Morningstar Ready for Changes to Controversial Star-Rating System
- Investment watch. Karchmer, Jennifer // Bond Buyer;07/15/99, Vol. 329 Issue 30683, p7
Announces that Morningstar Inc. analysts will provide investors with their favorite mutual fund picks beginning with the July 1999 issue of the company's newsletter. INSET: Bonds in demand.
- Making foreign stocks less exotic. Wollenberg, Yvonne Chilik // Medical Economics;11/21/2003, Vol. 80 Issue 22, p11
Reports on Morningstar's division of mutual funds that invest in foreign companies.
- Many funds get reclassified under Morningstar's rejigged... // Christian Science Monitor;1/10/97, Vol. 89 Issue 32, pB7
Reports on Morningstar's introduction of a different, more informative system for classifying mutual funds. When the system was introduced; Reclassification of a `growth' fund as a `medium blend' fund.
- Investing in underdogs could pay off. Wollenburg, Yvonne Chilik // Medical Economics;3/7/2003, Vol. 80 Issue 5, p15
Reports on the benefits of buying shares in mutual funds according to the mutual fund rating company, Morningstar Inc. Strategy offered by the company.
- Data base lets bank select fund mix to suit customers. Piskora, Beth // American Banker;10/5/1994, Vol. 159 Issue 192, p14
Evaluates Morningstar Inc.'s analytical mutual fund software on CD-ROM. Creation of a portfolio of no-load mutual funds; Competition of users against brokerage firms and large regional banks; Need for a detailed risk assessment survey.
- The Value Advantage. Korn, Donald Jay // Financial Planning;Jun2002, Vol. 32 Issue 6, p51
Presents the results of a report by Morningstar on the performance of value funds. Comparison between value funds and growth funds; Performance of financial-services mutual funds; Impact of an increase in interest rates on financial stocks.
- Starry Eyed. Israelsen, Craig L. // Financial Planning;Jun2002, Vol. 32 Issue 6, p57
Examines the star-rating system devised by Morningstar for grading mutual funds. Characteristics of funds that garnered a five-star rating; Ways in which a five-star fund is superior to other funds; Aim of the rating system.
- Fund File. Regnier, Pat; Washington, Laura; Rose, Sarah // Money;Jan1999, Vol. 28 Issue 1, p59
Presents brief articles regarding mutual funds as of January 1, 1999. The worst performing mutual funds, including Putnam High Yield and Putnam Income; Top rating given Transamerica Premier Small Company Investor Shares; Yacktman Fund manager Don Yacktman's ousting of four members of the board...
- Morningstar lists funds that `don't get no respect.' Star, Marlene Givant // Pensions & Investments;4/29/1996, Vol. 24 Issue 9, p8
Focuses on mutual funds which were listed by Morningstar Incorporated, as forgotten funds for 1996. Names of funds; Value of the funds' assets; What the funds need; Names of some forgotten funds which were successful; Name of the fund which performed well with reasonable costs.