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MORNINGSTAR Library Edition. Training Guide Sumita Ghosh, Assoc. Product Manager. Three steps to better your investment! SCREENERS REPORTS PORTFOLIO X-RAY. Step 1: SCREENERS. When do you use Screeners? To find investments that fit your criteria

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MORNINGSTAR Library Edition


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    1. MORNINGSTAR Library Edition Training Guide Sumita Ghosh, Assoc. Product Manager

    2. Three steps to better your investment! • SCREENERS • REPORTS • PORTFOLIO X-RAY

    3. Step 1: SCREENERS • When do you use Screeners? • To find investments that fit your criteria • What type of investments can you screen for? • The Screeners tool can be used to screen through Mutual Funds, Stocks and ETFs

    4. Fund ScreenerSelect criteria from the drop down menus to search for funds that fit your specific needs, e.g. “Inexpensive Large Growth Funds” Step 1 Step 1 Step 2 Step 3

    5. Fund Screener “Inexpensive Large Growth Funds”

    6. Fund Screener Results of “Inexpensive Large Growth Funds”. Columns can be sorted by clicking on them.

    7. Stock Screener Select criteria from the drop down menus to search stocks that fit your investing goals – like in the example below: “Undervalued stocks in the Oil and Gas industry with 5 stars rating” Step 1 Step 2 Step 3

    8. Stock Screener Results for “Undervalued stocks in the Oil and Gas industry with 5 stars rating”

    9. Stock Screener Views can be changed using the drop down menu

    10. ETF Screener Select criteria from the drop down menus to select Exchange Traded Funds that fit your investing goals Step 1 Step 2 Step 3

    11. ETF Screener E.G: Vanguard domestic ETF with 1-year performance greater than 5% Step 1 Step 2 Step 3 Step 4

    12. ETF ScreenerResults for “Vanguard domestic ETF with 1-year performance greater than 5%” Can change views Can change column headers

    13. Step 2: REPORTS • When do you use the reports tool? • To analyze a particular investment and for exclusive Morningstar analysis and opinions, including buy/sell direction for stocks • What type of investments can you screen for? • The reports tool can be used to analyze Mutual Funds, Stocks and ETFs

    14. Fund ReportsSearch for a ticker or name e.g. “Fidelity Low Priced Stock” or “FLPSX”

    15. Fund ReportsGetting quick overview with key performance figures on “Fidelity Low Priced Stock” - Snapshot

    16. Fund ReportsExclusive analysis, opinion and insights on “Fidelity Low Priced Stock Fund”

    17. Fund ReportsStewardship Grade on “Fidelity Low Priced Stock”

    18. Fund ReportsInvestor Returns on “Fidelity Low Priced Stock”

    19. Stock ReportsSearch for a ticker or name e.g. “Devon Energy” or “DVN”

    20. Stock ReportsGetting quick overview of performance, on “Devon Energy” - Snapshot

    21. Stock ReportsAnalyst research, insights and detailed analyses on “Devon Energy”

    22. Stock ReportsInteractive Stock Charts on “Devon Energy”

    23. Step 3: PORTFOLIO X-RAY • When do you use the portfolio x-ray tool? • To analyze a basket of securities and see how they work together to accomplish an investing goal (e.g. 401K, 403K) • What type of investments can you screen for? • The portfolio tool can be used to analyze Mutual Funds, Stocks and ETFs

    24. Portfolio X-RayAdd securities and X-Ray your portfolio Step 1 Step 2 Step 3

    25. Portfolio X-RayOverview of the portfolio

    26. Portfolio X-RayAdditional portfolio views are available via drop down menus

    27. Portfolio X-RayStock intersection shows the underlying stocks of each investment

    28. Portfolio X-RayData Interpreter evaluates and gives qualitative insights about the overall nature of portfolio

    29. HELP & EDUCATION SECTION • Includes training sessions • Patrons Guides • Investing Classroom along with popular courses • In-depth glossary

    30. Help & EducationEnjoy complete course catalog, important definitions, glossary and seminars

    31. Help & EducationGlossary

    32. Help & EducationInvesting Classroom: In-dept courses in stocks, funds and portfolio including quizzes

    33. TRACKING REPORTS Track the number of logins, searches, page views, and more… AT http://library.morningstar.com/tracking/

    34. Tracking ReportsMonth by month analysis – Usage Reports

    35. Tracking ReportsMonth by month analysis – Page Views

    36. Q&A