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FAQ

We’re making some updates to Morningstar.com, for starters, you can expect improved site speed and performance. Also, we've modified the navigation menu based on both your input and how members are using the site. Lastly, as a result of upgrading our sign-in process, you’ll be asked to sign-in upon your next visit. We hope you’ll find these changes add up to a site experience that even better connects you to the investment expertise and analysis you’re looking for.

Fund quote

We've removed the one-page fund PDF report from Morningstar.com and are working on adding a print feature. If you're a financial professional, you can find a FINRA-approved version of the one-page fund PDF report in our professional products. To learn more, contact our sales team.
The performance compare feature is available on our fund quote pages (Fund Quote Page >> Performance >> Show Interactive Chart). You can also compare with our Fund Compare tool, available under Research > Mutual Funds or by searching for "fund compare" in the search box.
This feature is no longer available on our quote pages. You can find this information in Portfolio Manager for the funds you track.
On the fund quote tab (Fund Quote Page >> Quote), you can find Minimum Initial Investment and Status. We'll continue to work on adding additional data about how to purchase funds to our quote pages.
This feature is no longer available on our quote pages. If you're a financial professional, we have other products that include this feature. To learn more, contact our sales team.
The performance compare feature is available on our quote pages (Fund Quote Page >> Performance >> Show Interactive Chart). You cannot compare across investment vehicles at this time. If you're a financial professional, we have other products that include this feature. To learn more, contact our sales team.
You can find fund portfolio detail on Fund Quote Page >> Portfolio.
On the fund price tab (Fund Quote Page >> Price), you can find the Morningstar Tax cost ratio and Potential Capital Gains exposure. We'll continue to work on adding additional tax data (e.g Pre-Tax returns and tax adjusted returns) to our quote pages.
On the fund parent tab (Fund Quote Page >> Parent), you can find top rated funds, total net assets, and overall fund flows for that fund family.

New site navigation

Search for the tool by name, find our most popular tools in the Quick Links section of the Homepage, or find tools by browsing our Research pages (Mutual Funds, Stocks, ETFs, Bonds).
Search for the author by name or check out our Specialists on the Homepage.
Jump on over to our Morningstar Community.
The medalists by category and Medalist Screener have been replaced with this list of medalists. This list can be sorted by column and you can continue to use the Premium Fund Screener to filter by medalist funds. The Premium Fund Screener tool is available under Research > Mutual Funds or by searching for "fund screener" in the search box.
We're working on updating these pages. In the interim, you can access them via these direct links: stock analyst reports and fund analyst reports.

Membership

The core difference between a Basic & Premium membership is access to professional-grade analyst reports and ratings. Learn more about Premium here.
Monthly 1 year 2 year 3 year
$29.95 $199 $349 $449
You can find your renewal date under the Membership section of My Account. Your membership will be automatically be renewed until you decide to change your plan.
To cancel your membership, call +1 (866) 229-9449 (or +1 (312) 424-4288 if dialing from outside the U.S.). Our Customer Care Agents are available Monday and Tuesday 8am to 7pm CT and Wednesday-Friday, 8am to 5pm CT.
Yes. You’ll still be able to access any portfolios you’ve created and retain access to Basic features such as basic investment research tools.
Yes. We’re happy to work with you to issue a prorated rebate on any unused time of your membership.
If you’re opted in to third party offers, then we share your information with our partners. To update these preferences, go to My Account > Email Preferences.
To reset your password, either go to Sign in > Forgot password or go to My Account > Reset Password.
To update your contact information go to My Account
To unsubscribe from morningstar content emails go to My Account—Email Preferences
To find your receipt go to My Account—Membership

Portfolio Manager

To find help go to Portfolio Manager > Help > FAQ

Technical

The latest versions of Chrome, Firefox, Microsoft Edge, and Safari are supported on Morningstar.com

Missing features

In working on upgrading our Investment Research capabilities, we need to retire existing features from time to time. You can find the tools that are still supported by searching for "screener" or browsing our Research pages (Mutual Funds, Stocks, ETFs, Bonds).
Click on the Morningstar logo at the top of the page to get back to the home page.
On the Markets page, in the Performance section.