Welcome to this tutorial on Morningstar Investment Research Center!
This tutorial will show you:
To get started, from the Parrish Library homepage, select the List of Business Databases on the left side of the page.
Then select Morningstar Investment Research Center.
What kind of information is available?
Morningstar Investment Research Center offers up-to-date information on 20,000 stocks and mutual funds, and allows screening using a variety of criteria.
Please note: This database has a five concurrent user limit so it’s important to remember to log off when finished.
From the Morningstar homepage, you can use the tabs at the top to navigate to different areas of the database whether you’re looking for stock information by company, mutual funds, ETFs, or markets.
From this page you can use the drop down to screen reports by specific data point or build your own screen by selecting multiple data points.
Once you’ve selected your screening criteria.
The snapshot view will list the company name, the date of the most recent Morningstar analyst report if available, and the Morningstar rating.
You can change this view by selecting a different view option from the drop down menu under view.
Use the tabs at the top to navigate to other sections such as performance or financial data, or shareholder information.
Finding Analyst Reports
If you’re looking specifically for analyst reports, you can find direct links to stock analyst reports, fund analyst reports, and ETF analyst reports from the homepage.
Additional Screening Tools
You’ll also find screening tools for funds and ETFs on the corresponding pages.
Please End Session
When you’re finished using Morningstar, don’t forget to click "End Session" so that others are able to access this resource.
What have you learned?
Now you know how to access Morningstar Investment Research Center, what kind of information is available, and how to find analyst reports.
Thank you for using this tutorial!
If you have any questions or feedback, please contact firstname.lastname@example.org.