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Income up, revenue down for Morningstar
Morningstar Inc. yesterday announced first-quarter earnings of $25 million, or $0.51 a diluted share, up from $23.1 million, or $0.47 a share, a year earlier.
IPO market stirs from ’08 slumber
The initial public offering market appears to be awakening from its slumber.
Morningstar unveils study of the best and worst 529 plans
Morningstar Inc. today released its annual list of best and worst Section 529 college savings plans.
Morningstar: Hedge funds score small gains
Hedge funds posted small gains last month following the rally in the equity market, according to a Morningstar report released today.
Morningstar execs’ 2008 compensation totals $6.75M
Top five executives at Morningstar Inc. earned roughly $6.75 million in total compensation last year, according to the Chicago-based firm's annual proxy filing.
Morningstar: Mutual fund expense ratios on the rise
“[The reason is] that mutual fund management fees have set break points that trigger cuts or hikes as assets in the funds rise or fall,” Russel Kinnel, director of mutual fund research at Morningstar, wrote in a report.
Morningstar to roll out data for a host of clients
Morningstar Inc. has launched a tool that enables institutional clients to monitor fund asset flow and market share data.
Morningstar 4Q earnings slip 3.5%
Morningstar Inc. yesterday reported a 3.5% decline in fourth-quarter earnings and the launch of a series of cost-cutting measures.
Morningstar licenses hedge fund database
Morningstar hedge fund database will become the foundation for a research platform that gives qualified investors a closer look at more than 7,500 hedge funds.
Morningstar sued for ‘screen-scraping’
NewRiver Inc., a software provider, filed a lawsuit today in Massachusetts state court alleging that Morningstar Inc. illegally accessed its proprietary software — access it says that the research firm used to engage in unfair competition.
First Pacific managers win Morningstar award
Bob Rodriguez and Thomas H. Atteberry of First Pacific Advisors LLC have won Morningstar Inc.’s “Fixed Income Manager of the Year” award for 2008 performance that far surpassed that of the competition.
<i>Morningstar: Schapiro will champion transparency</i>
President-elect Barack Obama’s selection of Mary Schapiro to head the Securities and Exchange Commission will likely mean increased attention to the mutual fund industry, said one fund industry watcher.
Morningstar hooks up with South African firm
Morningstar Inc. announced today that it will obtain the business operations of InvestData (Pty) Ltd., a proprietary of New York-based Standard & Poor’s Fund Services located in Kwazulu Natal, South Africa.
Morningstar database to provide new analytics
Morningstar is creating a database for U.S. pensions, endowments and foundations, providing the public with insight into private and public institutions.
Tortoise and Hare race for Morningstar
Morningstar Investment Services Inc., a registered investment adviser and wholly owned subsidiary of Morningstar Inc., has added three new strategies to its individually customizable stock portfolios, the firm said today.
Morningstar Inc.
The Chicago-based firm’s third-quarter net income was up 12% to $22.2 million, or 45 cents per share, compared with $19.9 million, or 41 cents per share, in the year-ago period.
Morningstar unveils retirement portfolios
The series, announced by the subsidiary of Chicago-based Morningstar Inc., will comprise three actively managed portfolios designed to generate retirement income over specified time horizons and risk levels.
Morningstar to rate funds of hedge funds
The firm plans to categorize and rate the 3,500 funds of hedge funds in its database.
Morningstar adds categories, asset class
Morningstar Inc. has added two new categories and one broad asset class to its mutual fund classification system.
Compensation growing as governance issue
Executive compensation has become an important issue among investors, said Brian Rogers of T. Rowe Price.
