When I hear Morningstar, I think mutual funds. Morningstar is best known for mutual fund ratings, but their online service offers much more than this. My colleague, Merrill Stein, and I recently participated in one of their webinars. We had both been using Morningstar primarily for mutual fund and public company screening and financial analysis. In the course of the webinar, we both learned that Morningstar offers a cool tool for portfolio management called the Portfolio X-Ray which provides analysis of fees & expenses, sector allocation, stock type, ratios, and stock intersection for funds held. The Help & Education tab offers substantive courses with interactive quizzes on investing. If you’d like to learn more about Morningstar’s Investment Research Center, sign up for their next live patron web training scheduled for April 29th at 4pm by emailing from the Help & Education tab.
Morningstar is available to Villanova community members from the library Databases by Title Page and business subject pages under the Company & Industry tabs.