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

• Sort by
• View by Content Type
• View Related Content by Tag

• 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

• Morningstar, Inc. to Acquire Business Operations of InvestData Limited, Leading Provider of Fund Information in South Africa

  CHICAGO, Nov. 21 /PRNewswire-FirstCall/ -- Morningstar, Inc. , a leading provider of independent investment research, today announced that it has entered into a definitive agreement to acquire the business operations of InvestData Proprietary Limited, a leading provider of fund information in South Africa. The companies expect to complete the...

  Articles 2008-11-21

• Morningstar Enhances Investment Web Site Morningstar.com; Expands Benchmarking, Customization, Depth of Data

  CHICAGO, Nov. 20 /PRNewswire-FirstCall/ -- Morningstar, Inc. , a leading provider of independent investment research, has introduced several enhancements to its investment Web site Morningstar.com, including expanded benchmarks, customization capabilities, and new data. "We've expanded and enriched Morningstar.com to help investors better understand current market events and...

  Articles 2008-11-20

• Morningstar to Create Pension, Endowment, and Foundation Database

  CHICAGO, Nov. 19 /PRNewswire-FirstCall/ -- Morningstar, Inc. , a leading provider of independent investment research, today announced it is creating a comprehensive database for U.S. pensions, endowments, and foundations. The new initiative is a response to marketplace demand for useful information and analytics about private and public institutions. Culling...

  Articles 2008-11-19

• Morningstar Investment Services Introduces Three New Managed Portfolios-the Tortoise, the Hare, and Dividend Stock Baskets

  CHICAGO, Nov. 18 /PRNewswire-FirstCall/ -- Morningstar Investment Services, Inc., a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. , is adding three new strategies to its suite of individually customizable stock portfolios. The three new Morningstar Managed Portfolios -- the Tortoise, Hare, and Dividend stock baskets...

  Articles 2008-11-18

• Complinet Announcement of New CFO Appointment

  LONDON -- Complinet, the leading provider of connected solutions that deliver compliance intelligence to the financial services industry, has appointed Daryl Paton as chief financial officer based in London. Paton joined Complinet from Touchpaper, a PS20m leading global provider of IT business management solutions, where he was CFO. Daryl has...

  Articles 2008-11-18

• Survey Finds Widespread Use of Alternative Investments Among Institutions and Financial Advisors; Growth Expected to Continue

  CHICAGO, Nov. 10 /PRNewswire-FirstCall/ -- Morningstar, Inc. , a leading provider of independent investment research, and Barron's, a premier business and finance magazine, released highlights of a recent national survey examining the perception and usage of alternative investments among institutions and financial advisors. "Our survey found that...

  Articles 2008-11-10

• In Today's Extremely Tough Market, Rutherford Continues to Maintain Its 4-Star Rating to Rank among the Top 11% of Large-Cap Growth Managers

  PORTLAND, Ore. -- The investment firm owned by former Oregon Treasurer Bill Rutherford continues to prove the wisdom of prudent, balanced investing: Overcoming challenging market conditions, Rutherford Investment Management LLC outperformed 89% of other Large-Cap Growth managers for the five-year period ending September 30, 2008, according to the industry's leading...

  Articles 2008-11-07

• Cohen & Steers Dividend Value Fund, Inc. Announces Information Regarding 2008 Year-End Capital Gains

  NEW YORK, Nov. 7 /PRNewswire-FirstCall/ -- Cohen & Steers announced today that it does not anticipate that Cohen & Steers Dividend Value Fund, Inc. will make capital gain distributions to its common shareholders in 2008. On October 17, 2008, the firm announced that Cohen & Steers Dividend...

  Articles 2008-11-07

• First Trust Advisors L.P. Announces Completion of Transfer of Exchange-Traded Fund Securities from American Stock Exchange to NYSE Arca in Connection with the NYSE Euronext's Acquisition of the American Stock Exchange

  LISLE, Ill. -- First Trust Advisors L.P. announces that the securities of certain exchange-traded funds managed by First Trust Advisors L.P. (the "First Trust ETFs") are listed and have begun trading today on the NYSE Arca, Inc. ("NYSE Arca"), an affiliate of NYSE Euronext. Each of the First Trust ETFs...

  Articles 2008-11-06

• An alternative approach: boost your portfolio by looking beyond stocks and bonds

  SINCE THE STOCK MARKET PEAKED IN October 2007, the bear has been clawing investors. Bonds have delivered scant returns, and naturally, mutual funds holding these traditional investments have fared from so-so to sorrowful. Fortunately, investors have options. There are many "alternative investments" from which to choose. "Investors might...

  Articles 2008-11-01

• Baltimore-based Legg Mason's shares skyrocket, but cuts may loom

  Shares of Legg Mason Inc.'s stock skyrocketed as much as 45 percent Wednesday as third-quarter earnings exceeded analysts' expectations and redemptions from the company's mutual funds began to slow. But the Baltimore-based asset manager said it had identified cost savings that could include job cuts. Legg's shares...

  Articles 2008-10-30

• Paradigm Select Fund Receives Five-Star Rating from Morningstar

  Portfolio has preserved capital during market downturns, captured 99% of market performance in positive quarters ALBANY, N.Y., Oct. 30 /PRNewswire-FirstCall/ -- Paradigm is pleased to announce that the Paradigm Select Fund PFSLX was awarded a fifth star by Morningstar for the fund's performance in the Mid-Cap Blend...

  Articles 2008-10-30

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

  CHICAGO, Oct. 30 /PRNewswire-FirstCall/ -- Morningstar, Inc. , a leading provider of independent investment research, today announced its third-quarter 2008 financial results. The company reported consolidated revenue of $125.5 million in the third quarter of 2008, a 12.2% increase from revenue of $111.9 million in the third quarter of...

  Articles 2008-10-30

• Utah Jazz: Brad Rock's all-time favorite Top 10 Jazz goofy moments

  It's hard to believe today marks the start of the Jazz's 30th season in Utah. Time flies when you're waiting for a championship. Still, it would be a shame to let that milestone pass without looking back at the events that made the Jazz...

  Articles 2008-10-29

• #1 U.S. Stock Fund Performance in PMFM Managed Portfolio Trust Comforts Shareholders in Downturn

  Tactical Strategy Yields #1 Performance during Market Crash WATKINSVILLE, Ga., Oct. 28 /PRNewswire/ -- Shareholder phones at PMFM, Inc., Watkinsville, GA, are busy this week, but not from frightened shareholders of their two funds PMFM Managed Portfolio Trust ETFFX and PMFM Core Advantage Trust ETFRX. ...

  Articles 2008-10-28