Morningstar Investment Research: Financial Intelligence Pays Off

Learn how to retrieve investment research, analyst reports, and recommendations for thousands of mutual funds and stocks using this resource. Class attendees will learn how to search for mutual fund or stock reports by name or ticker symbol, how to generate a list of investments that meet particular criteria using the ‘Screeners’ feature, design an investment portfolio or analyze an existing securities portfolio, looking at its strengths, weaknesses, and risk factors... or simply get assistance in selecting a few solid funds for the longer term.