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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. |
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. |
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. |
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.
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. |
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 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
December 2, 2009
Anand Chokkavelu |
Morningstar Has a AAA-Rated Plan Morningstar announced today that it's getting into the credit rating business. |
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 Advisor |
Advisor Emporium Morningstar Launches Bond Rating System... Lord Abbett Launches Advisor Web Site... Sigma Financial Streamlines Case Planning... Fidelity Cuts College Savings Fees... Barclays Introduces Indian Fund... more... |
The Motley Fool
June 2, 2006
Selena Maranjian |
Beware: Some Top Mutual Funds Stink Some five-star funds have a few stars too many. Choose carefully. |
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 1, 2005
John Downes |
Seeing Tomorrow Clients probably know how hard it is to pick outperforming stocks. What they may not fully grasp is how hard it is to choose a winning mutual fund or separate account manager. Advisors would be wise to keep up on the latest tools, since the retail set is far more sophisticated than ever. |
Financial Planning
November 1, 2006
Pamela Black |
White Paper: Predicting Emerging Market Fund Performance This study examines the ability of fund characteristics such as size, expense ratio, turnover, past performance, Morningstar rating and manager tenure to predict emerging market fund performance. |
The Motley Fool
November 23, 2009 |
Casual Male Retail Group, Inc.: Warming Up or Cooling Off? What we think about the direction of this company's stock. |
The Motley Fool
August 16, 2010
Jordan DiPietro |
This Investment Will Sink Your Portfolio Avoid mutual funds and invest in individual stocks. |
The Motley Fool
November 23, 2009 |
Commercial Vehicle Group, Inc.: Warming Up or Cooling Off? Take the temperature of your stock. |
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... |
The Motley Fool
July 16, 2011 |
SEI Investments Earnings Preview SEI Investments will unveil its latest earnings on Monday, July 18. |
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. |
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. |
The Motley Fool
December 2, 2009 |
Behind the Business: 3 Questions for Morningstar Morningstar answers three questions for shareholders and potential investors. |
The Motley Fool
September 27, 2010
Amanda B. Kish |
Will Your Bond Fund Blow Up? Consider the risks. |
The Motley Fool
September 6, 2011
Becca Lipman |
Investing 101: Predictive Analysts Expect These Utility Stocks to Outperform Interested in utility stocks with good prospects? |
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. |
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.
May 17, 2011
Alan Lavine |
For Good Insurance, Get a Financially Sound Insurer The near collapse of the financial system in 2008 and 2009 makes it prudent to recommend the financially soundest insurance companies -- even though their premiums may be higher than those of lower-rated competitors. |
Technology Research News
July 2, 2003
Kimberly Patch |
Recommenders can skew results Just how accurate are the recommender systems online media sellers use to allow buyers to pass on their judgments about books, movies and CDs to their fellow consumers? Researchers have shown that the way recommender systems are set up can affect the opinions they evoke. |
The Motley Fool
June 4, 2010
Anand Chokkavelu |
Buffett, the Rating Agencies, and a Possible Opportunity Warren Buffett discusses the rating agencies and suggests a company that may be coming to eat their lunch. |
The Motley Fool
July 22, 2011 |
World Acceptance Earnings Preview World Acceptance is a consumer finance company that offers short-term small loans, medium-term larger loans, related credit insurance products, and ancillary products and services. It will unveil its latest earnings Wednesday. |
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. |
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
July 20, 2011 |
Reinsurance Group of America Earnings Preview Reinsurance Group of America will unveil its latest earnings on Monday, July 25. Analysts strongly back Reinsurance Group of America, with seven of 10 rating it a buy. |
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. |
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
January 12, 2012
Rebecca Lipman |
Avoiding "Group Think": Barclays and UBS Analysts Are Bullish for These 10 Stocks Looking for ideas on how to find stocks poised to outperform? One source is the sell-side ratings from various banks and firms, usually phrased positively as "buy" or "overweight." |
Registered Rep.
December 1, 2006 |
Correction The expense ratios of the lifecycle funds cited in "Spinning Their Wheels" (October 2006) represented gross expense ratios and not the net expense ratios that are normally used when examining fund fees. |
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. |
The Motley Fool
July 18, 2011 |
Cash America International Earnings Preview Cash America International will unveil its latest earnings on Thursday, July 21. |
The Motley Fool
February 7, 2005
Josie Raney |
Five Fund Mistakes Avoid these pitfalls if you want a healthy portfolio this year. |
The Motley Fool
September 11, 2008
Zoe Van Schyndel |
Do Fund Ratings Matter? Learn how to pick a winning fund. |
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. |
Commercial Investment Real Estate
Mar/Apr 2008
Dennis Thurman |
Improve Portfolio Performance Property managers can reduce costs with the EPA-approved Energy Star Portfolio Manager program. |
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. |
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 |
The Motley Fool
April 11, 2008
Tom Hutchinson |
Capital Ratio Fever Just as blood pressure and heart rate are vital measures of physical health, capital ratios are vital measures of the health and solvency of banks. Right now, those vital signs reflect a sick industry that's getting sicker. |
The Motley Fool
September 23, 2010
Amanda B. Kish |
No Starring Role for This Investment Not all exchange-traded funds are created equal. In fact, some, like leveraged and inverse leveraged funds, may offer more distractions than true benefits to investors. |
Financial Advisor
September 2005 |
A Look At Separate Accounts Large Cap Growth: New Century Investment Management... JAG... Large Cap Value: Cascade Investment Counsel... Clear Asset Management... Large Cap Blend: TCW... Harris Investment Management... etc. |
Financial Planning
December 1, 2006
Craig L. Israelsen |
Economies of Scale? As mutual fund assets rise, expense ratios are supposed to fall -- but do they? |
