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Screening Tools
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 Premium
Screener
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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
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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
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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
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Graph stocks or funds and spot trends in the market based on investment style.
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Compare
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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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Portfolio Manager
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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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Portfolio Monitor
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Get a clear view on your investments with personalized portfolio reports, including
your performance, top contributors and detractors, and a breakdown of your current
asset, sector, region, and investment style allocations.
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Portfolio X-Ray
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Reveal value, size, performance, and return metrics for the underlying holdings of your entire portfolio, so you can easily pinpoint weaknesses and build a stronger investment mix.
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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
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Morningstar Mobile
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Our latest application offers enhanced features to help you track your investments
and stay on top of the markets. Now available on iPhone, BlackBerry and Android.
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Financial Calculators
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Trade Analyzer
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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
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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
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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
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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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