Whether you’re new to investing or a seasoned DIYer, a Morningstar Premium membership can help you find, evaluate, and monitor the investments that best meet your needs.
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The first step to investment selection is finding the securities that best meet your needs. But with thousands of available options, where do you start? With a Morningstar Premium membership, you can access pre-screened lists of our analysts’ highest-rated stocks, funds, and ETFs.
Our Premium Screeners will help you spot the Best Investments for your individual portfolio. We've pre-sorted opportunities by Morningstar’s proprietary data points—the Wide Moat Screener for the best stocks and the Gold Medal Screener for the best funds—so you can pinpoint multiple options in an undervalued category, for instance.
Let’s face it. You can’t rely on buzz, word of mouth, or the occasional news article for investment guidance. To be a successful investor, you need to be on top of the latest news and market data. You need in-depth, continuous analyses so you can navigate the ups and downs of the marketplace.
Enter Morningstar's coveted Analyst Reports. While many of our competitors measure a stock’s worth with a computer program, Morningstar’s staff of 150+ analysts sifts through company filings, financial data, and a wealth of other sources to deliver an unvarnished review of any investment. This exclusive information for more than 2,500 securities is designed to help you make informed choices easily and confidently.
Ensure your portfolio is diversified properly to meet your financial goals. Members can use Monitor with Portfolio X-Ray® to evaluate your overall asset allocation and sector weightings as well as uncover concentrated positions, view the stock holdings behind your mutual funds, measure performance against benchmarks and industry indexes, and stay up-to-date on the latest news and corporate actions relating to your holdings.
