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Kathy Panagopouloskathy.panagopoulos@morningstar.com
Morningstar.com Introduces Portfolio Alerts to Premium Subscribers --

<P>CHICAGO,&nbsp;Oct 09,&nbsp;2001 &#150; Morningstar, a leading provider of investment information and analytical tools, today introduced a unique e-mail feature, Portfolio Alerts, to help investors better monitor and analyze their stock and mutual fund portfolios. Available to Morningstar.com Premium subscribers, this new e-mail program sends members immediate messages when changes, such as an increase in mutual fund expenses, affect their portfolios.&nbsp;</P>
<P>Based on Morningstar Portfolio X-Rays&#174;, which analyze portfolios in several areas, Portfolio Alerts monitors members&#039; investments for changes to criteria set by the members. If the portfolios stray outside these subscriber-determined limits, Portfolio Alerts sends an e-mail that describes the changes, allowing members to make necessary adjustments. The e-mail tool monitors four factors for each portfolio:&nbsp;</P>
<UL>
<LI>Asset allocation &#150; a portfolio&#039;s concentration in cash, U.S. stocks, foreign stocks, or bonds&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</LI>
<LI>Morningstar&#174; Style Box&#153;&nbsp;&#150; a graphic that highlights a portfolio&#039;s investment methodology and market capitalization in four areas &#150; large-cap value, large-cap growth, mid/small-cap value, and mid/small-cap growth&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</LI>
<LI>Mutual fund expense ratios &#150; costs incurred each year for funds&#039; expenses, including 12b-1 fees, management fees, administrative fees, and operating expenditures&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</LI>
<LI>Stock sectors &#150; a portfolio&#039;s concentration in different industries&nbsp;</LI></UL>
<P>"This is an exceptional tool that will help our members stay abreast of changes in their portfolios," said Haywood Kelly, editor of Morningstar.com. "For example, someone may ask to be notified if his or her portfolio&#039;s technology stake increases as a result of market appreciation or a new purchase by a fund manager. Once the portfolio reaches a certain level, we will immediately send an e-mail alert to the investor."&nbsp;</P>
<P>"Portfolios are like jigsaw puzzles," Kelly added. "They are made of several interlocking pieces, and if one part is missing, it affects the entire structure. Our Portfolio Alerts notify investors of changes that may result in missing pieces, so they can fix their portfolios quickly."</P>
<P><B>Portfolio Tips E-Newsletter</B><BR>Morningstar.com will also launch a monthly e-newsletter to help its members build well-diversified portfolios. The Portfolio Tips newsletter is available for free and Premium members &#150; with ideas on how to use Morningstar.com tools to create, maintain and analyze portfolios.&nbsp;</P>
<P><B>Morningstar.com Premium Membership</B><BR>The Morningstar.com Premium membership is available for $99 a year or $11.95 a month. Members have access to the new Morningstar Rating<SUP>&#153;</SUP>&nbsp;for stocks, which is available on nearly 500 stocks, Fund Family Reports, and Morningstar Analyst Reports on 1,000 stocks and 2,000 mutual funds. Tools such as Premium Stock and Fund Selectors, Portfolio X-Rays&#174;, which allow investors to see their entire portfolio at the individual security level, and Morningstar&#174; ClearFuture<SUP>SM</SUP>, an online advisory 401(k) retirement advice program, help investors create and maintain better performing portfolios.</P>
<P><B>About Morningstar, Inc.</B><BR>Chicago-based Morningstar, Inc. is a leading provider of independent investment information. Morningstar offers an extensive line of print, software, and Internet-based products and services for individuals, financial advisors, institutions, and the media. The company is the trusted source for investment information, data, and analysis of stocks, mutual funds, exchange-traded funds, closed-end funds, and variable annuity/life subaccounts.</P>
<P>Morningstar.com is listed among the top investing sites by publications such as&nbsp;<I>The Wall Street Journal</I>,&nbsp;<I>Barron&#039;s</I>, <I>SmartMoney</I>, <I>Money</I>, <I>Worth</I>, and <I>U.S. News &amp; World Report</I>. Morningstar provides investment information for a number of leading Web sites, including Microsoft MoneyCentral, Quicken.com, America Online, Yahoo! Finance, and Netscape Personal Finance.</P>
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