Research and Reference Resources

Morningstar® Investment Research Center Available for Madison Residents

Madison Public Library and the Madison Public Library Foundation are offering a trial of the Morningstar Investment Research Center financial service to library customers. If there is enough positive interest, the library will investigate purchasing access for library customers on an ongoing basis. Morningstar Investment Research Center will be accessible through May 31, 2008 to anyone who visits a Madison Public Library location. The service will also be available remotely to any City of Madison resident who has a current public library card. Over 50 residents are participating in our database trial process and many more residents are using the service on their own.

 

What Is Morningstar Investment Research Center?

For nearly two decades Morningstar® Mutual Funds™ has been and remains a valued print reference for researching, analyzing, and comparing mutual funds. Used by advisors and individual investors, it is one of the most popular financial reference tools in libraries.

Morningstar Investment Research Center incorporates the best of Morningstar data, analysis, technology, and information design. Individual investors can access and use all of the features and functionality in this online destination, including analyst reports of 2,000 mutual funds and nearly 2,000 stocks. An exceptional Education Center offers in-depth guides on five different topics that matter most to today’s investor: retirement planning, college planning, investing during retirement, investing for beginners, and portfolio tips and tricks. Use Morningstar's online Help & Education section to get started, or view their help sheets here:

Quick Guide (1 page) new as of 2/18/08
User's Guide (20 pages) new as of 2/18/08
Where to Invest in 2008
How to Invest During an Economic Slowdown (new: posted 4/1/08)

 

How Can I Participate?

You may use the database in the library or at home (City of Madison residents with valid library cards only) from November 1, 2007 - May 31, 2008. You may also sign up to participate in our database trial process. Trial participants will be asked to evaluate the product for the library and will be personally notified about the outcome of the trial. We will send you occasional investing tips or news releases from Morningstar. To join the trial and share your opinions, please contact Carla DiIorio at 266-6310 or email madisonlibrary @ gmail.com.

If you or your community group are interested in having someone demonstrate the Morningstar.com service, please contact Carla DiIorio at 266-6310 or email madisonlibrary @ gmail.com.

The trial was purchased for the Library by the Madison Public Library Foundation.

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