Useful. Selective. Impressive.
Investors value Morningstar data and analysis, as well as the exclusive investment tools and
educational features available online. The depth of information and range of tools available
through Morningstar appeals to a wide range of investors—from beginners to experts.
Recent enhancements to Morningstar Investment Research Center include:
Industry Data - This entirely new area enables users to obtain return data on various indexes, sectors, industries, and fund categories:
- Morningstar, Domestic, Bond, Municipal, and Foreign Indexes
- 12 sectors, from business services to utilities
- 59 fund categories
- 129 stock industries
Industry Reports - Investors will gain perspective with Morningstar’s quarterly assessments of specific industries, broad sectors, and the overall market.
Expanded Help and Education Area - This section now features material to help investors understand how they might use specialized investments such as options, exchange-traded funds (ETFs), and closed-end funds in their portfolios.
Whether you're looking to learn more about investing, manage a portfolio, or conduct in-depth
research, Morningstar Investment Research Center provides everything you need.
Stocks
Build lists of stocks and funds that interest you by using financial criteria. Or use screens developed by Morningstar analysts. There are 2,000 stock analyst reports and 2,000 fund analyst reports available.
Funds
Find comprehensive financial information on thousands of mutual funds, including the Morningstar star rating. Also available are Fund recommendations and Analyst reports.
ETFs
See financial information on over 600 exchange-traded funds with up-to-date information on returns, reports and Morningstar ratings.
Industries
Get return information on various investment indexes and groups. Also, drill down to view the underlying companies and funds.
Portfolio X-Ray
Enter two or more stocks, funds, and ETFs. See how they will work together as a portfolio. Print your results.
