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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?
Registered Rep. April 1, 2008 Stan Luxenberg	Beating The Bear Will active funds eventually wither away? Not likely. Actively run funds are alive and well, and many are beating the current bear market.
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
Registered Rep. March 18, 2011 Stan Luxenberg	Should You Pay Attention to Morningstar's Mutual Fund Star Ratings? The stars are based on risk-adjusted past performance, and the past doesn't necessarily predict the future, the advisors say.
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. 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?
The Motley Fool August 9, 2010 Amanda B. Kish	The Key to Selecting Winning Investments A surprising factor could help determine a fund's success.
The Motley Fool April 6, 2009 Dan Caplinger	How You Got Snookered by Bad Investments Here's how to get your money's worth.
The Motley Fool September 11, 2008 Zoe Van Schyndel	Do Fund Ratings Matter? Learn how to pick a winning fund.
The Motley Fool March 3, 2010 Dan Caplinger	These Unloved Stocks Are the Best Buys Chasing performance isn't smart -- but should you chase bad performers instead?
Financial Planning November 1, 2012 Allan S. Roth	Unappealing Alternatives: Investors Flock to Alternative Mutual Funds and ETFs Investors have been flocking to alternative mutual funds and ETFs - and are being punished for it.
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.
Registered Rep. November 29, 2010 Stan Luxenberg	"Active Share," The Metric That Shows When Active Management Is Worth It Investors have been abandoning actively managed mutual funds and shifting to passive vehicles.
Registered Rep. December 9, 2011 Stan Luxenberg	Investors Not so Bad at Picking Active Funds After All Academic researchers have decided that fund investors as a group make foolish choices.
Information Today August 4, 2015	The Open Data Institute's Open Data Award Finalists Winners were chosen in five categories.
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.
Financial Planning March 1, 2013 Charles Paikert	Mutual Funds Show a Boom Stock funds soar as grim forecasts prove overly pessimistic.
The Motley Fool June 28, 2011 Amanda B. Kish	Does Your Manager Invest Alongside You? And why that shouldn't be the only question you ask your fund manager.
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.
BusinessWeek June 24, 2010 Charles Stein	Money Manager Ken Heebner: A Hot Touch Gone Cold Heebner's CGM Focus, once the best-performing mutual fund, has lagged its rivals since 2008.
The Motley Fool July 11, 2008 Dan Caplinger	How to Succeed When the Market's Down There's really just one reason you invest in stocks: to make money. But when the investing climate doesn't cooperate, it's just as important to lose less when markets are falling as it is to make more when they're up.
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. June 30, 2008	Market Forecast: Lousy To Ugly. A Buying Opportunity? Financial markets should remain in turmoil for at least the rest of the year, according to speakers at Morningstar's recent investment conference.
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.
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 July 31, 2007 Amanda B. Kish	Hooray for Cheaper Funds! The fund industry just got the memo: Expenses matter. How do your fund's expenses measure up? The following chart details the average expense ratio for several different categories of funds.
Financial Planning November 1, 2005 Bob Hirschfeld	Good News for Growth Large-cap growth funds are finally starting to buck a five-year trend.
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.
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 September 7, 2011 Dan Caplinger	How These Big Losers Could Pay Off for You So far this year, active funds are really stinking up the joint. But there may be a silver lining from the egregious underperformance of active funds in 2011.
The Motley Fool June 4, 2009 Dan Caplinger	These Buyers Will Launch Stocks Higher For fund managers who've kept money on the sidelines this year, the pressure's on to get fully invested -- and when those holdouts start buying, they'll likely push stocks even higher.
BusinessWeek September 30, 2010 Charles Stein	Indexing Helps Vanguard Top Fidelity in Fund Assets The low-cost mutual fund house founded by John Bogle passes the home of once-giant fund Magellan as investors lose faith in stockpickers.
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.
Financial Planning November 1, 2012 Laton McCartney	Strength Across the Board: Equity Bond Stock Returns Funds specializing in gold and other precious metals glittered in the third quarter, but many other stock and bond categories also performed exceptionally well.
The Motley Fool March 20, 2009 Dan Caplinger	6 Smart Investments That Stomped Out the Bear Sometimes, past performance does give you good future results. The following funds beat the bear markets simply by sticking with their winning strategies from previous years.
Financial Planning August 1, 2005 Robert Hertzberg	Location, Location, Location Why real-estate funds were the right place for money in the second quarter... The love affair with current income continues... Investors have become increasingly focused on international securities... etc.
The Motley Fool April 9, 2007 Amanda B. Kish	Are "Excellent" Funds Foolish? Part 3 This five-part series takes a closer look at the 24 funds highlighted in the 2007 Business Week/Standard & Poor's Excellence in Fund Management Awards. Overseas winners... High-yield winners...
BusinessWeek December 13, 2004 Adrienne Carter	Their Losses, Your Gains Funds hit hard by the tech bust are back -- with tax holidays for investors.
Financial Planning December 1, 2007 Donald Jay Korn	Hedge Funds Redux Despite a midsummer month's nightmare, hedge funds are still pointing to successful records and raking in money.
Financial Planning December 1, 2006 Elizabeth O'Brien	Behind the Star System Morningstar defends its mutual fund ratings in the face of new competition.
CIO April 15, 2004 Richard Pastore	Award Rewards - From the Editor IT awards are in fact one of the most effective tools in a CIO's repertoire for running the IT organization like a business.
Registered Rep. December 27, 2005 Stan Luxenberg	Merrill Funds To Change Name In the latest move, the Wall Street giant announced that it intends to change the name of Merrill Lynch Investment Management's funds to -- well, that has yet to be determined and won't be until sometime in early 2006.
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 August 12, 2009 Dan Caplinger	This Trap Will Doom You to Terrible Returns As tempting as market timing is, it's unlikely that you'll succeed at it. You're better off with a simple long-term investing strategy that rides out the ups and downs and earns you reasonable returns over time.
CIO February 15, 2004 Lafe Low	The 12th Annual CIO Enterprise Value Awards As always, competition was stiff for our winners. But this year we've added a twist-industry categories allowing companies to compete with business peers for this prestigious award-as well as a special new honor.
BusinessWeek August 26, 2010 Charles Stein	A Boom in Bonds Hurts Mutual Funds Investors' preference for bond funds has put pressure on earnings at companies that specialize in stock funds.
Financial Planning January 1, 2013 Laton McCartney	Money Flowing Into Bonds Fixed-income gained more ground, while the 14 best-performing equity mutual funds all focused on precious metals and enjoyed gains of more than 20%.
The Motley Fool December 14, 2006 Tim Beyers	Better Know a Stock Picker Low prices lead to high returns for cheapskate mutual fund manager Joel Tillinghast.
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.
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.