Morningstar User Guide

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Morningstar is the premier destination for investment research, news, tools and analysis. Whether you invest in individual stocks, mutual funds, ETFs, derivatives or even hedge funds, Morningstar can help make you a smarter (and richer) investor.

I’ve been a premium member of Morningstar for a long time, but even its free level of membership offers a wealth of information and tools that every investor should use. To help you make the most of what Morningstar has to offer, you’ll find here a series of Morningstar User Guides.

These guides will walk you through step-by-step how to use the tools and research at Morningstar. I’ll be regularly adding to the series, so be sure to check back frequently for more updates, or just subscribe to the Dough Roller and get all the updates automatically. Or you can just bookmark this page.

Morningstar Basics

If you’re new to Morninstar, these guides will help you get your feet wet with all that Morningstar has to offer:

  1. Morningstar Introduction

Morningstar Portfolio Manager

The portfolio manager is more than just a stock and mutual fund tracker. Morningstar’s Portfolio Manager can tell you just about everything concerning your investments. Want to know the weighted average expense ratio of your mutual funds? How about the date of the last analyst report for each stock or fund with a link to the report? Or what about the weighted average turnover percentage for your portfolio? Morningstar can tell you all this and more.

  1. Making the Most of Morningstar : Portfolio Manager
  2. Determining the Cost of Your Mutual Funds
  3. Determining the Market Cap of Your Portfolio
  4. 50 – 50 Rule of Mutual Fund Investing

Morningstar Investing Tools

  1. Making the Most of Morningstar : X-Ray Your Portfolio
  2. Making the Most of Morningstar : Mutual Fund Screener Tool
  3. How to Evaluate a Mutual Fund in 60 Seconds Flat with Morningstar
  4. How To Buy The Warren Buffett Mutual Fund


Published or Updated: January 6, 2011
About Rob Berger

Rob founded the Dough Roller in 2007. A litigation attorney in the securities industry, he lives in Northern Virginia with his wife, their two teenagers, and the family mascot, a shih tzu named Sophie.

Comments

  1. Vincent Rossini says:

    Please advise me if you have any of the certificates of deposit interest rates for the period of 1997, 1998 and 1999 available. I am inteerested in determining what the certificates of deposit rates were at the times in question. If so, please advise how I can acquire these rats.

    Dr. Vincent Rossini, Phd

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