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$145 Annual Digital | $165 Annual Print + DigitalMorningstar FundInvestor is dedicated to helping investors pick mutual funds and build portfolios that meet their financial goals. We look for funds with sustainable competitive advantages by analyzing key fundamental criteria, including management, strategy, expenses, trading costs, and long-term performance. Learn More.
©2025 Morningstar, Inc. All rights reserved. Any opinions, recommendations, or information contained herein: (i) is for educational purposes only; (ii) is not guaranteed to be accurate, complete, or timely; (iii) has not been tailored to suit any particular person’s portfolio or holdings; and (iv) should not be construed as investment advice of any kind. Neither Morningstar nor any of its agents shall have any liability with respect to such opinions, recommendations, or information. This publication is intended to provide information to assist investors in making their own investment decisions, not to provide investment advice to any specific investor. Therefore, investments discussed herein may not be suitable for all investors; investors must exercise their own independent judgment as to the suitability of such investments in the light of their own investment objectives, experience, taxation status and financial position. Morningstar has not given its consent to be deemed an “expert” under the federal Securities Act of 1933. Before making any investment decisions, consult with your financial advisor and obtain and carefully read all relevant issue documents (e.g., prospectus) pertaining to the security concerned.
Investments in securities are subject to market and other risks and there is no assurance or guarantee that the intended investment objectives will be achieved. A security’s investment return and an investor’s principal value will fluctuate so that, when redeemed, an investor’s shares may be worth more or less than their original cost. A security’s current investment performance may be lower or higher than the investment performance noted within the report. Investments in securities involve risk and may not always be profitable. Indexes noted within the report are unmanaged, their returns do not include payment of any sales charges or fees an investor would pay to purchase securities, and cannot be invested in directly. Past performance is no guarantee of future results.
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Morningstar FundInvestor
Morningstar FundInvestor is dedicated to helping investors pick mutual funds and build portfolios to meet their financial goals.
Morningstar StockInvestor
Morningstar StockInvestor focuses on companies that we believe have competitive advantages that are trading at discounts to their intrinsic values.
Morningstar DividendInvestor
Morningstar DividendInvestor features the Dividend Select six-figure real-money portfolio that aims to produce income while taking on lower risk.
Morningstar ETFInvestor
Morningstar ETFInvestor focuses on the cost-efficiency of exchange-traded funds as demonstrated in the model portfolios.
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