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.
If you’re new to Morninstar, these guides will help you get your feet wet with all that Morningstar has to offer:
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.
- Making the Most of Morningstar : Portfolio Manager
- Determining the Cost of Your Mutual Funds
- Determining the Market Cap of Your Portfolio
- 50 – 50 Rule of Mutual Fund Investing