Refine Search

  •  
  •  
Morningstar deal with Fidelity raises questions about independence

...have long relied on fund tracker Morningstar Inc. for its sound research, some...with researchers separate from Morningstar Inc., which conducts the star ratings...Morningstar Associates, not Morningstar Inc. Boston-based Fidelity called...

http://chronicle.augusta.com/stories/2003/02/24/bus_376633.shtml
Business
Investors should be on lookout for poor-performing managers

...the 454 let go in 1996, according to fund tracker Morningstar Inc. That number is even larger when investors consider...balance without even knowing it." --- On the Net: Morningstar Inc.: www.morningstar.com Certified Financial Planner...

http://chronicle.augusta.com/stories/2003/04/07/fin_475254.shtml
Finance
Mutual funds based on faith gain popularity

...funds is a niche that is growing - in fact, at a faster pace than the mutual fund world as a whole, according to Morningstar Inc. One of the things that can make it a confusing area for investors, however, is the wide diversity of values that...

http://chronicle.augusta.com/stories/2005/11/20/fin_24546.shtml
Finance
Rising rates kept bond managers defensive

...fact that fixed income has been a difficult area in which to shine. But some funds have managed to do just that. Morningstar Inc., which bestows the Oscars of the fund world each January, recently identified a few of the top contenders in the...

http://chronicle.augusta.com/stories/2005/09/15/fin_2794.shtml
Finance
Investors pour money into convertible bond funds

...said Kerry O'Boyle, mutual fund analyst at Morningstar Inc. "It tends to have less volatility than investing...the Net: AMG Data Services: www.amgdata.com Morningstar Inc.: www.morningstar.com Thomson Financial: www...

http://chronicle.augusta.com/stories/2003/08/11/fin_383784.shtml
Finance
Multimanaged funds have advantages

...to having your dollars divvied up among different managers, said Russ Kinnel, the director of funds research at Morningstar Inc. Unlike offerings that are team-managed - meaning they're run by a group of people working under the same roof...

http://chronicle.augusta.com/stories/2006/01/09/fin_41138.shtml
Finance
'Responsible' funds are also profitable

...said at the end of the second quarter that 23 of the 42 funds tracked by the forum had earned top ratings from either Morningstar Inc. of Chicago or Lipper Analytical Services Inc. of Summit, N.J. Schueth said 20 of the funds had earned A or...

http://chronicle.augusta.com/stories/1998/08/12/bus_235753.shtml
Business
Investors lack protection from unethical fund companies

...not buying into fund companies that have questionable ethics, said Don Phillips, managing director of fund tracker Morningstar Inc. "It is hard to know who is (trustworthy), because frankly, what these firms have done is unfathomable," Phillips...

http://chronicle.augusta.com/stories/2003/09/15/fin_387619.shtml
Finance
Going smaller boosted returns

...in a list of last year's top-performing stock funds. The largest returns among nine fund categories tracked by Morningstar Inc. are concentrated in those that specialize in stocks of small companies. "Small" is a relative term -- it generally...

http://chronicle.augusta.com/news/business/2011-01-08/going-smaller-boosted-retu
Business
Going for the gold isn't necessarily best option for small investors

...performers in 2002 were invested in gold or precious metals, according to the Chicago-based investment research firm Morningstar Inc. Still, investing in any commodity - and gold is a commodity just like coffee beans or crude oil - carries risks...

http://chronicle.augusta.com/stories/2003/02/10/bus_375193.shtml
Business