Name That Company

Based in Chicago, I came to life in 1984 with the introduction of the Mutual Fund Sourcebook, offering fund-performance data. My goal then and now is the democratization of investment information. I provide objective information to individual investors, professionals, institutions and the media. I offer data on more than 260,000 investment offerings worldwide, such as stocks, mutual funds, variable annuities, closed-end funds, exchange-traded funds, hedge funds and

529 college savings plans. My innovations include the investment style box and star ratings for mutual funds. I serve more than 5.2 million individual investors.

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