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Entrepreneur November 2006 Dian Vujovich	Track All-Star Highly ranked small cap shows steady growth.
BusinessWeek April 17, 2006	Three Scenarios Variable Returns: Portfolio 1 -- 75% large cap... 25% bonds... Portfolio 2 -- 50% large cap... 25% small cap... Portfolio 3 -- 16.67% large cap... 16.67% mid cap... etc.
Registered Rep. December 2, 2014	Best of the Best 2014 Unlike many of our competitors, we are as transparent as possible about our criteria and methodology when publishing a ranking.
Registered Rep. November 1, 2002 Stan Luxenberg	When Funds Put Up the Velvet Rope For months, advisors looking to invest in a solid small cap fund have been faced with a growing problem: Many of the best ones have been closed to new investors. If there are ways to access a closed fund manager, should you do it? Probably not.
Investment Advisor January 2006 Callahan & Howard	Boxes Are Not Classes Advisors who use style boxes as proxies for asset classes are performing a disservice to clients. Here's why characteristic boxes are not asset classes and allocating among various characteristic boxes is useless at best.
Investment Advisor February 2010 Robert F. Keane	The Green Advisor: Adding ESG to Asset Allocation New portfolios aim to help advisors align values and diversification.
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.
Investment Advisor May 2006 Kathleen M. McBride	When Smaller Equals Better Perritt MicroCap Opportunities Fund offers micro-cap growth tempered with value discipline. Here's an interview with Michael Corbett, president and lead portfolio manager.
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 March 23, 2009 Chris Jones	Honey, They Shrunk My Market Cap How deteriorating market capitalizations change portfolio managers' investment universes.
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
On Wall Street September 1, 2011 Elizabeth Wine	Active Resistance It's not been a good recovery for actively managed mutual funds. Investors have been steadily pulling money out, while sending waves of cash into passively managed index funds and exchange-traded funds.
The Motley Fool October 27, 2005	Enterprise Value Explained The enterprise value reminds all investors, large and small, that debt is a cost to the business.
Financial Advisor February 2009	Where We Stand A Morningstar analyst discusses some of the top-performing separately managed accounts over the last three years.
The Motley Fool February 2, 2011 Amanda B. Kish	Get Into These Investments While You Can Rising asset levels will nudge many hot-performing small-cap funds to close their doors this year. So if you want in on some terrific funds take action sooner rather than later.
Registered Rep. April 12, 2006 Kristen French	Financial Advisors: Hot Prospects? Financial advisors have the best jobs after college professors and software engineers, according to a new research report.
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."
Financial Planning January 1, 2007 Craig L. Israelsen	Really Real Returns A new metric, Investor Return, measures how much of a mutual fund's performance gets into investors' pockets.
Financial Advisor May 2012	Satisfaction A job satisfaction study by J.D. Power found that financial advisors' happiness with their work is most dependent on their firm's performance.
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 27, 2005	Foolish Fundamentals: Enterprise Value Don't overlook debt and cash when you're valuing a stock.
The Motley Fool February 27, 2008 Matt Koppenheffer	Investing in Investors There's big business out there for asset managers, and big profits for people investing in asset managers.
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.
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.
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 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 December 12, 2005 Rick Aristotle Munarriz	Morningstar Gets Brighter Financial research specialist Morningstar intends to buy Ibbotson Associates. Investors, take note.
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 September 22, 2008 Anders Bylund	Running With the Best Brands Brand research firm Interbrand just released its rankings of the top global brand names and their market values.
The Motley Fool May 3, 2006	Enterprise Value, Explained Enterprise value (EV) represents a company's economic value -- the minimum someone would have to pay to buy it outright. It's an important number to consider when you're valuing a stock.
The Motley Fool May 3, 2005	Market Cap Explained Think of market capitalization as a company's price tag. In proper context and amid many other measures, a company's market cap can offer some useful investing food for thought.
Investment Advisor June 2006 John Rekenthaler	In Defense of Style Boxes Style boxes are undeniably useful instruments for categorizing funds, for understanding a portfolio's positioning, and for communicating with clients. There is no reason to expect more from them.
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.
The Motley Fool June 8, 2004	Enterprise Value Explained Don't neglect debt and cash when determining a company's price tag.
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.
Commercial Investment Real Estate Jul/Aug 2003 Simpson & Simpson	Cap Rate Follies Avoid these pitfalls when calculating commercial property values
The Motley Fool August 11, 2011 Andrew Dominguez	Welcome to the "New Normal": S&P 500 Stocks With Bearish Options Sentiment Data Do you accept the idea of a "New Normal"? Or do you believe the U.S. will rebound into a new period of solid growth?
The Motley Fool September 11, 2008 Zoe Van Schyndel	Do Fund Ratings Matter? Learn how to pick a winning fund.
Financial Advisor September 2011 Robert Pozen	Performance Analysis And Fund Ratings What goes into the fund investment recommendations that we typically hear.
Financial Planning January 1, 2006 Craig L. Israelsen	Think Inside the Box The many investments within a style box are not all alike. Market-cap variance can lead to significant performance differences within style boxes -- particularly among large-cap funds.
The Motley Fool November 4, 2008 Rich Smith	Mooning Over Morningstar Although decent, Morningstar's third quarter disappointed investors mightily.
The Motley Fool February 12, 2008 Mac Greer	Fool Video: What Is Yahoo! Really Worth? Is Microsoft's offer to buy Yahoo! too low, too high, or just right?
Registered Rep. October 1, 2002 Stan Luxenberg	The Smart Way to Use Index Funds Now In the cold light of the bear market, advisors have discovered inherent flaws in the indices and the funds that track them.
BusinessWeek July 3, 2006 Toddi Gutner	How To Fight The Undertow Three top research firms pick stock that are likely to keep portfolios afloat.
National Real Estate Investor May 14, 2003 Parke Chapman	Cap Rates Continue To Wain, Reports Torto Wheaton Analysts and investors have been concerned about an apparent disconnect between the real estate capital market and space-market fundamentals for many months. Vacancy continues to increase nationwide, but cap rates have shown no sign of weakening -- until now.
The Motley Fool January 19, 2012 Evan Niu	Another Major Milestone for Apple Apple's market cap just broke $400 billion for the first time ever.
Commercial Investment Real Estate Mar/Apr 2015 Daniel Kann	Cap Rate Variations Everyone in real estate knows how to calculate a cap rate -- or do they?
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.
Financial Planning December 1, 2006 Elizabeth O'Brien	Behind the Star System Morningstar defends its mutual fund ratings in the face of new competition.