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 InternationalInvestor DividendInvestor GrowthInvestor 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
$115.00 U.S.
Electronic Version Only
$105.00
$95.00 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
$115.00 U.S.
Electronic Version Only
$105.00
$95.00 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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InternationalInvestor Strategy
Allan Nichols, CFA,
Equities Strategist and Editor
Morningstar InternationalInvestor, is dedicated to finding and buying undervalued international companies with the goal of producing a total return in excess of the Bank of New York ADR Index.
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Objective
InternationalInvestor features a real-money portfolio, the Passport Portfolio, which will be invested in stocks either domiciled outside the U.S. or with operations that are almost entirely outside the U.S. The portfolio will primarily be run from a bottoms-up approach, looking for value wherever it can be found in the world, in an effort to provide opportunities for investors to diversify their portfolios away from the U.S. economy and currency.
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Features
A real-money portfolio of our best international picks
Watchlists of our favorite international stocks with performance data
Buy/sell recommendations
In-depth coverage of international companies in our portfolio and watchlists
Monthly commentary on world economic sectors, politics, and currencies
Intra-issue e-mail alerts with relevant news and trades
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Pricing
Morningstar InternationalInvestor
12 monthly issues | 12 pages
Electronic Delivery
$149.00
$139.00 Morningstar.com Premium Members
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Bonus Reports
Coming soon!
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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
$149.00 U.S.
Electronic Version Only
$139.00
$129.00 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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GrowthInvestor Strategy
Toan Tran, Equities Strategist and Editor Morningstar GrowthInvestor seeks to own high-quality growth companies. We believe in partnering with management teams that are trustworthy, capable, and skilled at making capital-allocation decisions. | Objective Investing in growth leaders of tomorrow. Growth Portfolio: To achieve long-term capital appreciation by investing in companies with above-average growth and earnings prospects relative to the market and their industries. | Features Timely e-mails with stock picks, buy/sell alerts, in-depth research/analysis, and investing ideas Companion Web site features an interactive blog, real-time performance updates on the Growth Portfolio and watch lists and an extensive library of past commentary Emerging Moat watch list with buy and sell prices Growth Leaders watch list with buy and sell prices Subscriber Q&A | Pricing  Morningstar GrowthInvestor Email alerts | Web site and blog Annual Online Subscription $149.00 $129.00 Morningstar.com Premium Members Monthly Online Subscription $14.95 | Bonus Reports Get these reports free with your subscription User's Guide: Buying Stocks the Morningstar GrowthInvestor Way 10 Companies About to Dominate Their Industries 10 Stocks to Avoid |
| ETFInvestor Strategy  Jeffrey Ptak, CFA, CPA, Director of Exchange-Traded Security Research 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 Jeff'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 | Pricing  Morningstar ETFInvestor 12 monthly issues | 20 pages Print and Electronic Edition $149.00 U.S. Electronic Version Only $139.00 $129.00 Morningstar.com Premium Members | 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
$95.00 U.S.
Electronic Version Only
$89.00
$79.00 Morningstar.com Premium Members
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Bonus Reports
Get this 22-page booklet free with either subscription option
Where to Invest in 2008
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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
$99.00
$89.00 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
$99.00
$89.00 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
Greg Carlson, 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
$99.00
$89.00 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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