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Smaller funds have greater flexibility and we’ve found “7 Under the Radar Funds” who make the most of it. Join Russ Kinnel, director of mutual fund research, on July 15 for a webinar on these funds' competitive advantages. 
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How can you tell a great business from a poor one? A great business is one that can fend off competition and earn high returns on capital for many years to come. Such companies have economic moats.

Learn about Morningstar’s approach to #stock investing in: “Why Moats Matter.” 

http://www.amazon.co.uk/Why-Moats-Matter-Morningstar-Investing/dp/1118760239
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Smaller funds have greater flexibility and we've found some great managers who can make the most of it.  Join Russ Kinnel, director of mutual fund research, on July 15 at 3:15 CST for a #webinar  on "7 Under the Radar Funds."

Register here:  http://register.webcastgroup.com/L4/?wid=0579506355
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#investing  
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Morningstar, Inc.

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Johnson distributions can be used to create non-normal models of return distributions. http://www.nxtbook.com/nxtbooks/morningstar/magazine_20140607/#/72 
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Morningstar, Inc.

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Have them in circles
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Morningstar, Inc.

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Powerful Network Effect Makes #Alibaba a Rare Find #IPO
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Banks Branch Out to Digital: 

Online commerce toppled longtime retail giants and created new ones. Now it is banking’s turn.

http://www.nxtbook.com/nxtbooks/morningstar/magazine_20140607/#/108
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John Walthausen launched his namesake firm and first mutual fund just as the housing bust was unfolding. Prescient moves since then are getting him noticed by small-cap investors.

#mutualfunds #invest

http://www.nxtbook.com/nxtbooks/morningstar/magazine_20140607/#/100
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Did you know our Morningstar® for iPad® has been nominated for a #TabbyAward? There's still time to vote for us here: http://tabbyawards.com/finalists2014/ipad-apps/
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Morningstar, Inc.

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Congratulations to David Blanchett, head of retirement research for Morningstar Investment Management, who InvestmentNews honored on its inaugural 40 Under 40 list. 
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Like our Morningstar® for iPad®? We've been named as a #TabbyAwards finalist! There is still time for you to vote for us!
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Have them in circles
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A leading provider of independent investment research
Introduction

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individuals, financial advisors, and institutions. Morningstar provides data on approximately 433,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on nearly 10 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its registered investment advisor subsidiaries and has approximately $166 billion in assets under advisement and management as of June 30, 2013. The company has operations in 27 countries.