Morningstar Investment Research Center | Mechanics' Institute

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Morningstar Investment Research Center
Financial Literacy Series

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.


Members Only; Free
Register now ›
3rd Floor Library - Classroom A
Craig Jackson - 415-393-0104
Register now by using the form below or calling 415-393-0101.

Future Classes

Mar 20 - 4:00pm

Library Downloads Workshop: eBooks, eMagazines, eAudiobooks
Third Wednesdays of the Month

Photo of presentor

Mar 23 - 10:30am

The Author Website: Building a Site That Works
Presented by Linda Lee, web designer and founder of WordPress Bootcamp

Mar 23 - 11:00am

Chess Class for Beginners and Intermediate Players
Taught by International Master Elliott Winslow

Photograph of the instructor

Mar 23 - 1:00pm

WordPress Bootcamp: Creating a WordPress Website and How to Use It
Presented by Linda Lee, web designer and founder of WordPress Bootcamp

Mar 24 - 11:00am

Chess Class for Women
Taught by Ewelina Krubnik

Photograph of man using tablet computer

Mar 28 - 12:15pm

Investment Information on the Web
Financial Literacy Series