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| What Media Says about Us |
Morningstar.com Media Kit
Last Updated: September 2004 |
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“Retiring
in Cyberspace: Websites can be helpful in planning retirement,
but they're not the last word” Barron’s,
March 22, 2004
Morningstar‘s long-range planning tool, Morningstar Online
(www.morningstar.com) gives you customized advice on your defined-contribution
retirement plan investments. Since the last time we visited,
Morningstar has continued to fine-tune its methodology, making
its asset-mix recommendations more precise. This giant wizard
digs deep for the details of your retirement contributions,
provides three possible scenarios and
your likelihood of meeting them, and recommends
a strategy. It runs your asset mix through a bear-market simulator,
and finally makes specific recommendations for altering your
asset mix to improve your diversification and your chances
of a successful retirement plan.
The site also does what Morningstar does
so well on other personal-finance topics.
It offers news and analysis, tutorials,
Q&As, interactive discussions on retirement-planning
issues, and additional tools and calculators/workshops.
Some content requires a Premium Membership
($12.95 per month after 14-day free trial). |
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“Star Stock
Picker” Money, March 2004
Best known for fund research, Morningstar
has been beefing up its stock coverage. Dorsey‘s crew
provides detailed reports and, of course, star ratings for
about 500 companies. (Full access to Morningstar.com costs
$115 a year.) Stars are based on estimates
of future cash flow and the current discount to fair value.
Morningstar is a tough grader: At press time, only seven companies
rated five stars. Dorsey recently spoke with Ellen McGirt about
the risks and rewards of straying from the herd. |
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“Web Feat:
Cracking our list of online investing stars isn‘t easy;
here are the sites that did” Barron’s,
October 20, 2003
Morningstar has it all for both beginning
and seasoned investors. Articles and astute commentary from
Morningstar analysts take center stage. Educational pages help
new investors get up to speed. Data detail the minutia of individual
funds. And Morningstar‘s tools are exceptional. Besides
standards like an exceptional portfolio tracker, calculators,
screeners and discussion boards, the site offers several more
innovative tools, like an “X-ray” of your portfolio.
For the first time, Morningstar takes first place in this
category. It offers an extremely customizable portfolio tracker
that provides a ton of analytical tools (some of which fall
under the paid-subscriber umbrella). You can import existing
portfolios from desktop Quicken or Money, from Websites hosted
by Microsoft, Intuit, or Yahoo!, and from AOL. Your portfolio
can display any of a few dozen columns, and easily records
buys and sells, splits and dividends. And it offers an impressive
array of analytical tools and views, like an ”X-ray“ view,
which provides several text and graphical analyses of your
portfolio, like its asset allocation, statistics and holdings,
and stock types and sectors. |
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“Reading
the Stars: Founder and chief of fund-rating outfit sees Spitzer
findings spurring industry reform” Barron’s,
October 6, 2003
Since it was founded in Chicago 19 years
ago, Morningstar Inc. has become one of the two most influential
independent arbiters of mutual-fund performance in the U.S. |
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