Morningstar Investment Research Center: Overview


Morningstar® Investment Research Center

Morningstar provides data on over 14,500 stocks, 24,800 mutual funds, 1,500 exchange-traded funds, and 700 closed end funds. Also available are analyst reports on over 3,500 securities, offering in-depth background and analyst opinions on top investments. This resource provides a one-stop tool for collecting financial information, getting reliable portfolio analysis, learning about investment options, and getting the most up-to-date financial news commentary.
Access is now unlimited! No need to log out when you are finished.


Site Overview
  1. Screeners provide an easy way to sort through thousands of stocks and funds. You can use your own criteria to create short lists of stocks, funds, and ETFs for further research.
  2. Stock and Fund Favorites provide lists of Morningstar’s top selections for companies, and mutual funds.
  3. Stocks, Funds, and ETF Reports include Morningstar’s proprietary analysis on thousands of stocks, funds, and ETFs.
  4. Markets highlights index, sector, industry, and fund category returns as well as downloadable monthly market outlook reports written by our team of analysts.
  5. Portfolio provides access to a comprehensive suite of portfolioplanning tools and guidance, such as Portfolio X-Ray which interprets your asset allocation and compares your holdings to industry standards.
  6. Articles & Videos features insightful investing articles and videos, as well as daily market commentary, written and recorded by our analysts, editors, and outside market leaders.
  7. Help & Education provides more information about database navigation, smart investing, and staying ahead of the market.
  8. Newsletters contains an archive of Morningstar Mutual Funds, Morningstar FundInvestor, Morningstar StockInvestor, and Morningstar ETFInvestor.
  9. Ticker Lookup allows you to enter a ticker or name and go directly to our detailed quote page.

Quote and Quantitative

Morningstar is redesigning the security quote pages for Mutual Funds, ETFs, and Stocks. They are also introducing quantitative ratings for equities. Click the links below for Morningstar's documentation on these new features.


Morningstar Help and Education Resource Center
Printable Guides

Analyst Report

Note: If the Read full Analyst Report link on a Company Overview page does not work (takes you to a premium page), just click the Stock Analysis tab at the top of the same page. It will take you to the same report.
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