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The Motley Fool May 4, 2005 Rick Aristotle Munarriz	A Morningstar Is Born Financial research specialist Morningstar makes the grade in its lively IPO.
The Motley Fool November 4, 2008 Rich Smith	Mooning Over Morningstar Although decent, Morningstar's third quarter disappointed investors mightily.
Financial Planning July 1, 2005 Bob Hirschfeld	News Regulatory investigations into Chicago-based mutual fund and stock research firm Morningstar don't seem to have affected its newly public stock.
Investment Advisor April 2007 Robert F. Keane	Morningstar--S&P Deal Morningstar and Standard and Poor's, a division of The McGraw-Hill Companies, announced the completion of a deal for Morningstar to acquire Standard and Poor's mutual fund data business for $55 million in cash.
The Motley Fool December 12, 2005 Rick Aristotle Munarriz	Morningstar Gets Brighter Financial research specialist Morningstar intends to buy Ibbotson Associates. Investors, take note.
The Motley Fool August 4, 2008 Rich Smith	Morningstar Shines On Let's break down Morningstar's quarterly report and take a look at how all three of their segment's fared individually.
The Motley Fool May 7, 2008 Rich Smith	Morningstar Blazes a New Trail Some might say that Morningstar is straying from its roots -- and that's a good thing.
The Motley Fool August 9, 2007 Rich Smith	Morningstar Explodes Morningstar's stock price is up 28% since Q2 reports last week; the asset-light business model means that even more growth is possible, and they have increased free cash flow at an impressive annualized rate.
The Motley Fool February 27, 2007 Rich Smith	Morningstar Wakes Up Revenues, profits, and cash are all flowing strongly for the mutual fund rater.
The Motley Fool February 19, 2008 Rich Smith	Foolish Forecast: Morningstar Rises After beating estimates in each of the last two quarters, will Morningstar make it three in a row?
The Motley Fool February 24, 2009 Rich Smith	The $2 Stock You Cannot Afford to Own Two companies whose fortunes are tied in part to the media market report their earnings. Let's compare Morningstar and TheStreet.com.
The Motley Fool October 29, 2008 Rich Smith	Foolish Forecast: A Glimmer From Morningstar In advance of earnings, analysts wonder if Morningstar will beat their estimates for the third time in a row.
The Motley Fool May 7, 2007 Rich Smith	What's the Story, Morning Glory? Morningstar dawned dimly on Wall Street recently, with an earnings report that sent shares tumbling 3%. But was the news really all that bad?
The Motley Fool May 8, 2007 Tom Taulli	Bidding Online for Hot IPOs More companies are giving individual investors a shot at new shares. For smart investors, investing is still about picking solid companies, not finding a trading advantage on an IPO.
Investment Advisor October 2009 Elizabeth D. Festa	More Challenges for Target Date Funds Target-date mutual funds need more detailed and comprehensible disclosures and better manager investment, according to a new target-date research paper by Morningstar, Inc.
Investment Advisor August 2010 Marlene Y. Satter	Morningstar to Rate 529 Plans Morningstar, which has researched 529 plans for years, is now adding a qualitative rating system for the plans, and quantitative ratings on 529 options within the plans.
The Motley Fool June 29, 2004 Selena Maranjian	Wall Street Ticked Off at Google More work for less payoff has many investment banks grumbling.
The Motley Fool December 2, 2009 Anand Chokkavelu	Morningstar Has a AAA-Rated Plan Morningstar announced today that it's getting into the credit rating business.
The Motley Fool September 27, 2004 Rich Duprey	SEC's Spotlight on Morningstar The mutual fund information provider receives a Wells Notice over incorrect data from hedge fund Rock Canyon Top Flight.
Registered Rep. July 6, 2006 Kevin Burke	Morningstar Joins Hedge Fund-Data Crowd Financial advisors looking for more information on hedge funds can now turn to Morningstar.
The Motley Fool October 31, 2007 Rich Smith	Foolish Forecast: Will Morningstar Miss? In advance of earnings reports, analysts expect mutual fund rater Morningstar to turn in sales and earnings increases.
The Motley Fool January 7, 2004 Tom Taulli	Want a Piece of Google? The choice of investment bankers sheds some light on who gets pre-IPO shares.
The Motley Fool February 20, 2007 Rich Smith	Foolish Forecast: Morningstar Dawns The mutual fund and stock rater is set to report its fourth-quarter and full-year 2006 earnings results. Investors, here is what you can expect to see.
The Motley Fool July 31, 2007 Rich Smith	Foolish Forecast: Morningstar in Decline? The mutual fund rater (and now stocks, too) is set to report second-quarter earnings. Investors, here is what you can expect to see.
Financial Advisor August 2010 Joel P. Bruckenstein	Star Appeal In a few short years, Morningstar has improved its advisor platform so much that it truly has become an "office."
The Motley Fool March 5, 2008 Mac Greer	Fool Video: One Money Stock, Amazon's Future, and Netflix's Ratings Analyst Andy Cross rates ratings star Morningstar.
Registered Rep. May 1, 2006 Stan Luxenberg	Morningstar's Stars Shining Brighter Critics have long questioned the value of the Morningstar ranking system, which awards five stars to top-performing funds and one star to those in the bottom of the barrel. Has the firm's tinkering with the system helped?
Entrepreneur April 2007 Scott Bernard Nelson	Shed Light Are hedge funds leaving you in the dark? Morningstar's extensive database might be a good place to start your research.
The Motley Fool August 10, 2005 John Reeves	Morningstar Rising: Fool by Numbers Morningstar released its second quarter earnings: Income Statement Highlights... Margin Checkup... Balance Sheet Highlights... Cash Flow Highlights...
The Motley Fool May 1, 2007 Rich Smith	Foolish Forecast: Morningstar Wars In its short life as a publicly traded company, mutual fund- (and now stocks-, too!) rater Morningstar has twice missed analyst estimates, and thrice beaten them (tying once.) Investors, here is what you can expect from its first-quarter 2007 report.
Inc. June 2004 Bobbie Gossage	Loving the IPO Comeback Yes, business owners should celebrate Google and the rest of this year's IPO class. But the reasons why may surprise you.
Registered Rep. December 1, 2009 Stan Luxenberg	How to Pick Outperforming Fund Managers This group of managers doesn't disappoint: Morningstar's "fund managers of the year." After winning the award, most managers go on to beat their categories.
HBS Working Knowledge April 11, 2005 Nayantara Hensel	Are Dutch Auctions Right for Your IPO? It worked for Google, but would a Dutch auction process work for your IPO? Here are some things to consider before following in the search engine's footsteps.
Financial Advisor September 2005	A Look At Separate Accounts Large Cap Growth: New Century Investment Management... JAG... Large Cap Value: Cascade Investment Counsel... Clear Asset Management... Large Cap Blend: TCW... Harris Investment Management... etc.
BusinessWeek August 27, 2009	Picking Winners All of these actively managed funds get an A for stewardship from Morningstar, thanks to their top-notch management companies and fees that are below-average for their fund category
The Motley Fool June 2, 2006 Selena Maranjian	Beware: Some Top Mutual Funds Stink Some five-star funds have a few stars too many. Choose carefully.
Registered Rep. May 1, 2006 John Churchill	Alpha Dogs Actively managed mutual funds have generally underperformed their corresponding benchmark indices over time, according to a recent study.
Information Today May 29, 2007	Morningstar.com Library Edition Enhanced Morningstar has added several new features and improved others on Morningstar.com Library Edition, an online database created exclusively for libraries and their users.
Financial Planning February 1, 2006 Bob Hirschfeld	The New, Improved Morningstar What will Ibbotson add to the fund-tracker's growing empire? With its stock and revenues soaring, Morningstar will probably be looking for more takeover targets. For financial planners, the new firm should provide a broader set of analytic capabilities.
Registered Rep. May 1, 2004 Will Leitch	Five Star Upgrade at A.G. Edwards In the first of what are expected to be many workstation upgrades, the firm has announced a deal with Chicago-based investment research firm Morningstar to integrate the company's research, data and ratings.
Entrepreneur January 2007 Dian Vujovich	Friendly Fund The Forward Emerald Banking and Finance Fund keeps community banks at the forefront of the $300 million fund, which garners four stars from Morningstar and has outperformed its benchmark year after year
Investment Advisor August 2007	Changes Morningstar, Inc. announced that Kunal Kapoor, has been named president of Morningstar Investment Services... MassMutual has appointed two senior executives to the position of co-chief operating officer... etc.
BusinessWeek November 3, 2003 Lauren Young	Mutual Funds: Skedaddle Time? Morningstar, the fund research firm, recommends selling or at least not putting new money into firms at which trading misdeeds are suspected. That includes Janus, Bank of America, Bank One, and Strong funds. Such redemptions could be costly for those who stay.
Financial Planning December 1, 2006 Elizabeth O'Brien	Behind the Star System Morningstar defends its mutual fund ratings in the face of new competition.
Registered Rep. March 30, 2006 John Churchill	Mutual Fund Performance Overstated, Says Study Actively managed mutual funds have done worse than is generally thought. Those, at least, are the findings of a study released yesterday covering a ten-year period of performance figures reported by Morningstar.
Entrepreneur September 2005 Dian Vujovich	Seeing Green When the financial services sector is hot, it can sizzle. This sector includes commercial and community banks, insurance and mutual fund companies, the brokerage business, real estate investment trusts, and anywhere else money can be harvested.
The Motley Fool March 17, 2010 Rick Aristotle Munarriz	Finally! A Hot IPO! A retirement services specialist pops 44%. Financial Engines went public yesterday, succeeding on every possible level.
BusinessWeek July 3, 2006 Toddi Gutner	How To Fight The Undertow Three top research firms pick stock that are likely to keep portfolios afloat.
The Motley Fool February 17, 2005 Rick Aristotle Munarriz	What If I'm Right? Google and Overstock aren't the only companies to have opened up the IPO process by letting lay investors in on the action. However, those companies happen to be the most successful alumni class.
Registered Rep. June 16, 2011 Jerry Gleeson	Morningstar's New Rating System Gazes Beyond the "Stars" Looking to give advisors new measures for evaluating funds, Morningstar plans to release a new "forward-looking" rating tool that uses its analysts' expertise to evaluate the funds' ability to outperform their benchmarks.