), with 417 citations.
  • Papers use Morningstar most often with S&P 500 (32), Marketization index (Fan Gang) (22) and CRSP (17); it has 49 partners in the code and data network, in the group around S&P 500, Economic Policy…, Compustat.

Mentions over 36 months#

Papers mentioning it by publication month, Nov 2023 to Oct 2026 (titles, abstracts and keywords; the full texts of earlier months are still being searched)
TrendNov 23–Oct 24Nov 24–Oct 25Nov 25–Oct 2636 months
384145124

Papers per year#

2017: 1 paper2018: 2 papers2019: 2 papers2020: 1 paper2021: 2 papers2022: 5 papers2023: 11 papers2024: 40 papers2025: 44 papers2026 (so far): 35 papers
20172026 (so far)
Papers per publication year and category
Category2017201820192020202120222023202420252026 (so far)
Finance1120138262814
Management0001011346
Economics0100000343
Accounting0000111133
Marketing0000000135
AI0000001403
Operations Research0000000211
Higher Education and Research0000000010
All categories12212511404435

Where the papers come from#

Institutions with the most papers, since 2023
#InstitutionPapers
1Universidad de Zaragoza4
2Auckland University of Technology3
3Cardiff University3
4Deakin University3
5Glasgow Caledonian University3
6Lancaster University3
7Technical University of Munich3
8Texas A&M University3
9The University of Queensland3
10University of Georgia3
Countries with the most papers, since 2023
#CountryPapers
1United States30
2United Kingdom28
3Germany17
4Italy16
5Australia13
6Spain13
7China9
8Canada5
9Denmark5
10France5
Keywords with the most papers, since 2023
#KeywordPapers
1ESG investing10
2mutual funds10
3retail investors10
4ESG ratings9
5fund performance9
6sustainable investment9
7emerging markets8
8socially responsible investment8
9asset allocation7
10corporate social responsibility7

Most-cited papers#

Most-cited papers since 2017
#CitationsPer monthTitleJournalPublishedAuthors
14178.0Do ESG funds make stakeholder-friendly investments?Review of Accounting Studies2022-06-27Aneesh Raghunandan, Shiva Rajgopal
22438.6Federated Learning for Generalization, Robustness, Fairness: A Survey and BenchmarkIEEE Transactions on Pattern Analysis and Machine Intelligence2024-06-25Wenke Huang, Mang Ye, Zekun Shi et al.
31592.3Walk the Talk: ESG Mutual Fund Voting on Shareholder ProposalsReview of Accounting Studies2021-01-01Shane S. Dikolli, Mary Margaret Frank, Zhe Guo et al.
41454.7Sustainable finance literacy and the determinants of sustainable investingJournal of Banking & Finance2024-04-04Massimo Filippini, Markus Leippold, Tobias Wekhof
51274.1Sustainability or performance? Ratings and fund managers’ incentivesJournal of Financial Economics2024-03-27Nickolay Gantchev, Mariassunta Giannetti, Rachel Li

Archive counts by publication year: a paper counts when its title, abstract or keywords name the dataset, or when OpenAlex's full-text search finds it there (searched for the last 30 days' papers and, by a pass over the past years, for older ones). Names added to the list later are looked for in older papers as the archive is read again.

Used together with#

Papers use Morningstar most often with S&P 500 (32), Marketization index (Fan Gang) (22) and CRSP (17); it has 49 partners in the code and data network, in the group around S&P 500, Economic Policy…, Compustat. The whole network →

What papers use Morningstar together with (at least 3 papers; lift 1 = chance)
Used withTypePapers using bothLift
S&P 500Dataset324.7
Marketization index (Fan Gang)Dataset2211.0
CRSPDataset1713.3
SustainalyticsDataset1768.5
Kenneth French Data LibraryDataset1428.4
MSCI ESG / KLDDataset1437.5
Refinitiv Eikon / LSEG WorkspaceDataset1412.4
Refinitiv DatastreamDataset119.8
Russell 1000 / 2000 / 3000Dataset1135.4
Twitter / XDataset110.8
VIXDataset113.8
Yahoo FinanceDataset1016.5
Papers mentioning Morningstar in the last 30 days, newest first.
DateTitleJournalAuthorsAffiliations
2026-10-07ESG ratings for blockchains and cryptocurrenciesFinance research lettersJerusa Alberton, Marcelo Cabús Klötzle, Marcelo Guedes Pecly et al.Pontifícia Universidade Católica do Rio de Janeiro
Cite this page

Scholar4AI. (2026). Morningstar. Journal and Conference Research Rankings. Retrieved November 5, 2026, from https://scholar4ai.com/datasets/morningstar

@misc{scholar4ai-datasets-morningstar,
  author = {{Scholar4AI}},
  title = {Morningstar},
  year = {2026},
  howpublished = {\url{https://scholar4ai.com/datasets/morningstar}},
  urldate = {2026-11-05},
  note = {Journal and Conference Research Rankings; data from OpenAlex (CC0); licensed CC BY-NC 4.0}
}

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