Publications

Morningstar FundInvestor

Cost
Paid
Parent Entity
Frequency
Monthly

Morningstar FundInvestor is a premium service dedicated to helping investors pick mutual funds and build portfolios to meet their financial goals. It looks for funds with sustainable competitive advantages by analyzing key fundamental criteria including management, strategy, expenses, trading costs, and long-term performance. If you’re serious about finding the right collection of funds for your portfolio, let this newsletter's in-depth, experience, and unbiased recommendations pave the way to your financial success.

Morningstar FundInvestor subscription includes:


Monthly Issues

Drawing on Morningstar's staff of more than 25 mutual fund analysts and 100 equity analysts, each monthly issue of fundInvestor includes:

- FundInvestor 500

- Fund Analyst Ratings

- The Contrarian


Our Strategy in Action

We seek to pick winning funds with superior management and quantitative characteristics linked to strong performance.


The Morningstar Guide to Mutual Fund Investing

This guide explains the importance of tuning out the noise and focusing on the drivers of fund performance such as strategy, expenses and management in order to enjoy superior returns.


FundInvestor Online

Access to Morningstar FundInvestor's companion Web site, where you can download the current issue before it arrives in your mailbox, and keep tabs on fund returns and fund news.


E-mail alerts

Stay abreast of the changes that Editor, Russel Kinnel makes to the FundInvestor 500 and his take on important industry events.