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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.
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.
Entrepreneur July 2006 Scott Bernard Nelson	Pulled Under Since expectations for mutual funds can be artificially sunny, consider using index funds to stay afloat.
Financial Planning August 1, 2006 Craig L. Israelsen	Alpha in the Box The search for Shangri-La pales in comparison to the quest for funds that consistently deliver high alpha. The fundamental question for financial advisors: Does alpha differ across the nine Morningstar style boxes?
Registered Rep. October 1, 2006 John Churchill	Investing on Faith Fees and performance may be at the top of the list of mutual fund characteristics investors look for, but don't count out faith.
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.
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 April 11, 2008 Dan Caplinger	Does Your Portfolio Make the Grade? Be firm but fair with your fund managers.
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.
The Motley Fool June 25, 2004 Tim Beyers	Fund Independence Day Yesterday, the Securities and Exchange Commission turned up the heat on the mutual fund industry by requiring that funds maintain a board of trustees that is at least 75% independent from management.
Registered Rep. June 1, 2012 Diana Britton	Alternatives Going Mainstream According to data released by Cerulli Associates and Strategic Insight/SIMFUND, alternative mutual funds account for 2.8 percent of overall mutual fund assets today. But Cerulli projects they will account for 9.7 percent of all mutual fund assets in five years.
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.
Investment Advisor February 2009	A New Benchmark for Advisors With many advisors using an asset allocation strategy, the S&P 500 is no longer a great benchmark against which to set your pace. Take a look at these new benchmarks.
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 October 25, 2007 Selena Maranjian	30% Annual Returns? Wow! Don't be misled by big numbers from mutual funds. Here, take a closer look at Hodges. The five-year average annual return was 30%, but the year-by-year tells a different story.
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. 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.
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.
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 February 27, 2007 Rich Smith	Morningstar Wakes Up Revenues, profits, and cash are all flowing strongly for the mutual fund rater.
The Motley Fool September 11, 2008 Zoe Van Schyndel	Do Fund Ratings Matter? Learn how to pick a winning fund.
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.
Financial Advisor June 2008 Mary Rowland	Tough Lessons Ahead For ETFs An interview with Don Phillips, managing director of Morningstar, on what's happening with mutual funds.
The Motley Fool January 15, 2010 Rick Aristotle Munarriz	3 Mutual Fund Predictions for 2010 Let's sneak a peek at the future of the mutual fund industry.
The Motley Fool January 7, 2004	Beating the Market Can an actively managed mutual fund consistently post market-beating returns?
Financial Advisor March 2006 Brad Zigler	What Price Active Management? When stock picking is distilled from within a mutual fund, the true cost of active management bubbles to the surface.
Financial Planning January 1, 2006 Steve Deutsch	Parallel Universes Allocations to separate accounts and mutual funds are strikingly similar, but advisers should hesitate to make returns-based conclusions, particularly when it comes to separate accounts relative to other investment vehicles.
Financial Planning September 1, 2013 Craig L. Israelsen	Mutual Funds vs. ETFs: Which Performance Better? When a portfolio of mutual funds vies against a portfolio of ETFs, which one comes out on top?
The Motley Fool May 22, 2007 Amanda B. Kish	Building a Better Style Box? Meet a possible competitor to Morningstar's mutual fund classification system. Instead of measuring how assets are currently invested, a new system currently being tested by AthenaInvest studies how well a manager follows one of 10 overarching strategies.
Financial Planning August 1, 2010 Donna Mitchell	Yield at Any Price? Shocked from the Flash Crash, nervous about the potential fallout from the European sovereign debt crisis and distressed about high unemployment, investors fled equity mutual fund categories and poured their money into fixed income.
The Motley Fool September 9, 2011 Amanda B. Kish	How to Make Money With Mutual Funds A lowdown on mutual funds.
Financial Planning March 1, 2007 Craig L. Israelsen	Tales of the Tape When you look at annual returns, stocks, equity mutual funds and indexes tell surprisingly different stories.
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.
Financial Planning April 1, 2010 Craig L. Israelsen	Size Matters U.S. equity mutual funds do not mirror the overall domestic stock market. That isn't necessarily bad, it's just the way it is.
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.
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 October 29, 2009 Selena Maranjian	Winning With Buy-and-Hold Mutual Funds In the aftermath of last year's stock market crash, buy-and-hold investing became a controversial strategy. But one year later, mutual funds pursuing a long-term, low-turnover approach to investing seem to be holding up surprisingly well.
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.
Registered Rep. March 2, 2015 John F. Wasik	How to Spot a Closet Indexer With expenses continuing to fall on exchange traded funds and passively managed mutual funds, it's hard to justify investing in an actively managed portfolio that isn't pulling its own weight.
Financial Advisor August 2006 Raymond Fazzi	Fund Returns: Theory Vs. Experience Morningstar is well known for its mutual fund star ratings, but later this year the research company will introduce another standard for assessing funds -- by measuring how much of their gains end up in investors' pockets.
The Motley Fool January 4, 2010 Rick Aristotle Munarriz	Sizing Up Mutual Fund Predictions for 2009 After suffering through the double whammy of falling stock prices and investor redemptions in 2008, folks had little problem snapping up mutual fund shares once the equity markets began rallying in March.
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.
Registered Rep. March 1, 2007	International Flight Over the last three years, foreign mutual funds have posted annual returns twice those notched by the S&P 500, prompting investors to dump shares of U.S. stock funds and park that cash overseas in search of fatter returns.
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 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 November 25, 2009 Dan Caplinger	These 3 Tips Will Make You a Winning Investor Don't waste money on unnecessary investing costs.
The Motley Fool February 12, 2010 Amanda B. Kish	Must-Read Mutual Fund News Stay up-to-date on fund happenings: Bruce Berkowitz of the Fairholme Fund makes a move... Eight new ProShares exchange-traded funds... The incredible shrinking mutual fund industry...
The Motley Fool June 9, 2009 Selena Maranjian	When Cash Is Bad for Funds While we're sitting smack in the middle of a great big opportunity, some mutual funds are still sitting on a lot of cash -- rather than deploying it.
The Motley Fool January 19, 2007 Mary Dalrymple	Index Funds Win Again Index funds are cheap, easy, and they reliably outperform many other funds.
The Motley Fool November 6, 2007 Selena Maranjian	Stocks vs. Funds: Which Is Right for You? Be careful -- you might be a disastrous fit with individual stocks.