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

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• 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: Mutual funds, Retirement plans, Investment, Investopedia, Morningstar Inc., mutual fund, factoring, tool, performance

• 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: Mergers & Acquisitions, Morningstar Inc., merger, mutual fund, 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: New York Stock Exchange, Morningstar Inc., mutual fund, database, merger

• Using Inflation-Indexed Bonds In Your Portfolio

  The article suggests that inflation-indexed bonds can improve one’s portfolio's diversification. The article talks about two types of securities here: I-Bonds a type of savings bond and Treasury Inflation Protected Securities also called TIPS. Both have a low correlation with other asset classes; in other words, they do not behave...

  White papers 2001-02-22

  Tags: Asset management, Morningstar Inc., asset class, asset, bond, security

• 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: Mutual funds, Asset management, About Inc., Morningstar Inc., asset allocation, mutual fund, asset

Additional Resources

• Morningstar, Inc. Reports Second-Quarter 2008 Hedge Fund Performance and Asset Flows

  CHICAGO, July 15 /PRNewswire-FirstCall/ -- Morningstar, Inc. , a leading provider of independent investment research, today reported a summary of hedge fund performance for the second quarter of 2008. June marked a bad end to a good quarter. The Morningstar 1000 Hedge Fund Index fell 0.73% during the...

  Articles 2008-07-15

• NewMarket Technology, Inc. Releases Letter to Shareholders Discussing Record Sales Growth in 2008

  NewMarket Technology, Inc. (OTCBB: NMKT) todayreleased a Letter to Shareholders from CEO Philip M. Verges. The letter isincluded in its entirety below. Dear Fellow Shareholders: Friday's stock market performance is yet another blow to all of our sharedconcerns regarding the U.S. economy. The Dow Jones Industrial Averagedipped below...

  Articles 2008-07-14

• Westar has 5-star rating

  By James Carlson THE CAPITAL-JOURNAL Westar Energy's stock has received the top mark by a prominent stock and mutual fund rating service for the first time since the company was included in the listings in late 2005. Morningstar, which provides data...

  Articles 2008-07-10

• HFF to Market for Sale Luxury Residential Building in Manhattan's West 42nd Street Corridor

  NEW YORK -- The New York office of HFF (Holliday Fenoglio Fowler, L.P.) announced today that it 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...

  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 companies whose high...

  Articles 2008-07-08

• Lincoln Employer Markets Launches 401 Managed Accounts Option From Morningstar Associates

  CHICAGO, July 8 /PRNewswire-FirstCall/ -- Morningstar, Inc. , a leading provider of independent investment research, and Lincoln National Corporation today announced that Lincoln Employer Markets, a division of Lincoln Financial Group, has launched MorningstarR Retirement ManagerSM, including Morningstar Associates' 401k managed accounts service. This offering enhances Morningstar Associates'...

  Articles 2008-07-08

• Presidio Fund Celebrates Third Anniversary With Five-Star Morningstar Rating

  KCO Investments Inc. announced today thatPresidio Fund PRSDX has earned a five-star rating * from Morningstar, aleading provider of independent investment research. The Fund receivedMorningstar's highest star rating immediately upon becoming eligible for arating at the end of May. Using Morningstar data, Kiplinger.com revealedthat through May 31, 2008, Presidio...

  Articles 2008-07-08

• Morningstar, Inc. to Announce Second-Quarter 2008 Financial Results on July 31

  CHICAGO, June 30 /PRNewswire-FirstCall/ -- Morningstar, Inc. today announced that it plans to report its second-quarter 2008 financial results after the market closes on Thursday, July 31, 2008. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com. ...

  Articles 2008-06-30

• MainStay ICAP Global Fund Introduced to Advisors

  - Fourth Mutual Fund Wholly Managed by Institutional Capital LLC - CHICAGO, June 26 /PRNewswire/ -- MainStay Investments, the retail distribution arm of New York Life Investment Management, today introduced the MainStay ICAP Global Fund ICGLX to advisors at the annual Morningstar Investor Conference. Open...

  Articles 2008-06-26

• ING Launches Managed Retirement Accounts From Morningstar Associates

  CHICAGO, June 24 /PRNewswire-FirstCall/ -- Morningstar, Inc. , a leading provider of independent investment research, today announced that ING is now making available MorningstarR Retirement ManagerSM, including a managed retirement account service, to more than 26,000 retirement plan sponsor clients and 1.8 million plus participants. This "do it for...

  Articles 2008-06-24

• Small Companies Offer Attractive Investment Opportunities

  Monetary Conditions Favor Smaller Firms According To Historical Data DUNCANVILLE, Texas, June 24 /PRNewswire/ -- Smaller capitalization firms have historically performed well when monetary conditions are easing according to a recent study published by Morningstar Five-Star fund manager Joseph R. Dancy, Adjunct Professor of Law at Southern...

  Articles 2008-06-24

• TCW Announces Conference Call with Chief Investment Officer Jeffrey Gundlach

  - CIO to Discuss Outlook for Federal Reserve Policy and Interest Rates - LOS ANGELES -- The TCW Group, Inc. invites you to participate in a conference call today with Jeffrey Gundlach, TCW Chief Investment Officer and Portfolio Manager of the TCW Total Return Bond Fund (NASDAQ:TGLMX). ...

  Articles 2008-06-18

• Fallen Angels Income Fund Achieves #1 Ranking Year-To-Date in its Lipper Category

  SAN DIEGO -- The Fallen Angels Income Fund (Nasdaq:FAINX) currently ranks #1 among the 537 mutual funds that compete in its Lipper category. FAINX is also ranked among the top 10 funds year-to-date in its broad Morningstar class of over 3,000 funds. FAINX is one of two public...

  Articles 2008-06-13

• Ibbotson Selected by SecurePath by Transamerica, a Service of Transamerica Retirement Management, Inc., to Help Create Customized Lifetime Retirement Strategies

  CHICAGO, June 12 /PRNewswire-FirstCall/ -- Ibbotson Associates, a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. , has been selected by SecurePath by Transamerica, a service of Transamerica Retirement Management, Inc., to help create model portfolios spanning both the accumulation and retirement income phases of investing. Based...

  Articles 2008-06-12

• Boyar Value Fund Celebrates 10 Year Track Record

  NEW YORK -- The Boyar Value Fund (Nasdaq: BOYAX) gained 5.84% annualized for the 10 year period ending May 31, 2008, its first decade of operation. The Fund ranked in the eighteenth percentile within Large-Cap Core funds tracked by Morningstar. The Morningstar Large-Cap Core category average gain was only 4.58...

  Articles 2008-06-12