* Because 529 plans invest in mutual funds, it is possible to use the long-term performance evaluations of these funds from a rating service such as Morningstar
or Lipper in order to calculate weighted-average ratings for a state's 529 portfolio options.
is best known for rating mutual funds, and, these days, Ibbotson is probably best known for giving individual investors advice about allocating assets.
, Inc., Chicago, 312/696-6000; http://www.morningstar.com.
(Related: How Advisors Really Use Morningstar
In addition to the EcoPulse, Morningstar
will also be launching Maximum Power Point Tracking (MPPT) controllers within the Essential Series in the near future.
's two other advisor software platforms, Morningstar
Office and Principia, will also be accessible to advisors covered under the agreement.
Profile Report will include a lengthy company profile, comprehensive data about the company and its industry, and industry context written by a Morningstar
"One of our growth strategies is to create a premier global investment database, and our acquisition of the Global Reports business advances our goal of having the most comprehensive information for public companies," said Liz Kirscher, president of data services for Morningstar
. "We currently provide data for 24,000 stocks worldwide.
Some--like Boca Burgers Roasted Onion, Morningstar
Farms Tomato & Basil Pizza, and Gardenburger Black Bean Chipotle--were delightful at just 250 mg to 300 mg of sodium.
Many (would-be) content vendors haven't solved this problem, but Morningstar
, a leading investment advisory publisher, is not among them.
Still, how can you choose among the 1,845 municipal bond funds tracked by Chicago-based Morningstar