Affluent consumers use Morningstar tools to research new investing opportunities, check their portfolios and stay in tact with the most current market updates.
| Profile Point | Morningstar.com Online Index |
|---|---|
| Current Market Value of Portfolio: $500,000-$999,999 | 239 |
| Current Market Value of Portfolio: $1,000,000+ | 314 |
| Securities Currently Owned - Money Market Funds (last 12 months) | 187 |
| Securities Currently Owned - Mutual Fund - Corporate Bond (last 12 months) | 280 |
| Securities Currently Owned - Mutual Fund - Foreign Stock Managed (last 12 months) | 336 |
| Securities Currently Owned - Mutual Fund - Stock Index (last 12 months) | 293 |
| Securities Currently Owned - Mutual Fund - Stock Managed (last 12 months) | 281 |
| Securities Currently Owned - Self Directed IRA (last 12 months) | 210 |
| Shopped Online for Money Market Funds (last 30 days) | 511 |
| Shopped Online for Mutual Funds - Bond (last 30 days) | 792 |
| Shopped Online for Mutual Funds - Stock (last 30 days) | 579 |
| Shopped Online for Stocks (last 30 days) | 437 |
| Any Online Investment Shopping (last 30 days) | 427 |
| Online Paid Subscription to General/Business/Financial News | 611 |
| Event Ticket Purchases - Basketball NBA game (last 6 months) | 104 |
| Event Ticket Purchases - Museum (last 6 months) | 207 |
| Purchased Books on Tape Online (last 30 days) | 268 |
| Any Business & Finance Magazine Readership (last 30 days) | 337 |
| Magazine Readership - Arthur Frommer's Budget Travel (last 30 days) | 232 |
| Magazine Readership - Cigar Aficionado (last 30 days) | 237 |
| Magazine Readership - Golf Digest (last 30 days) | 226 |
| Magazine Readership - Golf Magazine (last 30 days) | 202 |
| Magazine Readership - Wine Spectator (last 30 days) | 250 |
| Vacation Packages - Heavy Online Spending (last 6 months) | 229 |
| International Vacation - Italy/Greece/Turkey (last 2 years) | 136 |
| International Vacation - Netherlands/Belgium (last 2 years) | 265 |
| International Vacation - Spain/Portugal (last 2 years) | 222 |
Source: Nielson @Plan Winter 2009
