Many members have expressed great interest in the Library offering a subscription to this acclaimed investment service. We have good news to announce! Members will soon have access to this resource through the Institute website, either in-house or remotely. Morningstar is the premier source of unbiased information for thousands of mutual funds, and a respected source of information on stocks. Members will be able to access authoritative independent research and analysis, with complete reports on thousands of mutual funds and stocks.
Search the Morningstar Investment Research Center for mutual fund or stock reports by name or ticker symbol, generate a list of investments that meet particular criteria using the Screeners feature, design an investment portfolio or analyze an existing securities portfolio, looking for strengths, weaknesses, and risk factors, or get assistance in selecting a few solid funds for the long term.
The Morningstar service includes a Newsletter Module with access to investment letters such as DividendInvestor and FundInvestor. Many members will be already familiar with these publications to which the Library currently subscribes in print format. Members will also have access to two additional publications, namely Morningstar StockInvestor and ETFInvestor. Both current and archived monthly issues of these four publications will be accessible.
The Library already subscribes to ValueLine Resource Center and Standard & Poor’s NetAdvantage, two well known, comprehensive and authoritative investment services. Given that Morningstar is highly regarded particularly for its coverage of mutual funds, the Library will now provide to members a solid trio of web-based investment services covering a broad range of different securities.
