Morningstar Investment Research Center

morningstar screen shot
Morningstar Investment Research Center

Morningstar, Inc. is the premier source of unbiased information for thousands of mutual funds; the company is also a respected source of information on stocks.  Morningstar Investment Research Center provides complete reports for approximately 2,000 funds and 1,000 stocks.  Quicktake Reports, which include portfolio, risk, performance, and management information, are available for approximately 13,000 funds and 8,000 stocks.  Snapshot information is available for thousands of other funds and stocks.  Overall, information for over 100,000 investment offerings is available.

Morningstar, Inc. issues reports twice a month on a five-month schedule.  Each fund is rated once every five months.  All pricing is current information, and ratings and risk information are updated daily.

If you aren't sure how to use the database, you can download this short tutorial on using Morngingstar to help you get started.

Availability: 
This resources is available remotely to cardholders with a subscribing library as their home library and in-library at all subscribing libraries.
For more information, assistance, or to schedule a demo, please contact: 
Madison Public Library - Central Library
608-266-6350