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Martha Conlon Mossmartha.moss@morningstar.com
DST's Vision® Now Offers Links to MorningstarAdvisor.com's Due Diligence Center and Morningstar Reports

CHICAGO, May 16, 2002 – Morningstar, Inc., a global investment research firm, today announced that DST's Vision®, a leading portal for financial advisors, will now offer Vision users access to investment information and resources from MorningstarAdvisor.com. Vision (www.dstvision.com) is a service of DST Systems, Inc., an information processing and computer software services provider for the financial services industry. 

Vision now offers access to MorningstarAdvisor.com's Due Diligence Center, which features a database of fund company information for advisors, and Morningstar® Reports, which provide one-page overviews on more than 40,000 investments. 

"Offering advisors convenient access to independent research and fund information from Morningstar, a respected industry source, is a valuable complement to Vision's core account management capabilities," said Ken Keiser, DST senior product consultant. "As advisors review client holdings in Vision, with a single click, they may now access corresponding fund research reports from Morningstar." 

Morningstar's Due Diligence Center helps advisors streamline the process of comparing mutual fund families and their investment products by establishing an industry-standard format and a database of Due Diligence Questionnaires (DDQs) on individual investments from a growing list of institutions. The DDQs contain responses to advisors' commonly asked questions regarding mutual fund families and the various investment options they offer. 

Vision users will also have access to Morningstar Reports on more than 40,000 mutual funds, stocks, exchange-traded funds, closed-end funds, and variable annuity/life subaccounts. These online reports offer Morningstar ratings, expense ratios, data definitions, asset-allocation percentages, Morningstar Style Boxes, management information, net assets, and a number of other helpful datapoints.

"We're delighted to be working with DST Systems, an industry leader in mutual fund transaction processing," said Chris Boruff, president of Morningstar's advisor business. "Both DST Systems and Morningstar are dedicated to providing financial advisors with innovative technology that brings together client account detail with independent security research to help financial professionals serve their clients better."

Introduced in 1998, Vision is the only portal that offers financial intermediaries, such as broker/dealers and financial advisors, access to comprehensive customer account information from several of the top variable annuities and more than 260 fund families in real time with a single sign-on. Information such as shareowner positions, account options, transaction histories, fund pricing and yields, and hypothetical CDSC redemption charge calculations are some of the features available through Vision. In addition, Vision offers online statement viewing and printing, transaction processing, account maintenance, new account establishment, and more 

About DST Systems, Inc
DST Systems, Inc. provides sophisticated information processing and computer software services and products that help clients improve productivity, increase efficiencies, and provide higher levels of customer service. DST is organized domestically and internationally into three operating segments: Financial Services, Customer Management, and Output Solutions. DST operates one of the most advanced data centers in the world, which provides information-processing services to support the products within each operating segment. These products are further enhanced through the integration of DST's advanced technology and e-commerce solutions

About Morningstar, Inc. 
Chicago-based Morningstar, Inc. is a global investment research firm. Morningstar supplies a variety of products and services to professional investment advisors, including Morningstar-Advisor WorkstationSM, Morningstar® Principia® Pro investment management software, Morningstar Mutual Funds™, the annual Morningstar Investment Conference, and the Morningstar Professional Education Series

Morningstar's Web site for advisors, MorningstarAdvisor.comSM(http://www.advisor.morningstar.com), currently has nearly 80,000 registered users. MorningstarAdvisor.com offers Morningstar Reports on more than 40,000 stocks, mutual funds, exchange-traded funds, and variable/annuity subaccounts. 

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