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.
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 Opportunistic Investor OptionInvestor ETFInvestor FundInvestor
StockInvestor Strategy
Paul Larson,
Chief Equities Strategist and Editor Morningstar StockInvestor purchases shares of high-quality firms with wide economic moats.
Paul Larson,Chief Equities Strategist and Editor Morningstar StockInvestor purchases shares of high-quality firms with wide economic moats.
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: Buying Core Stocks the Morningstar
StockInvestor Way
Pricing
Morningstar StockInvestor
Monthly 32-page issues, online resources, buy/sell email alerts.
Digital Edition
Morningstar StockInvestor
Monthly 32-page issues, online resources, buy/sell email alerts.
Digital Edition
DividendInvestor Strategy
Josh Peters, CFA
Director of Equity-Income Strategy
and Editor Morningstar DividendInvestor provides quality recommendations for current income and income growth from stocks.
Josh Peters, CFADirector of Equity-Income Strategy
and Editor Morningstar DividendInvestor provides quality recommendations for current income and income growth from stocks.
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
Morningstar DividendInvestor
Monthly 20-page issues, online resources, buy/sell email alerts.
Digital Edition
Opportunistic Investor Strategy
Mike Tian, CFA
Senior Equity Analyst, Equities Strategist, and Editor Stephen Ellis,
Senior Equity Analyst and Editor Morningstar Opportunistic Investor invests in companies with expanding economic moats.
Mike Tian, CFASenior Equity Analyst, Equities Strategist, and Editor Stephen Ellis,
Senior Equity Analyst and Editor Morningstar Opportunistic Investor invests in companies with expanding economic moats.
Objective
Morningstar Opportunistic Investor features the Mosaic Portfolio, which targets
companies as their competitive advantages are improving. These established, expanding-moat
companies follow understandable business models in growing end markets with durable
tailwinds.
Features Real-money portfolios
Watchlist Buy and
sell guidance 2–3 in-depth investment ideas
each month Subscribers-only website Email alert service
each month Subscribers-only website Email alert service
Pricing
Morningstar OpportunisticInvestor
Digital subscription, buy/sell
email alerts, subscriber-only website.
Two-week free trial! Online Membership Monthly: $19.95 Annual: $199 ($16.58 a month) Premium Member Price: $189
($15.75 an issue)
Morningstar OpportunisticInvestor
Digital subscription, buy/sell
email alerts, subscriber-only website.
Two-week free trial! Online Membership Monthly: $19.95 Annual: $199 ($16.58 a month) Premium Member Price: $189
($15.75 an issue)
OptionInvestor Strategy
Philip Guziec, CFA
Derivatives Strategist and Editor Erik Kobayashi-Solomon,
Market Strategist and Editor Morningstar OptionInvestor uses fundamental research to invest in the equity option market.
Philip Guziec, CFADerivatives Strategist and Editor Erik Kobayashi-Solomon,
Market Strategist and Editor Morningstar OptionInvestor uses fundamental research to invest in the equity option market.
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.
The Pay Me Now portfolio generates an income stream mainly by selling covered calls.
The Pay Me Later portfolio generates maximum long term total return through opportunistic long and short option positions.
The Pay Me Now portfolio generates an income stream mainly by selling covered calls.
The Pay Me Later portfolio generates maximum long term total return through opportunistic long and short option positions.
Features Options Recipe
Book and novice-level How-To articles Expert-level
discussion of best practices in portfolio management and risk control
Weekly option investment screens
QuickShot option ideas leveraging Morningstar’s fundamental research
Access to editors
Real-Money Portfolios Email alert service
Bonus Report: The Morningstar Guide to Option Investing
Pricing
Morningstar OptionInvestor
Digital subscription, buy/sell
email alerts, subscriber-only website.
Two-week free trial! Online Membership Monthly:$180 $120
Annual: $1100 $550
($45.83 a month)
Morningstar OptionInvestor
Digital subscription, buy/sell
email alerts, subscriber-only website.
Two-week free trial! Online Membership Monthly:
ETFInvestor Strategy
Paul Justice, CFA
Director of North American ETF Research and Editor Morningstar ETFInvestor takes a valuation-conscious approach to ETF investing. We look at an ETF's stock holdings in an effort to find funds that hold a sizable stake of undervalued stocks.
Paul Justice, CFA
Director of North American ETF Research and Editor Morningstar ETFInvestor takes a valuation-conscious approach to ETF 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 over a 3- to 5-year period.
The Hands-Free Portfolio provides ample diversification while limiting expenses and turnover.
The Hands-On Portfolio concentrates in specific sectors to take advantage of trends.
The Hands-Free Portfolio provides ample diversification while limiting expenses and turnover.
The Hands-On Portfolio concentrates in specific sectors to take advantage of trends.
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 20-page issues, online resources, buy/sell email alerts.
Digital Edition
Morningstar ETFInvestor 12
monthly 20-page issues, online resources, buy/sell email alerts.
Digital Edition
FundInvestor Strategy
Russel
Kinnel,
Director of Mutual Fund Research
and Editor Morningstar FundInvestor provides research and recommendations for the serious fund investor. FundInvestor is dedicated to helping investors pick great mutual funds, build winning portfolios and monitor their funds for greater gains.
Russel
Kinnel,Director of Mutual Fund Research
and Editor Morningstar FundInvestor provides research and recommendations for the serious fund investor. FundInvestor is dedicated to helping investors pick great mutual funds, build winning portfolios and monitor their funds for greater gains.
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
Morningstar FundInvestor
Monthly 48-page issues, online resources, buy/sell email alerts.
Digital Edition
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