Database of the Month: Morningstar

Many of you may have used this database to retrieve a company’s annual report, but Morningstar Investment Research Center offers so much more than that!

Morningstar covers all stocks traded on the NYSE, NASDAQ, and AMEX, and nearly 14,000 mutual funds - nearly 20,000 securities in all. Morningstar Investment Research Center contains powerful screener tools and detailed financial information on stocks, funds, and exchange-traded funds (ETFs), analyst reports for 1,000 stocks and 2,000 funds including buy and sell directions, market sector and industry reports, portfolio management tools, and more. To learn about this database, the new Tutorial Section provides 8 excellent 2 to 4 minutes clips which introduce you to navigating the database content and using the screening and graphing tools. In addition, Morningstar offers online self-paced training on investment topics such as Stocks, Funds, Portfolio and Bonds with various content levels from 100 to 500 on these topics.

Learn More

Visit Morningstar’s Investing Classroom (available under the Help & Education area) to discover what additional topics are offered.

Connect to this Database

Please visit  Morningstar Investment Research Center to explore the database further.   You may also access library databases via our Databases A-Z and Databases by Subject pages.

Database of the Month provides a very brief introduction to an important research database, highlighting key features of the database that you should know about. If you would like more information about this database (or any of the library’s databases) please Ask a Librarian.  If you would like a demonstration of this database for a class, please contact our Coordinator of User Education, Elizabeth Galoozis.