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Registered Rep. March 18, 2011 Stan Luxenberg	Should You Pay Attention to Morningstar's Mutual Fund Star Ratings? The stars are based on risk-adjusted past performance, and the past doesn't necessarily predict the future, the advisors say.
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.
The Motley Fool November 23, 2011 Dan Caplinger	Where All the Funds Are Above Average Morningstar's new system has a lot of winners and not too many losers.
Registered Rep. April 1, 2008 Stan Luxenberg	Beating The Bear Will active funds eventually wither away? Not likely. Actively run funds are alive and well, and many are beating the current bear market.
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.
Financial Planning December 1, 2006 Elizabeth O'Brien	Behind the Star System Morningstar defends its mutual fund ratings in the face of new competition.
The Motley Fool September 27, 2010 Amanda B. Kish	Will Your Bond Fund Blow Up? Consider the risks.
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.
Financial Planning July 1, 2012 Allan S. Roth	Beyond the Stars Morningstar's new forward-looking rating scale for mutual funds is sure to have a significant impact on the research done by financial advisors.
The Motley Fool September 11, 2008 Zoe Van Schyndel	Do Fund Ratings Matter? Learn how to pick a winning fund.
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.
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 June 14, 2011 Amanda B. Kish	A Game Changer for Mutual Funds Morningstar announces a new analyst ratings system that could have meaningful implications for the mutual fund world.
The Motley Fool September 23, 2010 Amanda B. Kish	No Starring Role for This Investment Not all exchange-traded funds are created equal. In fact, some, like leveraged and inverse leveraged funds, may offer more distractions than true benefits to investors.
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.
Financial Advisor March 2011	Annual Separately Managed Account Ranking Financial Advisor's annual ranking of the top separately managed accounts in nine categories.
Financial Planning November 1, 2005 Bob Hirschfeld	Good News for Growth Large-cap growth funds are finally starting to buck a five-year trend.
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.
Financial Advisor September 2010	Semiannual Separately Managed Account Ranking Following is Financial Advisor's semiannual ranking of the top separately managed accounts in nine categories.
Financial Planning November 1, 2012 Allan S. Roth	Unappealing Alternatives: Investors Flock to Alternative Mutual Funds and ETFs Investors have been flocking to alternative mutual funds and ETFs - and are being punished for it.
BusinessWeek January 31, 2005 Lewis Braham	Is Your Bond Fund Reliable? Here's help for finding solid bond fund performers.
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 July 30, 2007 Amanda B. Kish	Hard Times for Junk Bonds High-yield bonds' time in the sun may be over. Although junk bonds may produce tempting returns, they should only be introduced strategically, and they should almost never account for a large portion of your investment.
Financial Planning June 1, 2010 Ilana Polyak	Style Setter By creating a taxonomy for mutual funds, Morningstar's Don Phillips has helped advisors build better portfolios.
Financial Planning May 1, 2005 Pamela Black	Starting Off with a Whimper Domestic mutual funds limped through the first quarter, while anxious investors looked abroad. Only natural resources bucked the trend.
Financial Advisor January 2005 Alan Lavine	Fiduciary Ratings Debut For Mutual Funds Mutual fund monitoring services have started rating and measuring fund complexes based upon their responsiveness to fiduciary concerns, offering a tool to protect your clients and yourself.
BusinessWeek July 3, 2006 Toddi Gutner	How To Fight The Undertow Three top research firms pick stock that are likely to keep portfolios afloat.
Financial Advisor September 2008	Where They Stand Financial Advisor's semiannual ranking of the top separately managed accounts in nine categories.
The Motley Fool July 31, 2007 Amanda B. Kish	Hooray for Cheaper Funds! The fund industry just got the memo: Expenses matter. How do your fund's expenses measure up? The following chart details the average expense ratio for several different categories of funds.
Financial Planning January 1, 2013 Laton McCartney	Money Flowing Into Bonds Fixed-income gained more ground, while the 14 best-performing equity mutual funds all focused on precious metals and enjoyed gains of more than 20%.
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?
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.
BusinessWeek December 20, 2004 Christopher Farrell	The Importance Of Independent Thinkers Why consider concentrated funds for your mix? One study found that more than 80% of concentrated funds beat their more diversified peers in six of the seven domestic equity fund categories. That study measured rolling five-year returns from 1992 through 2003.
Registered Rep. October 27, 2014 Debbie Carlson	NextGen Bond Managers Another generation of younger bond fund managers is coming up in the ranks who are quietly turning in solid results without the hype.
Entrepreneur July 2006 Scott Bernard Nelson	Pulled Under Since expectations for mutual funds can be artificially sunny, consider using index funds to stay afloat.
Job Journal January 24, 2010 Penelope Trunk	Brazen Careerist: 4 Keys to Star Performance Fundamental areas where you can easily elevate your performance.
Registered Rep. November 1, 2005 John Downes	Seeing Tomorrow Clients probably know how hard it is to pick outperforming stocks. What they may not fully grasp is how hard it is to choose a winning mutual fund or separate account manager. Advisors would be wise to keep up on the latest tools, since the retail set is far more sophisticated than ever.
Registered Rep. December 27, 2005 Stan Luxenberg	Merrill Funds To Change Name In the latest move, the Wall Street giant announced that it intends to change the name of Merrill Lynch Investment Management's funds to -- well, that has yet to be determined and won't be until sometime in early 2006.
The Motley Fool March 26, 2008 Zoe Van Schyndel	Covering a Wide Spectrum Afraid of bond fund blowups? Spread your risk around. Read on for more information.
The Motley Fool December 2, 2009 Amanda B. Kish	Don't Buy This Junk The high-yield "junk" bond sector of the market has been on fire this year, but you should leave these bonds in the bin.
AskMen.com Charles Frisbie	Guy's Guide To Index Funds Index funds are a good way to diversify your portfolio with modest growth. Learn here how to pick a good one.
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.
Registered Rep. January 3, 2008 John Churchill	Morningstar's "Best Of 2007": A Dubious Distinction? Morningstar announces the three winners chosen as "Mutual Fund Managers of the Year." But with many studies showing one year's hot managers often don't perform as well the following year, is it a distinction anyone really wants?
Investment Advisor August 2007 Kathleen M. McBride	Coming Home to Roost Lurking problems in CMOs, CDOs, and junk dominate this year's Morningstar Investment Conference.
Financial Advisor June 2008 Bruce W. Fraser	No Longer A Wallflower For your clients' fixed-income portfolios, now may be a desirable time to be thinking of investing in simple, plain vanilla investments.
Financial Planning August 2, 2007 Kathy Gevlin	Cautious Optimism The second quarter of 2007 was a solid one for investors. But concerns remain about interest rates and the subprime market.
The Motley Fool September 28, 2007 Amanda B. Kish	The Key to Successful Mutual Fund Investing Mutual fund expenses may be one of the best ways to tell whether a fund will outperform or not.
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 11, 2005 Tom Taulli	Good Morningstar.com Since its IPO in early May, Morningstar has made investors very happy.
Financial Planning August 1, 2005 Robert Hertzberg	Location, Location, Location Why real-estate funds were the right place for money in the second quarter... The love affair with current income continues... Investors have become increasingly focused on international securities... etc.