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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 analysis,
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 Morningstar StockInvestor features two portfolios: the Tortoise, which seeks to hold large, less-risky stocks for conservative investors, and the Hare, which aims to hold stocks suitable for those looking to be more aggressive. Both portfolios concentrate on quality companies with wide economic moats.
Features Real-money portfolios Watchlist 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: $42.95 ($14.30 an issue) Annual $135 ($11.25 an issue) Premium Member Price: $125
($10.41 an issue)
Print Edition Annual: $145 ($12.08 an issue)
Objective Morningstar DividendInvestor features the Dividend Select six-figure real-money portfolio that aims to produce income while taking on lower risk. The portfolio seeks above-average dividend yields, typically between 3% and 5%. Dividend stability is always our top priority.
FeaturesReal-money portfolio Watchlist Weekly Roundup Subscribers-only website Email alert service Bonus Report: Morningstar DividendInvestor Subscriber'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
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)
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.
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: $42.95 ($14.30 an issue) Annual: $135 ($11.25 an issue) Premium Member Price: $125
($10.41 an issue)
Print Edition Annual: $145 ($12.08 an issue)
Morningstar Guarantee We guarantee your complete satisfaction and will refund your full subscription price within 30 days of receipt of your first issue.

For illustration purposes, Morningstar StockInvestor and DividendInvestor highlight activities pertaining to Morningstar, Inc. portfolios invested in accordance with Morningstar's investing strategies. Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc., manages portfolios using similar investment strategies for clients as part of the Morningstar® Managed PortfoliosSM platform.

The performance shown for the portfolios highlighted in these newsletters should in no way be considered indicative of or a guarantee of the actual or future performance of or viewed as a substitute for any portfolio invested in a similar strategy. Past performance does not guarantee future results. Dividends are not guaranteed and are paid at the discretion of the stock-issuing company. There can be no assurance that any financial strategy will be successful.

Investments in securities are subject to investment risk, including possible loss of principal. Prices of securities may fluctuate from time to time and may even become valueless. Before making any investment decision, investors should read and consider all relevant investment product information and seriously consider if the investment is suitable for them by referencing their own financial position, investment objectives, and risk profile before making any investment decision.