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Morningstar FundInvestor
22 W. Washington Street
Chicago, Illinois 60602
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Morningstar FundInvestor
Volume
24
, Number
4
Director of Manager Research and Editor
Russel Kinnel
Contributing Analysts
Leo Acheson, Elizabeth Foos,
Robert Goldsborough
Copy Editors
Tori Brovet, Edward Cavanaugh,
Thad Doria, Jennifer Ferone Gierat
Designer
Claudia Olariu
Quality Assurance
Vijay Appalla
Publisher
Peggy Seemann
Director of Manager Research
Active Strategies—North America
Jon Hale
Vice President of Research
John Rekenthaler
Director of Personal Finance
Christine Benz
Head of Global Research
Haywood Kelly, CFA
© 2015
Morningstar, Inc. All rights re-
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1. Publication Title: Morningstar FundInvestor
2. Publication No.: 0009-631
3. Filing Date: 10/1/15
4. Issue Frequency: Monthly
5. No. of Issue Published Annually: 12
6. Annual Subscription Price: $135.00
7. Complete Mailing Address of Known Office Publication:
22 W. Washington St., Chicago IL 60602
8. Complete Mailing Address of Headquarters or General Business Office of
Publisher: Morningstar Inc., 22 W. Washington St., Chicago IL 60602
9. Full Names and Complete Mailing Addresses of
Publisher, Editor and Managing Editor:
Publisher: Peggy Seemann, 22 W. Washington St., Chicago IL 60602;
Editor: Russ Kinnel, 22 W. Washington St., Chicago IL 60602
10. Owner (Full Name and Complete Mailing Address):
Morningstar Inc., 22 W. Washington St., Chicago IL 60602;
Joe Mansueto, 22 W. Washington St., Chicago IL 60602
11. Known Bondholders, Mortgagees, and Other Security Holders: None
12. N/A
13. Publication Name: Morningstar FundInvestor
14. Issue Date for Circulation Data Below: September 2015.
Average during
Last
preceding 12 mos.
Issue
15.a.Total No. Copies (Net Press Run)
23,200
23,465
15.b. Paid and/or Requested Circulation
15.b.(1) Paid/Requested Outside-County
21,000
20,546
15.b.(2) Paid In-Count Subscriptions
N/A
N/A
15.b.(3) Sales through Dealers
N/A
N/A
15.b.(4) Other Classed Mailed Through the USPS
1,200
1,207
15.c. Total Paid and/or Requested Circulation
22,000
21,753
15.d. Free Distribution by Mail
15.d.(1) Outside-County as Stated on Form 3541
20
19
15.d.(2) In-County as Stated on Form 3541
N/A
N/A
15.d.(3) Other Classed Mailed Through the USPS
N/A
N/A
15.d.(4) Distribution Outside the Mail
N/A
N/A
15.e. Total Free Distribution
20
19
15.f. Total Distribution
22,220
21,772
15.g. Copies Not Distributed
980
1,693
15.h. Total
23,200
23,465
15.i. Percent Paid and/or Requested Circulation
99.9
99.9
16.a. Paid Electronic Copies
3,800
3,599
16.b. Total Paid Print + Paid Electronic Copies
26,000
25,352
16.c. Total Print Distribution + Paid Electronic Copies
26,020
25,371
16.d. Percentage Paid (Both Print & Electronic Copies)
99.9
99.9
17. This Statement of Ownership will be printed in the
December 2015 issue of this publication.
18. Signature and Title:
Doug Streitmatter, Circulation Manager
Statement of Ownership, Management, and Circulation