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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 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 Planning
December 1, 2006
Elizabeth O'Brien |
Behind the Star System Morningstar defends its mutual fund ratings in the face of new competition. |
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. |
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. |
Registered Rep.
June 28, 2010
Stan Luxenberg |
Investors More Sophisticated, but Still Buying and Selling at Wrong Times In recent years, shareholders have become smarter fund shoppers, said speakers at the Morningstar Investment Conference, which was held in Chicago last week. |
Registered Rep.
September 1, 2005
David Spaulding |
The Measurement Conundrum When it comes to explaining returns to clients, dollar-weighted processes, including the internal rate of return (IRR) calculations, are the way to go. Thankfully, more and more firms are awakening to this fact. |
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. |
The Motley Fool
December 29, 2009
Dan Caplinger |
This Is Every Investor's Biggest Enemy It seems like paying attention to prevailing trends would be a good thing for an investor to do. If you're not careful, though, it can sabotage your investment returns rather than enhance them. |
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. |
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. |
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. |
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. |
Financial Planning
January 1, 2011
Craig L. Israelsen |
Measuring Stick It's worth the effort to calculate the performance of a mutual fund under different investing assumptions. |
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
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.
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. |
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. |
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. |
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. |
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. |
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.
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? |
The Motley Fool
August 1, 2005
Matt Richards |
Computing Your Investing Returns, Redux A supplement to previous articles, here is some added clarification to calculating your investing returns. |
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? |
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. |
Registered Rep.
May 12, 2010
Stan Luxenberg |
Oriented to Small and Value Stocks, DFA Has Rocked and Attracted Assets. Will It Be a Victim of Its Own Success? Dimensional Fund Advisors has thrived during the past decade partly because market conditions have favored their preference for small and value stocks. |
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. |
BusinessWeek
May 2, 2005
Adrienne Carter |
Mutual Funds: Why Fees Still Defy Gravity Investors are seeking answers about why annual fees are assessed when fund company assets have increased. Now regulators want to know, too. |
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
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
July 29, 2011
Amanda B. Kish |
Why You're Losing Money on Your Investments Past performance is not indicative of future results when it comes to mutual funds. |
Investment Advisor
May 2009
Melanie Waddell |
Danger & Opportunity: Raising the Bar An interview with Morningstar's Don Phillips, president of fund research, about the renewed importance of research in investing. |
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. |
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 |
Financial Planning
September 1, 2013
Allan S. Roth |
How to Calculate an Advisor's Value Morningstar has a new way to measure the payoff to clients from working with a good planner. Do you measure up? |
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. |
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
December 12, 2005
Rick Aristotle Munarriz |
Morningstar Gets Brighter Financial research specialist Morningstar intends to buy Ibbotson Associates. Investors, take note. |
