Morningstar® Investor Newsletters

Whether you invest in stocks, funds, or ETFs,

Morningstar has a newsletter that meets your investing needs.

What You Get With Newsletters

Analyst Research

Our latest thinking and most sought-after analysis.

Morningstar Watchlists

A list of securities being monitored for their potential fit within each strategy.

Bonus Reports

Investment supplements to help you make the most of your subscription.

Email Alerts

Intra-issue commentary including a roundup of Morningstar analyst notes and new issue alerts.

Subscriber-Only Websites

Monthly issue and commentary archives plus current data on the portfolios and watchlists.

Ask an Editor

Have a question? Editor access included with every subscription.

Investing in the wide moat stocks of today and tomorrow.

Morningstar StockInvestor focuses on companies that we believe have competitive advantages that are trading at discounts to their intrinsic values. Owned by Morningstar, Inc., the the Tortoise portfolio focuses on “high quality” businesses, defined as having both durable competitive advantages and strong balance sheets. The Hare portfolio aims to hold fast-growing companies with strong and improving competitive advantages.

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In Every Issue:

• Commentary on current events, such as ESG investing, that are relevant to an equity investing strategy.
• In-depth editorial on companies and a roundup of significant news events on the holdings in Morningstar, Inc.’s Tortoise and Hare portfolios.
• A watchlist of stocks that could potentially fit with the portfolios’ investment mandates.
• Email alert when a trade occurs in either of the portfolios via the companion website, msi.morningstar.com

Research and recommendations for the serious fund investor.

Morningstar FundInvestor is dedicated to helping investors pick mutual funds and build portfolios to meet their financial goals. We look for funds with sustainable competitive advantages by analyzing key fundamental criteria including management, strategy, expenses, trading costs, and long-term performance.

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In Every Issue:

• Commentary on current events, such as ESG investing, that are relevant to a fund investing strategy.
• In-depth articles that speak to what’s on investors’ minds right now.
• A watchlist of The FundInvestor 500, monthly performance data on the funds that should be on every investor’s radar.
• 24/7 access to each fund’s full-page Analyst Report via the companion website, mfi.morningstar.com.

Quality insights for current income and income growth from stocks.

Morningstar DividendInvestor features the Dividend Select six-figure real-money portfolio that aims to produce income while taking on lower risk. The portfolio seeks above-average dividend yields, typically between 3% and 5%. Dividend stability is our top priority.

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In Every Issue:

• Commentary on current events, such as ESG investing, that are relevant to a dividend investing strategy.
• In-depth editorial on income-generating industries.
• A watchlist of dividend stocks that could potentially fit with the portfolios’ investment mandates.
• Email alert when a trade occurs in either of the portfolios via the companion website, mdi.morningstar.com.

Scan the globe for promising investment opportunities.

Morningstar ETFInvestor focuses on the cost-efficiency of exchange-traded funds. Every issue contains our analysis of ETFInvestor’s model portfolios, commentary and research on the investment issues of the day, and performance updates on our ETF coverage universe.

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In Every Issue:

• Commentary and research on the investment issues of the day, such as ESG investing, and performance updates on our ETF coverage universe.
• In-depth analysis of individual exchange-traded funds and market segments.
• A watchlist of ETFs that could potentially fit with the portfolios’ investment mandates.
• Access to Analyst Reports on ETFs via the companion website, etf.morningstar.com.

•  DIY Investment Strategies

• Learn more about what thousands of our do-it-yourself investors already know.

The commentary, analysis, references to, and performance information contained within Morningstar® DividendInvestor℠ and Morningstar® StockInvestor℠, except where explicitly noted, reflects that of portfolios owned by Morningstar, Inc. that are invested in accordance with strategies managed by Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc. Morningstar Investment Management manages portfolios using similar investment strategies for clients of the Morningstar® Managed Portfolios℠ program. The Morningstar Managed Portfolios program is offered by the entities within Morningstar’s Investment Management group, which includes subsidiaries of Morningstar, Inc. that are authorized in the appropriate jurisdiction to provide consulting or advisory services in North America, Europe, Asia, Australia, and Africa. Morningstar Investment Management does not guarantee the results of its advice or recommendations, or that the objectives of a strategy will be achieved.

Opinions expressed within the newsletters are as of the date of publication and subject to change without notice. Morningstar, Inc. and Morningstar Investment Management shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions contained herein or their use, which do not constitute investment advice, are provided as of the date written, are provided solely for informational purposes and therefore are not an offer to buy or sell a security. Newsletters are provided for informational purposes only and has not been tailored to suit any individual. References to specific securities or investment options should not be considered an offer to purchase or sell that specific investment.

Investments in securities are subject to investment risk, including possible loss of principal. Prices of securities may fluctuate from time to time and may even become valueless. Before making any investment decision, investors should read and consider all the relevant investment product information. Investors should seriously consider if the investment is suitable for them by referencing their own financial position, investment objectives, and risk profile before making any investment decision. There can be no assurance that any financial strategy will be successful.

Investment research is produced and issued by subsidiaries of Morningstar, Inc. including, but not limited to, Morningstar Research Services LLC, registered with and governed by the U.S. Securities and Exchange Commission.

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