No hype. No big promises. Just the analysis and data you need to make wise ETF choices.
ETFs can be powerful investment tools, but in order to benefit from all that they offer, you must use them intelligently. The best way to harness their potential is to understand what you are really buying, focus on the underlying and key drivers, keep costs low and always be mindful of how an investment impacts your aggregate holdings profile.
As Director of ETF Analysis and editor of Morningstar ETFInvestor, Scott Burns’ goal is to translate that philosophy into investment ideas that prove profitable over the long haul.
When analyzing ETFs, Scott and his team are looking to uncover sectors, themes and asset classes that are benefitting from positive secular and cyclical trends in addition to trading at attractive values. Not only do they focus on fund analysis and data, but he also drills down to the individual-stock level to try to identify ETFs that hold the most promising securities in their portfolios.
Regular features include:
- New! Expanded Coverage. We’ve added 200 ETFs to our coverage universe! The Morningstar ETF 350 Watchlist provides robust data pages for the largest and most widely held ETFs. Here you’ll find the critical performance, risk, portfolio, and expense data that you need to make wise ETF decisions. These pages also include our Morningstar Rating for ETFs.
- Model Portfolios. A compilation of our favorite ETFs based on two investment styles. The Hands-Free portfolio is a low-maintenance sturdy portfolio that can serve your needs for years. The Hands-On portfolio is built from the bottom up by looking for ETFs with the most compelling valuation characteristics and is best suited for those who have the time to monitor their investments.
- Analyst Favorites. This list represents the ETFs team’s best ideas for long-term portfolio builders.
- Unique Analysis. Our monthly Fund Spotlight provides clear understanding of an ETF’s potential with in-depth analysis you can’t find anywhere else.
- Proprietary Data. A range of data points helps you to conduct your own research and make your analysis capabilities even stronger.
- Market Trends. Each issue includes a list of the best- and worst-performing ETFs and provides Scott’s insight into the market forces behind that performance. It’s not always wise to act on current investment trends, but it’s important to be aware of them so that you can manage your short-term expectations.
- ETFInvestor Web site. Keep informed on breaking news and other insights via our new ETF blog between issues. You can track performance of our two model portfolios in real time, get data on the 700-plus U.S.-listed ETFs in our database, including a listing of each stock fund’s top-25 holdings, and download the last 12 issues of Morningstar ETFInvestor.
Each issue will be full of specific investment ideas. In addition, subscribers will receive a bonus investing booklet—FREE—with their Morningstar ETFInvestor subscription. It includes the following reports:
- Choosing ETFs the Morningstar ETFInvestor Way. Scott’s map for navigating the new world of ETFs. Includes an overview of his approach to ETF investing as well as a description of Scott’s methods for selecting her favorite investment ideas.
- The ABCs of ETFs. A primer on the essential, must-know facts about exchange-traded funds. This report details how ETFs work, as well as their advantages and disadvantages relative to other types of investments.
- The ETF Numbers that Matter—and Why. This serves as a companion to each issue of Morningstar ETFInvestor. You’ll learn the lingo, master the definitions, and gain a better understanding of how to use ETF data.
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Print delivery options.
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1 Year (12 issues) Delivered electronically
$139 for an annual subscription
$139 $129 for Morningstar.com Premium Members
To place an international order or to order by phone, call: 866-608-9570
Free Booklet Includes
Choosing ETFs the Morningstar ETFInvestor Way
The ABCs of ETFs
The ETF Numbers that Matter—and Why
Enjoy 12 Months of:
- Objective Analysis
- ETFs to Buy and Avoid
- 350 ETFs to Watch
- Model Portfolios
- Between-Issue News and Alerts
- And more!
Morningstar Guarantee
After reviewing your first issue, if you are not completely satisfied,
simply call us before you receive your second issue for a full refund.
The issue and the free reports are yours to keep with our compliments.