Morningstar Investment Research Center

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.