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Morningstar Offers Gifts for All Types of Investors

CHICAGO, Dec 04, 2001 – Did your dad's portfolio take a beating this year? Want to help your sister-in-law become a smarter stock-picker? Investors who visit Morningstar.com to conduct research on stocks and mutual funds can also search for another type of positive return--holiday gifts that help investors build better portfolios. Available through December 31, 2001, shoppers may order three Morningstar print products as gifts for friends or family members. 

"Buying holiday gifts should be like shopping for any investment--easy to find, long-lasting, and with the promise of many positive returns," said Haywood Kelly, editor-in-chief of retail products for Morningstar. "What's more, a Morningstar gift is really about the future--a chance for people to learn how to achieve their goals, such as saving for their children's college, their retirement, or the knowledge that comes with research."

Morningstar's special holiday offerings include:

Morningstar® StockInvestor
Morningstar has distilled the investment techniques of the world's greatest money managers into a 24-page monthly newsletter. Filled with dozens of stock picks, the publication provides two stock portfolios that have outperformed more than 95 percent of U.S. mutual funds since their inception. 

Key features and benefits:

  • Tortoise and Hare Portfolios – Morningstar analysts' favorite 15 conservative and 15 aggressive growth stock selections.   
  • The Four Principles of Profitable Investing – A step-by-step guide on how to use the methods of world's greatest investors to identify undervalued stocks with good long-term prospects.  
  • Red Flag Alerts – stocks investors should be wary of and either avoid or sell.   
  • Bull vs. Bear debates – monthly debates on two controversial stocks.   
  • Under the Radar – highlights an undiscovered small-cap stock each month.   
  • Morningstar RatingTM for stocks – a new proprietary tool that rates stocks from one to five stars. Based on analysts' estimates of a stock's fair value relative to its current market price, it is another easy-to-use tool to help identify undervalued stocks.

A one-year subscription is $89.

Morningstar® FundInvestor
This monthly newsletter presents insightful articles on investment strategy and timely data on a selection of 500 funds, handpicked by Morningstar analysts and editors.

Key features and benefits:

  • New! Morningstar's Great Managers Portfolio and Index Anchored Portfolios – for investors in both taxable and tax-sheltered accounts – that help create a diversified, complementary mix of investments.  
  • Morningstar analysts' favorite funds within each category.   
  • Red Flags – funds to avoid, due to asset bloat, performance problems or questionable portfolio maneuvers.   
  • Hidden Gems – each month we shine the spotlight on an undiscovered fund that's just entering its prime.  
  • Portfolios and Planning – a regular feature penned by Sue Stevens, Morningstar's director of financial planning, that shows you how a pro builds a portfolio with an eye toward asset allocation, risk, and other criteria.  
  • Direct Talk – contributing editor and Morningstar managing director Don Phillips acts as industry watchdog, offering commentary and industry insights every month.

A one-year subscription is available for $89.

Morningstar® Funds 500TM: 2002 Edition
The authoritative way to fine-tune portfolios in the New Year, the 2002 edition of the Morningstar® Funds 500TM narrows the choice of more than 13,000 mutual funds to a collection of 500 top funds. Morningstar's analysts and editors choose funds with noted managers, proven track records, and the potential to grow. Both data and exclusive Morningstar analyses are available on all 500 funds.

The Morningstar® Funds 500TM is a 600-page softbound book and costs $35.00 including shipping. (sales tax may apply.) The book can be ordered now, and will be delivered the last week of February 2002.

For more information, or to order any of these gifts, call Morningstar at 800-735-0700 or visit Morningstar.com (http://www.morningstar.com) and click on the shopping cart icon. Subscribers who are not completely satisfied may return the materials within 30 days for a full refund. 

About Morningstar Inc.
Chicago-based Morningstar, Inc. is a leading provider of independent investment information. Morningstar offers an extensive line of print, software, and Internet-based products and services for individuals, financial advisors, institutions, and the media. The company is the trusted source for investment information, data, and analysis of stocks, mutual funds, exchange-traded funds, closed-end funds, and variable annuity/life subaccounts.

Morningstar.com is listed among the top investing sites by publications such as The Wall Street JournalBarron'sMoneyWorth, and U.S. News & World Report. Morningstar provides investment information for a number of leading Web sites, including Microsoft MoneyCentral, Quicken.com, America Online, Yahoo! Finance, and Netscape Personal Finance.

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