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59 results on '"Morningstar Inc. -- Reports"'

1. Morningstar Ratings and Mutual Fund Performance

Author

Blake, Christopher R. and Morey, Matthew R.

Subjects
Morningstar Inc. -- Reports, Finance -- Reports, Financial services industry -- Analysis, Management science -- Analysis, Banking, finance and accounting industries, Business
Published
2000

2. Morningstar Releases New Study, 'Mind the Gap 2017'

Subjects
Morningstar Inc. -- Reports, Investment advisers -- Reports, Investments -- Statistics, Investors -- Reports, Arts and entertainment industries
Abstract

Morningstar published its first study of investor returns, 'Mind the Gap 2017,' which measures how the average investor fared in a fund and the impact investor behavior can have on [...]

Published
2017

3. Morningstar settles open vs. closed architecture debate -- sort of

Author

Steyer, Robert

Subjects
Morningstar Inc. -- Reports, Investment advisers -- Reports, Investments -- Management, Banking, finance and accounting industries, Business
Abstract

Byline: ROBERT STEYER In its continuing quest to determine whether target-date funds with open architecture or closed architecture are the better performers, Morningstar Inc., Chicago, has come to the conclusion [...]

Published
2014

4. Analyst: GateHouse Stock Could Be 'Worthless'

Author

Fitzgerald, Mark

Subjects
Morningstar Inc. -- Reports, Financial services industry -- Reports, Publishing industry -- Securities, Financial services industry, Publishing industry, Company securities, Business
Abstract

As GateHouse Media Inc. stock sank more than 20% in early trading Tuesday -- briefly touching $1 a share -- Morningstar released a trenchant report declaring shares of the acquisitive [...]

Published
2008

5. Equities: Returning nearly 50%, small-cap and energy strategies top the charts once again; Leaders once again

Author

Sherman, Jay

Subjects
Morningstar Inc. -- Reports, Energy industry -- Management, Financial services industry -- Reports, Managers -- Rankings, Financial services industry, Company business management, Banking, finance and accounting industries, Business
Abstract

When it comes to equity portfolio performance, size matters. And so does energy. Small-cap and energy portfolios continued their reign as the top-performing equity separate accounts for the year ended [...]

Published
2006

6. How To Fight The Undertow; We asked three top research firms for stock picks that are likely to keep portfolios afloat

Author

Gutner, Toddi

Subjects
Financial services industry, Publishing industry, Securities industry, Company pricing policy, Morningstar Inc. -- Reports, Standard & Poor's Corp. -- Reports, Value Line Inc. -- Reports, Financial analysts -- Reports, Financial services industry -- Reports, Publishing industry -- Reports, Investment analysis -- Reports, Securities industry -- Reports, Stocks -- Prices and rates, Stocks -- Evaluation
Published
2006

8. Buying fund that has large capital loss is smart move for taxable account

Author

BOYD, BRENDAN

Subjects
Morningstar Inc. -- Reports, Mutual funds -- Research -- Reports, Investment advisers -- Research -- Reports, Financial services industry -- Reports -- Research, Mutual fund industry -- Research -- Reports, Financial services industry, Business, Business, regional
Abstract

Mutual funds are required to pay out 98 percent of their net capital gains in the form of a taxable distribution every year. Net capital gains are defined as the [...]

Published
2001

9. Index vs. actively managed funds

Author

BOYD, BRENDAN

Subjects
Morningstar Inc. -- Reports, Financial services industry -- Reports, Mutual fund industry -- Forecasts and trends, Business, Business, regional
Abstract

To learn how index funds have performed compared to actively managed mutual funds, Morningstar Mutuals (225 W. Wacker Drive, Chicago, IL 60606) studied returns over the past decade. Their findings [...]

Published
2001

10. Morningstar pans aim, Dreyfus

Subjects
Morningstar Inc. -- Reports, Financial services industry -- Reports -- Evaluation, Special funds -- Evaluation -- Reports, Financial services industry, Banking, finance and accounting industries, Business
Abstract

Morningstar has released what it's calling 'fiduciary grades,' which among many criteria, evaluates board quality. The research firm took swipes at the boards of the AIM Funds and Dreyfus Funds, [...]

Published
2004

11. Nexen stock risky despite CNOOC bid: Morningstar

Author

Mittelstaedt, Martin

Subjects
Morningstar Inc. -- Reports, CNOOC Ltd. -- Mergers, acquisitions and divestments, Nexen Inc. -- Mergers, acquisitions and divestments, Petroleum industry -- Mergers, acquisitions and divestments, Securities industry -- Reports, Acquisitions and mergers -- Analysis, Securities industry, Company acquisition/merger, General interest, News, opinion and commentary
Abstract

Byline: MARTIN MITTELSTAEDT RESOURCES / MERGERS & ACQUISITIONS Stock research firm Morningstar is advising investors to take a pass on the takeover play for Nexen Inc., arguing the twists and [...]

Published
2012

13. Morningstar may be subject to SEC charges; failure to promptly correct inaccurate data about a fund may violate securities rules

Author

Lauricella, Tom

Subjects
United States. Securities and Exchange Commission -- Investigations, Morningstar Inc. -- Investigations, Morningstar Inc. -- Reports, Morningstar Inc. -- Quality management, Financial services industry -- Investigations, Financial services industry -- Reports, Financial services industry -- Quality management, Company legal issue, Financial services industry, News, opinion and commentary
Published
2004

15. Morningstar poised to deal fresh blow to Invesco Funds

Author

Brewster, Deborah and Tassell, Tony

Subjects
Morningstar Inc. -- Reports, INVESCO Funds Group Inc. -- Securities, Mutual fund industry -- Securities, Rating agencies (Securities) -- Reports, Company securities, Banking, finance and accounting industries, Business, Business, international
Abstract

Morningstar, the influential mutual fund rating agency, is expected to advise investors to avoid the products of Invesco Funds Group, a US arm of Amvescap. The move will come as [...]

Published
2003

16. Morningstar Advises Investors to Drop Alliance

Subjects
Alliance Capital Management Holding L.P. -- Securities, Morningstar Inc. -- Reports, Mutual fund industry -- Information management, Investment advisers -- Reports, Financial services industry -- Securities, Company systems management, Company securities, Financial services industry, General interest, News, opinion and commentary
Published
2003

17. Paid praise by Morningstar raises concerns

Author

McDonald, Ian

Subjects
Morningstar Inc. -- Reports, Morningstar Inc. -- Ethical aspects, Morningstar Inc. -- Contracts, Fidelity Investments -- Contracts, Financial services industry, Conflict of interests (Agency) -- Analysis, Bear market, Economic research -- Ethical aspects, Financial services industry, Contract agreement, Business, Business, general
Published
2003

19. Morningstar Picks Top Fund Managers of 2002

Subjects
Morningstar Inc. -- Reports, Mutual fund industry -- Officials and employees, Financial analysts -- Evaluation, Financial services industry -- Reports, Financial services industry, General interest, News, opinion and commentary
Published
2003

20. 'Short' funds: short on gains

Author

Lucchetti, Aaron

Subjects
Morningstar Inc. -- Reports, Mutual funds -- Statistics, Mutual funds -- Securities, Financial services industry, Short selling -- Economic aspects, Short selling -- Reports, Investments -- Reports, Financial services industry, Company securities, Business, Business, general
Published
2002

22. A realignment of the stars in the mutual fund sky

Author

Hulbert, Mark

Subjects
Morningstar Inc. -- Reports, Mutual funds -- Evaluation, Small capitalization stocks -- Reports, Mutual fund industry -- Reports
Abstract

A NEW star rating system from Morningstar will make its debut on June 30. While it solves several problems in the company's current approach to grading mutual fund performance, several […]

Published
2002

23. Stars alone don't illuminate performance picture

Author

Damato, Karen

Subjects
Morningstar Inc. -- Reports, Mutual fund industry -- Advertising, Investors -- Reports, Rating agencies (Securities) -- Reports, Stock funds -- Advertising, False advertising -- Evaluation, Business, Business, general
Published
2002

26. Five-star funds pull in additional assets

Author

Francis, Theo

Subjects
Morningstar Inc. -- Reports, Federal Reserve Bank of Atlanta -- Reports, Mutual fund industry -- Reports, Financial services industry -- Reports, Banking industry -- Reports, Business, Business, general, University of Oregon -- Reports
Published
2001

27. At least one kind of shock is good for some stocks

Author

Hulbert, Mark

Subjects
Morningstar Inc. -- Reports, Stock-exchange -- Reports, Stocks -- Reports, Investments -- Reports
Abstract

I PREDICT that within a few years, Morningstar, the mutual fund rating service, will face a typesetting challenge. I base my forecast on a new study that, if it becomes […]

Published
2001

29. Evaluating mutual fund performance

Author

Lim, Paul J.

Subjects
Morningstar Inc. -- Reports, Mutual funds -- Evaluation, Mutual fund industry -- Statistics
Published
1999

30. Nice buys come good... ethically

Author

Fenech, Anna

Subjects
Morningstar Inc. -- Reports, Financial services industry -- Reports, Special funds -- Influence -- Reports, Financial services industry, Business, Business, international
Abstract

Apr 12, 2005 (The Australian - ABIX via COMTEX) The performance of ethical funds in Australia is similar to the rest of the market over one- and three-year periods. This [...]

Published
2005

31. Exit fees

Author

Collett, John

Subjects
Morningstar Inc. -- Reports, ING Australia Ltd. -- Services, Insurance industry -- Services, Financial services industry -- Reports, Insurance industry, Financial services industry, Business, Business, international
Abstract

Sep 07, 2004 (The Age - ABIX via COMTEX) According to Morningstar, the average exit fee charged by Australian retail mortgage funds is 1.5 per cent. ING has now announced [...]

Published
2004

33. Morningstar tells of Post-12b-1 life

Subjects
United States. Securities and Exchange Commission -- Laws, regulations and rules, Morningstar Inc. -- Reports, Mutual funds -- Distribution, Mutual funds -- Management, Financial services industry -- Reports, Company business management, Company distribution practices, Government regulation, Financial services industry, Banking, finance and accounting industries, Business
Abstract

Morningstar has sketched in what it thinks the mutual fund distribution system will look like if the Securities and Exchange Commission abolishes Rule 12b-1--a step the rating service says it [...]

Published
2004

35. PERFORMANCE OF CREF ACCOUNTS AND TIAA REPORTED BY MORNINGSTAR

Subjects
Teachers Insurance and Annuity Association - College Retirement Equities Fund -- Reports, Morningstar Inc. -- Reports, Insurance industry -- Reports, Business, News, opinion and commentary
Abstract

NEW YORK, Feb. 3 /PRNewswire/ -- The performance of Teachers Insurance and Annuity Association-College Retirement Equities Fund (TIAA-CREF), the nationwide retirement system exclusively for employees of non-profit education and research [...]

Published
1994

36. Morningstar's 2004 Stock and Fund Guides

Subjects
Morningstar Inc. -- Reports, Stocks -- Reports, Mutual funds -- Reports, Financial services industry -- Reports, Financial services industry, Personal finance
Abstract

n Morningstar's 2004 stock and fund guides. The financial data firm has updated its two annual guides: one on 500 popular stocks, the other on mutual funds. Each guide is [...]

Published
2004

37. PACIFIC HORIZON AGGRESSIVE GROWTH FUND RECEIVES FIVE-STAR RATING

Subjects
Pacific Horizon Aggressive Growth Fund -- Evaluation, Morningstar Inc. -- Reports, Lipper Analytical Services Inc. -- Reports, Mutual funds -- Evaluation, Rating agencies (Securities) -- Reports, Business, News, opinion and commentary
Abstract

PACIFIC HORIZON AGGRESSIVE GROWTH FUND RECEIVES FIVE-STAR RATING NEW YORK, Dec. 12 /PRNewswire/ -- The Pacific Horizon Aggressive Growth Fund has received the highest rating of five stars from Morningstar [...]

Published
1991

38. Value Still Far Outpacing Growth, Morningstar Portfolio Contest Shows

Subjects
Morningstar Inc. -- Reports, Investment advisers -- Reports, Financial services industry -- Reports, Financial services industry, Banking, finance and accounting industries, Business
Abstract

A value-oriented portfolio that Morningstar began tracking a year ago, dubbed 'The Tortoise,' returned 20%, whereas a growth-oriented 'Hare' portfolio lost nearly 19% of its value, Morningstar announced last week. [...]

Published
2002

39. Socially Responsible Funds Rank Highly with Investors

Subjects
Lipper Analytical Securities Corp. -- Reports, Morningstar Inc. -- Reports, Mutual funds -- Reports, Banking, finance and accounting industries, Business, Social Investment Forum -- Reports
Abstract

New data released by the Social Investment Forum shows that being nice pays off, even in difficult economic times. The performance ratings of socially and environmentally responsible mutual funds remain [...]

Published
2002

40. Defined-contribution pension plans are adding more institutional mutual funds to their investment mix, according to a recent report published by Morningstar.com

Subjects
Morningstar Inc. -- Reports, Defined contribution plans -- Statistics, Financial services industry -- Reports, Banking, finance and accounting industries, Business
Abstract

* Defined-contribution pension plans are adding more institutional mutual funds to their investment mix, according to a recent report published by Morningstar.com. Defined-contribution assets in institutional mutual funds rose to [...]

Published
2001

41. Checking out the junk pile

Author

Weberman, Ben

Subjects
Credit market -- Investments, Junk bonds -- Evaluation, Morningstar Inc. -- Reports
Published
1992

42. Low fees outshine fund star system

Author

Kim, Jane J.

Subjects
Morningstar Inc. -- Reports, Financial services industry -- Reports, Mutual funds -- Evaluation, Mutual fund industry -- Forecasts and trends, Financial services industry, Market trend/market analysis, News, opinion and commentary
Published
2010

43. Absolute-return funds: not always what they seem

Author

Kim, Jane J.

Subjects
Morningstar Inc. -- Reports, Investments -- Management, Portfolio management -- Methods, Rate of return -- Analysis, Financial services industry -- Reports, Return on investment, Financial services industry, Company business management, News, opinion and commentary
Published
2010

44. Morningstar to begin rating '529' college-saving plans

Author

Kim, Jane J.

Subjects
Morningstar Inc. -- Reports, Financial services industry -- Reports, 529 plans (Investments) -- Evaluation, 529 plans (Investments) -- Rankings, 529 plans (Investments) -- Reports, College savings plans -- Evaluation, College savings plans -- Rankings, College savings plans -- Reports, Financial services industry, News, opinion and commentary
Published
2010

45. For mutual funds, '09 doesn't erase '08; Morningstar: 97% still show losses

Author

Mamudi, Sam

Subjects
Morningstar Inc. -- Reports, Financial services industry -- Reports, Mutual fund industry -- Forecasts and trends, Mutual fund managers -- Beliefs, opinions and attitudes, Rate of return -- Analysis, Stock funds -- Investments, Stock funds -- Evaluation, Financial services industry, Return on investment, Company investment, Market trend/market analysis, News, opinion and commentary
Published
2010

47. A financial adviser bucks star power; Morningstar is just a guide, he says

Author

Maxey, Daisy

Subjects
Morningstar Inc. -- Reports, Financial services industry -- Reports, Investment advisers -- Beliefs, opinions and attitudes, Investment companies -- Officials and employees, Mutual funds -- Rankings, Financial services industry, News, opinion and commentary
Published
2009

48. After 2008 pain, some funds revive; worst-hit portfolios' bets pay off

Author

Mamudi, Sam

Subjects
Morningstar Inc. -- Reports, Morningstar Inc. -- Officials and employees, Financial analysts -- Beliefs, opinions and attitudes, Financial services industry -- Reports, Financial services industry -- Officials and employees, Mutual fund industry -- Forecasts and trends, Mutual fund industry -- Investments, Mutual funds -- Evaluation, Mutual funds -- Investments, Rate of return -- Analysis, Financial services industry, Return on investment, Market trend/market analysis, Company investment, News, opinion and commentary
Published
2009

49. ETFs are victims of their own success

Author

Anand, Shefali

Subjects
Morningstar Inc. -- Reports, Economic indicators -- Analysis, Exchange-traded funds -- Forecasts and trends, Exchange-traded funds -- Evaluation, Financial services industry -- Reports, Mutual fund industry -- Forecasts and trends, Mutual fund industry -- Service introduction, Financial services industry, Market trend/market analysis, Company service introduction, News, opinion and commentary
Published
2008

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