Morningstar Inc. (MORN) is in the Financial Services Industry

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• Morningstar Shines Despite Economy's Dark Passage

  Morningstar Inc., the Chicago-based company best known for rating mutual funds,  isn't slowing down its quest to become an international investment research powerhouse despite the gloomy global economy. With the announced purchase today of United Kingdom-based Fundamental Data Limited, Morningstar CEO Joseph Mansueto continues bulking up the firm's research capabilities beyond its original...

  Blog posts 2008-10-02

  Tags: Morningstar Inc., Mutual Funds, Retirement Plans, Investment, Financial Accounting, Financial Services, Human Resources, Benefits, Finance, Robert Reed

• Morningstar's Fiduciary Grade Service a Welcome Addition

  In 2004, independent investment research company Morningstar Inc introduced a Fiduciary Grade system to complement its ratings service of mutual funds by factoring in areas of mutual fund governance and operations. The fiduciary grades have no influence on its star ratings - they are two separate tools for appraising a...

  White papers 2004-11-19

  Tags: Investment, Retirement Plans, Mutual Funds, Fiduciary, Mutual Fund, Morningstar Inc., Benefits, Finance, Human Resources

• Comparison of the CRSP and Morningstar Mutual Fund Databases

  This paper examines problems in the CRSP Survivor Bias Free U.S. Mutual Fund Database ~CRSP, 1998! and compares returns contained in it to those in Morningstar. The CRSP database has an omission bias that has the same effects as survivorship bias. Although all mutual funds are listed in CRSP, return...

  White papers 2001-12-01

  Tags: Investment, Finance, Human Resources, Benefits, Hardware, Enterprise Software, Software, Data Management, Morningstar Inc., Storage, Databases, Retirement Plans, Mutual Funds, Mergers & Acquisitions, CRSP Database

• A First Look at the Accuracy of the CRSP Mutual Fund Database and a Comparison of the CRSP and Morningstar Mutual Fund Databases

  This paper examines problems in the CRSP Survivor Bias Free U.S. Mutual Fund Database CRSP, 1998 and compares returns contained in it to those in Morningstar. The CRSP database has an omission bias that has the same effects as survivorship bias. Although all mutual funds are listed in CRSP, return...

  White papers 2001-12-01

  Tags: Retirement Plans, Storage, Databases, Investment, Finance, Human Resources, Benefits, Hardware, Enterprise Software, Software, Data Management, Mutual Funds, Mergers & Acquisitions, CRSP Database, New York University, Morningstar Inc.

• Quick Guide to a Morningstar Style Box

  This article is for those who are investing for the first time. According to the article Morningstar, one of the premier mutual fund data sources, created the style box to help investors with their asset allocation strategies. The style box categorizes funds into these 9 categories which are explained in...

  White papers

  Tags: Morningstar Inc., Style Box, Mutual Funds, Asset Management, Retirement Plans, Investment, Human Resources, Benefits, Operational Planning, Business Operations, Finance

Additional Resources

• Luxury Institute Survey: Wealthy U.S. Consumers Rate the Most Prestigious Business and Finance Publications: Wall Street Journal, the Economist and Morningstar

  For the fourth year running, high net-worthconsumers rated The Wall Street Journal the most prestigious business andfinancial publication brand in the 2009 Luxury Brand Status Index LBSIsurvey from the independent New York City-based Luxury Institute( www.LuxuryInstitute.com ). Respondents who would recommend the Journal say,"It is the authoritative source of business...

  Articles 2008-10-01

• Morningstar to Calculate and Distribute Hedge Fund Indices Using MSCI Barra Methodology

  NEW YORK, Sept. 18 /PRNewswire-FirstCall/ -- MSCI Barra , a leading provider of investment decision support tools worldwide, including indices and portfolio risk and performance analytics, and Morningstar, Inc. , a leading provider of independent investment research, have entered into an arrangement under which Morningstar will calculate and distribute...

  Articles 2008-09-18

• Baltimore-based Constellation in talks to sell out

  Constellation Energy Group Inc. has entered "advanced stage" sale talks, Standard & Poor's said Wednesday, clarifying a statement by the energy company that it has engaged in discussions with potential strategic partners. The Baltimore-based company said Wednesday morning that it has retained Morgan Stanley and UBS to...

  Articles 2008-09-18

• Cohen & Steers Dividend Value Fund Receives Five Stars From Morningstar

  Two fund series receive the highest ranking in their first period of eligibility NEW YORK, Sept. 17 /PRNewswire-FirstCall/ -- Cohen & Steers, Inc. announced today that Cohen & Steers Dividend Value Fund Class C DVFCX and Dividend Value Fund Class I DVFIX received five-star ratings, and Dividend...

  Articles 2008-09-17

• LKCM Aquinas Value Fund Received a 4-Star Overall Morningstar Rating™ out of 1699 Large Blend Funds for the Period Ending 7/31/08

  (The Overall Morningstar Rating is derived from a weighted average of the fund's performance figures associated with its three-, five-, and ten-year Morningstar Rating metrics.) FORT WORTH, Texas -- Luther King Capital Management, the investment adviser for the LKCM Aquinas Funds since July 2005, announced today that the...

  Articles 2008-08-21

• GAMCO Reports Second Quarter Earnings

  Operating income before management fee rises 15% in Q2 over prior year 78% of Morningstar RatedTM AUM is rated(1) 5 or 4 stars Gabelli has Three of Ten funds cited by WSJ as outperforming S&P 500 for Nine Straight Years RYE, N.Y. -- GAMCO...

  Articles 2008-08-06

• Morningstar Announces Two New Fund Categories, One Broad Asset Class

  CHICAGO, Aug. 5 /PRNewswire-FirstCall/ -- Morningstar, Inc. , a leading provider of independent investment research, today announced it has added two new categories and one broad asset class to its proprietary classification system for mutual fund portfolios domiciled in the United States. The new mutual fund categories...

  Articles 2008-08-05

• MetLife Resources Introduces Enhanced 403 Product

  Product Offers Assistance with Clients' 403b Responsibilities NEW YORK -- MetLife Resources, a division of MetLife, today announced that it has bolstered its suite of solutions for 403b plans not subject to the Employee Retirement Income Security Act ERISA with the launch of an innovative new product, ExpertSelect...

  Articles 2008-07-31

• Morningstar, Inc. Reports Second-Quarter 2008 Financial Results

  CHICAGO, July 31 /PRNewswire-FirstCall/ -- Morningstar, Inc. , a leading provider of independent investment research, today announced its second-quarter 2008 financial results. The company reported consolidated revenue of $132.2 million in the second quarter of 2008, a 20.6% increase from revenue of $109.7 million in the second quarter of...

  Articles 2008-07-31

• Active Hurricane Season Could Spike Energy Prices; Bull Market for Energy & Agriculture Remains in Place

  DUNCANVILLE, Texas, July 28 /PRNewswire/ -- Serious flooding interrupted rail traffic in the Midwest last month disrupting agricultural, crude oil, ethanol, and coal shipments according to a recent analysis published by Morningstar Five-Star fund manager Joseph R. Dancy, Adjunct Professor of Law at Southern Methodist University and manager of...

  Articles 2008-07-28

• faith-based MUtUaL fUNds a $17.5 biLLioN iNdUstry

  A lot of investors look at several factors before sinking their money into a mutual fund: What's its performance over time? Is it large cap or small, blue chip or emerging market? What's the fund manager's experience? What fees are involved? These days, a small but...

  Articles 2008-07-27

• Eager buyers eyeing luxury Riverbank tower

  The New York office of HFF (Holliday Fenoglio Fowler, L.P.) has been named to market for sale Riverbank West, a 44-story, 418-unit luxury residential building in Manhattan's West 42nd Street corridor. HFF senior managing director Joe Morningstar and managing director Andrew Scandalios will lead the investment sales team...

  Articles 2008-07-16

• Friendly skies at BWI as airport sees rise in May traffic

  Despite soaring ticket prices that are keeping many would-be fliers firmly on the ground this vacation season, Baltimore/ Washington International Thurgood Marshall Airport set an all-time record for May passenger traffic, officials said Wednesday. For May 2008, the airport reported a 1.8 percent...

  Articles 2008-07-10

• Insured Municipal Income Fund Inc. Criticized by Western Investment LLC For Attempting to Block Shareholder Vote

  Concerns Raised Regarding Continued Retention of UBS as Portfolio Manager in Light of Disastrous Financial Performance and Legal Concerns NEW YORK -- Western Investment LLC today sent the following letter to the Board of Directors of the Insured Municipal Income Fund Inc. (NYSE:PIF): ...

  Articles 2008-07-09

• Payden & Rygel Operates in the 'Sweet Spot' of the High Yield Market

  Payden High Income Fund Earns 4-Star Rating from Morningstar LOS ANGELES, July 8 /PRNewswire/ -- The Payden High Income Fund PYHRX has earned a 4-star rating from Morningstar for overall performance for the period ended June 30, 2008i. The fund invests in global growth...

  Articles 2008-07-08