Kathryn A. Martin Library

Morningstar Investment Research Center

Subject: Business - Finance 
Type: Stock and Mutual Fund prices and analysis 
Materials Covered: MorningStar Provides independent investment analysis of 1500 stocks and 2000 mutual funds. Provides tools to research stocks, analyze a portfolio, or find companies that meet specified investment criteria. Stock and Fund Screeners return a list of companies that meet specifiedcriteria such as capitalization level, debt amount, star rating, or industry sector. Portfolio X-Ray feature evaluates an entered portfolio mix to determine Asset Allocation, Style Box, Stock Sector, Stock Type, Stock Stats, Fees & Expenses, and World Regions for in-depth analysis. Help and Education section provides investment education. Searches by either name or stock ticker symbol.  
Dates of Coverage:  current year 
Special Features:  
Periodicals Indexed
or Full-Text:
Simultaneous Users: 
Online Help:  Click on "Help" on upper navigation bar 
Link: http://www.d.umn.edu/lib/lurl/LibGo.php?TiPrimaryID=668 
Vendor: Morningstar, Inc. 
License Info:  
Use Restrictions: Available to ALL users in the library; Off campus access is limited to UMD students, staff, and faculty 
Printing: Use printer Icon on page. 
Search Assistance:  For searching assistance contact the Research & Information Desk at 218-726-8100 or email Jim Vileta 
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Phone: 218-726-8102
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