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Martha Conlon Mossmartha.moss@morningstar.com
Morningstar Advisor Workstation Now Offers ETF Data and Analysis

CHICAGO, Jun 05, 2002 – Morningstar, Inc., a global investment research firm, today announced that Morningstar® Advisor WorkstationSM, a set of online investment planning tools for investment professionals, now offers data and analysis on exchange-traded funds (ETFs). 

"Exchange-traded funds have become an important tool for advisors as they strive to reduce their clients' taxes and fees," said Geoff Balzano, product manager for Morningstar Advisor Workstation. "Now advisors can search Morningstar's database to find the right ETF for a client and use Workstation's powerful portfolio capabilities to analyze how that new investment will affect other holdings." 

Morningstar Advisor Workstation is a comprehensive set of online tools for investment planning professionals. It combines daily updates of stock, mutual fund, variable annuity/life, and ETF data, daily alerts, portfolio analysis, asset allocation, goal planning tools, hypothetical illustrations, client management, and report processing capabilities -- all in one Web application. 

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® investment management software, Morningstar Mutual Funds SM, the annual Morningstar Investment Conference, and the Morningstar Professional Education Series.

With nearly 80,000 registered users, Morningstar Advisor.com offers Morningstar Reports on more than 40,000 stocks, mutual funds, exchange-traded funds, closed-end funds and variable annuity subaccounts. The site's Due Diligence Center provides answers from fund managers to most frequently asked questions, plus research reports, economic updates, and other educational materials. 

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