Products October 15, 2008

Morningstar Adds ETF Module to Principia

Morningstar, Inc., introduced a research module offering coverage of U.S. exchange-traded funds (ETFs), including portfolio holdings and Morningstar analyst commentary.
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Through the module, Morningstar Principia Exchange-Traded Funds (ETFs), financial advisers can screen, sort, and rank the ETF universe based on approximately 200 fields and make comparisons to more than 360 benchmarks, according to a Morningstar press release.

Morningstar said the new module can compare against peers as well as other types of funds. When used with other Principia investment modules, the ETF module allows advisers to compare ETFs with open- and closed-ended mutual funds and separately managed accounts.

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The Investment Comparison Report generates a comparison of up to four managed products while displaying historical performance, style and sector drift, and risk/return analysis, according to the release. The Find Similar Security feature identifies ETFs that can be considered good substitutes for a specific investment of another type, taking into account portfolio holdings, performance, tax implications, management fees, and trading costs.

More information is available at global.morningstar.com/Principia.

Products October 15, 2008

Artio Global Investors Launches Adviser Web Site, Rebrands Funds

Artio Global Investors Inc. (formerly Julius Baer Americas Inc.), rebranded its suite of U.S.-registered mutual funds, effective Monday.
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The company, a U.S. subsidiary of Julius Baer Holding Ltd., said the move is to align the funds with the new corporate name. There will be no change to the fund managers or ticker symbols upon completion of the rebranding, according to a press release.

The funds will be renamed as follows:

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Symbol(Class A, Class I)Old NameNew Name
BJBIX, JIEIX Julius Baer International Equity FundArtio International Equity Fund (closed to new investors)
JETAX, JETIX

Julius Baer International Equity Fund II

Artio International Equity Fund II
BJGQX, JGEIXJulius Baer Global Equity Fund Inc.Artio Global Equity Fund Inc.
JMCAX, JMCIXJulius Baer U.S. Microcap FundArtio U.S. Microcap Fund
JSCAX, JSCIXJulius Baer U.S. Smallcap FundArtio U.S. Smallcap Fund
JMDAX, JMDIXJulius Baer U.S. Midcap FundArtio U.S. Midcap Fund
JMLAX, JMLIXJulius Baer U.S. Multicap FundArtio U.S. Multicap Fund
BJBGX, JBGIX Julius Baer Total Return Bond FundArtio Total Return Bond Fund
BJBHX, JHYIX Julius Baer Global High Income FundArtio Global High Income Fund

New Adviser Site

The company also launched a new segment of its Web site devoted to financial intermediaries. The site, accessible from www.artioglobal.com, will feature white papers and other information for advisers, according to the company.

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