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The Motley Fool
November 4, 2008
Rich Smith
Mooning Over Morningstar Although decent, Morningstar's third quarter disappointed investors mightily. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
May 4, 2005
Rick Aristotle Munarriz
A Morningstar Is Born Financial research specialist Morningstar makes the grade in its lively IPO. mark for My Articles similar articles
The Motley Fool
December 12, 2005
Rick Aristotle Munarriz
Morningstar Gets Brighter Financial research specialist Morningstar intends to buy Ibbotson Associates. Investors, take note. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
February 27, 2007
Rich Smith
Morningstar Wakes Up Revenues, profits, and cash are all flowing strongly for the mutual fund rater. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
August 11, 2005
Tom Taulli
Good Morningstar.com Since its IPO in early May, Morningstar has made investors very happy. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
December 1, 2006
Elizabeth O'Brien
Behind the Star System Morningstar defends its mutual fund ratings in the face of new competition. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 20, 2007
Rich Smith
Value Line's Punchline Value Line's quarterly report doesn't provide much information; here's a deeper look into the media data provider. mark for My Articles similar articles
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. mark for My Articles similar articles
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... mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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." mark for My Articles similar articles
The Motley Fool
January 6, 2011
Rick Aristotle Munarriz
Evaluating Mutual Fund Predictions It wasn't easy to call the mutual fund industry's direction in 2010. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 24, 2008
Rick Aristotle Munarriz
Fun With Funds Shares of Janus Capital and Franklin Resources both opened higher, buoyed by healthy quarterly reports. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
June 2007
Upgrades Morningstar, Inc. has partnered with Pyxis Mobile... Schwab Performance Technologies announced a new version of its PortfolioCenter... etc. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
June 1, 2013
Laton McCartney
4 Smart Mutual Fund Strategies The picks that worked as markets raced higher may not be the best choices going forward. As you look ahead, consider these ideas. mark for My Articles similar articles
Financial Advisor
January 2006
Frontline News Independent Threat To Wirehouses Mushrooms... Seven Million Americans Working After Retirement... Retirement Income Association Is Formed... Most Americans Don't Know Investment Basics, Study Finds... etc. mark for My Articles similar articles
Entrepreneur
November 2005
Dian Vujovich
Mystery Manager In this day of disclosure, why is it sometimes difficult to get the scoop on who's managing your fund? mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
January 2010
Broker/Dealer News New developments from The Insured Retirement Institute, Morningstar, and Financial Research Corp.: Insured Retirement Institute praises Mary Shapiro... Morningstar's new credit ratings... New study from Financial Research Corp... mark for My Articles similar articles
Financial Planning
May 1, 2008
Elizabeth O'Brien
The Little Book That Builds Wealth Dorsey, director of equity research at Morningstar, covers various elements that help identify companies with competitive advantage in his new book The Little Book that Builds Wealth. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles