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3 Months (6 issues)
$69 United States
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$200 other
1 year (24 issues)
$549 United States (individuals only; libraries, please see below)
$639 Canada/Mexico
$795 other
To order or renew your subscription by telephone, call 866-608-9570.
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  The professional's choice
•   1,600 funds detailed in full-page, in-depth reports
•   Semimonthly print newsletters of commentary and updates
•   New! Online updates and advance electronic delivery of newsletters

 

  
 

That's because no other service can offer the same benefits prized by serious fund investors like you:

Independence
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.

Coverage
Counting all their variations, there are nearly 14,000 mutual funds on the market today. Morningstar deems 1,600 worthy of your attention. We've selected these funds to give you a wide variety of choices necessary for building and maintaining a well-diversified portfolio. 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. These are our expert analysts' favorites for long-term growth.

Comprehensiveness
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.

Expert Opinion
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.

Innovative Tools
A big reason why Morningstar can reduce reams of information into easily understood one-page reports is organization and innovation. Our report page succinctly summarizes years of performance data. It clearly presents risk in a variety of measures. Innovations like our risk-balanced star rating help you spot managers who add real value. Our style box, based on 10 key factors, accurately portrays a fund's investment style.

 

  

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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.

 

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Our Online Report Service lets you get current month-end updates on every fund we cover. You see and can print out report pages with completely updated data.
    Your subscription includes:  
  The Summary Section: Commentary, benchmark data, and performance data on all 1,600 funds delivered twice monthly.
  The Analysis Section: Up to 160 new full-page Morningstar reports on specific funds delivered twice monthly.
  Online Service: Access to 1,600 updated reports monthly and delivery of the semimonthly Summary and Analysis Sections the minute we release them. You'll receive them up to two weeks before the printed versions arrive in mailboxes.
  Complete Report Library: Upon subscribing, you receive our complete library of 1,600 current full-page fund reports.
  Sturdy Binder: Our hard case binder features easy snap-in storage of your reports.
  Resource Guide: This guide to smart fund selection helps you make the most of your subscription. It includes a detailed investment glossary.