Morningstar Review 2023

The Perfect Service for Value Investors

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Morningstar is one of the biggest names in investment research and with good reason. Premium-level membership includes resources to guide your investment decisions, focusing on the best stocks and funds. Let’s dig in and find out in this Morningstar review what makes it so great.

Our Rating - 8


If you are an active and value investor, Morningstar is the perfect investment research service for you. They have extensive research on everything from mutual funds to bonds, covering more than 620,000 investments. While it can be on the pricey side, there are discounts available if you buy long-term.

Start Your Journey with Morningstar
  • Extensive research covering mutual funds, stocks, ETFs, and bonds
  • Best investments lists help you pick the best stocks and funds
  • Coverage for more than 620,000 investments
  • Discounts available for multi-year subscriptions
  • Paid membership required for premium content
  • Annual cost is as much as $359 when you pay monthly

What Is Morningstar?

MorningstarMorningstar is the perfect service if you believe in fundamental/ value investing. If you are a “chartist” then Morningstar's service is not for you. The website will not discuss technical charts, which determine when you should buy or sell via indicators like the stock passing the 52-week average.

Morningstar is more about proper asset allocation, low fee investment vehicles, and investments that generate consistent returns. It also offers several other key features:

  • Investment thesis: Morningstar analyzes stocks, mutual funds, and exchange-traded funds (ETFs). It gives pros and cons for any investment (they call it “Bulls and Bears”).
  • Stock and mutual fund screener: Users can find investments via hundreds of key data points.
  • Morningstar offers a comparative benchmark performance category.
  • Subscribers have access to actionable analyst reports with over 2,000 funds, ETFs, and stocks.
  • Mutual funds are allocated into specific investment categories and stocks.
  • The platform also states the annual fees to own an ETF or mutual fund. This is an important aspect that is often missed. Typically, the lower the cost, the better the odds to meet or beat the comparative index.
  • Morningstar's X-Ray tool is second to none and ensures you aren't over-allocated in a specific sector, country, or stock.
  • The platform also offers free and premium screeners. This is a quick method to narrow your selection of a stock or mutual fund.
  • The cost analyzer is also a great tool to help pick one ETF or mutual fund over another.

Who Is Morningstar for?

Morningstar is best for value investors who want to understand the fundamentals behind every investment. Originally, the firm reviewed only mutual funds, but it added stocks to the review roster a few years ago. Today, Morningstar's rating system is known throughout the investment community.

I look at services like Morningstar as a way to help speed up my research. You should always do your own investment research and not take what anyone says as gospel.

Morningstar is better for fundamental analysis. That’s different from the technical analysis used by chart-reading active investors.

How Does Morningstar Work?

Morningstar is a subscription service but also offers some free information. It started out in 1985 by rating mutual funds but has since expanded its services. When you sign up as a premium member, you'll get access to all data and tools, including an analysis of 621,370 investment assets.

Every asset gets its own detail page. You can navigate to many other features as well, including “best of” lists of the top stocks and funds picked by Morningstar’s professional analysts.

Stocks such as 3M get their own page with extensive details on business results.

Investment reports from Morningstar are highly respected and among the best in the industry. A separation between Morningstar and the businesses it covers encourages an independent, trustworthy result.

Morningstar Portfolios & Tools

Portfolio X-Ray Tool

While a mutual fund's prospectus will state its allocation in only U.S.-based companies, the statement may not be completely true. Morningstar's Portfolio X-Ray tool takes a mutual fund's quarterly SEC reporting of their individual stock ownership and uses it to determine your true asset allocation.

This is important because you may have the correct asset allocation on a macro level, you could be heavily weighted in a particular stock or category unknown to you. This could unknowingly increase your investment risk and decrease returns.

Morningstar X-Ray

Although the X-Ray tool was great when we first reviewed Morningstar in 2010, X-Ray hasn't been improving. There are many other alternatives today. Competitors such as Personal Capital offer free high-level analysis, which is decent enough for the average investor.

While Morningstar's Portfolio X-Ray goes into great detail about your asset allocation, it's a manual process. Morningstar's X-Ray tool is still useful, but it needs improvement and ‘s more cumbersome than alternatives offered by companies such as The Motley Fool.

You can try out the Instant X-Ray tool for free to get a taste of what the premium version includes.

Further Reading: The Motley Fool vs. Morningstar Comparison

Stock Screeners

Again, you can use basic screeners for free, but the Premium Stock Screener is a much more powerful tool with additional features to zero in on potential investments. Morningstar has screeners for stocks, mutual funds, and ETFs to help you find investments that match your goals, risk tolerance, and have Morningstar ratings to support your decisions.

One unique tool is the ESG Screener, which assists in finding investments that meet environment, sustainability, and governance guidelines, as well as specific minimum Morningstar ratings.

The ESG Screener is a specialty tool for finding stocks that focus on environmental and other factors.

Other platforms like Seeking Alpha and The Motley Fool also have stock screeners you can try. But Morningstar's emphasis on sustainability ratings might be a selling point for some investors.

There's also pre-built screeners you can use if you need help finding your next investments. And remember: Morningstar has over 150 analysts, and their ratings and insights into companies is one of the main selling points of signing up. You get curated research straight from the source rather than having to rely on headlines or doing your own digging.

Of course, analysts can be wrong and often are. However, Morningstar does a good job at taking complex topics and company profiles and simplifying them to help with your decision making.

Portfolio Monitor

Premium Mornigstar customers can also use its portfolio monitoring tool to recieve updates about your portfolio's performance. You can also edit how often you receive updates

Morningstar Portfolio monitor

Just note that this doesn't include updates for stocks on your watchlist and is only for your actual portfolio.

Mobile App

Morningstar has a mobile app for Android, iPhone, and iPad devices. The app is free to download and can link up to your Morningstar account. These are regularly updated for security and new features. Options include the ability to sync portfolios from the website to your iPhone.

The app is great if you want to quickly analyze a stock. Otherwise, you are better off visiting the website.

Morningstar Plans and Prices

Anyone can use Morningstar’s free version, which includes some useful data, but it’s far from the complete set of what you get with Morningstar Premium. Premium memberships give you tools to hone in on new investment ideas, evaluate current investments and monitor your portfolio.

These are the price plans for Morningstar Premium:

Price Plan Cost Annual Cost
Monthly $29.95 $359.40
Annual $199 $199.00
Two-Year $349 $174.50
Three-Year $449 $149.67

There's also a 7-day free trial you can take advantage of if you want to test out Morningstar Premium before paying.

How Does Morningstar Figure Its Ratings?

Many investors turn to Morningstar when evaluating funds. The company has built an entire business on ratings, using the famous five-star system that many of us are familiar with. But while funds like to tout their ratings and investors rely on them to determine what constitutes a “good” fund, ratings may not be terribly significant.

Funds with a three-year history all have ratings ranging from one star (lowest) to five stars (highest). To determine its star ratings, Morningstar looks at risk-adjusted trailing performance. As part of the formula, Morningstar does include costs, considering returns that come after fees are deducted.

However, the fact that past performance is a huge part of Morningstar's rating system means that there is a big problem with how meaningful the ratings actually are.

Past Performance and Future Results

Investors are familiar with this refrain: “Past performance does not guarantee future results.” This means it's necessary to question the weight of a star rating system that's based on what has happened in the past. If past performance can't be taken as an indicator of future results, Morningstar's ratings might not be as consequential as expected.

However, past performance can provide clues about a company and its likely health. From that standpoint, looking into the past isn't a bad idea. But relying heavily on Morningstar ratings to help you choose a fund that will perform in the future might not be in the best interest of your investment portfolio.

Could Expense Ratios Be More Meaningful?

Instead of relying on Morningstar ratings, you might actually be better off checking expense ratios. Russel Kinnel, Morningstar Director of Research, has addressed the issue of star ratings vs. expense ratios. He basically hedged on the usefulness of the ratings from Morningstar and pointed out that expense ratios offer a better gauge of how a fund is likely to perform in the future.

The problem is that many funds, especially index funds, are going to deliver average returns when compared to the market. A lower-cost fund, therefore, provides you with the best chance of doing well. When shopping around for a fund, therefore, you might be better off taking a look at the expense ratios, and not paying as much attention to what star rating Morningstar provided.

Morningstar Pros and Cons


  • Morningstar Ratings: Investors around the world use Morningstar’s famous ratings to help them invest. Members can view ratings on all covered assets.
  • Extensive research covering mutual funds, stocks, ETFs, and bonds: Morningstar reports include detailed analysis. Stock details include financials, dividends, ownership, valuations, and other data points. Fund reports look at holdings and performance and may include summaries from Morningstar analysis.
  • Best investment lists help you pick the best stocks and funds: View lists by category and asset class with lists for undervalued, retirement and income, portfolio builders, and others.
  • Coverage for more than 620,000 investments: That’s just a mind-boggling number of stocks and funds! If you can buy it through your brokerage, chances are Morningstar can tell you about it.


  • Paid membership required for premium content: Basic accounts give you access to a little bit of what Morningstar has to offer to whet your appetite, but it’s far from a complete view of what the site gives to premium members.
  • Annual membership is expensive: If you pay monthly, subscriptions cost nearly $359 per year.

Morningstar Alternatives


StockRoverStockRover is a robust investment screening and analysis website. Members have access to various tools, including investment data, charts, research reports, ratings, customizable screeners and custom alerts. The research focuses on stocks, ETFs and mutual funds.

Find out more about StockRover in our review

Motley Fool

 Motley Fool is a stock picking service that helps you understand the analysis and reasoning behind stocks in a diverse, long-term portfolio recommended by Motley Fool founders and analysts. It offers several membership plans with a focus on different types of stocks and investment goals.

It's one of the best Morningstar alternatives if you want actually stock recommendations delivered to your inbox every month. And its premium research is also high quality and current. Plus, The Motley Fool is expanding into new spaces, like cryptocurrency investing and the metaverse.

Find out more about Motley Fool in our review. 

Zacks Investment Research

Zacks Investment Research
Zacks Trade — Zacks is a well-known stock research company. The company provides stock research, analysis and stock recommendations. It's mostly known for its extensive collection of consensus earnings-per-share (EPS) estimates. It also includes research reports, charts, and lots of other investing tools and data.

Bottom Line: Is Morningstar Right for You?

At the end of the day, is a subscription that costs $150 to $360 per year worth it? For many investors, it’s absolutely worth the cost. If you can turn an investment of hundreds of dollars per year into portfolio results worth thousands of dollars, you will come out far ahead with a Morningstar membership.

If you’re nervous about committing to a high-priced long-term membership, you can start with a 7-day trial with no risk or choose a lower-cost monthly membership early on. If you’re like many Investor Junkies with a focus on investment fundamentals, Morningstar could be perfect for your needs.

Larry Ludwig

Larry Ludwig was the founder and editor in chief of Investor Junkie. He graduated from Clemson University with a bachelor of science in computers and a minor in business. Back in the ’90s, I helped create some of the first financial websites for firms like Chase, T. Rowe Price, and ING Bank, and later went on to work for Nomura Securities. He’s had a passion for investing since he was 20 years old and has owned multiple businesses for over 20 years. He currently resides in Long Island, New York, with his wife and three children.

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  1. Larry,
    You should look at the new change Morningstar just made to its premium search engine for mutual funds, and update this review.
    Days ago, the search engine changed for mutual funds. They eliminated almost all of the criteria that you used to be able to enter to parse out the specific fund characteristics of interest.
    Many, most, specific search criteria have been removed.
    You can’t even screen out load funds now. (I wonder if load funds paid them to remove this option?)

    I wished for a better search engine that would allow me to screen using any number that appears in their reports. But they deleted almost all of the items that I used to be able to specify in the search. I think over 90% of the search criteria are eliminated.
    I think they ruined the search engine. It’s barely better than the free search engine, in my opinion.

    Zacks free search engine is much more powerful now. But if you can find a fund of interest, you can go to Morningstar and just type it in to get a specific report – that’s it.

    They did add more detailed reports if you already know what fund you want to see.

  2. The Canadian version of the Premium platform is useless. Graphs don’t work, it is not possible to import trades, the interface is beyond dated, even your profile information section is broken.

    Don’t waste your money, this tool needs a MAJOR overhaul before providing any value for portfolio management.

  3. This site has been beyond useless since constrained the portfolio grid to a very small ipad size. I want to see all of the columns without scrolling and that is now impossible. I have complained many times and nothing has changed.

    1. It is discouraging to see so many people are having the same kind of issues I am having since their so-called upgrade with poor customer service related to lack of functionality and follow through on very basic programming: graphics functions no longer work in X-ray tool; in research mode, drop down menus do not work; scrolling bar for going horizontally on split screen is absent; news feeds for any stock do not exist.; sometimes totals don’t add up because the US-CAD Conversion isn’t working.. I could go on and on… but the most bothersome part is that they never actually DO anything to fix the issues.

  4. I have to reiterate my comment from October 8, 2016. “Seems they align their strategy with other Internet websites i.e the age old strategy of drug pushers “first get them addicted and then srew the hell out of them”.
    In the meantime they have introduced more and more restrictions: Bond information is not available anymore, “Top rated stocks in Sector” has been done away with; quarterly balance sheets are (as of today) not accessible anymore and the list goes on.
    If anybody has an alternative, please let me know.

  5. I am a MS Premium member for some 7 years. They used to be my bible for any investment; but something happened around 2018-2019, where now the site is just USELESS!! There is nothing I can get there. Unless it is so well buried and disguised, so much so that I can’t find it or access it with few clicks.. All I get now is tons of text of some kind of “Analyst” (this can mean anything, a youngsters out-of-school or a freelance journalist) who mostly parise the company, Any company.
    Their ranking system is a joke. I had a failed stock, but they continued to give it 5 stars. 2 years ago I bailed out, but for curiosity kept checking this stock. Its value is now close to Zero, and MS— they keep the 5 star rating. .. Ah– it is an “opportunity” to buy…. Yeh, you buy, MS… And as much as I despise Yahoo, but Yahoo Finance give me much better info.

  6. Software is BUGGY! They don’t seem to be able to program a web page that will actually work without reloading, partial loading, hanging up. And basically being totally erratic. Insights into the working of all matter of companies but cannot even keep their own house in order – hard to have confidence in that.

  7. I am a Morningstar Premium subscriber and note the following problems which Morningstar has failed to address:
    1. When one has a portfolio of mutual funds and goes to Portfolio Xray, sector percentage exposure of one’s portfolio is incorrect if one has asset allocation funds along with equity funds, as the Morningstar calculation for those funds does not correct for percent equity exposure. This results in a larger allocation to sectors which are contained in the asset allocation funds part of the portfolio.
    2. The dividend yield in Portfolio Xray Stats for mutual funds does not always match that published on their Quotes page.
    3. The holdings of many mutual funds are not updated regularly and may not be accurate. Morningstar tells me they rely on fund companies sending their fund data over to them but some fund data may not show up for as long as 6 months. Sometimes one must visit the fund website to get current data and then manually calculate sector exposures for a portfolio.
    4. Morningstar does not show market cycle peak to peak cumulative performance for mutual funds which would assist one in choosing funds with best longterm returns. Instead they show 1, 3, 5 and 10 yr returns which are changing all the time and give no truly useful input into finding the best cumulative return funds.
    5. If one uses the pop-out charts on the Quotes page, the YTD returns are not calculated properly–they use Jan 1 close as the reference point instead of the last trading day close of the prior year. This can be manually changed on the pop-out chart. Such a basic oversight!

  8. I have been using MS Free Account for my Mutual Funds investments for 3 years. It was an excellent source before they did an upgrade. Now there are a lot of mistakes and glitches unacceptable for an Investment Portal of this level. The lates example: Asset Class Allocation Sum is more than 100%. I often go to a Fund Issuer’s website to check data. I will not go to Premium Account till they fix the bugs. Overall, I would give it 3,5 out of 5.

  9. I’ve been a premium member of Morningstar for over ten years. My biggest complaint is that there seem to be an increasing number of stocks on which Morningstar analysts are simply out of the ballpark on consensus price targets. When that happens, the analysts seem too stubborn to admit they’re wrong until they suddenly make a huge downward adjustment on their Fair Value once a stock crashes – I’m talking things like $60 to $30. Ooops – what a surprise – we just really didn’t notice Merrill Lynch and every other brokerage house had the price target at $30-$35 for the last six months. Recent case in point – Kraft Heinz (KHC) – I’ve even written complaints after every other analyst nearly halved KHC’s price target after numerous issues – missed quarterly performance/accounting issues/filing delays you name it. What’s the analyst done in the last three months – acknowledged it and mantained her $60 price target. Meanwhile it’s been in the low thirties until today – when it tanked below $30. This has happend at least a dozen times in the past few years. Either the analysts are stubborn or not good or somewhere in between. Management needs to more closely monitor out of line Fair Values and sit down with the analyst and say what do you see that no one else does.

    1. I’ve been a premium user for at least 10 years myself. The premium search function no longer allows one to choose stocks and export them to a watch list or excel so what good is it? That’s just one of the many things that have disappeared from the premium site in the last year so all these reviews are way out of date. I’s not apples to apples because what you get now is far less than before…unless you’re into lots of big color and distraction instead of stocks.

  10. I do use the premium version, and the analyst reviews are of significant value. Their ratings represent a good second opinion. However, I already have access to this same data through my broker.
    I use the portfolio view to download a snapshot daily and use my own spreadsheet to manage my investments. The data; however, often has issues. I moved from Morningstar from Yahoo, but find Morningstar to have as many issues, even with a Premium membership.
    Support is generally of no use. Sometimes when sets of data are missing (dividend values are missing from most/all equities) they reply after the data gets fixed in 3-4 days. Other continuing data problems have gone on for years, with support giving me nonsensical answers.
    For example, they have continuing problems with showing the Dividend Amount (which is the Div/Share extended by the number of shares you have entered). It is generally just plain wrong. Elsewhere on their site, the Div/Share is correct, so they must have data problems within their site. I would actually prefer they just provide the Div/Share value, but that suggestion obviously falls on deaf ears.
    My concern is about what other data problems exist that I don’t know about? And bad information is worse than no information.
    Although I keep track of my investments in the Morningstar portfolio, I have the functionality to automatically process income transactions (deposit the cash or reinvest) turned off, because of data problems. When transactions are wrong, it is much more difficult to manage than having this turned off. I just adjust the share amount and cash balance periodically.
    Overall, there is some value, but I am very disappointed

  11. I’m just trying to stop receiving the SPAM emails from Morningstar! It says to “TO UNSUBSCRIBE this email address to the Stock Strategist newsletter, please click “reply” and then click “send.” This will unsubscribe only this email address to this specific newsletter.” I have unsubscribed OVER 10 times in the past MONTH and continue to receive their SPAM. I did not sign up to receive all these emails! Morningstar – I don’t want your emails at all! Take me off your lists!

  12. I joined the premium service, but cancelled before I got to try it. Web pages were hanging, and a variety of links were broken. But the worst was to enter a portfolio you have to do it manually or from a comma delimited file. I have dividend stocks to reinvest dividend every month, so am I supposed to enter these? This is 2017. They need to invest in technology to sync brokerage accounts. $200 a year and they can’t import portfolios like FREE Personal Capital or many others do?

  13. Have had printed and online accounts for the dividend and etf newsletters. ‘FINALLY’ gave up and cancelled both after continuous issues accessing the online web sites. Today the sign on pages directed the browser to some idiotic Morningstar beta web page that said I had a trial membership. No one one even tried to help when calling, so they were simply cancelled. Research of equal quality can and will be obtained from our brokers and at a significant financial saving. When you pay $400-$500 a year for a service item, you would think you would received just that, SERVICE rather than grief and aggravation.

  14. I have been a member of Morningstar premium for some time now and have watched the continuing deterioration of their commentary and research.

    The quality of their research has become somewhat of a joke amongst many of my colleagues and in our research club.

    If you are considering joining before you do have a look at the advice they have been giving around the miners for sometime now. If you had followed this advice you would have lost significant sums of money.Eventually they will argue they are right perhaps at the next downturn.

    Take a look at their so called best ideas and in recent times you will find spectacular under-performers including Vocus group and Platinum Asset Management. Their preferred investments have a universe of less than 10 and you would think they know those stocks very closely instead what has become clear is the standard of their research is back of the envelope stuff. Don’t waste your money anywhere near Morningstar.

    1. Hi Ted,

      Do you have other recommendation in place of Morningstar? I’m keen to sign up their premium membership but after reading what you have wrote, I’m thinking twice.

  15. It really depends on what you want the Premium Subscription for.

    For the larger stocks and funds (open end, closed end and ETF) it provides some useful analysis that is certainly better than the ‘free’ retail stuff out there that is designed not to inform you but to get you to buy something or trade.

    The X-Ray feature saves a lot of time for fund investors.

    Portfolio management tools are just ok….you can get better PM tools elsewhere.

    I use it for the raw data I can copy/paste from financial statements. This makes this service more than worth it for me, as I analyze a stock for cash flows, and it would be long and laborious to try to extract this data a piece at a time from shareholder reports or even from places like Mergent online.

    I used to be able to get a discount through Fidelity, but it looks like that is gone….so I just have to suck-it-up and pay the $200/yr

  16. I started my subscription to the ETF Investor a month ago. My main purpose was to use their two portfolios for my investments. Unfortunately they do not disclose the 1,3,5 & 10 year returns of these portfolio & neither do they disclose the Beta of each portfolio. I have written to them, spoken to them, numerous times but got no response. Why would anyone follow these portfolios if their returns are unknown. I suspect Morningstar has not made good investment decisions & are hesitant to disclose them. I am seriously considering cancelling mu subscription. Very poor response

  17. I think Morningstar has been a great service improving from year to year. However, they are about to change their services. If you use the new beta version, you will find out that they do away with their best information i.e. their “Key Ratios” Tab (the new metrics a shadow of the “Key Ratios” tab). Seems they align their strategy with other Internet websites i.e the age old strategy of drug pushers “first get them addicted and then srew the hell out of them”. If anybody has an alternative, please let me know.

  18. Thanks for the informative article. I had high hopes for my Premium Membership, but have had terrible results following their “five star” stock ratings so far in 2015. Might just be bad luck, but of a dozen or so recommendations I’ve jumped on – based on their daily email alerts (which are another valuable benefit of Premium Membership) – most have lost money; some substantially, by percentage measurements. Their “fair value” estimates also seem to be adjusted significantly downward at times, which can affect the ratings measurement dramatically. Seeing a five-star stock’s fair value estimate hacked by 50 to 75 percent in one adjustment has me questioning the efficacy of their ratings methodology. Otherwise, I think the benefits of Premium Membership are good.

  19. I’ve recently been trying to analyze my holdings more like you mention in the above article with the Portfolio X-Ray, seeing where I might be out of whack as far as large/small cap, industry sectors and domestic/foreign/emerging allocations. What are the best sites that you are talking about when you say that Morningstar’s competition has surpassed them in functionality? I do have my accounts linked to Personal Capital, and it is good, but in my opinion it is still a work in progress when it comes to customizing the analysis and doing hypothetical what-if type combinations. Thanks and I really enjoy your website. You have the best summary of the robo-advisors that I have seen anywhere.

    1. Hi Al,
      Personal Capital because of the synchronization of your financial data. It’s a manual process in Morningstar and therefore very time consuming.

      Though the latest version of Quicken (Premier) has a free version of the X-Ray tool in which it will link up your accounts.

      1. I’ve been trying to determine whether Quicken 2015 Premier allows transaction data to be imported from Morningstar’s Portfolio Manager, but can’t find that answer on their website. Do you know if this is possible?

        1. Hi Jeff,

          You can export into Morningstar, but I do not believe you can transfer any Morningstar data back to Quicken other than the individual ratings of each fund you have in your portfolio.

  20. I too am in investment junkie, and like Morningstar features.
    However, I have to go to multiple sites to fully analyze my position — would love it if M* could add capabilities that would allow all the functionality I (and I assume many others) would like to see.
    A few: 1) a retirement income planner (I go to Fidelity for this right now, requiring separate input; 2) risk measurement: being able to do correlations of portfolio positions and get distributions of potential return ranges plotted.

    Do others share this view? I would think that if M* tried to be a more complete solution, they could gain meaningful share.

  21. STICK WITH “FREE” versions and SKIP PREMIUM FEES of +$25/Month- Complete lack of customer service when obvious problems are sent to them, i.e., not only slow portfolio displays, but frequently half the information regarding each Portfolio is MISSING – or the WRONG stock/fund gain/losses are displayed. Stay with the FREE membership so you can at least access much of the same information when it is working.

  22. Thanks for this review on Morningstar. I have actually been considering this investment resource for my personal portfolio, as I am a forever value investor focused on quality. I’m glad i found your site!

    All the best,

  23. Useful site when it’s working. I have been using Morningstar for years but lately I’m finding that pages often load very slowly or not at all. Usually when I need them the most.

    1. Karl,

      Amen to that. I just logged a complaint today over pages that don’t properly open, which happens repeatedly.

      I’m thinking of going over to Value Line.

    2. I agree as well. Actually, I find the new version clunkie & missing some of the features I relied on in prior version. IE: Fund comparison & list of other share class to name two.

    1. Hi Jean,

      I personally prefer the premium membership as it helps do research for various funds and/or stocks. The Stockinvestor newsletter gives specific buy/sell recommendations. So really two different products.

  24. I think the Morningstar screen is hard to use and missing much. Also they make it difficult to cancel by having to call them up and cancel rather than simply canceling online. That is done on purpose which leaves a very bad taste for their brand.

    1. I agree the fact that you have to call up to cancel is bad form (also done by the Wall Street Journal). And they also only have one option – automatic renewal, which like other companies that force auto renewal – they say they are doing it for “customer convenience”.

  25. IJ,

    Good review. The X-ray tool has got to be my favorite function. I’m not too keen on their pre-compiled screens though.

    Before your readers rush over and subscribe, they should check their local library first. As the information media has shifted, many libraries are opting for electronic subscriptions to various sources. My own library has databases for Value Line AND Morningstar – both of which are FREE to me!

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