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...voting-proxy statement. (Laws in the state where a fund is chartered determine what a vote outcome must be for a merger to take place.) "You may decide you don't want someone else picking your fund for you," says Russ Kinnel, research director at the fund-tracking firm Morningstar. But don't bail out of a fund before considering the following...

Author: /time Magazine | Title: The Great Mutual-Fund Disappearing Act | 11/25/2002 | See Source »

TREASURY INFLATION PROTECTION SECURITIES (TIPS) These can be purchased in the form of Inflation-Protection funds from Vanguard, Fidelity and other large firms or through the government's Treasury Direct program savingsbonds.gov) TIPS pay 3 percentage points above the inflation rate. Eric Jacobson of Morningstar says that though TIPS are a stable long-term investment, their day-to-day prices can be as volatile as those of conventional intermediate bonds or bond funds...

Author: /time Magazine | Title: Safer than Stocks and Bonds | 9/2/2002 | See Source »

...Earth's Best organic baby food--the ketchup king has pushed Hain products into Sam's Clubs and Costcos. Kellogg has had similar success with Worthington Foods, which it acquired for $307 million in 1999. Kellogg eliminated Worthington's money-losing lines and focused on its top brand, Morningstar Farms veggie burgers. The upshot: Morningstar's market share grew from 57% to 61%, with sales up 19%, to $150 million last year. Kellogg is extending the Morningstar brand to other packaged convenience foods, such as frozen meat-substitute "chicken" nuggets...

Author: /time Magazine | Title: Organic Growth | 8/12/2002 | See Source »

...things that others didn’t,” said Don Phillips, managing director of Morningstar Inc., a Chicago firm that tracks the mutual fund industry, to the New York Times. “He produced spectacular results...

Author: By Anat Maytal, CRIMSON STAFF WRITER | Title: Harvard's Sept. 11 Victims | 6/6/2002 | See Source »

...service costs $598 a year but is available free at many libraries. S&P reports on the financial health of some 6,000 companies through a daily service that costs thousands of dollars a year. But for $299 you can subscribe to the weekly S&P Outlook. Morningstar, best known for its fund analysis, also covers stocks. A subscription costs $89 a year ($109 online). Carol Levenson's Gimme Credit, a newsletter based in Chicago, focuses on bonds but offers first-rate analysis that stock investors use too. It costs $18,000 a year. There's also good research available...

Author: /time Magazine | Title: Whom Can You Trust? | 5/20/2002 | See Source »

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