Morningstar Investment Research

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The user-friendly interface features unbiased Morningstar guidance, such as the popular Star Rating, to help investors make informed decisions. Users can screen for stocks, funds, and ETFs, and test portfolio components with the interactive Portfolio X-Ray tool. Patrons can also learn about retirement savings, college savings,and many other personal finance topics.

  • A clear overview of index returns, sector returns, and fund category returns, along with the most active stocks throughout the day and market overview reports.
  • Timely data on 14,500 companies including Morningstar’s proprietary data points such as Fair Value Estimate, Consider Buy/Sell Prices, Economic Moat, and Stewardship Grade.
  • Access to the leading independent source for mutual fund research in the world with comprehensive fund financials including the Morningstar Style Box and Risk Measures.

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