Morningstar Investment Research Center

August 10, 2009

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.
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4 Responses to “Morningstar Investment Research Center”

  1. Vampire of the East Side Says:

    Tried to look up a few companies today and got blocked out because we didn’t have enough licenses. 😦

  2. hereticalarchivy Says:

    I got in. Looked up AIG. Odd shaped performance graph.

  3. AlwaysBehind Says:

    Interesting to note that the formatted report, which is in PDF format, is an entirely different report from the other print option. The print option shows all the data in the various options while the PDF report is an analysis, not a formatted version of the charts and data presented in the other.

    • Experimental Classification System Tester Says:

      It’s weird we don’t want to leave are real names. Does that say something about our institutional culture?


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