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| Screening
Tools |
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 Premium
Screener |
| Look for stocks or mutual funds
to buy with this screener that scours our databases using hundreds of key data points. |
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| Basic Screener |
| Conduct helpful and simple screens on our databases to find a stock,
mutual fund, or ETF to buy. |
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| Research Tools |
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| Similar Funds |
| Looking to replace a holding you are unsatisfied with? This tool will help you find a fund that has a similar portfolio and investment style. |
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| Investment Radar |
| Graph stocks or funds and spot trends in the market based on investment style. |
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| Compare |
| See how different stocks or mutual funds stack up against one another by comparing them based on various data points. |
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| Portfolio
Tools |
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| Asset
Allocator |
| Determine which combination of asset classes (cash, stocks, bonds) will give
you the best chance of meeting your investment goals without taking on undue risk. |
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| Portfolio Allocator |
| Create a portfolio of stocks or funds that has the asset mix (and other
key portfolio attributes) that you desire. Alternatively, rebalance the holdings in an
existing portfolio. |
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| Portfolio Manager |
| Enter a portfolio and see why Barron's ranks our Portfolio Manager the best on the Web. Track and analyze your portfolio, using unique Morningstar features such as Portfolio X-Ray®, Interpreter, and Stock Intersection. |
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| Risk
Analyzer |
| See how your portfolio might behave in a bear market. Also, see how each holding contributes to that risk and how changes to your portfolio might affect its overall risk. |
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| Instant X-Ray®
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| Understand your portfolio's basic characteristics at a glance, including its asset allocation,
exposure to different investment styles, and other important factors. |
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Mobile Portfolio
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Track your investments on the go with your Web-enabled cell phone.
mobile.morningstar.com
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| Financial Calculators |
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| Trade
Analyzer |
| Before you make a trade for tax reasons, see how big the tax benefit really is
(or isn't). Or, if you are replacing a security with a gain on it, see how much extra return you will
need to justify the capital gains you will realize. |
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| Cost
Analyzer |
| Compare the total costs of similar investment options, such as ETFs vs. index funds
or various share classes of the same fund. |
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| IRA Calculator |
| Determine how much you can contribute to an IRA, which type of IRA
(Roth or traditional) is best for you, and whether you should convert part or all of a traditional IRA
to a Roth IRA. |
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| Bond Calculator |
| Compare the total return of two bonds using the yield to maturity function, or determine whether you're better off investing in taxable or municipal bonds using the tax-equivalent yield function. |
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