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FAQ

Fund quote

We’ve removed the one-page fund PDF report from Morningstar.com and are working on adding a print feature. If you’re a financial professional, you can find a FINRA-approved version of the one-page fund PDF report in our professional products. To learn more, contact our sales team.
The performance compare feature is available on our fund quote pages (Fund Quote Page >> Performance > Show Interactive Chart). You can also compare with our Fund Compare tool, available under Research > Mutual Funds or by searching for “fund compare” in the search box.
This feature is no longer available on our quote pages. You can find this information in Portfolio Manager for the funds you track.
On the fund quote tab (Fund Quote Page > Quote), you can find Minimum Initial Investment and Status. We’ll continue to work on adding additional data about how to purchase funds to our quote pages.
This feature is no longer available on our quote pages. If you’re a financial professional, we have other products that include this feature. To learn more, contact our sales team.
The performance compare feature is available on our quote pages to compare different security types (Fund Quote Page > Performance > Show Interactive Chart).
You can find fund portfolio detail on Fund Quote Page > Portfolio.
On the fund price tab (Fund Quote Page > Price), you can find the Morningstar Tax cost ratio and Potential Capital Gains exposure. We’ll continue to work on adding additional tax data (e.g Pre-Tax returns and tax adjusted returns) to our quote pages.
On the fund parent tab (Fund Quote Page > Parent), you can find top rated funds, total net assets, and overall fund flows for that fund family.

New site navigation

Search for the tool by name, find our most popular tools in the Quick Links section of the Homepage, or find tools by browsing our Research pages (Mutual Funds, Stocks, ETFs, Bonds).
Search for the author by name or check out our Specialists on the Homepage.
Jump on over to our Morningstar Community.
The medalists by category and Medalist Screener have been replaced with this list of medalists. This list can be sorted by column and you can continue to use the Premium Fund Screener to filter by medalist funds. The Premium Fund Screener tool is available under Research > Mutual Funds or by searching for “fund screener” in the search box.
We're working on updating these pages. In the interim, you can access them via these direct links: stock analyst reports and fund analyst reports.

Membership

The core difference between a Basic & Premium membership is access to professional-grade analyst reports and ratings. Learn more about Premium here.
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You can find your renewal date under the Membership section of My Account. Your membership will be automatically be renewed until you decide to change your plan.
You can cancel your Premium Membership by going to My Account, navigating to “Membership” and clicking on “Cancel”. Follow onscreen instructions to complete the cancelation process.
Yes. You’ll still be able to access any portfolios you’ve created and retain access to Basic features such as basic investment research tools.
Yes. We’re happy to work with you to issue a prorated rebate on any unused time of your membership.
If you’ve opted in to third party offers, then we share your information with our partners. To update these preferences, go to My Account > Email Preferences.
To reset your password, either go to Sign in > Forgot password or go to My Account > Reset Password.
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To find your receipt go to My Account > Membership.
Your account gets locked if an incorrect password has been entered too many times for your Morningstar account. For security reasons, we temporarily lock accounts to avoid unauthorized use. You can unlock your account by clicking on Forgot Password on the sign-in page.

Portfolio Manager

To find help go to Portfolio Manager > Help > FAQ.
To update your settings go to Portfolio Manager and click on “Portfolio Monitor”.

Technical

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Missing features

In working on upgrading our Investment Research capabilities, we need to retire existing features from time to time. You can find the tools that are still supported by searching for “screener” or browsing our Research pages (Mutual Funds, Stocks, ETFs, Bonds).
Click on the Morningstar logo at the top of the page to get back to the home page.
On the Markets page, in the Performance section.