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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
Of Mutual Interest: Nearly everything was a winner for 1Q mutual funds

...what investors enjoyed earlier in this bull market. But they were widespread. Of the 95 different fund categories that Morningstar tracks, 84 logged gains on average. Those with losses were often in niche areas, such as Latin American stock funds or...

http://chronicle.augusta.com/news/business/2015-04-03/mutual-interest-nearly-eve
Brokers' conflicts can cost investors

...stock index funds in the past year while pulling $125 billion from higher-fee actively managed funds, according to Morningstar, a research firm. They are also shifting more to so-called fee-only advisers who get a fixed cut of the money they...

http://chronicle.augusta.com/news/business/2015-04-03/brokers-conflicts-can-cost
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