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Last Updated: October 2007

Morningstar.com Media Kit About Morningstar.com 1

About Morningstar.comMorningstar.com offers individual investors an independent source for stock and mutual fundresearch, in depth analysis and reports, powerful portfolio tools, financial commentary,exclusive data, and advanced analytical tools. Morningstar.com is the one resource that real-ly helps investors make well informed financial decisions. Investors and the mediaacknowledge Morningstar.com as comprehensive, trustworthy, and easy to use. We havebeen recognized by Forbes and Barron’s magazines as a top Web site for individual investors.

Morningstar.com’s content includes investment data, research and independent analysis,the well-known mutual fund and stock ratings, and style boxes. New investors getstarted with educational articles while seasoned investors appreciate the depth of data, on-line portfolio tracking, and proprietary analytical tools. A full-time team of investmentand Web experts pack the site with a growing collection of daily editorials, real-time news,feature stories, and independent data that keeps investors on top of their stock andmutual fund investments.

Stock, Fund & Market News Analytical Tools Features Data

3 Morningstar News

3 Dow Jones Business News

3 Reuters News

3 Business Wire and PR

3 Newswire press releases

3 Portfolio X-Ray®

3 Portfolio Manager

3 20,500 mutual fund reports

3 14,000 stock reports

3 Stock and Fund Screeners™

3 Investment planning

calculators

3 Morningstar categories and

style boxes

3 Morningstar stock and

mutual fund star ratings

3 Stock and fund feature stories

3 Guest columns by investment

professionals

3 Fund manager interviews

3 Stock and mutual fund

shortlists

3 Industry updates

3 Fund Family Reports

3 Stock and fund quotes

3 Growth trends

3 Performance and risk

statistics

3 Stock valuations

3 Historical returns

3 Top 10 portfolio holdings

3 Sector weightings

3 Asset allocation

3 SEC EDGAR filings


Morningstar.com Media Kit Audience | Registered Member 2

Audience | Registered MembersOur registered member base includes all levels of investors from beginners to experiencedinvestors who rely on Morningstar.com’s independent analysis and innovative tools tohelp them make informed investment decisions. Our demographics indicate a prime audiencefor advertisers wishing to target high net worth individuals, C-level executives,and financial professionals.

Registered Member Behavior and Demographics

Source: Morningstar.comAnnual Membership Survey,December 2006

Age (average: 46 years)

Under 25

25–346%

21%

22%

12%

19%

21%

35–44

45–54

55–64

65+

Annual Household Income (average: $110,000)

Under $35k

$35k–50k11%

7%

28%

17%

23%

25%

$50k–75k

$75k–100k

$100k–150k

$150+

SomePost-gradWork

12%

HomeOwnership 79%Gender

Ratio 74%male

GraduatedCollege 89%

26%female

GraduateDegree 45%

Avg. PagesViewedPer Visit

11

RegisteredMembers 5

million

Avg. MinutesPer Session 8.4

Size of Investment Portfolio (average: $495,000)

Under $50k

$50k–100k26%

12%

21%

13%

15%

16%

$100k–250k

$250k–500k

$500k–1MM

$1MM+

Investment Transaction (last 12 months)

1–2

0

3–5

9%

17%

23%

8%

8%

17%

19%

6–10

11–20

21–50

51+


Morningstar.com Media Kit Audience | Paid Subscriber 3

Audience | Paid SubscribersAs paid subscribers, Morningstar.com‘s Premium Members have proved their willingnessto invest in quality products and services. They maintain higher incomes and more ininvestable assets than the registered member base.

Paid Subscriber Behavior and Demographics



Under 35

35–44

45–54

54–64

65+

10%

18%

24%

20%

28%


Under $35k

$35k–50k4% 4%

12%

36%

29%

15%

$50k–75k

$75k–100k

$100k–150k

$150k+


Under $50k

$50k–100k6%

5%

36%

19%

$100k–250k

$250k–500k

$500–1MM

$1MM+

15%

20%

Visiting Frequency

More than 1/day

1/day

32%

26%

3%6%

2–3/week

1/week

2–3/month

1/mo. or less 24%

8%

Avg. Spent onFinancial Info $439Gender

Ratio 84%male

Avg. PagesViewedPer Visit

22

16%female

Avg. MinutesPer Session 47

PaidMembers 164,000

Usage of General Site Areas

Portfolio

78%

Stocks

82%

Funds

91%

ETFs

33%

Markets

55%

Personal Finance

51%

Discuss

17%

Tools

77%


Morningstar.com Media Kit Audience | Financial Professionals 4

Audience | Financial ProfessionalsAs a leader in financial information, Morningstar.com attracts an audience of qualifiedinvestment professionals who actively conduct research on our site to make informeddecisions for personal and client investments.

Financial Professionals Behavior and Demographics


Self-Employed 41%

Full-TimeEmployee 96%Graduated

College 93% C-LevelExecutive 25%

$613per year

GraduateDegree 52%

GenderRatio 82%

male

18%female

Avg. OnlineSpending


Under 25

25–34 17%

24%

4%

16%

39%

35–44

45–54

55–64

65+


1% 5%7%

40%

21%

21%

25%

$35k–50k

Under 35

$50k–75k

$75k–100k

$100k–150k

$150+


Under $50k

$50k–100k10%

24%

7%26%$100k–250k

$250k–500k

$500k–1MM

$1MM+

15%

18%

Investment Transaction (last 12 months)

0

1–2 7%

20%

21%4%

7%

3–5

6–10

11–20

21–50

51+

21%20%


Morningstar.com Media Kit Audience | Financial Professionals 5

Accountant 1%

Chairman 9%

Consultant 7%

Financial Advisor/Planner 27%

Financial/Investment Management 18%

Financial Officer 2%

General Manager 2%

Owner Partner 12%

Stock Broker 4%

Vice President 7%

Other 11%

Financial Professionals | Nielsen Netratings @ Plan - Fall 2007


Profile Point Morningstar.com Online Index

Job Department - Accounting/Finance 171

Job Industry - Finance/Banking 392

Frequently Provides Financial Advice 595

Current Market Value of Portfolio: $500,000-$999,999 302

Current Market Value of Portfolio: $1,000,000+ 338

Purchased Online B2B Financial Services (last 6 months) 433

Online Paid Subscription to General/Business/Financial News 690

Shopped Online for Money Market Funds (last 30 days) 665

Shopped Online for Mutual Funds - Bond (last 30 days) 848

Shopped Online for Mutual Funds - Stock (last 30 days) 822

Shopped Online for Stocks (last 30 days) 568

Any Online Investment Shopping (last 30 days) 563

Online Business & Finance E-mail Newsletter Readership (last 30 days) 446

Online Monitoring of Investments/Stocks (last 30 days) 397

Online Business/Finance News Readership (last 30 days) 313

Any Business & Finance Magazine Readership (last 30 days) 387

Occupation


Morningstar.com Media Kit Audience | Business Owners 6

Audience | Business OwnersMorningstar.com offers business owners financial information and research tools that allowthem to make informed decisions about their businesses.


Business Owners | Nielsen Netratings @ Plan - Fall 2007


Job Level - C-Level Exec/Owner - Corporate (job level - bus) 224

Job Level - C-Level Exec/Owner - 10+ Years in Organization 200

Purchased Business/Office Equipment Online (last 6 months) 165

Shopped Online B2B - ASPs/Internet Access/Site Hosting (last 6 months) 292

Shopped Online B2B - Business Consulting Services (last 6 months) 256

Shopped Online B2B - Cars/Vans/Trucks (last 6 months) 160

Shopped Online B2B - Travel Services (last 6 months) 282

Shopped Online for Small Business Loans (last 6 months) 264


Avg.PortfolioSize

$880,000 Avg. AmountSpent onFinancial Info

$466GenderRatio 84%

male

Avg.HouseholdIncome/Yr.

$183,000 16%female

Avg. Age 51years

53%GraduateDegree


Morningstar.com Media Kit Audience | C-Level 7

Audience | C-LevelSource: Morningstar.comAnnual Membership Survey,December 2006

With a wide range of financial products and services, Morningstar.com gives C-levelexecutives the opportunity to find the information that they need all in one place.

Avg.PortfolioSize

$879,000 Avg. AmountSpent onFinancial Info

$481GenderRatio 85%

male

Avg.HouseholdIncome/Yr.

$188,000 15%female

Avg. Age 50years

55%

C-level Executives | Nielsen Netratings @ Plan - Fall 2007


Job Level - C-Level Exec/Owner - Corporate 224

Job Level - C-Level Exec/Owner - 10+ Years in Organization 200

Job Level - Sr. Management - Corporate 192

Purchased Online B2B Travel Services (last 6 months) 282

Planned Business Trip Online (last 30 days) 173

Used Online Audio/Radio Business News (last 30 days) 353

Used Online Video Business News (last 30 days) 327


3-4 Round Trip Air Flights for Business (last 30 days) 206

5+ Overnight Hotel/Motel Stays for Business (last 30 days) 128

3-4 Car Rentals for Business (last 30 days) 297

GraduateDegree


Morningstar.com Media Kit Audience | Affluent Customers 8

Audience | Affluent ConsumersMorningstar.com offers financial tools and articles that aid affluent consumers in trackingtheir investments and making informed decisions.

Affluent Customers & Investors | Nielsen Netratings @ Plan - Fall 2007


Current Market Value of Portfolio: $500,000–$999,999 302

Current Market Value of Portfolio: $1,000,000+ 338

Securities Currently Owned - Money Market Funds (last 12 months) 249

Securities Currently Owned - Mutual Fund - Corporate Bond (last 12 months) 314

Securities Currently Owned - Mutual Fund - Foreign Stock Managed (last 12 months) 511

Securities Currently Owned - Mutual Fund - Stock Index (last 12 months) 461

Securities Currently Owned - Mutual Fund - Stock Managed (last 12 months) 424

Securities Currently Owned - Self Directed IRA (last 12 months) 281

Shopped Online for Money Market Funds (last 30 days) 665

Shopped Online for Mutual Funds - Bond (last 30 days) 848

Shopped Online for Mutual Funds - Stock (last 30 days) 822

Shopped Online for Stocks (last 30 days) 568

Any Online Investment Shopping (last 30 days) 563

Online Paid Subscription to General/Business/Financial News 690

Event Ticket Purchases - Basketball NBA game (last 6 months) 166

Event Ticket Purchases - Museum (last 6 months) 147

Purchased Books on Tape Online (last 30 days) 84


Magazine Readership - Arthur Frommer's Budget Travel (last 30 days) 286

Magazine Readership - Cigar Aficionado (last 30 days) 140

Magazine Readership - Golf Digest (last 30 days) 208

Magazine Readership - Golf Magazine (last 30 days) 205

Magazine Readership - Wine Spectator (last 30 days) 222

Vacation Packages - Light Online Spending (last 6 months) 116

International Vacation - Australia/New Zealand (last 2 years) 365

International Vacation - Netherlands/Belgium (last 2 years) 255

International Vacation - Spain/Portugal (last 2 years) 258


Morningstar.com Media Kit Audience | Baby Boomers/Retirees 9

Audience | Baby Boomers/RetireesMorningstar.com provides retirement planning advice that informs baby boomers/retireesof how best to approach their financial needs.

Baby Boomers & Retirees | Nielsen Netratings @ Plan - Fall 2007


Retiring (last/next 12 months) 233

Securities Currently Owned - Self Directed IRA (owned, last 12 months) 81

Purchased Prescription Drugs/Remedies Online (last 30 days) 134

Purchased Health Insurance Online (last 30 days) 216

Made Last Mortgage Payment (last 12 months) 55

Personal Interests - Bridge 252

Personal Interests - Golf 166

Personal Interests - Sailing 264


Morningstar.com Media Kit Audience | Technology Decision Makers 10

Audience | Technology Decision MakersMorningstar.com attracts technology decision makers who value Morningstar's wealthof statistics and research to help them make more informed professional and personalfinance decisions.

Technology Decision Makers | Nielsen Netratings @ Plan - Fall 2007


Web/Internet Computer Software Purchased Online (last 30 days) 251

Video Conferencing Computer Hardware Purchased for Work (last 12 months) 102

WiFi Equipment Computer Hardware Purchased for Work (last 12 months) 131

Database Software Purchased for Work (last 12 months) 130

Developer Tools Computer Software Purchased for Work (last 12 months) 125

Used Online Audio/Radio Technology News (last 30 days) 213

Used Online Video Technology News (online video - last 30 days) 175

Internet & Technology E-mail Newsletters Readership (last 30 days) 285


Morningstar.com Media Kit Targeting 11

TargetingMorningstar.com provides flexible, cutting-edge targeting solutions that reach the rightcustomer at the optimal time.

Targeting Opportunities

Attitudinal Targeting

Our audience is segmented by attitude towards invest-ing—those who feel confident in making their owninvestment decisions, and those who prefer to consult a financial professional. Cater your message to eitherseasoned investors or investors seeking guidance.

Behavioral Targeting

Behavioral targeting enables marketers to reach themost relevant audiences possible for any givencampaign by segmenting users based on their interestsor qualifying them through their behaviors. Behavioraltargeting capabilities include: users’ usage patterns,demographic data, and search behaviors. This methodeliminates waste and maximizes efficiency.

Ticker Targeting

This method targets ads to specific ticker symbols.Ticker targeting is best used to reach investorsthat study particular stock quotes or conduct researchon particular companies.

Dayparting

Daypart targeting provides the ability to serve advertise-ments during specified hours of the day.

SIC Industry Sector Targeting

This targeting method serves individuals based on theStandard Industry Classification Index (SIC), whichprovides the ability to target individuals who have themost relevance and impact on your company.

DMA Targeting

Designated market area targeting provides the abilityto serve individuals in terms of specific U.S. geographicregions based on major television viewing regions.There are 210 Nielson DMAs that provide online target-ing capabilities.

Geo-Targeting

Geo-targeting is a geographically based method thathas the potential to target by zip code, country, andtime zones. Serving ads through this method is benefi-cial to businesses that aim to serve specificniche markets.

Topic Targeting

Topic targeting serves ads to individuals based on thespecific topics that they research or visit on thesite. This method targets consumers based on topicsthat pertain to your product, such as retirement, ETFs,commodities, energy, and many more.

Financial Professional Targeting

This method of targeting serves advertisements toindividuals who have identified themselves as financialprofessionals.

Domain Targeting

This method allows individuals that visit the site fromtheir particular company, agency, or organizationto be targeted based on their Internet protocol address.Domain targeting allows you to target very specificaudiences, while also addressing them withunique messages.

Morningstar.com Membership Status Targeting

This method targets individuals based on theirMorningstar.com membership status. Targetingis available to free registered, paid subscribers,and unregistered Morningstar.com users.


Morningstar.com Media Kit Advertising Opportunities | Content Channels 12

Advertising Opportunities | Content ChannelsMorningstar.com arranges its editorial content into channels that are designed to organizefinancial content and research.

Content Channels

HomeEntrance to Morningstar.com’sfinancial research and content

More than 2 million visitors and members come to Morningstar each day because they“enjoy learning about investment opportunities” and “are constantly watching overtheir investments.” Morningstar’s philosophy of designing its tools, content, and analy-sis to help investors make better investing decisions has built a loyal following.The home page is the entry point to all our data, content, star ratings and research.With more than 25% of site traffic, it is the second busiest part of Morningstar.com,day-in, day-out!

Nearly 30% of Morningstar’s daily traffic comes to our Portfolio Manager. Our mem-bers use this top-rated tool to track, analyze, and optimize their portfolios withfeatures such as our X-Ray that are not found anywhere else on the Web. Targetingthis channel, you will reach engaged, active investors who are looking for ideasto improve their portfolios!

Nearly 70% of Morningstar’s members own stocks, and our stocks channel rivals ourfunds channel for third highest traffic levels on Morningstar’s Web site. Peoplecome to Morningstar’s stocks channel for statistics on more than 8,000 stocks, researchon more than 1,800 stocks, and Morningstar’s proprietary analysis and data.

Options investors are a niche that is growing. Trading volume grew 35% last year!Additionally, Morningstar’s research shows this group to be very affluent: investorstrading options in their portfolio have twice the income and twice the asset level of investors that don’t trade options. Morningstar’s unique, fundamental-basedapproach to options draws sophisticated investors, day traders, and stock investorswho actively follow the market. Reach this audience by advertising in Morningstar’sOptions Center.

From our famous star ratings to style boxes and industry insight, when people thinkof mutual funds, they think of Morningstar. Target this channel and you willreach people who come to Morningstar.com to view live quotes, search through ideasfor mutual funds, get the latest news from the fund world, and read Morningstar.com’slatest analyst research reports—the most comprehensive set of fund analystresearch on the Web.

Exchange-traded funds are among the fastest growing products available to investors.Morningstar’s ETF channel provides investors with all the tools they need tounderstand and make decisions about their ETFs. From providing commentary, data,and screening tools for more casual users, to analyst research and star ratingsfor more sophisticated users, this channel attracts all kinds of investors—who all haveone thing in common: an interest in ETFs.

ETFsView live exchange-tradedfund quotes and readMorningstar.com’s latestanalyst research reports

Mutual FundsView live Mutual Fund quotesand read Morningstar.com’slatest analyst research reports

OptionsView options data, strategies,research, and learn the Morningstar approach to options.

StocksView live stock quotes and readMorninstar.com’s latest analystresearch reports

PortfolioMaintain, track and analyzecurrent and future personalinvestments with this tool


Morningstar.com Media Kit Advertising Opportunities | Content Channels 13

Traditionally, it has been hard to find information about hedge funds. Morningstar ischanging that. We have grown our hedge fund channel from a handful of datapoints to one of the leading hedge fund databases in the industry. With access todata on more than 6,000 hedge funds and commentary from Morningstar’s analysts,individuals are beginning to see Morningtar as a premier source of insight into hedge funds. These users are of extremely high net worth (more than $250,000income for at least two consecutive years and $1 million-plus in investable assets),and they are active investors.

The markets channel attracts users who are interested in staying atop the changingmarket throughout the day. And with Morningstar’s Market Barometer tool,users can see what areas of the market are doing well or poorly on any given day.This unique insight draws active investors who understand how to make senseof market gyrations.

Some investors are more analytical while others are less so. Targeting the Tools chan-nel will reach investors who are more oriented toward analytics and trackingtheir investments. From screening and comparing investments to optimizing their port-folios, active investors come to Morningstar to monitor their holdings.

The personal finance channel is a great way to get your client’s brand in front of ac-tive, engaged investors. People come to this section of Morningstar.com for tipsabout their finances, retirement, taxes, and wealth management, to name just a few.The channel is all about learning, and people come back over and over againto see the best ideas from Morningstar’s editorial staff.

Hedge Funds

ToolsUse Morningstar.com’s toolsand financial calculators toanalyze investment holdings,track performance, and meetfinancial goals

MarketsRead, analyze, and track currentmarket news and performance

Personal FinanceRead articles about personalfinance and investing topics,including retirement, tax plan-ning, and wealth management


Morningstar.com Media Kit Advertising Opportunities | Home Page Top Stories 14

Advertising Opportunities | Home Page Top StoriesTarget Morningstar.com users who are reading the most recently published articles, com-mentary, and Analyst Reports. You will be the exclusive sponsor. The home page TopStories sponsorship includes an 88x31 button and ad unit sponsorship on all Top Storiescontent pages.


Morningstar.com Media Kit Advertising Opportunities | Home Page Intro Ad 15

Advertising Opportunities | Home Page Intro AdThe introductory message advertisement is a great way to capture Morningstar usersbefore they enter the site. This can be accomplished by repurposing commercials or videosfor online use. (Commercial or video must be Flash 8 or later.)

Home Page Intro Ad Features

Pre/Post Roll VideoPre-roll video ad up to 30 seconds. Post-roll video adunlimited length.

760 x 500 BannerSynchronized with pre/post-roll video ad.


Morningstar.com Media Kit Advertising Opportunities | Home Sponsorship Buyouts 16

Advertising Opportunities | Home Sponsorship BuyoutsHome page sponsorship roadblocks on Morningstar.com offer a high-impact opportunity todrive awareness among highly affluent investors.

New Uses For Fixed Incomehttp://www.morningstar.com/ads/TRowePriceApr07.htmlCovered Calls: A Strategy Aimed to Help You Generate and Protect Your Incomehttp://www.morningstar.com/ads/optionxpress0907.html

Interactive platform for advertiser to present its content to Morningstar’s user baseEvent managementAdvertiser will provide moderator, content, and presenterPromotional marketingWeb seminar on-site adsDedicated e-mails to member base; content is subject to approval by Morningstar.com

One hour Web seminarBranded platform—advertiser logo and PowerPoint slidesPresenter interface

3Change slides3Review and control audience questions (answer the on-topic questions while

ignoring the off-topic questions)3Private chat room for presenter, moderator, and production crew to stay in touch “behind the scenes” during live event3Program includes a 30-minute practice session to learn interface

Compatible with all major Web browsers on both Windows and Mac OSXRegistration data made available to advertiserAudience polling, information requests, and exit surveys are all availableAudio file provided to advertiser

Web Seminar Samples:

Web Seminar Features:

Program Includes:

3

3

3

3

3

3

3

3

3

3

3

3

3

3

3


Morningstar.com Media Kit Advertising Opportunities | Web Seminar 17

Advertising Opportunities | Web SeminarHost a live Web seminar on Morningstar.com! Deliver your brand and marketing messagewhile providing an informative learning opportunity to Morningstar.com’s users.Advertiser will provide the moderator, content, and the presenter. Morningstar.com willhost the seminar.

Web Seminar


Morningstar.com Media Kit Advertising Opportunities | Site Pass Program 18

Advertising Opportunities | Site Pass ProgramAs a reward for watching the advertiser’s Ultramercial, users will gain access for 48 hoursto all of Morningstar’s Premium analyst research. Users will not be required to register. Alltraffic-driver advertising will be created by Morningstar.

Site Pass Program Features

Ultramercial

Impressions: No guaranteeSize: 760 x 500Specs: 100k

Intro Ad

Impressions: Approx. 130,000Size: 760 x 500Specs: 100k



Stock & Fund ReportCo-branded Box

Impressions: 700,000Size: 250 x 250Logo Size: 145 x 50Specs: 20k, 3 loops

ROS Static Co-brandedBanner

Impressions: 1,400,000Size: 365 x 60Specs: 15k–20k, 3 loops



ROS Textlink

Impressions: 350,000Size: 30 Characters

Landing PageSponsorship Tile

Size: 88 x 31Specs: 2k


Morningstar.com Media Kit Advertising Opportunities | Dedicated E-mails 21

Advertising Opportunities | Dedicated E-mailsMorningstar.com's dedicated e-mail program allows you to deliver a full-length e-maildirectly to people who have said they want to hear about products and services like yours.

Dedicated E-mails

Opted-in

List participants have opted-in to receive offers from third parties during registration orin the subscription center.

Lists are updated daily with the final list pulled within 24 hours of the e-mail date. Weoffer exclusivity—only one advertiser dedicated e-mail per day. However, participantsmay receive other Morningstar e-mail on any given day of the week.

Morningstar.com members are active online customers.

E-mail delivery begins between 11a.m. and 1p.m. (CST) on the scheduled date.E-mails are available on Wednesdays and Fridays only.Morningstar requires content seven business days prior to drop date.Content subject to Morningstar approval.

We retry bounce-back e-mails every hour for 24 hours.Deliverability rates are provided hours after mailing.Reporting capabilities include delivery rate, open rate, and unique and total clicks.

E-mail List

Opted-In (Actives) 291,000

Registered Member 235,000

Paid Member 36,000

Financial Professionals 20,000

Audience

Scheduling

Tracking

3

3

3

3

3

3

3

Registered Member Paid Member

Avg. Age 46 years 53 years

Household Income $110,000 $162,000

Avg. Portfolio $495,000 $992,000


Morningstar.com Media Kit Advertising Opportunities | Dedicated E-mails 22

For more information call your account manager or visit us athttp://www.morningstar.com/aboutus/contact.html

$175 CPM (net). $225 CPM for Paid Subscribers, Financial Professionals, andCustom Lists

Contact

Price

Financial ProfessionalsBusiness OwnersMedical ProfessionalsC-Level ExecutivesRetireesAttitudinal Segments

Additional lists available

Target Desired Audience 3

3

3

3

3

3


Morningstar.com Media Kit Advertising Opportunities | E-Newsletter 23

Advertising Opportunities | E-NewsletterWith 20.5 million e-mail impressions delivered per month, Morningstar.com is your keyto reaching one of the largest and most affluent paid subscriber bases.

Be the exclusive advertiser on a variety of daily, weekly, and monthly e-newsletters and updates. Target fund and stock investors as well as our highly involved portfolio audienceand Premium paid subscribers. When you sponsor an e-mail, your advertisement willappear above the fold.

Specifications

Text 5 lines of text, 6th line reserved for URL, 55 characters per lineHTML 468x60 banner, 12k GIF or image-only HTML accepted

E-Newsletters

Morningstar.com offers eleven e-newsletters that allow you to target specific investors by topic of interest.

Midday Market Alert Daily market resultsPersonal Portfolio Update Breaking news on stocks and fundsStock and Fund Alerts Monitor individual stocks and funds-during the day while the market is openMorning Digest Presents new content and features on Morningstar.com on daily basisStock Analyst Notes Daily analysis on market moversFund Spy Insiders’ look at the fund industryStock Strategist Stock tips from analyst staffPicks & Pans Weekly analyst report on funds to consider or avoidSmartInvestor Tips on sharpening investing skillsBest of Morningstar Highlights investment content on Morningstar.comPersonal Finance Tips Features personal finance and portfolio-planning tips


Morningstar.com Media Kit Advertising Opportunities | E-Newsletter 24

E-mail Number of Subscribers Format Frequency

Midday Market Alert 145,000 Text DailyPersonal Portfolio Update 215,000 Text Mon to FriStock Analyst Notes (Premium) 68,000 Text/HTML DailyMorning Digest (Premium) 92,000 Text/HTML DailyFund Spy 186,000 Text/HTML Mon, Tue & ThursFund Spy ETF Edition 186,000 Text/HTML 2nd Tue of Every MonthFund Picks & Pans (Premium) 83,000 Text/HTML TuesdayStock Strategist 191,000 Text/HTML Mon, Wed & FriSmartInvestor 267,000 Text/HTML FridayBest of Morningstar (Premium) 74,956 Text/HTML MonthlyBest of Morningstar 292,786 Text/HTML MonthlyPersonal Finance Tips 229,000 Text/HTML ThursdayStock & Fund Alert-Portfolio 32,000 Text Daily DailyStock & Fund Alert-Ticker 7,000 Text Daily Daily

All text ads are placed at top of e-mail. Premium e-newsletters are e-mailed to Paid Members only.

Sample

Sample E-mail Advertisement


Morningstar.com Media Kit Advertising Opportunities | Video 25

Advertising Opportunities | VideoMorningstar.com offers streaming video content on a variety of topics, including stocks,mutual funds, and personal finance.

Pre/Post Roll Video

Pre-roll video ad up to 30 seconds. Post-roll video adunlimited length.

336 x 280 Rectangle

Synchronized with pre/post-roll video ad.

Video Features

336 x 280

Video Report


Morningstar.com Media Kit Advertising Opportunities | Direct Marketing

Advertising Opportunities | Direct Marketing PageMorningstar.com provides several direct marketing opportunities that will enhance theexposure of your services to individuals visiting our site.

Text Links

Portfolio Sponsorship Text Link & Button



Co-Registration & Special Offers

E-mail Newsletter & Alert Sponsorship



Dedicated E-mail Sponsorship


Morningstar.com Media Kit Ad Specs | Standard Advertising Units 29

Ad Specs | Standard Advertising Units

Banner

468 x 60

12k GIF/JPG, 20k Flash

3

Flash, GIF, HTML, JPG, PointRoll

Leaderboard

728 x 90


3

Flash, GIF, HTML, JPG

Options Chains Floating Leader

728 x 90

20k GIF/JPG

3

GIF, JPG

Dimensions Available:

File size:

Looping/Animation:

Media:

Tile

125 x 125


3


Button

120 x 60


3



File size:

Looping/Animation:

Media:

Ribbon

565 x 60


3



Morningstar.com Media Kit Ad Specs | Standard Advertising Units 30

Portfolio/Options Chains Button

170 x 60

7k GIF, 12k Flash

3



File size:

Looping/Animation:

Media:

Pop-up/Pop-under

300 x 250


3


Half Page

300 x 600


3


Rectangle

180 x 150

250 x 250

300 x 250

336 x 280


3


Skyscraper

120 x 240

120 x 600

120 x 400

140 x 800

160 x 600


3



File size:

Looping/Animation:

Media:


Morningstar.com Media Kit Ad Specs | Home Page Intro Ad 31

Ad Specs | Home Page Intro AdThe introductory message advertisement is a great way to capture Morningstar users beforethey enter the site. The intro ad can be created by repurposing commercials or videos foronline use. (The commercial or video must be Flash 8 or later.)

Dimension File Size Looping Media

760 x 500 100k Flash, 15 sec. Max Flash30k GIF (Version 8 or later)

Important Notes 3 No interactivity or buttons in Intro Messages3 No additional movie loading from the SWF3 The HTML page that the intro file appears on will have a Morningstar.com logo, a link

to go directly to the Morningstar.com home page and a link to more information “about this one time ad”

3 will except 3rd party tags

Required with 3 SWF file referenced by the Flash codeSubmissions if not 3 FLA file used to create the artsubmitting 3 HTML file that is built from the Flash file3rd Party Tags 3 Alternate .GIF file that is referenced by the flash

3 If you want to use a background color other than white, you will need to provide the hexadecimal code for the background color (ex. #FF0000)


Morningstar.com Media Kit Ad Specs | Rich Media 32

Ad Specs | Rich MediaAll rich media ads, regardless of size/type, are allowed 3 loops max for a maximum animation length of 15 seconds; video can start immediately, but with muted sound; expand-ing ads must be clicked to expand; and each creative must show a visible close button.

If you have any additional questions, please contact your account executive.

Ad Type Expanded Size Expansion Direction

Skyscraper 160x600 320x600 Leftsky expands to the Right. Rightsky expands to the Left.

Leaderboard 728x90 728x180 Down

Banner 468x60 468x120 Down

Rectangle 336x280 672x280 or 336x560 Up, Down, Left, Right

In-Content Rectangle 336x280 672x280 or 336x560 Up, Down, Right

Medium Rectangle 300x250 600x250 or 300x500 Up, Down, Left, Right

Tile 125x125 250x125 or 125x250 Down, Right

Note: Rich Media specs above apply to Pointroll, Eyeblaster, and Eyewonder. Morningstar cannot accept the follow-ing Pointroll banners: Badboy. Tomboy accepted, but no floating ads. Towelboy must be approved.

Flash Tracking Code

on (release) {getURL(clickTAG);}

if a separate window is needed to open at click, please add this:

on (release) {getURL(clickTAG,:_blank”);}

If Morningstar.com click tracking is not needed, embed URL in flash code.

Options Chain Leaderboard

function HideoverlayAd(){var ad=document.getElementByld(“Adx28”);ad.style.visibility=”hidden”;}

Coding is case-sensitive.

Video

3 SWF file referenced by the Flashcode

3 Submit the Master Digital Video File

3 Uncompressed 720x486 or720x480 QuickTime (.mov) or AVImaster file.

3 Morningstar.com will encode thefinal file.

3 If Video Ad is clickable, pleasesupply a click-thru URL


Morningstar.com Media Kit Ad Specs | Text Link 33

Ad Specs | Text LinkIf you have any additional questions, please contact your account executive.

Specifications

Article Page 65 characters; 2 line max

Search Box 30 characters; 1 lines max

(Header Textlink)

Personal Finance 65 characters; 2 lines max

Cover Page

Morningstar Search Engine 65 characters; 2 lines max

Left Nav Textlink 65 characters; 2 lines max

(Article/Coverpage)


Morningstar.com Media Kit Ad Specs | Co-Registration & Special Offers 34

Ad Specs | Co-Registration & Special OffersMorningstar.com co-registration and special offers are lead-generating programs. Theseopportunities provide avenues for users to opt-in to your offers while they are in the processof registering for free or paid membership on Morningstar.com.

Specifications

Information Captured First Name, Last Name, E-mail, Address, City, State, Zip Code, Country, and

During Registration Daytime Phone

File Delivery Daily or weekly delivery

FTP or e-mail file delivery

Confirmation e-mail sent to subscribers with a list of product offers chosen

Pricing (cost per lead) Registered Member Contact your account manager

Paid Member Contact your account manager

Advisor Contact your account manager

Contact For more information call your account manager or see our Contact Us page.

Specifications Dimension File Size Looping Media

120 x 60 4k GIF Non-Animated GIF

Headline: one line, 50 charactersBody: 3 lines of text with 50 characters per lineTotal Characters: 200 characters (including spaces)


Morningstar.com Media Kit Ad Specs | Co-Registration & Special Offers 35

Co-Registration Page Screenshot


Morningstar.com Media Kit Ad Specs | E-mail Sponsorship 36

Ad Specs | E-mail SponsorshipSee below for detailed ad specifications. If you have any additional questions, pleasecontact your account executive.

Specifications

Text e-mail 5 lines of text, 6th line reserved for the URL

70 characters max. (including spaces/punctuation)

If tracking URL is over 70 characters, a redirect will be created.

HTML e-mail 5 lines of text, 6th line reserved for the URL

55 characters max. (including spaces/punctuation)

468 x 60 Banner

Image-only ads accepted (GIF file 12k max.)

We cannot accept iFrame tags for HTML e-mails.


Morningstar.com Media Kit Ad Specs | Dedicated E-mail Sponsorship 37

Ad Specs | Dedicated E-mail SponsorshipMorningstar.com’s dedicated e-mail program allows you to deliver your full-length e-maildirectly to people who have said they want to hear about products and services like yours.

Specifications

Text e-mail E-mail delivery begins between 11a.m. and 1p.m. (CST) on the scheduled date.

Wednesday and Friday delivery.

Morningstar needs content seven days prior to mail date.

The advertiser will see test samples of all versions of the e-mail campaign for

approval prior to the mail date.

E-mail is sent via Multipart—HTML/Text combination. The recipient’s browser settings

determine which version is served.

All dedicated e-mails include a text version for those who are unable to view HTML.

Tracking

Deliverability: We retry bounce-back e-mails every hour for 24 hours.

Delivery count available 48 hours after mailing

Click Tracking: Initial read available 48 hours after mail date.

Available two weeks after mail date.

Text Version E-mail Character/Paragraph Format

Line Spacing: Use carriage (hard) returns at the end of each line.

Use blank lines to separate paragraphs.

Font Type: Monospaced font—Courier (not Courier New)

Font Size: 10pt (one uniform font size for entire document)

Footnotes: Use only standard typewriter keyboard letters, numbers, and symbols.

Tab/Indentations: Avoid tabs/indentations whenever possible. If required, use spaces

instead of tabs, knowing that they might not line up.

Tables: Avoid use of tables.

URL Formatting: Please makes sure the http:// is included. The URL can not wrap to a second line.

AOL URL formatting automatically done via Morningstar.com e-mail process.


Morningstar.com Media Kit Ad Specs | Dedicated E-mail Sponsorship 38

Specifications

Symbols: Monospaced font—Courier (not Courier New)

One font size, 10pt

Use only standard typewriter keyboard letters, numbers, and symbols

Use a number (1,2,...) or an asterisk (*)

Avoid high ASCII characters (see below)

(R) Registration Mark

(C) Copyright

(SM) Service mark

(TM) Trademark

“ Quotes

’ Apostrophes

HTML E-mail Format E-mail is sent via Multipart—HTML/Text combination. The recipient’s browser settings

determine which version is served.

All dedicated e-mails include a text version for those who are unable to view HTML.

Paragraph Format

Line Spacing: Use carriage (hard) returns at the end of each line.

Use blank lines to separate paragraphs.

Tabs/Indentations: Avoid tabs and indentations whenever possible. If required, use spaces instead of tabs

Tables: Avoid use of tables.

URL Formatting: Please make sure the http:// is included. (Image tags “src” need to be fully qualified;

Please include the full URL not the relative URL.)

Additional Information: Many e-mail readers disable or remove the images and tags. Do not rely on script and

styles in these areas. We suggest finding alternative design solutions for body style,

bgcolor, and margin information.

We suggest using “inline” styles only. Do not put styles in <STYLE> or in <LINK> tags

since online e-mail readers like Yahoo!, MSN/Hotmail, and AOL may disable the tags.

Morningstar.com cannot accept frames, iframes, or JavaScript within HTML advertis-

ing. For security reasons, most e-mail readers do not support frames.

We suggest not using layer positioning (e.g., z-indexed DIVS and LAYERS) since they

are not universally supported.

Recent versions of Outlook Express and Outlook 2002/2003 will, by default, disable

images. Use descriptive "alt" tags.

File Size Total Text: Less than 15k

Total HTML: Less than 25k

Overall HTML and Text: Less than 40k

File Format GIF/Animated GIF, JPEG and Rich Media accepted

Animation GIF Animation is supported and is subject to approval

Alternative Text Required and may be up to 10 words

Hypertext Link Please provide the URL address for your ad link. Acceptable third-partyservice based on prior approval

Link Back to Morningstar.com Morningstar logo link available for branded posting on your site

New Creative May be submitted at any time with updates live within two business days.Some Rich Media formats require five business days for testing

Reporting Contact account executive for all reporting needs

Auditing Conducted by BPA International

Banner Submissions E-mail to [email protected]


Morningstar.com Media Kit Advertising Guidelines | Terms & Condition 39

Advertising Guidelines | Terms & Condition

See below for detailed ad guidelines. If you have any additional questions, please contactyour account executive.

General Requirements

Morningstar.com does not accept advertising from any company that, in our opinion,misleads or harms investors. This would include, but is not limited to, companiesthat sell speculative investments, companies that support a certain type of investmentmethodology without clarifying the risks related to that methodology, or ads thatmake claims or promise unusually high investment returns.

We also do not accept advertising from investment firms that are unregulated by theSEC, from investment sites lacking explanations about the risks involved withtheir investment approach, or new investment sites that have not built up reliablebrand names.

There may be cases in which we have accepted advertising from an advertiser in thepast but turn down a new ad that we think is especially misleading. For example,one advertiser may have a low-expense index fund that we are happy to promote, andthat same advertiser creates an ad for a very risky technology fund that says some-thing like “Risk-free technology investing“ or minimizes the risks of the fund in someother way, we may very well turn down that specific ad.

Content


Morningstar.com Media Kit Advertising Guidelines | Terms & Condition 40

(These examples are meant to be illustrative only. They are not meant to list all of thecases in which an advertiser will be turned down because we determine that theypromote an investment approach that may harm investors.)

Morningstar.com works hard to be able to accept new advertising technology. Productmanagement is open to accepting these types of ads, including those in which thead content actually interacts with the site content. Ads will be reviewed on a case-by-case basis. Product management will determine if the creative negatively impactsthe speed of the site and if the creative will negatively impact the user experience onthe site.

Morningstar reserves the right to specify sizing and location of advertising andgraphic links.

Animated creative cannot move across the content area. Animated creative is limitedto one piece per run.

Advertisements may not mislead the user. For example, they may not resembleWindows/Macintosh/Unix dialogue boxes, error messages without mention of compa-ny, service, or product’s name. Banners may not contain graphics that suggest interac-tivity (i.e., search boxes, drop down menus, etc.) without that functionality existing.

Advertisements may not resemble Morningstar.com content or navigation.

All campaigns must be compatible when viewed with a minimum Internet Explorer 3.0and Netscape Navigator 3.0 browser.

All creative links and partner sites that these links lead to must allow users to use“Back” button functionality to return to the Morningstar.com Web site.

Morningstar.com has the right to refuse advertising that, in Morningstar.com’s opinion,is not factually accurate or in good taste. Morningstar.com will not permit at any-time the placement of any advertising for illegal or objectionable products. Advertisingmust not contain or link to fraudulent, provocative, deceptive, or offensive material,including material that misrepresents, ridicules, or attacks an individual or group on thebasis of age, color, national origin, race, religion, sex, sexual orientation, or disability.

No messages advertising gambling, alcohol, illegal narcotics, firearms, ammunition,fireworks, tobacco and materials, religion, politics, products and adult services relatedto pornography will be allowed on the site.

Advertising Acceptability

Advanced Technology

Content Continued

Ad Sizing and Location


Morningstar.com Media Kit Contact Us 41

Contact UsDirector of Online Advertising Sales

Mary [email protected]

New York City

Regional Account ExecutiveColleen [email protected]

New York / International /

New Jersey / Texas / Florida

Regional Account ExecutiveErin [email protected]

Northeast / Midwest

Regional Account ExecutiveStuart [email protected]

West / Southeast

Regional Account ExecutiveTony [email protected]

Account Manager

Rebecca [email protected]

Account Manager

Kim [email protected]

Operations / Traffic Manager

Peggy [email protected]

Campaign Manager

Liana [email protected]

Business Development

Gary [email protected]

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