Morningstar

What is it?

Morningstar Investment Research Center is a financial database that provides comprehensive data and independent analysis of thousands of investments, spanning mutual funds, stocks, exchange-traded funds, and closed-end funds. Note: Only two users may be on the website at the same time.

Getting Started

Access Morningstar through any web browser:

  1. Go to the library’s website and click on the orange Research & Learning button and then on the Articles, Research & Information button.

  2. From the A-Z Databases list, you can use the subject drop-down menu to filter the list by Business & Investing resources or find Morningstar Investment Research Center alphabetically. You will be redirected to log in. 

  3. Find Morningstar in the list and click Login required - click here. 

  4. Enter your library card barcode number and 4-digit PIN. Once you are logged in, click Morningstar Investment Research Center. 

Using Morningstar Investment Research Center

  1. Use Morningstar by selecting one of the screener tools on the home page or entering a Ticker (e.g., DIS or FOSFX) or Name (e.g. The Walt Disney Co.) in the search box in the upper right corner of the page to look for a specific company's report. 

  2. Click on Read Full Analysis in the middle of the page to get more details on Morningstar’s rating. Scroll through the different sections to view more information on the company or click Company Report in the upper right to view a PDF of the report as it appeared in the print edition.

  3. The Planning & Education tab helps users sharpen your investing skills with self-paced courses, portfolio tools, and retirement and college cost calculators designed to help you plan out your own financial future.

  4. The Articles & Videos tab offers an archive of articles on investing and the market. The list is automatically sorted by date, with the most recent article appearing at the top of the page.

  5. The Help tab includes user guides, tutorial videos, and monthly trainings on how to use the database, presented by Morningstar staff.

  6. The Newsletters tab contains issues of Morningstar’s four newsletters, going as far back as one year. Click a date to download a PDF of that issue.

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