Morningstar
Empowering Investor Success·morningstar.com
Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, along with portfolio tools. It provides market news, analyst reports, fair value estimates, and tools such as portfolio tracking, watchlists, a screener, comparison tools, and charting for investors.
What it's for
Features 20
- Analyst fair value estimates
- Bond analysis
- Capital allocation ratings
- Charting tool
- Company reports with analyst commentary
- Comparison tool
- Economic moat ratings
- ETF analysis and ratings
- Investing podcasts
- Market calendar (earnings, economic releases, splits)
- Market news and headlines
- Mutual fund analysis and ratings
- Portfolio tracking tool
- Rating changes tracker
- Retirement and personal finance content
- Stock analysis and ratings
- Stock/fund screener
- Sustainable investing research
- Uncertainty ratings
- Watchlists
At a glance
Pricing
The site states that products and services are sold through license agreements or subscriptions, with no specific plan names or prices listed on the pages reviewed. The investment management business generates asset-based fees calculated as a percentage of assets under management, and revenue also comes from conference admissions/sponsorships and advertising.