May 18, 2024

Morningstar Costs

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Morningstar Investor is a useful stock and fund research platform. Is it worth the cost? Read on to find out.

Morningstar Investor is an industry-leading investment analysis platform. But how much does it cost?

In this guide, learn the cost of a Morningstar Investor subscription. Plus, find out if the subscription is worth it, including the key features it offers.

What is Morningstar Investor?
Morningstar Investor is Morningstar's flagship subscription product for individual investors. It caters to fundamental investors who need help choosing which stocks or funds to invest in.

How Much Is a Subscription to Morningstar Investor?

Morningstar Investor costs $249 per year, or $34.95 a month.[1] It's better to go with the annual subscription if you think you'll be using Morningstar Investor long-term.

The annual subscription is normally cheaper than the monthly subscription. If you break down the annual payment, it will just be $20.75/month. This is $14.20 cheaper than the monthly subscription fee.

How do I get Morningstar for free?
Morningstar Investor has a subscription fee. But you can try out its features for free through its usually offered 7-day free trial. For 7 days, you can explore Morningstar's independent ratings and analysis, discover new investments, and navigate its industry-leading tools.

Is Morningstar Subscription Worth It?

Many investors consider a Morningstar subscription to be worth the cost. It's particularly worth it if you are a fundamental investor since you can use Morningstar's data-driven analysis to earn thousands of dollars in their portfolio.

You'll find Morningstar to be specifically beneficial when it comes to choosing which mutual funds to invest in.

However, it may not be a good fit for those with smaller portfolios. If you only have $5,000 in total, paying for the Morningstar annual fee means you need to make more than 5% before you break-even.

What's most important to you when selecting an investment research platform?

How Trustworthy Is Morningstar

Morningstar is a highly trustworthy mutual fund and exchange-traded fund (ETF) investment research platform. Its research is even used by the Financial Industry Regulatory Authority.

What You Get with a Morningstar Investor Subscription

Here are some of Morningstar Investor's key features:

  • Full Analysis Reports
    Morningstar assembles in-depth reports on thousands of stocks and mutual funds. These reports include business strategy and outlook, economic moat, fair value and profit drivers, risk and uncertainty, stewardship, and Morningstar's own rating.

  • Portfolio X-Ray Tool
    This tool looks through all the pooled holdings and stocks in your portfolio to calculate your true exposures to different sectors and stocks.

  • Best Investments
    This feature gives you the top investment picks from Morningstar's 220 independent analysts.

  • Screener
    This tool helps you find the best stocks to buy by filtering investments using hundreds of data points and criteria to match your strategy. You can use pre-defined screens or create your own to find your next best investment.

Is Morningstar Basic membership free?
Morningstar Basic is a free membership that you can get by simply registering through its website. It gives you access to Morningstar's article archive, forums, research, and financial data.

Which Morningstar Investor feature do you value the most?

How to Cancel Your Subscription

You can cancel your Morningstar Investor subscription by following these steps:

  1. Sign in to your Morningstar account
  2. Go to the My Account page
  3. Click on "Cancel Subscription"

You will still have access to your account until your existing invoice term expires. For example, if you have an annual subscription and you cancel it in the middle of the year, you will still be able to access your account until the end of that subscription year.

Morningstar Customer Service

You can reach Morningstar customer service by email or phone. Its hotline is available from Monday to Friday, 8:00 am to 5:00 pm CST.

  • Email: joe@morningstar.com
  • Phone: 866-229-9449

Morningstar also has an FAQ page on its site's Help Center. This page has answers to users' most commonly asked questions.

Bottom Line

Morningstar Investor is a beneficial investment research platform for fundamental investors. It can be a useful tool for managing your portfolio and selecting assets to invest in.

It is particularly useful if you're a mutual funds investor who has a large investment portfolio. Morningstar's research, screeners, and ratings are all data-driven and can serve as valuable guidance to your investment journey.

References

Motley Fool

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