Morningstar Investment Research Center Database: Fund, Stock & Market Data
By Mechanics' Institute
Date and time
Thursday, November 13, 2014 · 12 - 1:30pm PST
Location
Mechanics' Institute
3rd Floor Classroom A 57 Post Street San Francisco, CA 94104Description
This tutorial demonstrates both site content and site navigation. Morningstar provides independent research, analysis, and recommendations covering 1,700 stocks, 2,200 mutual funds, and 400 exchange traded funds. Useful site tools include screeners for both funds and stocks to generate a list of investments that meet particular criteria; Portfolio X-ray, an analytical tool to view portfolios in a variety of ways; four monthly newsletters covering various types of securities; plus articles and video features.