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Morningstar Updates

June 2nd, 2009 terrymc

In time for summer, Morningstar Investment Research Center has released a new report titled The Morningstar College Savings Guide.  Sections of the report cover Best and Worst 529 College-Savings Plans, Alternatives to 529 College-Savings Plans, Managing Your 529 College-Savings Plan, 529s: Should You Stay In-State or Shop Around, and Are 529 Prepaid Plans All They’re Cracked Up to Be?

Morningstar has also posted the Market Outlook for the 1st Quarter of 2009.  Learn what the industry outlook is as of March 31 according to Morningstar.

In a recent survey, customers indicated they’d like the ability to export data from Morningstar.  Now you can export some information for stocks.   Choose “Financial Statement” tab on the left and then choose 10 Year Income Statement, 10 Year Cash Flows or 10 Year Balance Sheets tab.  Look for the “Export to Excel” link on the bottom right side of those pages.  You can also export price history for the last five years into Excel.  Choose the Dividends & Returns tab on the left, then look for Price/Dividends/Splits and choose Price History.  Click on one of the year links for a full listing of that year’s information and an “Export to Excel” link.  Morningstar plans to add export features to other sections as well.  Do you have something you’d like to be able to export?  Let us know, and we’ll pass it on to Morningstar.

If you want to learn more about Morningstar Investment Research Center, contact your local Madison librarian or sign up for the next Live Web Training hosted by Morningstar on Wednesday, September 30 at 3 p.m. Central Time.  To register, email librarytraining@morningstar.com and mention the name of your library.

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