April 24, 2014  
Filed under Business, Research, Resources


 In-house Access

Please note, at this time Morningstar is only available at a library branch. Please use the End Session button when you are done accessing the site.

Morningstar provides data on more than 385,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 8 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its registered investment advisor subsidiaries and has more than $186 billion in assets under advisement and management as of June 30, 2012. The company has operations in 27 countries.  Morningstar created the Morningstar Rating, Morningstar Style Box and other proprietary measures.

Updated daily. Provides complete reports for approximately 2,000 funds and 1,000 stocks. Quicktake Reports, which include portfolio, risk, performance, and management information, are available for approximately 13,000 funds and 8,000 stocks. Snapshot information is available for thousands of other funds and stocks. Overall, information for over 100,000 investment offerings is available.

Morningstar, Inc. issues reports twice a month on a five-month schedule. Each fund is rated once every five months. All pricing is current information, and ratings and risk information are updated daily.

We have a limited number of users for this database. Please select the End Session option before you leave your session. When the limit is reached, a username and password prompt will probably be displayed. If this happens, simply wait 15 minutes and then try the link again.

Training videos:

Morningstar Patron Guide
Morningstar Patron Guide
791.6 KiB
Public Services

About Public Services

Jamie has been working in libraries since her high school days. She holds a double BA, MA and an MLIS. She loves her baby boy, couponing and answering Reference inquires!

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