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.
StockInvestor Strategy
Matthew Coffina, CFA
Editor Morningstar StockInvestor purchases shares of high-quality firms with wide economic moats.
Matthew Coffina, CFAEditor 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: The Morningstar
Guide to Wide-Moat Stock Investing
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
ETFInvestor Strategy
Samuel Lee,
ETF Analyst and Editor Morningstar ETFInvestor scans the globe for value and improving fundamentals across virtually all asset classes. Editor Samuel Lee draws upon academic and practitioner research--including Morningstar's sizeable bench of stock, bond and fund analysts—to find reliable drivers of outperformance.
Samuel Lee,
ETF Analyst and Editor Morningstar ETFInvestor scans the globe for value and improving fundamentals across virtually all asset classes. Editor Samuel Lee draws upon academic and practitioner research--including Morningstar's sizeable bench of stock, bond and fund analysts—to find reliable drivers of outperformance.
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.
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
Morningstar ETFInvestor 12
monthly 32-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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