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: 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

• 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

• Bad credit mars Wall St. bankers' summer break

  WASHINGTON AFP — July is usually a quieter month for busy Wall Street bankers, spent lounging poolside at the Hamptons or on a Caribbean beach, but a nagging credit crunch has cast a dark cloud over such vacations. Major US banks, including Citigroup, Bank of America,...

  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...

  Articles 2008-07-08

• Legendary New York Songwriters Circle Now Accepting Submissions for Third Annual Songwriting Contest

  New for 2008 The International and Young Writer Awards NEW YORK -- The legendary New York Songwriters' Circle NYSC is now accepting submissions for its third annual Songwriting Contest. For over 18 years, The New York Songwriters Circle has been at the forefront...

  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,...

  Articles 2008-07-08

• New York Agency to Help Make Chicago an Interactive Capital

  NEW YORK, July 1 /PRNewswire/ -- Brooklyn-based, independent interactive agency Domani Studios has announced the opening of their second office. The new agency is located in Chicago's West Loop and provides the same integrated interactive services as the established, award-winning New York office. (Logo:...

  Articles 2008-07-01