Morningstar offers investment information for stocks, mutual funds, and exchange-traded funds. Find information by Ticker Symbol, Company Name, or by constructing a search with the stock/fund screener.

Look in the Help & Education tab for an investment glossary, primers on specialized investments, and online tutorials in Morningstar’s Investing Classroom.

Learn the basics of finding information in Morningstar:

PDF Quick Guide (1 page)
PDF User Guide (20 pages)

Your mission, should you choose to accept it:

  1. Go to the Databases page and find Morningstar.
  2. Look up a company by name or ticker symbol. Search suggestion: Caterpillar
  3. Locate the star rating for the company’s stock.
  4. Locate the different printing options.