S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Checking in with 5 Bitcoin Stocks Ahead of Bitcoin's Halving
Closing prices for crude oil, gold and other commodities
Lululemon’s P/E Is Back to 2017 Levels: Should You Buy the Dip?
Abbott Laboratories Outlook is Healthy: Buy the Dip
Prologis Stock Leading U.S. Logistics Boom
Johnson & Johnson’s Q1 Checkup: Mixed Results, Optimism Remains
S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Checking in with 5 Bitcoin Stocks Ahead of Bitcoin's Halving
Closing prices for crude oil, gold and other commodities
Lululemon’s P/E Is Back to 2017 Levels: Should You Buy the Dip?
Abbott Laboratories Outlook is Healthy: Buy the Dip
Prologis Stock Leading U.S. Logistics Boom
Johnson & Johnson’s Q1 Checkup: Mixed Results, Optimism Remains
S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Checking in with 5 Bitcoin Stocks Ahead of Bitcoin's Halving
Closing prices for crude oil, gold and other commodities
Lululemon’s P/E Is Back to 2017 Levels: Should You Buy the Dip?
Abbott Laboratories Outlook is Healthy: Buy the Dip
Prologis Stock Leading U.S. Logistics Boom
Johnson & Johnson’s Q1 Checkup: Mixed Results, Optimism Remains
S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Checking in with 5 Bitcoin Stocks Ahead of Bitcoin's Halving
Closing prices for crude oil, gold and other commodities
Lululemon’s P/E Is Back to 2017 Levels: Should You Buy the Dip?
Abbott Laboratories Outlook is Healthy: Buy the Dip
Prologis Stock Leading U.S. Logistics Boom
Johnson & Johnson’s Q1 Checkup: Mixed Results, Optimism Remains

Compare Stocks

Comparative Price Performance Over Time

Compare Stocks - Price & Volume

CompanyCurrent Price50-Day Moving Average52-Week RangeMarket CapBetaAvg. VolumeToday's Volume
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$107.49
-0.3%
$111.22
$57.50
$117.15
$61.07B1.632.37 million shs2.43 million shs
Eaton Vance Corp. stock logo
EV
Eaton Vance
$23.41
+0.6%
$72.69
$23.59
$75.61
$2.67B1.232.28 million shs70 shs
Invesco Ltd. stock logo
IVZ
Invesco
$15.24
+0.3%
$15.80
$12.48
$18.71
$6.85B1.444.63 million shs2.83 million shs
Morningstar, Inc. stock logo
MORN
Morningstar
$294.85
-0.7%
$298.60
$163.28
$316.05
$12.60B1.15128,661 shs97,021 shs
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
$51.52
$51.52
$38.70
$53.89
$8.22B0.521.44 million shsN/A
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Price Performance

Company1-Day Performance7-Day Performance30-Day Performance90-Day Performance1-Year Performance
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
-0.31%-5.89%-2.52%+11.28%+64.51%
Eaton Vance Corp. stock logo
EV
Eaton Vance
+0.54%-2.78%-2.43%-0.08%-67.96%
Invesco Ltd. stock logo
IVZ
Invesco
+0.40%-3.97%-0.20%-7.92%-12.46%
Morningstar, Inc. stock logo
MORN
Morningstar
-0.73%-5.77%-2.35%+6.56%+41.09%
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
0.00%0.00%0.00%0.00%0.00%

MarketRank™

CompanyOverall ScoreAnalyst's OpinionShort Interest ScoreDividend StrengthESG ScoreNews and Social Media SentimentCompany OwnershipEarnings & Valuation
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
4.5766 of 5 stars
2.42.02.51.82.12.54.4
Eaton Vance Corp. stock logo
EV
Eaton Vance
N/AN/AN/AN/AN/AN/AN/AN/A
Invesco Ltd. stock logo
IVZ
Invesco
4.618 of 5 stars
3.13.02.53.12.41.72.5
Morningstar, Inc. stock logo
MORN
Morningstar
3.6109 of 5 stars
1.55.02.53.21.33.30.6
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
N/AN/AN/AN/AN/AN/AN/AN/A

Analyst Ratings

CompanyConsensus Rating ScoreConsensus RatingConsensus Price Target% Upside from Current Price
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
2.75
Moderate Buy$113.255.36% Upside
Eaton Vance Corp. stock logo
EV
Eaton Vance
N/AN/AN/AN/A
Invesco Ltd. stock logo
IVZ
Invesco
2.27
Hold$17.3814.01% Upside
Morningstar, Inc. stock logo
MORN
Morningstar
3.00
Buy$320.008.53% Upside
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
N/AN/AN/AN/A

Current Analyst Ratings

Latest MORN, APO, IVZ, OAK, and EV Analyst Ratings

DateCompanyBrokerageActionRatingPrice TargetDetails
4/11/2024
Invesco Ltd. stock logo
IVZ
Invesco
The Goldman Sachs Group
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Lower Price TargetNeutral ➝ Neutral$18.00 ➝ $17.75
4/9/2024
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
JMP Securities
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Reiterated RatingMarket Perform
4/8/2024
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
Barclays
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOverweight ➝ Overweight$122.00 ➝ $133.00
4/5/2024
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
BMO Capital Markets
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOutperform ➝ Outperform$111.00 ➝ $122.00
4/2/2024
Invesco Ltd. stock logo
IVZ
Invesco
The Goldman Sachs Group
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetNeutral ➝ Neutral$17.75 ➝ $18.00
3/7/2024
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
Keefe, Bruyette & Woods
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOutperform ➝ Outperform$122.00 ➝ $131.00
2/28/2024
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
JPMorgan Chase & Co.
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Initiated CoverageNeutral ➝ Overweight$122.00
2/13/2024
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
Citigroup
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetBuy ➝ Buy$111.00 ➝ $125.00
2/12/2024
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
Barclays
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOverweight ➝ Overweight$118.00 ➝ $122.00
2/9/2024
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
Wells Fargo & Company
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOverweight ➝ Overweight$110.00 ➝ $118.00
1/29/2024
Invesco Ltd. stock logo
IVZ
Invesco
UBS Group
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Lower Price TargetNeutral ➝ Neutral$18.00 ➝ $17.00
(Data available from 4/18/2021 forward. View 10+ years of historical ratings with our analyst ratings screener.)

Sales & Book Value

CompanyAnnual RevenuePrice/SalesCashflowPrice/CashBook ValuePrice/Book
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$32.64B1.87$8.16 per share13.17$41.98 per share2.56
Eaton Vance Corp. stock logo
EV
Eaton Vance
$1.73B1.55$1.22 per share19.16$11.59 per share2.02
Invesco Ltd. stock logo
IVZ
Invesco
$5.72B1.20$5.37 per share2.84$25.28 per share0.60
Morningstar, Inc. stock logo
MORN
Morningstar
$2.04B6.18$9.31 per share31.67$31.10 per share9.48
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
$1.39B5.93$3.22 per share15.98$13.28 per share3.88

Profitability & Earnings

CompanyNet IncomeEPSTrailing P/E RatioForward P/E RatioP/E GrowthNet MarginsReturn on Equity (ROE)Return on Assets (ROA)Next Earnings Date
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$5.05B$8.4112.7812.280.8915.86%20.33%1.31%5/2/2024 (Confirmed)
Eaton Vance Corp. stock logo
EV
Eaton Vance
$138.52M$3.2918.885.511.458.01%29.84%8.98%N/A
Invesco Ltd. stock logo
IVZ
Invesco
-$96.90M-$0.74N/A7.941.01-1.70%7.93%3.15%4/23/2024 (Confirmed)
Morningstar, Inc. stock logo
MORN
Morningstar
$141.10M$3.2889.89N/A6.92%18.54%6.81%4/24/2024 (Confirmed)
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
$223.42M$2.6319.5914.232.4517.16%19.02%3.80%N/A

Latest MORN, APO, IVZ, OAK, and EV Earnings

DateQuarterCompanyConsensus EstimateReported EPSBeat/MissGap EPSRevenue EstimateActual RevenueDetails
5/2/2024N/A
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$1.74N/A-$1.74N/AN/AN/A  
4/24/2024N/A
Morningstar, Inc. stock logo
MORN
Morningstar
N/AN/AN/AN/AN/AN/A
4/23/2024N/A
Invesco Ltd. stock logo
IVZ
Invesco
$0.40N/A-$0.40N/AN/AN/A  
2/22/2024Q4 2023
Morningstar, Inc. stock logo
MORN
Morningstar
N/A$1.97+$1.97$2.23N/A$538.70 million  
2/8/2024Q4 2023
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$1.64$1.75+$0.11-$1.15$823.27 million$795.00 million
1/23/202412/31/2023
Invesco Ltd. stock logo
IVZ
Invesco
$0.40$0.47+$0.07$2.58$1.11 billion$1.05 billion    

Dividends

CompanyAnnual PayoutDividend Yield3-Year Dividend GrowthPayout RatioYears of Consecutive Growth
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$1.721.60%-9.89%20.45%1 Years
Eaton Vance Corp. stock logo
EV
Eaton Vance
$1.506.41%N/A45.59%N/A
Invesco Ltd. stock logo
IVZ
Invesco
$0.805.25%+0.53%N/A 3 Years
Morningstar, Inc. stock logo
MORN
Morningstar
$1.620.55%+14.09%49.39%14 Years
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
$4.208.15%N/A159.70%N/A

Latest MORN, APO, IVZ, OAK, and EV Dividends

AnnouncementCompanyPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
3/15/2024
Morningstar, Inc. stock logo
MORN
Morningstar
quarterly$0.40500.5%4/4/20244/5/20244/30/2024
1/23/2024
Invesco Ltd. stock logo
IVZ
Invesco
Quarterly$0.205.02%2/15/20242/16/20243/4/2024
2/8/2024
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
Quarterly$0.431.6%2/16/20242/20/20242/29/2024
(Data available from 1/1/2013 forward)

Debt

CompanyDebt-to-Equity RatioCurrent RatioQuick Ratio
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
0.34
1.54
1.54
Eaton Vance Corp. stock logo
EV
Eaton Vance
0.03
2.88
2.88
Invesco Ltd. stock logo
IVZ
Invesco
0.77
5.01
5.01
Morningstar, Inc. stock logo
MORN
Morningstar
0.71
0.93
0.93
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
3.02
2.52
2.52

Ownership

Institutional Ownership

CompanyInstitutional Ownership
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
77.06%
Eaton Vance Corp. stock logo
EV
Eaton Vance
67.43%
Invesco Ltd. stock logo
IVZ
Invesco
66.09%
Morningstar, Inc. stock logo
MORN
Morningstar
57.02%
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
37.03%

Miscellaneous

CompanyEmployeesShares OutstandingFree FloatOptionable
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
4,879568.16 million518.73 millionOptionable
Eaton Vance Corp. stock logo
EV
Eaton Vance
1,983114.20 millionN/ANo Data
Invesco Ltd. stock logo
IVZ
Invesco
8,500449.20 million440.22 millionOptionable
Morningstar, Inc. stock logo
MORN
Morningstar
11,33442.74 million26.63 millionOptionable
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
950159.63 millionN/AOptionable

MORN, APO, IVZ, OAK, and EV Headlines

SourceHeadline
JA Mitsui Leasing Acquires Oakmont Capital ServicesJA Mitsui Leasing Acquires Oakmont Capital Services
monitordaily.com - April 5 at 2:29 AM
JA Mitsui Leasing Buys Oakmont CapitalJA Mitsui Leasing Buys Oakmont Capital
forconstructionpros.com - April 5 at 2:29 AM
South Florida real estate projects in the pipeline for the week of March 22South Florida real estate projects in the pipeline for the week of March 22
bizjournals.com - March 25 at 2:18 AM
Oaktree-backed insurer Utmost seeks staff for new UK bulk annuities divisionOaktree-backed insurer Utmost seeks staff for new UK bulk annuities division
msn.com - March 22 at 5:59 PM
Red Oak Capital Holdings provides $4 million bridge loan for multifamily complex in IndianapolisRed Oak Capital Holdings provides $4 million bridge loan for multifamily complex in Indianapolis
rejournals.com - March 20 at 5:13 PM
Oaktree to acquire manufacturer LPW GroupOaktree to acquire manufacturer LPW Group
pehub.com - March 19 at 9:33 AM
Joshua Tree Experts Puts Down Roots With First Multi-Unit PartnersJoshua Tree Experts Puts Down Roots With First Multi-Unit Partners
franchisetimes.com - March 16 at 10:20 AM
Equity markets cant be a one-way street, says White Oak Capitals Prashant Khemka'Equity markets can't be a one-way street,' says White Oak Capital's Prashant Khemka
msn.com - March 13 at 9:45 AM
Capital Group Issues Capital Market AssumptionsCapital Group Issues Capital Market Assumptions
tmcnet.com - February 23 at 10:50 PM
Barclays Restructure, Capital One Discovery Deal, MoreBarclays Restructure, Capital One Discovery Deal, More
bloomberg.com - February 20 at 4:11 PM
Capital One acquires Discover: Here’s what consumers need to knowCapital One acquires Discover: Here’s what consumers need to know
silive.com - February 20 at 4:11 PM
Angel Oak Capital Advisors Completes Conversion of Two Mutual Funds to ETFsAngel Oak Capital Advisors Completes Conversion of Two Mutual Funds to ETFs
tmcnet.com - February 20 at 9:46 AM
Buy Rating on Oaktree Specialty Lending Corp. Despite Mixed Quarterly Results, Future Growth AnticipatedBuy Rating on Oaktree Specialty Lending Corp. Despite Mixed Quarterly Results, Future Growth Anticipated
markets.businessinsider.com - February 7 at 10:41 AM
Oaktree Specialty Lending Shares Fall 7.1% After Performance ChallengesOaktree Specialty Lending Shares Fall 7.1% After 'Performance Challenges'
marketwatch.com - February 1 at 4:17 PM
Key Senior Team Adds Bolster Tract’s Finance and Capital Formation Functions with an Eye Toward ScaleKey Senior Team Adds Bolster Tract’s Finance and Capital Formation Functions with an Eye Toward Scale
markets.businessinsider.com - January 31 at 5:59 PM
New hire at Apposite CapitalNew hire at Apposite Capital
laingbuissonnews.com - January 31 at 5:59 PM
Oaktree Speciality Lending: 10% Yielder With A De-Risked ProfileOaktree Speciality Lending: 10% Yielder With A De-Risked Profile
seekingalpha.com - January 21 at 2:08 PM
This Weeks Atlanta Deal Sheet: Sandy Springs Office Park Changes Hands In Deed-In-Lieu TransactionThis Week's Atlanta Deal Sheet: Sandy Springs Office Park Changes Hands In Deed-In-Lieu Transaction
bisnow.com - January 6 at 11:01 PM
TORM: Oaktrees Divestment Is A Headwind, But Creates OpportunitiesTORM: Oaktree's Divestment Is A Headwind, But Creates Opportunities
seekingalpha.com - December 6 at 6:43 PM
Oaktree Specialty Lending: 3 Reasons To Buy This 11% YieldOaktree Specialty Lending: 3 Reasons To Buy This 11% Yield
seekingalpha.com - December 6 at 1:43 PM
Oaktree finally cashes in Torm shares with $85m saleOaktree finally cashes in Torm shares with $85m sale
tradewindsnews.com - December 5 at 9:33 AM
Oaktree Capital Group, LLC 6.625% PFD UT A goes ex-dividend tomorrowOaktree Capital Group, LLC 6.625% PFD UT A goes ex-dividend tomorrow
msn.com - November 30 at 3:57 AM
Oaktree Capital Group, LLC 6.550 PFD UNT B goes ex-dividend tomorrowOaktree Capital Group, LLC 6.550 PFD UNT B goes ex-dividend tomorrow
msn.com - November 30 at 3:57 AM
Oaktree tries — again — to cash in on Torm shares with $89m saleOaktree tries — again — to cash in on Torm shares with $89m sale
tradewindsnews.com - November 28 at 8:23 AM

New MarketBeat Followers Over Time

Media Sentiment Over Time

Top Headlines

All Headlines

Company Descriptions

Apollo Global Management logo

Apollo Global Management

NYSE:APO
Apollo Global Management, Inc. is a private equity firm specializing in investments in credit, private equity and real estate markets. The firm's private equity investments include traditional buyouts, recapitalization, distressed buyouts and debt investments in real estate, corporate partner buyouts, distressed asset, corporate carve-outs, middle market, growth capital, turnaround, bridge, corporate restructuring, special situation, acquisition, and industry consolidation transactions. The firm provides its services to endowment and sovereign wealth funds, as well as other institutional and individual investors. It manages client focused portfolios. The firm launches and manages hedge funds for its clients. It also manages real estate funds and private equity funds for its clients. The firm invests in the fixed income and alternative investment markets across the globe. Its fixed income investments include income-oriented senior loans, bonds, collateralized loan obligations, structured credit, opportunistic credit, non-performing loans, distressed debt, mezzanine debt, and value oriented fixed income securities. The firm seeks to invest in chemicals, commodities, consumer and retail, oil and gas, metals, mining, agriculture, commodities, distribution and transportation, financial and business services, manufacturing and industrial, media distribution, cable, entertainment and leisure, telecom, technology, natural resources, energy, packaging and materials, and satellite and wireless industries. It also focuses on clean energy, sustainable industry, climate solutions, energy transition, industrial decarbonization, sustainable mobility, sustainable resource use, and sustainable real estate. It seeks to invest in companies based in across Africa, North America with a focus on United States, and Europe. The firm also makes investments outside North America, primarily in Western Europe and Asia. It employs a combination of contrarian, value, and distressed strategies to make its investments. The firm seeks to make investments in the range of $10 million and $1500 million. The firm seeks to invest in companies with Enterprise value between $750 million to $2500 million. The firm conducts an in-house research to create its investment portfolio. It seeks to acquire minority and majority positions in its portfolio companies. Apollo Global Management, Inc. was founded in 1990 and is headquartered in New York, New York with additional offices in North America, Asia, India and Europe.
Eaton Vance logo

Eaton Vance

NYSE:EV
Eaton Vance Corp., through its subsidiaries, engages in the creation, marketing, and management of investment funds in the United States. It also provides investment management and counseling services to institutions and individuals. Further, the company operates as an adviser and distributor of investment companies and separate accounts. As of October 31, 2004, the company provided investment advisory or administration services to approximately 150 funds; approximately 1,300 separately managed individual and institutional accounts; and participated in approximately 40 retail-managed account broker/dealer programs. It markets and distributes shares of funds through a retail network of national and regional broker/dealers, banks, insurance companies, and financial planning firms. Eaton Vance Corp. was incorporated on January 29, 1981 and is headquartered in Boston, Massachusetts.
Invesco logo

Invesco

NYSE:IVZ
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.
Morningstar logo

Morningstar

NASDAQ:MORN
Morningstar, Inc. provides independent investment insights in the United States, Asia. Australia, Continental Europe, the United Kingdom, and internationally. The company operates in five segments: Morningstar Data and Analytics; PitchBook; Morningstar Wealth; Morningstar Credit; and Morningstar Retirement. The company offers managing investments, including mutual funds, ETFs, separate accounts, collective investment trusts, model portfolios, equities, and fixed income securities; Morningstar Direct is an investment-analysis and reporting platform; Morningstar Advisor Workstation, a suite of tool to provide help and advice. The PitchBook segment provides data and research covering the private capital markets comprising venture capital, private equity, private credit and bank loans, and merger and acquisition activities; and pitchbook platform. It provides model portfolios and wealth platforms; Morningstar Managed Portfolios, an advisor service with model portfolios designed for fee-based independent financial advisors; and Morningstar.com that discovers, evaluates, and monitors stocks, ETFs, and mutual funds; build and monitor portfolios and markets. In addition, the company provides credit ratings, research, data, and credit analytics solutions; Morningstar DBRS which offers securitizations and other structured finance instruments, such as asset-backed securities, residential mortgage-backed securities, commercial mortgage-backed securities, and collateralized loan obligations. Further, it offers managed retirement accounts, fiduciary services, Morningstar Lifetime Allocation funds, and custom models; Morningstar Indexes offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies; and Morningstar Sustainalytics provides environmental, social and governance data, research, analysis, and insights. Morningstar, Inc. was incorporated in 1984 and is headquartered in Chicago, Illinois.
Oaktree Capital Group LLC Unit logo

Oaktree Capital Group LLC Unit

NYSE:OAK
Oaktree Capital Group, LLC operates as a global investment management firm that focuses on alternative markets. It manage investments in a number of strategies within six asset classes, including distressed debt; corporate debt, including high yield debt and senior loans; control investing; convertible securities; real estate; and listed equities. The company pursues these strategies through closed-end, open-end, and evergreen funds. Oaktree Capital Group, LLC was incorporated on May 15, 2007 and is headquartered in Los Angeles, California.