Morningstar is a leader in investment research and has helped define the way investors analyze portfolios. It allows your advisor to “drill down” to each individual stock or bond to provide you with a detailed scorecard and the metrics of how your investments stack up regarding risk and return.
Morningstar focuses on creating proprietary measures in order to help individual investors understand their investments and provides investors with top information for making intelligent, informed investment decisions.
Morningstar ratings can help investors evaluate how a fund has balanced risk and return, while investment categories let investors look past the surface of an investment to understand a manager’s true approach.
For more than a decade, Morningstar has been the primary source for insight and commentary on key investment issues of the day. You’ll find their editors and analysts quoted daily in publications such as the Wall Street Journal, the New York Times, Barron’s, Money, Smart Money and BusinessWeek.