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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 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. |
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 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 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, 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 February 27, 2007 Rich Smith |
Morningstar Wakes Up Revenues, profits, and cash are all flowing strongly for the mutual fund rater. |
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 November 4, 2008 Rich Smith |
Mooning Over Morningstar Although decent, Morningstar's third quarter disappointed investors mightily. |
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. |
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 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 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 December 13, 2007 Rich Smith |
Foolish Forecast: Value Line's Punchline In advance of earnings reports from Value Line, lets take a look at the company's last two quarters. |
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 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 November 16, 2010 Seth Jayson |
Does Morningstar Measure Up? With recent TTM operating margins below historical averages, Morningstar has some work to do. |
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. |
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. |
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 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. |
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 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. |
The Motley Fool August 11, 2005 Tom Taulli |
Good Morningstar.com Since its IPO in early May, Morningstar has made investors very happy. |
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. |
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 May 4, 2005 Rick Aristotle Munarriz |
A Morningstar Is Born Financial research specialist Morningstar makes the grade in its lively IPO. |
The Motley Fool December 12, 2005 Rick Aristotle Munarriz |
Morningstar Gets Brighter Financial research specialist Morningstar intends to buy Ibbotson Associates. Investors, take note. |
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. |
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? |
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. |
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. |
Information Today December 11, 2008 |
Morningstar, Inc. Acquires 10KWizard The acquisition of 10KWizard aligns with the goal of bringing greater transparency to equity investments. For 10KWizard, the acquisition means it will have access to an array of additional data. |
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. |
BusinessWeek June 13, 2005 Lauren Young |
Report Cards On Governance Morningstar and ISS both give grades on corporate governance, but their rating systems differ widely. |
Registered Rep. January 1, 2005 Stan Luxenberg |
Grading Governance The mutual fund scandals have put advisors in a tough position: Recommending a fund that ends up in the headlines can deal a serious blow to an advisor's reputation and can even mean lost clients. |
Information Today February 18, 2010 |
Morningstar Acquires Financial Fineprint Business, Footnoted.org Footnoted's research staff pores over hundreds of SEC filings a day to unearth critical information buried in the fine print. |
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. |
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 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. |
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... |
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 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." |
Investment Advisor March 2007 Kathleen M. McBride |
From Morningstar, Select Stock Baskets Advisors looking at separately managed accounts may want to examine a new offering from Morningstar Investment Services -- Managed Portfolios Select Stock Baskets. |
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 August 2005 Scott Bernard Nelson |
Going Down? Some mutual fund companies are reducing their fees. If your questions are how much and why, read on. |
Financial Advisor April 2005 Alan Lavine |
How Corporate Governance Affects Performance Keep an eye on corporate, pension fund and mutual fund governance policies. How corporations and institutional fund portfolio managers exercise their fiduciary responsibilities may impact investment returns. |
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. |
Registered Rep. March 29, 2011 Diana Britton |
Morningstar: Pick Funds that Regard Investors as Partners Fund companies that regard their investors more like partners than "other people's money" are more likely to deliver good risk-adjusted returns and have higher survivorship rates. |
Registered Rep. July 1, 2006 Stan Luxenberg |
B Is Not for Bad Class B mutual fund shares are under assault. Regulators have fined some advisors for recommending B shares when A shares, which offer so-called breakpoint discounts, would have been cheaper for clients. |