Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company provides data on approximately 456,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 12 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets.
Vendor website: morningstar.com
Free 30-day or semester long trials are available at any time. For more information, contact us at services@mcls.org.
Morningstar Investing Center
Morningstar Investing Center is an easy to navigate database that was designed especially for libraries to help patrons reach their investment goals. It’s the one-stop tool for collecting financial information, getting reliable portfolio analysis, learning about investment options, and getting the most up-to-date financial news commentary. Investing Center provides data on over 14,500 stocks, 24,800 mutual funds, 1,500 exchange-traded funds, and 700 closed end funds. Morninstar also provide analyst reports on over 3,500 securities, offering in-depth background and analyst opinions on top investments.
Morningstar Investing Center with Remote Access
Morningstar Investing Center with Remote Access and Newsletter Module
Newsletter Add-on
In just one simple click, users will find PDF versions of current and historical issues of Morningstar’s core newsletters spanning mutual funds, stocks, and exchange-traded funds. Morningstar's newsletter strategists provide investors with specific, actionable investment ideas. New issues will post to Morningstar Investment Research Center as soon as they are sent to the printer. That allows library users to access new research and ideas up to two weeks before printed versions of these newsletters would arrive in their mailboxes at home. The titles included in the module are FundInvestor, StockInvestor, DividendInvestor and ETFInvestor.