Morningstar is a respected and reliable source of independent investment analysis for all levels of fund and stock investors, ranging from inexperienced beginners to sophisticated experts. This extensive line of products empowers various financial professionals, including individual investors, financial advisors, asset managers, retirement plan providers, and institutional investors. The data and research provided by Morningstar include insights on investment offerings, managed investment products, publicly listed companies, and real time market data.
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 for the longer term.
Jan 25 - 11:00am
Feb 1 - 11:00am