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Users Guide
Table of Contents
Screeners
Reports
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Portfolio
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Help & Education Get to Help & Education from the Homepage
Get to Newsletters from the Homepage
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Screeners
Step-by-Step Instructions
Screeners
Step-by-Step Instructions
Screening for the right mutual funds, stocks, and ETFs is as simple as pointing
and clicking on your favorite criteria. After you select the type of security
youd like to find, you can choose from hundreds of criteria to screen on. For
each criteria, select conditions and values to limit your results to just the
securities you are interested in. Add more data points to screen on, and specify
how these new criteria behave in relation to the others by choosing either
And or Or in the Relationship to Other Criteria box.
Screeners
Step-by-Step Instructions
Screeners
The Stock Picks link will pull out our 5 star rated stocks based on Morningstars
fundamental analysis. Fund Picks will help you find our analysts favorite
mutual funds. Get to these pages from the links on the homepage, or from the
left column in the screeners.
Reports
Step-by-Step Instructions
You can use our financial reports when analyzing the funds, stocks, and ETFs in
your portfolios, those youve read about, or those you have on your short lists
created with Morningstar screeners. For every fund, stock, and ETF in our database, you will see comprehensive financial information.
Additionally, for more than 1,900 stocks, 2,100 funds, and 150 ETFs, you
will see a Morningstar analysts in-depth analysis, and the analysts guidance
on when to buy or sell the particular investment.
Reports
Get a list of Stock, Fund, and ETF analyst research reports that will help you
make sound decisions. On the Morningstar Investment Research Center
homepage, click on Stock Analyst Reports, Fund Analyst Reports, or
ETF Analyst Reports to get a full listing.
Reports
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Reports
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Weve revisited every aspect of the analyst reports, looking for ways to expand
the available data and create clearer ways of visualizing important metrics
like how a company compares to its peers. Our new analyst research pages are
easier to use, and offer new functionality and data on every page, including
many only available in the Morningstar Investment Research Center database.
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Reports
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Whether you are looking for a brief overview of a fund, or an in-depth analysis,
our analyst reports deliver what you need.
1. Quote (formerly Snapshot)
contains category, assets, NAV,
manager, load information, fees,
yield, style box, minimum purchase,
and growth of $10,000.
2. Data Interpreter contains expla nation of trailing returns,
expense ratio, manager style, and
portfolio analysis.
3. Fund Analysis (formerly Analyst
Research) provides our detailed
analysis, whether we consider the
fund a top pick, our thoughts on
how the fund fits into a portfolio (for
example, core or supporting), our
stewardship grade, and a pros and
cons for the fund overall.
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Reports
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Weve revisited every aspect of the analyst reports, looking for ways to
expand the available data and create clearer ways of visualizing important
metrics like how a fund manages risk and returns.
Coming in late summer are updated ETF analyst reports and, for the first
time in the Morningstar Investment Research Center database, Closed-End Fund
(CEF) analyst reports.
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Markets
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Get a read on how particular indexes, sectors, and styles are performing in our
Markets area.
1. Index Returns are a good indicator
of how different parts of the
market perform and can be used
as a benchmarking mechanism.
Morningstar shows domestic, bond,
municipal, and international
index returns.
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Markets
Get our monthly, quarterly, annual, and 5-year Market Overview reports by
clicking the download links in the left column of the Markets tab. Get all
our Quarterly Industry Reports by clicking the download links on the same
page, under the Sectors heading.
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Portfolio
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Portfolio
Step-by-Step Instructions
Portfolio X-Ray is a sophisticated analytical tool that allows you to view your
portfolios in a variety of ways, and then make intelligent decisions about
adding, dropping, or reallocating investments. While the tool and the resulting
analysis are quite sophisticated, Morningstars graphical representation of
results are easy for even novice investors to understand.
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Portfolio
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Portfolio
Stock Intersection describes how much of a stock you really own, including
through mutual funds.
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Our Help & Education Center is your one-stop shop for investment education.
Whether youre looking for direction when using the site, tips for choosing
funds or stocks, or the definition of an investment term, youll find it all here.
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