MEXICO CITY, 25 February 2016-Investigaciones MSMexico, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has announced the winning funds and fund houses for its 2016 Mexico Fund Awards.

The annual Morningstar Mexico Fund Awards are designed to help investors identify the retail funds and fund houses that added the most value for investors within the context of their relevant peer group in 2015 and over longer time periods. Morningstar selects the winners using a quantitative methodology with a qualitative overlay that considers the one-, three-, and five-year performance history of all eligible funds, and adjusts returns for risk using Morningstar Risk, a measure that imposes a higher penalty for downside variation in a fund's return than it does for upside volatility.

'All of our winners delivered strong three- and five-year returns after adjusting for risk, in addition to outperformance of their peers during the last 12 months,' Alejandro Ritch, country manager for Morningstar in Mexico, said. 'These funds and fund houses have demonstrated that they have the ability to earn strong returns over the long-term without undue risk. We believe that taking a patient, long-term view to investing will ultimately help investors reach their financial goals.'

The winners of the 2016 Morningstar Mexico Fund Awards are:

FUND CATEGORY AWARDS / WINNERS

Best Short-Term Debt Fund / Monex Operadora de Fondos / MONEX28 BFC-2
Best Medium-Term Debt Fund / Operadora Actinver / ACTIG+ B-2
Best Long-Term Debt Fund / Value Operadora / VALUEF2 B1
Best Mexico Equity Fund / SAM Asset Management / STER-OP B1
Best Global Equity Fund / Franklin Templeton AM Mexico / FT-GLOB B2
Best Mixed Fund / Principal Fondos de Inversión / PRINLS2 FA

FUND HOUSE AWARDS / WINNERS

Best Debt Fund House / Operadora Valmex
Best Equity Fund House / GBM Administradora de Activos
Best Multi-Asset Fund House / GBM Administradora de Activos

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Notes to Editors:
The Morningstar fund category and fund house awards are based on Morningstar fund data as of 31 December 2015. The awards methodology emphasises the one-year period, but funds must also have delivered strong three- and five-year returns after adjusting for risk within the awards peer groups in order to obtain an award. For more information, please visit http://awards.morningstar.com.

References to and commentary on the above-mentioned funds should not be considered a solicitation to buy or sell that fund.

About Investigaciones MSMexico and Morningstar, Inc.
Investigaciones MSMexico is a subsidiary of Morningstar, Inc., 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 individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on more than 510,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 17 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 investment advisory subsidiaries, with more than US$180 billion in assets under advisement and management as of 31 December 2015. The company has operations in 27 countries.

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Morningstar Inc. issued this content on 26 February 2016 and is solely responsible for the information contained herein. Distributed by Public, unedited and unaltered, on 26 February 2016 15:48:22 UTC

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