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U.S. Media Contact+1 312 696-6383
Margaret Kirch Cohenmargaret.cohen@morningstar.com
Morningstar Introduces DataLab--New Product Offers Access to Morningstar's Historical Database for Mutual Fund Companies and Other Institutions
CHICAGO, Nov 05, 2001 – Morningstar, Inc., a leading provider of investment information and analytical tools, today introduced the industry's first Internet-based investment research interface specifically designed for asset managers, consultants, and other investment professionals. Morningstar DataLab,SM which is being offered through the company's Data Services group, delivers unprecedented access to Morningstar's historical database--the most comprehensive proprietary database of managed investment products in the industry.

"For years, mutual fund companies and other financial institutions have relied on Morningstar to provide customized fund data to meet their research and marketing needs," said Don Phillips, Morningstar managing director. "Now, for the first time, we are taking our customized data a huge step further by offering fund companies and other institutions unparalleled access to our proprietary database, which can be used for customized research, competitive surveillance, and product development. With DataLab, asset managers will be able to dig deeper into their own performance as well as their competitors' to uncover historical performance trends and make meaningful comparisons."

Morningstar DataLab offers clients the ability to:

  • Analyze thousands of discrete data points not found in any other Morningstar product, as well as trailing total returns (monthly, daily, and annualized), standard deviation, tax efficiency, Morningstar Rating™, Morningstar® Style Box™, sector weightings, fees and expenses, and manager information. 
  • Screen and identify trends using a searchable and exportable historical database of performance, including custom time period calculations, investment style, and portfolio information such as complete holdings, stock statistics, and regional exposure.
  • Create blended benchmarks and user-defined peer groups among mutual funds. Create reports based on rolling performance, peer group portfolio analysis, sectors, portfolio summary, and more.

"DataLab is the first product of its kind in the industry," said Michael Rittmann, who recently joined Morningstar as senior product manager. "While the initial DataLab module offers a fundamental gateway to much of our data, we look forward to working with our clients to create market-driven reports and product enhancements."

Morningstar DataLab is available 24 hours a day via any high-speed Internet connection in the world. Data sets are refreshed daily or monthly as appropriate, and DataLab's global interface will readily accommodate multinational data universes.

Editor's note: If you are interested in seeing a product demonstration, or wish to set up an interview with Michael Rittmann, please contact Margaret Kirch Cohen, Morningstar Corporate Communications, at 312-696-6383.

About Morningstar
Chicago-based Morningstar, Inc. is a leading provider of independent investment information. Morningstar offers an extensive line of software, print, and Internet-based products and services for individuals, financial advisors, institutions, and the media. 

The company is a 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'sSmartMoneyMoneyWorth, and U.S. News & World Report. Morningstar provides investment information for a number of leading Web sites, including Microsoft MoneyCentral, Quicken.com, America Online, and Yahoo! Finance, and Netscape Personal Finance.

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