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Kathy Panagopouloskathy.panagopoulos@morningstar.com
Morningstar Stocks 500 and Morningstar Funds 500 Now Available -- Annual Reference Guides Provide Independent Analysis on Popular Stocks and Funds

CHICAGO, Jan 28, 2003 – Morningstar's two annual reference guides, Morningstar Stocks 500™ and Morningstar Funds 500, which provide full-page, independent analysis on 500 of the most popular stocks and funds, are now available at bookstores and libraries everywhere. 

"Now, more than ever, investors are clamoring for independent investment analysis," said Haywood Kelly, director of securities analysis for Morningstar. "Our reference guides are ideal for the 'do-it-yourself' investors who want to compare funds and stocks next to each other to find the best fit for their portfolios. Each report is one page, yet is filled with valuable financial information, including analyst opinions on the performance and strengths and weaknesses of the stock or fund."

The Morningstar Stocks 500 one-page report includes the following proprietary tools: 

  • The Morningstar Take provides comprehensive, independent analysis of a stock, including its strengths and weaknesses.    
  • Morningstar Fair Value estimates and the Morningstar Rating™ for stocks indicate whether a stock is overvalued, undervalued, or fairly priced.     
  • Economic Moat rating explains the competitive advantage of a company.    
  • Morningstar Risk rating summarizes a company's underlying riskiness.     
  • Morningstar Grades evaluate a company's growth, profitability, and financial health. 

Morningstar Stocks 500 includes company and management profiles, major competitors, valuation ratios, five years of financial history, and timely articles on stock investing. 

Each report in the Morningstar Funds 500 includes:

  • The Morningstar Take offers independent analysis on a fund's management, past performance, and future prospects.    
  • Morningstar Rating™ for funds evaluates how well a fund has balanced risk and return compared with its peers.    
  • Historical Style Boxes review a fund's investing style, to see if it has been consistent year over year.    
  • Tax Analysis explains whether a fund is best suited as a tax-deferred or taxable investment.
  • Portfolio Holdings list up to 25 stocks or bonds in each fund.
  • Manager Profile highlights the qualifications of the portfolio manager or team.    
  • Expenses, fees, addresses, and phone numbers provide key information for investors to buy into a fund. 

The Morningstar Funds 500 also includes articles that highlight trends in the mutual fund industry, advice for investing after a bear market, and tips on how to spot great fund managers.

The Morningstar Stocks 500 (ISBN: 0-471-29966-3) and Morningstar Funds 500 (ISBN: 0-471-39971-X) are available by calling Morningstar at 800-735-0700. They can also be found at Amazon.com, and wherever books are sold. Each guide costs $39.95.

About Morningstar, Inc.
Morningstar, Inc., a global investment research firm, offering an extensive line of print, software, and Internet-based products and services for individuals, financial advisors, institutions, and the media. Morningstar is a trusted source of investment information and analysis for stocks, mutual funds, exchange-traded funds, closed-end funds, and variable annuities. Morningstar has operations in the United States, Canada, Japan, Europe, Australia, New Zealand, and Asia. The company tracks nearly 100,000 investment products worldwide.

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