Wednesday, February 7, 2018

Trial Access to Morningstar Investment Research Center Now Available (through May 11)

From now through the end of the spring semester the Cheng Library is offering trial access to the Morningstar Investment Research Center, which offers real-time access to comprehensive data and independent analysis on thousands of investments, spanning mutual funds, stocks, exchange-traded funds, and closed-end funds.

The database currently provides information on:
  • 14,500+ Stocks
  • 24,800+ Mutual Funds
  • 1,500 Exchange Traded Funds
  • 700 Closed End Funds
In addition to data on stocks and funds, the database provides access to analyst reports, industry and sector reports, and an archive of newsletters written by Morningstar's financial experts. The database's "Portfolio" tool enables users to construct and evaluate a set of investments, interpreting asset allocation and comparing its holdings to industry standards. The database's "Help and Education" section provides both investment training resources and help on using the database.

If you have questions or need more information, please contact Richard Kearney (x 2165), Library Liaison to the Economics, Finance, and Global Business Department.