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Kathy Panagopouloskathy.panagopoulos@morningstar.com
Morningstar Adds Tools, Resources to Morningstar.com Library Edition

CHICAGO, April 4, 2005 – Library patrons now have access to more tools and investment information from Morningstar.com Library Edition, an interactive database created exclusively for libraries. The Library Edition is based on Morningstar’s Web site for individual investors, Morningstar.com, and offers proprietary stock and mutual fund analysis, screening tools, and portfolio building features for public, corporate, and academic libraries.


“We are always trying to improve the library patron’s experience on our Web site,” said Susan Dziubinski, director of library services for Morningstar. “Whether it’s adding a tool to better explain a mutual fund’s makeup, or a new feature that simplifies the site’s navigation, we are committed to helping libraries ease the research process for their patrons.”


During the past few months, Morningstar added the following features to the Library Edition:

  • Stewardship Grades for stocks. Morningstar developed this grading system to help investors identify and compare companies that consistently align their interests with those of shareholders. Grades range from “A” (best) to “F” (worst), and address issues of transparency, shareholder friendliness, and overall stewardship. Initially, Morningstar analysts assigned grades to 500 stocks and will eventually assign grades to approximately 1,000 more stocks. Stewardship Grades are based on public filings, previous management actions, analyst research and conversations with company officials.
  • Ownership Zones for funds. A graphical tool, Ownership Zones offers patrons a more complete picture of a mutual fund’s holdings. By plotting each stock in a fund’s portfolio, Ownership Zones shows style differences between funds and illustrates how funds that seem similar may actually have very different risk characteristics.
  • Stock and Fund Analyst Reports from the home page. Links to the complete list of stock and fund analyst reports are now accessible from the home page of the site, so librarians and their patrons can more easily identify which securities have Analyst Reports.

Morningstar.comâ Library Edition gives libraries comprehensive, independent investment research that can be made easily available to their patrons. The Library Edition includes optional remote access that provides patrons with 24-hour access to the most up-to-date stock and fund information. Features for librarians include extensive training options, a monthly e-newsletter, and online usage tracking that shows librarians how patrons use the site.


Morningstar.comâ Library Edition is available through the company’s Library Services unit, which offers sales support and customer service to thousands of public, corporate, and academic libraries nationwide. For a free 30-day trial of Morningstar.com Library Edition, visit http://library.morningstar.com/mkt/PR305.html.


About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in the United States and in major international markets. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions.  Morningstar provides data on covers more than 125,000 investment offerings, including stocks, mutual funds, and similar vehicles.  The company has operations in 16 countries.

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