Morningstar® Mutual Funds subscribers receive a complete fund research solution, including a binder containing 1,500 one-page mutual fund reports and an online service for accessing information from a designated Morningstar website. The fund reports are updated throughout the year and include up to 150 Fund Analyst Picks for long-term growth. Then, approximately every three weeks, a new issue arrives with updated reports on 160 funds along with news, commentary, and summary performance data.
What you can do:
Receive a complete package of resources
Full Fund Report Library Morningstar’s library contains 1,500 current full-page fund reports.
Summary Section Commentary, benchmark data, and performance data on all 1,500 funds delivered 20 times per year.
Analysis Section Up to 150 new full-page Morningstar reports on specific funds delivered 20 times per year.
Sturdy BinderPatented hard-case binder features easy snap-in storage of fund reports and supplemental sections.
Online Service Access to all 1,500 updated reports weekly and delivery of the Summary and Analysis Sections as soon as they are released. View complete issues online up to two weeks before the printed versions arrive in mailboxes.
Online Resource Guide Information for making smart investment decisions complements the binder contents. Includes a detailed investment glossary.
Build a diversified portfolio from a select group of funds
Proprietary fund selection process
Narrows the field of options
Morningstar analysts follow a precise selection process to narrow the field of 21,000 available mutual fund share classes to the 1,500 funds presented in the binder. By using Morningstar data and analysis to simplify the universe of options, Morningstar Mutual Funds delivers a foundation for building and maintaining a well-diversified portfolio.
Receive three free online reports
The Best Funds for 2009
The Best Funds for Income
The Best Funds for Investing During Retirement
A Morningstar Mutual Funds subscription includes three free informative online reports. The Best New Funds for Income presents Morningstar picks for yield-seeking investors. The Best Funds for 2009 describes new funds that Morningstar believes have the best long-term potential.