Capital One ShareBuilder Upgrades Research with Morningstar® Analyst Reports and Ratings, and New Investment Comparison Tool

SEATTLE, Nov. 12, 2013 /PRNewswire/ -- In its ongoing quest to empower investors with quality tools and information, Capital One ShareBuilder now offers direct access to Morningstar mutual fund and exchange traded fund ("ETF") research and analyst reports, as well as Morningstar's proprietary Analyst Ratings for mutual funds, which ranks funds Gold, Silver, Bronze, Neutral or Negative based on key fundamental criteria.

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"Morningstar has long been a highly respected source of investment ratings, analysis and ideas, and we're thrilled to now offer this value-added benefit directly to our customers," said Dan Greenshields, president of Capital One ShareBuilder. "Our goal is to deliver the latest tools, technology and resources to help investors make smarter, more informed investing decisions." 

Morningstar analysts evaluate funds based on five pillars—Process, Performance, People, Parent, and Price—and then assign a rating of Gold, Silver, Bronze, Neutral, or Negative. Morningstar Medalists, which are funds that receive a Gold, Silver, or Bronze rating, are the funds our analysts consider likely to outperform their peer groups and/or relevant benchmarks on a risk-adjusted basis over the long term. Morningstar Medalists represent approximately 10.5 percent of U.S. funds, as of Sept. 30, 2013.

"At Morningstar, we strive to deliver insightful investment research and ratings to help investors reach their financial goals. By providing our independent Analyst Ratings and research for funds on ShareBuilder's platform, we have the opportunity to help more investors effectively evaluate their investment options," Tricia Rothschild, head of advisor solutions for Morningstar, said.

In addition to Morningstar research, ShareBuilder introduced a new and improved investment comparison tool, enabling beginner to more experienced investors to:

• Compare stocks, or mutual funds and ETFs side-by-side across a wide range of investment fundamentals and criteria (in table or chart view); and compare individual security or fund performance against its industry; and
• View Peers (securities that feature similar fundamentals or criteria) in the same industry, sector, market cap and more.

Coming soon (December 2013) users will also have the ability to save custom search criteria for later use or comparisons, and look at "most recent comparison" any time.

"Our customers want new ideas and better ways to identify and compare investments," continued Greenshields. "Our new comparison tool provides a quick and intuitive way for investors to see how different securities and funds stack up based on the criteria and fundamentals that are most important to them."

For more information, visit www.sharebuilder.com or call (800) 747-2537.

About Capital One ShareBuilder

Capital One ShareBuilder is a leading online investing site for people who have long-term financial goals and want to say goodbye to investing complexity. Whether you're a seasoned investor or just getting started, ShareBuilder offers investing tools and products to help plan your financial future without sacrificing your life to the stock market. No minimum required when you open an account, and pay low commissions when investing. Trade what you want, when you want, and any amount you want — stocks, exchange-traded funds, mutual funds, or options – or plan for your retirement with our simple, affordable retirement solutions.

Securities products are offered by Capital One ShareBuilder, Inc., a registered broker-dealer and member FINRA/SIPC. Capital One ShareBuilder, Inc. is a subsidiary of Capital One, N.A. Follow us on Twitter and Facebook.

Securities products are: Not FDIC insured - Not Bank guaranteed - May lose value

About Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individuals, financial advisors, and institutions. Morningstar provides data on approximately 433,000 offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on nearly 10 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its registered investment advisor subsidiaries and has approximately $166 billion in assets under advisement and management as of June 30, 2013. The company has operations in 27 countries.

SOURCE Capital One ShareBuilder