A collection of high-quality print and electronic investment resources.
Morningstar publishes easy-to-use, objective information that helps investors make informed decisions. Proprietary data, methodologies, and independent analysis drive the content in our newsletters, books, references, and educational resources.
Investors can choose information on a specific investment type or use multiple titles to create diversified portfolios. Whether your objective is growth or income, whether you prefer stocks, funds, or ETFs, Morningstar has a newsletter tailored to your investing needs.
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FundInvestor StockInvestor DividendInvestor OpportunisticInvestor ETFInvestor OptionInvestor Vanguard Fund Family Fidelity Fund Family American Fund FamilyMorningstar Guarantee
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FundInvestor Strategy
Russel Kinnel,
Director of Fund Research and Editor
Morningstar FundInvestor is dedicated to helping investors pick great mutual funds, build winning portfolios and monitor their funds for greater gains.
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Objective
We look for funds with sustainable competitive advantages. We do so by analyzing key fundamental criteria including management, strategy, expenses, stewardship, trading costs, and long-term performance.
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Features
Exclusive Morningstar fund research
FundInvestor 500: our list of best ideas for a diversified portfolio
Fund Analyst Picks & Pans
Subscribers-only Web site
E-mail alert service
Analyst Picks Performance Tracking
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Pricing
Morningstar FundInvestor
12 monthly issues | 48 pages
Print and Electronic Edition
$125.00 U.S.
Electronic Version Only
Quarterly: $34.95
Annual: $115.00
$105.00 Morningstar.com Premium Members
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Bonus Reports
Get these reports free with either subscription option
FundInvestor Owner's Manual
Managers Who Eat Their Own Cooking
The Right Way to Buy a Bond Fund
How to Buy a Sector Fund
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StockInvestor Strategy
Paul Larson
Equities Strategist and Editor
Morningstar StockInvestor seeks to purchase shares of quality companies at a discount, and sell them after the market has come around to our view.
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Objective
StockInvestor features two market-beating portfolios: the Tortoise, which holds large, less-risky stocks for conservative investors, and the Hare, which holds stocks suitable for those looking to be more aggressive. Both portfolios concentrate on quality companies with wide economic moats.
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Features
Market-beating portfolios
Core and international stock watch lists
Buy and sell guidance
Detailed stock analyses
Subscribers-only Web site
E-mail alert service
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Pricing
Morningstar StockInvestor
12 monthly issues | 32 pages
Print and Electronic Edition
$125.00 U.S.
Electronic Version Only
Quarterly: $34.95
Annual: $115.00
$105.00 Morningstar.com Premium Members
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Bonus Reports
Get these reports free with either subscription option
20 Best Companies in the World
How to Judge a Company's Management Team
Buy Core Stocks the Morningstar StockInvestor Way
Best International Stocks Today
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DividendInvestor Strategy
Josh Peters, CFA
Equities Strategist and Editor
Morningstar DividendInvestor provides quality recommendations for current income and income growth from stocks.
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Objective
Morningstar DividendInvestor features two portfolios, each with distinctive objectives.
Builder Portfolio:
To earn annual returns of 11%-13% over any three- to five-year rolling time horizon. This objective is composed of: 2%-4% current yield and 8%-10% annual income growth.
Harvest Portfolio:
To earn annual returns of 9%-11% over any three- to five-year rolling time horizon. This objective is composed of: 6%-8% current yield and 2%-4% annual income growth.
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Features
Dividend payment schedules for portfolio holdings
In-depth analysis of current and potential investments
Commentary of dividend trends and strategies
Dividends in peril
E-mail alert service
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Pricing
Morningstar DividendInvestor
12 monthly issues | 16 pages
Print and Electronic Edition
$165.00 U.S.
Electronic Version Only
Quarterly: $44.95
Annual: $155.00
$145.00 Morningstar.com Premium Members
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Bonus Reports
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The Dividend Drill
DividendInvestor Owner's Manual
Payouts in Peril
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OpportunisticInvestor Strategy
Mike Tian,
Equities Strategist and Editor
Stephen Ellis,
Senior Analyst and Editor
Morningstar Opportunistic Investor seeks to uncover investment opportunities in no-moat stocks,
deep cyclicals, arbitrage opportunities, spin-offs, bankruptcy reorganizations, and other special situations.
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Objective
Uncovering opportunities with identifiable catalysts to unlock value where the upside
potential is many times the downside risk.
Mosaic Portfolio:
This is a dynamic portfolio that is mindfully adjusted to maintain the best possible risk-reward ratio.
We will cast a wide net and go where few think to go to uncover great investments outside of the blue chips
everyone has heard of.
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Features
Ongoing updates to the six-figure, real-money Mosaic Portfolio, the centerpiece of the website
Frequent commentary with articles, analyst notes, and new ideas each month
Research, analysis, market commentary and company news emphasizing the events and legwork that inform our decisions to buy, sell, or steer clear
E-mail updates on transactions, as well as the ability to e-mail the editors directly
Detailed financial models, watchlist prices, and interactive content you can access any time
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Pricing
Morningstar Opportunistic Investor
Email alerts | Web site and blog
Annual Online Subscription
$199.00
$189.00 Morningstar.com Premium Members
Monthly Online Subscription
$18.95
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Bonus Reports
Get these reports free with your subscription
State of The Union on Legacy Portfolio
More bonus reports coming soon
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ETFInvestor Strategy
Scott Burns
Director of ETF Analysis and Editor
Morningstar ETFInvestor takes a valuation-conscious approach to investing.
We look at an ETF's stock holdings in an effort to find funds that hold a sizable stake of undervalued stocks. |
Objective
Morningstar ETFInvestor features two portfolios with distinctive approaches and a shared objective of outperforming the S&
P 500 overa 3- to 5-year period.
Hands-Free Portfolio:
Provides wide diversification while keeping a lid on fund expenses and turnover.
Hands-On Portfolio:
Tends to concentrate in specific sectors to take advantage of trends, and requires more oversight than a fund portfolio. |
Features
Monthly reviews of ETF portfolio performance
Scott's Spotlight on ETFs you should know about
Commentary on market trends and opportunities
ETF watch lists
Weekly e-mail commentary and buy/sell alerts
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Pricing
Morningstar ETFInvestor
12 monthly issues | 20 pages
Print and Electronic Edition
$165.00 U.S.
Electronic Version Only
Quarterly: $44.95
Annual: $155.00
$145.00 Morningstar.com Premium Members
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Bonus Reports
Get these reports free with either subscription option
The ETF Numbers that Matter and Why
Choosing ETFs the Morningstar ETFInvestor Way
The ABCs of ETFs
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OptionInvestor Strategy
Philip Guziec,
CFA, Senior Derivatives Strategist
Erik Kobayashi-Solomon,
Senior Options Analyst
Morningstar OptionInvestor is different from typical options products in that it uses Morningstar's
fundamental research to invest in the equity option market instead of trying to profit from technical
trends by "trading" options.
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Objective
Morningstar OptionInvestor is designed to help both seasoned options users and the options-curious
craft strategies tailored to their risk tolerance and portfolio strategy. Whether you're looking for
in-depth information or logical starting points for navigating the market, Morningstar OptionInvestor
can help you.
Pay-Me-Now Portfolio:
Generates an income stream by managing option investments and underlying stock holdings.
Pay-Me-Later Portfolio:
Generates a maximum long term total return through opportunistic long and short option positions.
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Features
Unparalleled Morningstar analysis from 100 stock analysts and our option team.
Real-Money Portfolios with updates on $200,000 of Morningstar's capital invested in two portfolios, so you can invest along with us.
Weekly insights and investment ideas to help guide your option investing.
Morningstar's Volatility Style Box helps assess the price of an option.
Articles to help you become more savvy about navigating options markets.
Forums for sharing strategies with other investors and Morningstar's option experts.
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Pricing
Morningstar OptionInvestor
Email alerts | Web site and blog
Annual Online Subscription
The first 2-weeks are free! Lets you test drive our service.
Monthly Online Subscription
$120.00
The first 2-weeks are free! Lets you test drive our service.
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Bonus Reports
Get this free report with either subscription option
Morningstar Guide to Option Investing, 40 pages of our top ten points for options.
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Vanguard Funds Strategy
Dan Culloton, Editor
Independent monthly analysis and guidance on funds in the Vanguard family.
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Objective
Morningstar Fund Family Report: Vanguard Funds helps you find the best and avoid the worst funds in the Vanguard lineup. Morningstar's lead analysts on each fund family write the family's report.
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Features
In-depth analysis by Morningstar's lead Vanguard Funds analyst, Dan Culloton
Fund news and what it means for you
Two full-page Morningstar reports
The best and worst funds in the Vanguard Funds family
Comprehensive data
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Pricing
Morningstar Fund Family Reports: Vanguard Funds
12 monthly issues | 11 pages
Electronic Delivery
Quarterly: $34.95
Annual: $115.00
$105.00 Morningstar.com Premium Members
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Bonus Reports
Get these reports free with either subscription option
How to Pick Actively Managed Funds Like an Indexer
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Fidelity Funds Strategy
Christopher Davis, Editor
Independent monthly analysis and guidance on funds in the Fidelity family.
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Objective
Morningstar Fund Family Report: Fidelity Funds helps you find the best and avoid the worst funds in the Fidelity lineup. Morningstar's lead analysts on each fund family write the family's report.
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Features
In-depth analysis by Morningstar's lead Fidelity Funds analyst, Christopher Davis
Fund news and what it means for you
Two full-page Morningstar reports
The best and worst funds in the Fidelity Funds family
Comprehensive data
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Pricing
Morningstar Fund Family Reports: Fidelity Funds
12 monthly issues | 13 pages
Electronic Delivery
Quarterly: $34.95
Annual: $115.00
$105.00 Morningstar.com Premium Members
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Bonus Reports
Get these reports free with either subscription option
The Best of Fidelity's Brokerage Platform
What Every Fidelity Investor Should Know
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American Funds Strategy
John Coumarianos, Editor
Independent monthly analysis and guidance on funds in the American Funds family.
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Objective
Morningstar Fund Family Report: American Funds helps you find the best and avoid the worst funds in the American lineup. Morningstar's lead analysts on each fund family write the family's report.
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Features
In-depth analysis by Morningstar's lead American Funds analyst, Greg Carlson
Fund news and what it means for you
Two full-page Morningstar reports
The best and worst funds in the American Funds family
Comprehensive data
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Pricing
Morningstar Fund Family Reports: American Funds
12 monthly issues | 9 pages
Electronic Delivery
Quarterly: $34.95
Annual: $115.00
$105.00 Morningstar.com Premium Members
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Bonus Reports
Get these reports free with either subscription option
2 New Reports Coming Soon
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