Morningstar FundInvestor
The Morningstar FundInvestor is a premium newsletter dedicated to helping investors pick mutual funds and build portfolios to meet their financial goals. FundInvestor's in-depth fund analysis is second to none, offering insights into each fund's management, strategy, performance, and risk profile. The newsletter looks for funds with sustainable competitive advantages by analyzing key fundamental criteria including management, strategy, expenses, trading costs, and long-term performance. At the heart of the service is the FundInvestor 500, a curated list of top-rated funds across various categories, providing a solid foundation for building a diversified portfolio.
NEWSLETTER PRICING
$145 Digital (Annual subscription)
$165 Print with Digital Access (Annual subscription)
MEMBERSHIP PRIVILEGES
Comprehensive handbook on Morningstar’s approach to mutual fund investing
Searchable database of Morningstar star ratings and other criteria to see how your funds measure up
Editor’s analysis on breaking fund-industry news and events, delivered to your inbox
One-page Analyst Reports for the FundInvestor 500, Morningstar's curated list of top-performing funds
Morningstar watchlists that monitor securities that could potentially fit this strategy
Bonus reports to make the most of your monthly subscription
Email alerts for new issues and breaking fund-industry news
Subscriber-only website featuring current data and complete archives
Editor access for questions and commentary