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 PracticalFinance 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
Get these reports free with either subscription option
The Dividend Drill
DividendInvestor Owner's Manual
Payouts in Peril
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OpportunisticInvestor Strategy
Justin Perucki, CFA,
Senior Analyst, Equities Strategist, and Editor
Mike Tian,
Equities Strategist 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 Morningstar Opportunistic Investor
Frequent and flowing commentary with articles, analyst notes, and new ideas throughout each month
Research, analysis, and news on the market and companies with special emphasis on 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 with questions, ideas, and critiques
Detailed financial models, updated 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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PracticalFinance Strategy
Christine Benz, Editor
Our new editor, Christine Benz, brings a fresh perspective to Morningstar PracticalFinance. You may have seen Christine share her expertise on CNBC, Fox Business News, or Nightly Business Report. In each issue of PracticalFinance, she leverages Morningstar’s many resources to deliver sound strategies that can help optimize your investments and reach your goals. |
Objective
Whether you're a newcomer to personal finance or an old hand, there's something for everyone in Practical Finance. This is especially important today with the current market volatility. Each issue coaches you on winning financial strategies and gives you specific mutual fund, exchange-traded fund, and stock ideas. Practical Finance can also help put the specific advice you get from other Morningstar newsletters in context and show you how to combine funds, stocks, ETFs, and other investments into your own portfolios. |
Features
Asset allocation guidance
Portfolio recommendations
Investment guidelines
Retirement insights
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Pricing
Morningstar Practical Finance
12 monthly issues | 12 pages
Print and Electronic Edition
$105.00 U.S.
Electronic Version Only
Quarterly: $29.95
Annual: $95.00
$85.00 Morningstar.com Premium Members
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Bonus Reports
Get this 20-page booklet free with either subscription option
The Morningstar Guide to Income Investing
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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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