From Yahoo Finance: 2025-05-26 08:53:00

Baron Funds released its “Baron FinTech Fund” Q1 2025 investor letter. U.S. equities closed 5% lower, S&P 500 Index hit new highs but concerns about tariffs, inflation, and AI growth led to a decline. The fund fell 1.31% in Q1, outperforming the Benchmark and S&P 500. Top five holdings for 2025 are available for review.

Morningstar, Inc. (NASDAQ:MORN) was highlighted in Baron FinTech Fund’s Q1 2025 investor letter. The stock closed at $304.12 on May 23, with a one-month return of 8.37%. Morningstar, Inc. (NASDAQ:MORN) has a market cap of $12.85 billion and is headquartered in Chicago, Illinois.

Baron FinTech Fund mentioned Morningstar, Inc. (NASDAQ:MORN) in its Q1 2025 investor letter, noting the stock’s decline due to disappointing quarterly results. The fund believes this margin pressure is temporary and attributable to unusual costs that should soon subside.

Morningstar, Inc. (NASDAQ:MORN) is not among the 30 Most Popular Stocks Among Hedge Funds. 41 hedge fund portfolios held the stock at the end of Q1, reflecting a decrease from the previous quarter. While Morningstar, Inc. (NASDAQ:MORN) has investment potential, the focus remains on AI stocks for higher returns and shorter timeframes. Consider exploring undervalued AI stocks for significant gains.

Read more: Morningstar (MORN) Slid on Disappointing Quarterly Results