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Of Mutual Interest: Taxes matter in fund investing, even when there's no bill

...efficiency. A fund's web page will often show its history of capital-gains distributions and how big they were. Sites like Morningstar also show a fund's returns before- and after-tax returns, demonstrating their efficiency."It's typically not the...

http://chronicle.augusta.com/news/business/2015-05-23/taxes-matter-fund-investin
Morningstar deal with Fidelity raises questions about independence

...investors have long relied on fund tracker Morningstar Inc. for its sound research, some...Investments is paying Chicago-based Morningstar an undisclosed sum to compile a quarterly...first paid deal the 19-year-old Morningstar - widely known for its independent star...

http://chronicle.augusta.com/stories/2003/02/24/bus_376633.shtml
Business
Morningstar to unveil indexes in 2002

...Coming soon to a portfolio near you: Morningstar-branded equity indexes, mutual funds...company size and investment style. Morningstar-branded mutual funds and exchange-traded...follow, although not directly from Morningstar. For a fee, the firm will license...

http://chronicle.augusta.com/stories/2001/12/26/bus_328964.shtml
Business
Morningstar winners posted negative returns in 2002

...for guidance in a shaky stock market, Morningstar Inc. is making recommendations that...Income Fund. It was the first time in Morningstar's 16-year history of issuing the...investing paid off," said Russ Kinnel, Morningstar's director of fund analysis. Given...

http://chronicle.augusta.com/stories/2003/01/13/bus_364024.shtml
Business
Morningstar debuts fund governance ratings

NEW YORK - Morningstar Inc. has debuted a system for ranking mutual...Small-Cap Value Fund. To come up with the grades, Morningstar drew on data from public filings, a proprietary Morningstar survey and other research by fund analysts...

http://chronicle.augusta.com/stories/2004/08/26/fin_426443.shtml
Finance
Morningstar retooling star system

NEW YORK -- Morningstar Inc., known for its five-star...alone now number 14,000. The new Morningstar Rating system, which goes into effect...address concerns of critics who said Morningstar's old approach favored the investment...

http://chronicle.augusta.com/stories/2002/05/05/bus_342440.shtml
Business
Avery Gayle Morningstar

Ryan and Keri Morningstar of Evans announce the birth of a daughter, Avery Gayle Morningstar, Tuesday, Feb. 11, 2003, at St. Joseph Hospital. Grandparents are Mr. and Mrs. Robert A. Boyd of Evans and Mr. and Mrs. William Morningstar of Martinez.

http://chronicle.augusta.com/stories/2003/02/27/bir_377027.shtml
Births
Sadie Joy Morningstar

AUGUSTA - Keri Boyd Morningstar and Ryan William Morningstar of Grovetown are pleased to announce the birth of their daughter, Sadie Joy Morningstar born October 5, 2008 at University Hospital in Augusta.

http://chronicle.augusta.com/stories/2008/10/26/bir_480967.shtml
Births
Regaining strength: Emerging-market funds cruising again

...emerging-market mutual funds and exchange-traded funds in March, making it the fifth-most popular category of the 110 that Morningstar tracks. Even with their recent gains, many managers say emerging-market stocks are cheaper than their U.S. counterparts...

http://chronicle.augusta.com/news/business/2015-05-15/regaining-strength-emergin
Only some mutual fund managers invest in their own

...has invested in the fund, according to data provided by Morningstar. The Securities and Exchange Commission has required mutual-fund...says Russel Kinnel, director of mutual fund research at Morningstar."It tells you if the manager really believes in the concept...

http://chronicle.augusta.com/news/business/2013-09-22/only-some-mutual-fund-mana