Morningstar

What is it?

  • Morningstar Investment Research Center is a financial database that provides independent ratings of mutual funds as well as providing financial news that may affect market values.

  • Our subscription includes everything from the print edition of Morningstar as well as analysis of stocks and exchange-traded funds (ETFs).

  • NOTE: Only two users may be on the Morningstar website at a 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. Click on Business & Investing and then on the Morningstar Investment Research Center link. You will be prompted to log in with your Patron ID # (back of card) and PIN number.

Using Morningstar Investment Research Center

  1. Use Morningstar by entering a Ticker (e.g. APA or FOSFX) or Name (e.g. JPMorgan Chase and Co.) in the search box in the upper right corner of the page.

  2. Click on Read Full Analyst Report in the middle of the page to get more details of Morningstar’s rating. Click on tabs at the top of the page (e.g. performance, financials, valuation etc.) for more information. Click PDF Report in the upper right corner to view a report as it appeared in the print edition.

  3. Choose the Articles & Videos tab to view the 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. Choose the Newsletter tab to read issues of Morningstar’s four newsletters, going as far back as one year.

  4. Use the Companies, Funds, and ETFs tabs at the top of the page to screen for matches based on a variety of criteria such as Morningstar Rating, Fund Category, YTD Return, and other performance factors. 

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