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Margaret Kirch Cohenmargaret.cohen@morningstar.com
New Investment Options Available from Morningstar Managed Portfolios

CHICAGO, Apr 16, 2003 – Morningstar Investment Services, Inc. is now offering a series of six new portfolios within its Managed Portfolios program. The new series, called Morningstar® Managed PortfoliosSM Focused Strategies, concentrates on investments within a specific area of the capital markets or that employ a particular specialized strategy. They can be used to gain more exposure to a specific market segment, or to help diversify a portfolio that may be overly concentrated in one sector.

The Focused Strategies series consists of four portfolios based on specific investment styles and two portfolios based on differing investment strategies. The style-specific portfolios – Eclectic Value, Multi-Cap Growth, Small and Mid-Cap Equity, and Foreign Equity – provide equity exposure by focusing their selections on funds that adhere to a specific style of investing. The two strategy-specific portfolios are the Concentrated Alpha Portfolio, which is focused on providing globally diversified equity exposure, and the Retirement Income Portfolio, which is designed to provide both equity and fixed- income exposure as a conservative retirement solution. Each of the six portfolios has a specific benchmark representing the objective that it is measured against. All portfolios are continually monitored and actively managed to ensure that they remain in line with their objectives.

"Our Focused Strategies portfolios are designed to give advisors additional investment options and a distinct way to provide further diversification for their clients," said Art Lutschaunig, president and chief investment officer of Morningstar Investment Services. "Advisors can use the Focused Strategies to complement an existing client portfolio to create more exposure in a particular area, to fill a gap in the client's holdings, or as building blocks to develop portfolios crafted around his or her particular needs." 

The Focused Strategies portfolios are the newest addition to the actively managed portfolios run by Morningstar Investment Services. The firm has been managing 10 diversified asset allocation portfolios since late 2001.  

Morningstar Managed Portfolios is a turnkey, fee-based discretionary investment-management program that features several mutual fund portfolios researched, engineered, and monitored by Morningstar Investment Services, as well as back-office operations and support services. A robust Web-based solution provides complete client account management capabilities and marketing and sales support. Client portfolios are continuously monitored, as well as rebalanced and adjusted as necessary, based on market performance and portfolio information. For more information about Morningstar Managed Portfolios, visit http://www.mp.morningstar.com.

About Morningstar, Inc. and Morningstar Investment Services, Inc.
Chicago-based Morningstar, Inc., is a global investment research firm. Morningstar Investment Services is a registered investment advisor and a wholly owned subsidiary of Morningstar, Inc. The financial data and methodology used in Morningstar Managed Portfolios as well as the fund manager selection and asset allocation are proprietary to Morningstar, Inc., and/or Morningstar Investment Services, Inc. Morningstar Managed Portfolios are intended for citizens or legal residents of the United States or its territories. The program can only be offered by registered investment advisors or investment advisor representatives.

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