Morningstar Investment Research Center

Morningstar offers investment information for stocks, mutual funds, and exchange-traded funds. Find information by Ticker Symbol, Company Name, or by constructing a search with the stock/fund screener.

Look in the Help & Education tab for an investment glossary, primers on specialized investments, and online tutorials in Morningstar’s Investing Classroom.

Learn the basics of finding information in Morningstar:

PDF Quick Guide (1 page)
PDF User Guide (20 pages)

Your mission, should you choose to accept it:

1. Go to the Databases page and find Morningstar.

2. Look up a company by name or ticker symbol. Search suggestion: Caterpillar

3. Locate the star rating for the company’s stock.

4. Locate the different printing options.

5. To receive credit for this training, you must report your progress using the link below:

Submit your progress report

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