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Investing Newsletters
Our digital and print newsletters focus on particular
investment vehicles and asset classes. Our editors and
strategists provide their readers with recommendations,
watchlists, and timely email alerts.

Whether you invest in stocks, funds, or ETFs, Morningstar
has a newsletter that meets your investing needs.

Select your Newsletter(s) StockInvestor DividendInvestor ETFInvestor FundInvestor
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.
Features Real-money portfolios Watchlist Buy and sell guidance Weekly Roundup Subscribers-only website Email alert service Bonus Report: The Morningstar Guide to Wide-Moat Stock Investing
Pricing Morningstar StockInvestor Monthly 32-page issues, online resources, buy/sell email alerts. Digital Edition
Quarterly: $39.95 ($13.32 an issue) Annual $125 ($10.42 an issue) Premium Member Price: $115
($9.58 an issue)
Print Edition Annual: $135 ($11.25 an issue)
Objective Morningstar DividendInvestor features two portfolios, each with distinctive objectives. The Builder Portfolio seeks to earn annual returns of 11%-13% (including a 2%-4% current yield) over any three- to five-year rolling time horizon. The Harvest Portfolio seeks to earn annual returns of 9%-11% (including a 6%-8% current yield) over any three- to five-year rolling time horizon.
Features Real-money portfolios Watchlist Buy and sell guidance Weekly Roundup Subscribers-only website Email alert service Bonus Report: Morningstar DividendInvestor Owner's Manual
Pricing Morningstar DividendInvestor Monthly 20-page issues, online resources, buy/sell email alerts. Digital Edition
Quarterly: $59.95 ($19.98 an issue) Annual: $189 ($15.75 an issue) Premium Member Price: $179
($14.92 an issue)
Print Edition Annual: $199 ($16.58 an issue)
Objective Morningstar ETFInvestor features two real-money portfolios.
The ETF Income Portfolio assembles a high-quality collection of income-generating ETFs with the goal of earning 5% in excess of the 30-day T-bill rate over a full business cycle. The portfolio adheres to a benchmark-agnostic strategy in its search for absolute returns.

The ETF Global Asset Allocation Portfolio, on the other hand, is more benchmark sensitive. It seeks undervalued asset classes with improving fundamentals. The strategy seeks to beat the 60/40 MSCI ACWI/Barclays US Aggregate benchmark over a full business cycle, with the least risk possible.
Features Real-money portfolios Watchlist Buy and sell guidance Subscribers-only website Email alert service Bonus Report: The Morningstar Guide to ETFs
Product Pricing Morningstar ETFInvestor 12 monthly 32-page issues, online resources, buy/sell email alerts. Digital Edition
Quarterly: $59.95 ($19.98 an issue) Annual: $189 ($15.75 an issue) Premium Member Price: $179
($14.92 an issue)
Print Edition Annual: $199 ($16.58 an issue)
ObjectiveWe 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.
Features Exclusive Morningstar fund research The FundInvestor 500: Our best ideas for your portfolio Monthly full-page Analyst Reports for each fund in the FundInvestor 500 Subscribers-only website Email alerts service Bonus Report: Morningstar FundInvestor Owner's Manual
Pricing Morningstar FundInvestor Monthly 48-page issues, online resources, buy/sell email alerts. Digital Edition
Quarterly: $39.95 ($13.32 an issue) Annual: $125 ($10.42 an issue) Premium Member Price: $115
($9.58 an issue)
Print Edition Annual: $135 ($11.25 an issue)
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