The Delaware County Library System recently expanded its investment research resources with the addition of the Morningstar Investment Research Center Newsletters.
These informative newsletters broaden the base of premium data available from the basic Morningstar Research Center. Each month three newsletters from Morningstar investment experts are published.
Morningstar FundInvestor, edited by Morningstar’s Director of Fund Research, Russ Kinnel, is filled with commentary and studies dedicated to helping investors pick great mutual funds, build winning portfolios, and monitor their funds for greater gains. The newsletter features exclusive fund research, analyst picks and pans, and the Morningstar 500—the 500 biggest and best mutual funds.
The second newsletter is Morningstar StockInvestor, edited by Morningstar stock strategist, Paul Larson, and it features two market-beating portfolios: the Tortoise, which holds large, less-risky stocks for conservative investors, and the Hare, which holds stocks suitable for those looking to be more aggressive.
Both portfolios concentrate on quality companies with wide economic moats. The newsletter also features watchlists and buy-and-sell guidance.
The third newsletter is ETFInvestor, edited by Morningstar’s Director of ETF Analysis, Scott Burns. ETFInvestor looks at the stock holdings of an ETF (exchange-traded fund) in an effort to find funds that hold a sizable stake of undervalued stocks. The newsletter features two portfolios with distinctive approaches and a shared objective of outperforming the S&P 500 over a three-to five-year period.
The Hands-Free Portfolio provides wide diversification while keeping a lid on fund expenses and turnover, while the Hands-On Portfolio tends to concentrate in specific sectors to take advantage of trends, and requires more oversight than a fund portfolio.
To access current and past Morningstar newsletters, visit the DCLS web page (www.delcolibraries.org) and click the POWER Library icon. Then click Morningstar from the alphabetical list of resources. If connecting from home, you’ll need to log in with your name and library card number. On the main Morningstar menu, select Newsletters on the grey horizontal menu.
While you’re there, take advantage of the full Morningstar database of fund and stock evaluations. The information available is significantly greater than the basic research Morningstar offers over the open web.
The Morningstar Investment Research Center is just one of the many online resources provided by the Delaware County Library System. Be sure to explore the online newspapers, magazines and other research databases that are part of the POWER Library PLUS.
The Delaware County Library System is a department of county government responsible for providing support services to 26 independent member libraries. Be sure to follow delcolibraries on Twitter and check the DCLS Facebook page for news and announcements.