Morningstar Investment Research Center | Mechanics' Institute

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Morningstar Investment Research Center

Friday, June 23, 2023 - 2:00pm to 2:45pm

This tutorial demonstrates both site content and site navigation. Morningstar provides independent research, analysis, and recommendations covering 1,700 stocks, 2,200 mutual funds, and 400 exchange traded funds. Useful site tools include screeners for both funds and stocks to generate a list of investments that meet particular criteria; Portfolio X-ray, an analytical tool to view portfolios in a variety of ways; four monthly newsletters covering various types of securities; plus articles and video features.

Join librarian Craig Jackson who presents a guided tour of Morningstar Investment Research Center.

This class takes place in person on the 3rd Floor of the Library in Classroom A.

Register by using the Eventbrite window below.


Members 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.

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