Mutual Funds Binder
A Report Service As Serious About Funds As You Are
Morningstar Mutual Funds is a one-stop resource for serious fund investors like you. Our full-page reports provide you with more useful information on a fund than a boatload of prospectuses. From performance information going back 12 years to top portfolio holdings, everything you need to evaluate a fund is on our page.
Counting all their variations, there are nearly 14,000 mutual funds on the market today. Morningstar deems 1,500 worthy of your attention. To further help you narrow the field, Morningstar Mutual Funds includes up to 150 Fund Analyst Picks spread over a wide variety of investment categories.
Mutual Funds Reports
Our well-organized reports put everything you need to know about a fund or category of funds on one page. Our Fund Analyst Picks spotlight our favorite funds and our commentaries offer profitable investment ideas and strategies that more than pay for your subscription.
The Summary Section
Commentary, benchmark data, and performance data on all 1,500 funds.
The Analysis Section
Up to 150 new full-page Morningstar reports on specific funds.
Complete Report Library
Upon subscribing, you receive our complete library of 1,500 current full-page fund reports.
Sturdy Binder
Our hard case binder features easy snap-in storage of your reports.
Online Service
Access to 1,500 updated reports monthly and delivery of the Summary and Analysis Sections the minute we release them. You'll receive them up to two weeks before the printed versions arrive in mailboxes.
Online Resource Guide
This guide to smart fund selection helps you make the most of your subscription. It includes a detailed investment glossary.
Free Online Supplement
The Best Funds for 2009 gives you new ideas for rebalancing your portfolio in the new year. The Best Funds for Income delivers our picks for yield-seeking investors. What We Own and Why tells you the funds our analysts own - and how they chose them.
The Morningstar Guarantee
If you are unhappy with our mutual funds binder service for any reason, return the library of reports within 30 days of the start date for a full refund. After that, you may cancel at any time, and we will refund the remaining months left on your subscription. Your satisfaction is our priority.
Morningstar fund analysts are the acknowledged experts on mutual funds. Each of our 25 fund analysts concentrates on a group of funds. They are experts on their funds' numbers. They also know the people who manage the funds. The fact is many fund managers simply will not talk to anybody but a Morningstar analyst.
When you rely on Morningstar and our analysts, you don't have to wonder about the independence of our opinion. We don't underwrite stocks. We don't engage in investment banking. We're in business for one reason -- to help investors make the best-informed investment decisions possible. That's been Morningstar's sole mission for the past 20 years.
The Morningstar Guarantee
If you are unhappy with our mutual funds binder service for any reason, return the library of reports within 30 days of the start date for a full refund. After that, you may cancel at any time, and we will refund the remaining months left on your subscription. Your satisfaction is our priority.
To order or renew your subscription by telephone, call
866-608-9570.
Call 866-442-1121 and ask about our special library pricing.
