Thursday, January 24, 2019 - 12:15pm to 1:15pm
Morningstar provides investment research, analysis and recommendations for thousands of mutual funds and stocks. Class attendees will learn how to search for mutual fund or stock reports by name or ticker symbol, generate a list of investments that meet particular criteria using the ‘Screeners' feature, design an investment portfolio or analyze an existing securities portfolio, looking for strengths, weaknesses, and risk factors, or get assistance in selecting a few solid funds.
Jan 19 - 11:00am
Jan 26 - 11:00am