Robust investment strategies and recommendations
Our digital and print newsletters focus on particular investment vehicles and asset classes. Our editors and strategists provide their readers with recommendations, watch lists, and timely email alerts.
Whether you invest in stocks, funds, or ETFs, Morningstar has a newsletter that meets your investing needs.
Select Your Newsletter(s)
FundInvestor StockInvestor DividendInvestor OpportunisticInvestor ETFInvestor OptionInvestor Vanguard Fund Family Fidelity Fund Family American Fund FamilyMorningstar Guarantee
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FundInvestor Strategy
Russel Kinnel,
Director of Fund Research and Editor
Morningstar FundInvestor provides research and recommendations for the serious fund investor, is dedicated to helping investors pick great mutual funds, build winning portfolios and monitor their funds for greater gains.
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Objective
We look for funds with sustainable competitive advantages. We do so by analyzing key fundamental criteria including management, strategy, expenses, stewardship, trading costs, and long-term performance
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Features
Exclusive Morningstar fund research
FundInvestor 500: our best ideas for your portfolio
Monthly full-page Analyst Reports for each fund in the FundInvestor 500
Subscribers-only website
Email alerts service
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Pricing
Morningstar FundInvestor
Monthly 48-page issues, online resources, buy/sell e-mail alerts.
Digital Edition
Quarterly: $39.95
Annual: $119
Premium Members save $10
Print Edition
Annual: $129
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Bonus Reports
Morningstar FundInvestor Owner's Manual
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StockInvestor Strategy
Paul Larson
Equities Strategist and Editor
Morningstar StockInvestor purchases shares of high-quality firms with wide economic moats.
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Objective
StockInvestor features two market-beating portfolios: the Tortoise, which holds large, less-risky stocks for conservative investors, and the Hare, which holds stocks suitable for those looking to be more aggressive. Both portfolios concentrate on quality companies with wide economic moats.
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Features
Real-money portfolios
Watch list
Buy and sell guidance
Weekly roundup
Subscribers-only Web site
E-mail alert service
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Pricing
Morningstar StockInvestor
Monthly 32-page issues, online resources, buy/sell e-mail alerts.
Digital Edition
Quarterly: $39.95
Annual: $119
Premium Members save $10
Print Edition
Annual: $129
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Bonus Reports
Buy Core Stocks the Morningstar StockInvestor Way
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DividendInvestor Strategy
Josh Peters, CFA
Equities Strategist and Editor
Morningstar DividendInvestor provides quality recommendations for current income and income growth from stocks.
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Objective
Morningstar DividendInvestor features two portfolios, each with distinctive objectives.
The Builder Portfolio seeks to earn annual returns of 11%-13% (including a 2%-4% current yield) over any three- to five-year rolling time horizon. The Harvest Portfolio seeks to earn annual returns of 9%-11% (including a 6%-8%current yield) over any three- to five-year rolling time horizon.
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Features
Real-money portfolios
Watch list
Buy and sell guidance
Weekly roundup
Subscribers-only website
E-mail alert service
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Pricing
Morningstar DividendInvestor
Monthly 20-page issues, online resources, buy/sell e-mail alerts.
Digital Edition
Quarterly: $59.95
Annual: $189
Premium Members save $10
Print Edition
Annual: $199
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Bonus Reports
DividendInvestor Owner's Manual
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OpportunisticInvestor Strategy
Mike Tian,
Equities Strategist and Editor
Stephen Ellis,
Analyst and Editor
Morningstar Opportunistic Investor invests in companies with widening economic moats.
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Objective
Morningstar Opportunistic Investor features the Mosaic Portfolio, which targets companies as their competitive advantages are improving. These established, expanding-moat companies follow understandable business models in growing end markets with durable tailwinds.
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Features
Real-money portfolio
Watch list
Buy and sell guidance
2 – 4 in-depth investment ideas each month
Subscribers-only website
E-mail alert service
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Pricing
Morningstar Opportunistic Investor
Digital subscription, buy/sell e-mail alerts, subscriber-only website. Two-week free trial!
Subscription
Annual: $199
Premium Members save $10
Monthly: $18.95
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Bonus Reports
Coming soon!
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ETFInvestor Strategy
Paul Justice
Director of ETF Analysis and Editor
Morningstar ETFInvestor takes a valuation-conscious approach to ETF investing. We look at an ETF's stock holdings in an effort to find funds that hold a sizable stake of undervalued stocks. |
Objective
Morningstar ETFInvestor features two portfolios with distinctive approaches and a shared objective of outperforming the S& P 500 over a 3- to 5-year period. The
Hands-Free Portfolio provides ample diversification while limiting expenses and turnover.
The Hands-On Portfolio concentrates in specific sectors to take advantage of trends.
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Features
Real-money portfolios
Watch list
Buy and sell guidance
Subscribers-only website
E-mail alert service
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Pricing
Morningstar ETFInvestor
12 monthly 20-page issues, online resources, buy/sell e-mail alerts.
Digital Edition
Quarterly: $59.95
Annual: $189
Premium Members save $10
Print Edition
Annual: $199
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Bonus Reports
Choosing ETFs the Morningstar ETFInvestor Way
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OptionInvestor Strategy
Philip Guziec,
CFA, Senior Derivatives Strategist
Erik Kobayashi-Solomon,
Senior Options Analyst
Morningstar OptionInvestor uses fundamental research to invest in the equity option market.
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Objective
Morningstar OptionInvestor is designed to help both seasoned options users and the options-curious craft strategies tailored to their risk tolerance and portfolio strategy. The Pay Me Now portfolio generates an income stream mainly by selling covered calls. The Pay Me Later portfolio generates maximum long term total return through opportunistic long and short option positions. |
Features
Options Recipe Book and novice-level How-To articles
Expert-level discussion of best practices in portfolio management and risk control
Weekly option investment screens
QuickShot option ideas leveraging Morningstar's fundamental research
Access to editors
Real-Money Portfolios
E-mail Alerts
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Pricing
Morningstar OptionInvestor
Digital subscription, buy/sell e-mail alerts, subscriber-only website. Two-week free trial!
Subscription
Annual:
Monthly: $120
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Bonus Reports
Morningstar Guide to Option Investing
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Vanguard Funds Strategy
Dan Culloton, Editor
Independent quarterly analysis and guidance on funds in the Vanguard family.
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Objective
Morningstar Fund Family Report: Vanguard Funds helps you find the best and avoid the worst funds in the Vanguard lineup. Morningstar's lead analysts on each fund family write the family's report.
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Features
In-depth analysis by Morningstar's lead Vanguard Funds analyst, Dan Culloton
A quarterly performance wrap-up including total return, ratings, and rankings
Detailed manager interviews, fund spotlights, red flags, and more
Fund news and personnel changes and what it means for you
Coverage of top Vanguard picks as well as funds you'll want to avoid
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Pricing
Morningstar Fund Family Reports: Vanguard Funds
Quarterly 13-page issues, online resources.
Digital Edition
Quarterly: $34.95
Annual: $119
Premium Members save $10
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Bonus Reports
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Fidelity Funds Strategy
Christopher Davis, Editor
Independent quarterly analysis and guidance on funds in the Fidelity family.
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Objective
Morningstar Fund Family Report: Fidelity Funds helps you find the best and avoid the worst funds in the Fidelity lineup. Morningstar's lead analysts on each fund family write the family's report.
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Features
In-depth analysis by Morningstar's lead Fidelity Funds analyst, Christopher Davis
A quarterly performance wrap-up including total return, ratings, and rankings
Detailed manager interviews, fund spotlights, red flags, and more
Fund news and personnel changes and what it means for you
Coverage of top Fidelity picks as well as funds you'll want to avoid
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Pricing
Morningstar Fund Family Reports: Fidelity Funds
Quarterly 13-page issues, online resources.
Digital Edition
Quarterly: $34.95
Annual: $119
Premium Members save $10
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Bonus Reports
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American Funds Strategy
Kevin McDevitt, Editor
Independent quarterly analysis and guidance on funds in the American Funds family.
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Objective
Morningstar Fund Family Report: American Funds helps you find the best and avoid the worst funds in the American lineup. Morningstar's lead analysts on each fund family write the family's report.
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Features
In-depth analysis by Morningstar's lead American Funds analyst, Kevin McDevitt
A quarterly performance wrap-up including total return, ratings, and rankings
Detailed manager interviews, fund spotlights, red flags, and more
Fund news and personnel changes and what it means for you
Coverage of top American picks as well as funds you'll want to avoid
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Pricing
Morningstar Fund Family Reports: American Funds
Quarterly 13-page issues, online resources.
Digital Edition
Quarterly: $34.95
Annual: $119
Premium Members save $10
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Bonus Reports
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