---
title: "Morningstar: papers using this data, journals and trends"
description: "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)."
url: https://scholar4ai.com/datasets/morningstar
markdown_url: https://scholar4ai.com/datasets/morningstar.md
license: CC BY-NC 4.0 (https://creativecommons.org/licenses/by-nc/4.0/)
share_text: "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). (as of 2026-11-05)"
data_url: https://scholar4ai.com/data/rankings.json
updated: 2026-11-05T06:02:37+09:00
window: 2026-10-07 to 2026-11-05
source: OpenAlex (CC0)
---

# Morningstar

[Browse dataset profiles](https://scholar4ai.com/datasets/directory/page/4.md)

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

- data category: Mutual fund and hedge fund data
- 0 papers in the last 7 days
- Names searched for: Morningstar

Most-used data: https://scholar4ai.com/rankings/datasets.md · All Mutual fund and hedge fund data datasets: https://scholar4ai.com/datasets/mutual-fund-and-hedge-fund-data.md



## 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)*

| Trend | Nov 23–Oct 24 | Nov 24–Oct 25 | Nov 25–Oct 26 | 36 months |
|---|---:|---:|---:|---:|
|  | 38 | 41 | 45 | 124 |

## Papers per year

*Papers per publication year and category*

| Category | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 (so far) |
|---|---:|---:|---:|---:|---:|---:|---:|---:|---:|---:|
| [Finance](https://scholar4ai.com/categories/finance.md) | 1 | 1 | 2 | 0 | 1 | 3 | 8 | 26 | 28 | 14 |
| [Management](https://scholar4ai.com/categories/management.md) | 0 | 0 | 0 | 1 | 0 | 1 | 1 | 3 | 4 | 6 |
| [Economics](https://scholar4ai.com/categories/economics.md) | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 3 | 4 | 3 |
| [Accounting](https://scholar4ai.com/categories/accounting.md) | 0 | 0 | 0 | 0 | 1 | 1 | 1 | 1 | 3 | 3 |
| [Marketing](https://scholar4ai.com/categories/marketing.md) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 3 | 5 |
| [AI](https://scholar4ai.com/categories/ai.md) | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 4 | 0 | 3 |
| [Operations Research](https://scholar4ai.com/categories/operations-research.md) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2 | 1 | 1 |
| [Higher Education and Research](https://scholar4ai.com/categories/higher-education-and-research.md) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 0 |
| All categories | 1 | 2 | 2 | 1 | 2 | 5 | 11 | 40 | 44 | 35 |

## Where the papers come from

*Journals with the most papers, since 2023*

| # | Journal | Papers |
|---:|---|---:|
| 1 | [Journal of Asset Management](https://scholar4ai.com/journals/journal-of-asset-management.md) | 10 |
| 2 | [Financial Innovation](https://scholar4ai.com/journals/financial-innovation.md) | 10 |
| 3 | [International Review of Financial Analysis](https://scholar4ai.com/journals/international-review-of-financial-analysis.md) | 7 |
| 4 | [Review of Accounting Studies](https://scholar4ai.com/journals/review-of-accounting-studies.md) | 7 |
| 5 | [Journal of Banking & Finance](https://scholar4ai.com/journals/journal-of-banking-finance.md) | 6 |
| 6 | [Finance research letters](https://scholar4ai.com/journals/finance-research-letters.md) | 5 |
| 7 | [Journal of Behavioral and Experimental Finance](https://scholar4ai.com/journals/journal-of-behavioral-and-experimental-finance.md) | 5 |
| 8 | [Research in International Business and Finance](https://scholar4ai.com/journals/research-in-international-business-and-finance.md) | 4 |
| 9 | [Journal of Financial Economics](https://scholar4ai.com/journals/journal-of-financial-economics.md) | 4 |
| 10 | [Review of Quantitative Finance and Accounting](https://scholar4ai.com/journals/review-of-quantitative-finance-and-accounting.md) | 4 |

*Institutions with the most papers, since 2023*

| # | Institution | Papers |
|---:|---|---:|
| 1 | Universidad de Zaragoza | 4 |
| 2 | Auckland University of Technology | 3 |
| 3 | [Cardiff University](https://scholar4ai.com/institutions/cardiff-university.md) | 3 |
| 4 | [Deakin University](https://scholar4ai.com/institutions/deakin-university.md) | 3 |
| 5 | Glasgow Caledonian University | 3 |
| 6 | [Lancaster University](https://scholar4ai.com/institutions/lancaster-university.md) | 3 |
| 7 | [Technical University of Munich](https://scholar4ai.com/institutions/technical-university-of-munich.md) | 3 |
| 8 | [Texas A&M University](https://scholar4ai.com/institutions/texas-a-m-university.md) | 3 |
| 9 | [The University of Queensland](https://scholar4ai.com/institutions/the-university-of-queensland.md) | 3 |
| 10 | [University of Georgia](https://scholar4ai.com/institutions/university-of-georgia.md) | 3 |

*Countries with the most papers, since 2023*

| # | Country | Papers |
|---:|---|---:|
| 1 | United States | 30 |
| 2 | United Kingdom | 28 |
| 3 | Germany | 17 |
| 4 | Italy | 16 |
| 5 | Australia | 13 |
| 6 | Spain | 13 |
| 7 | China | 9 |
| 8 | Canada | 5 |
| 9 | Denmark | 5 |
| 10 | France | 5 |

*Keywords with the most papers, since 2023*

| # | Keyword | Papers |
|---:|---|---:|
| 1 | ESG investing | 10 |
| 2 | mutual funds | 10 |
| 3 | retail investors | 10 |
| 4 | [ESG ratings](https://scholar4ai.com/keywords/esg-ratings.md) | 9 |
| 5 | fund performance | 9 |
| 6 | sustainable investment | 9 |
| 7 | [emerging markets](https://scholar4ai.com/keywords/emerging-markets.md) | 8 |
| 8 | socially responsible investment | 8 |
| 9 | asset allocation | 7 |
| 10 | [corporate social responsibility](https://scholar4ai.com/keywords/corporate-social-responsibility.md) | 7 |

## Most-cited papers

*Most-cited papers since 2017*

| # | Citations | Per month | Title | Journal | Published | Authors |
|---:|---:|---:|---|---|---|---|
| 1 | 417 | 8.0 | [Do ESG funds make stakeholder-friendly investments?](https://doi.org/10.1007/s11142-022-09693-1) | [Review of Accounting Studies](https://scholar4ai.com/journals/review-of-accounting-studies.md) | 2022-06-27 | Aneesh Raghunandan, Shiva Rajgopal |
| 2 | 243 | 8.6 | [Federated Learning for Generalization, Robustness, Fairness: A Survey and Benchmark](https://doi.org/10.1109/tpami.2024.3418862) | [IEEE Transactions on Pattern Analysis and Machine Intelligence](https://scholar4ai.com/journals/ieee-transactions-on-pattern-analysis-and-machine-intelligence.md) | 2024-06-25 | Wenke Huang, Mang Ye, Zekun Shi et al. |
| 3 | 159 | 2.3 | [Walk the Talk: ESG Mutual Fund Voting on Shareholder Proposals](https://doi.org/10.1007/s11142-022-09692-2) | [Review of Accounting Studies](https://scholar4ai.com/journals/review-of-accounting-studies.md) | 2021-01-01 | Shane S. Dikolli, Mary Margaret Frank, Zhe Guo et al. |
| 4 | 145 | 4.7 | [Sustainable finance literacy and the determinants of sustainable investing](https://doi.org/10.1016/j.jbankfin.2024.107167) | [Journal of Banking & Finance](https://scholar4ai.com/journals/journal-of-banking-finance.md) | 2024-04-04 | Massimo Filippini, Markus Leippold, Tobias Wekhof |
| 5 | 127 | 4.1 | [Sustainability or performance? Ratings and fund managers’ incentives](https://doi.org/10.1016/j.jfineco.2024.103831) | [Journal of Financial Economics](https://scholar4ai.com/journals/journal-of-financial-economics.md) | 2024-03-27 | Nickolay Gantchev, Mariassunta Giannetti, Rachel Li |

## 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.

*What papers use Morningstar together with (at least 3 papers; lift 1 = chance)*

| Used with | Type | Papers using both | Lift |
|---|---|---:|---:|
| [S&P 500](https://scholar4ai.com/datasets/s-p-500.md) | Dataset | 32 | 4.7 |
| [Marketization index (Fan Gang)](https://scholar4ai.com/datasets/marketization-index-fan-gang.md) | Dataset | 22 | 11.0 |
| [CRSP](https://scholar4ai.com/datasets/crsp.md) | Dataset | 17 | 13.3 |
| [Sustainalytics](https://scholar4ai.com/datasets/sustainalytics.md) | Dataset | 17 | 68.5 |
| [Kenneth French Data Library](https://scholar4ai.com/datasets/kenneth-french-data-library.md) | Dataset | 14 | 28.4 |
| [MSCI ESG / KLD](https://scholar4ai.com/datasets/msci-esg-kld.md) | Dataset | 14 | 37.5 |
| [Refinitiv Eikon / LSEG Workspace](https://scholar4ai.com/datasets/refinitiv-eikon-lseg-workspace.md) | Dataset | 14 | 12.4 |
| [Refinitiv Datastream](https://scholar4ai.com/datasets/refinitiv-datastream.md) | Dataset | 11 | 9.8 |
| [Russell 1000 / 2000 / 3000](https://scholar4ai.com/datasets/russell-1000-2000-3000.md) | Dataset | 11 | 35.4 |
| [Twitter / X](https://scholar4ai.com/datasets/twitter-x.md) | Dataset | 11 | 0.8 |
| [VIX](https://scholar4ai.com/datasets/vix.md) | Dataset | 11 | 3.8 |
| [Yahoo Finance](https://scholar4ai.com/datasets/yahoo-finance.md) | Dataset | 10 | 16.5 |

The whole network: https://scholar4ai.com/code/network.md

## Papers

*Papers mentioning Morningstar in the last 30 days, newest first.*

| Date | Title | Journal | Authors | Affiliations |
|---|---|---|---|---|
| 2026-10-07 | [ESG ratings for blockchains and cryptocurrencies](https://doi.org/10.1016/j.frl.2026.110886) | [Finance research letters](https://scholar4ai.com/journals/finance-research-letters.md) | Jerusa 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

```bibtex
@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}
}
```

License: CC BY-NC 4.0 (https://creativecommons.org/licenses/by-nc/4.0/).