Help Guide for Morningstar.com

Use this database to:

• find stocks and mutual funds that meet certain criteria (“Screeners”)
• research a specific stock or fund (“Reports”)
• view how different stocks & funds work together as a portfolio (“Portfolio X-Ray”)
• use the “Help & Education” tab to find definitions of investment terms or to take more than 150 classes on investment-related topics.

Screeners

Use “Screeners” to find stocks or mutual funds with built-in criteria.

1. Select Stock or Funds or ETF (Exchange Traded Funds) using the ratio button.
2. Use the pull-down menu to pick criteria to search (e.g. Morningstar Rating).
3. Follow the on-screen instructions.

Reports

Use “Reports” to research a specific stock or fund. Search by stock, fund name or by ticker.

1. Search by ticker or name for Morningstar Report.
2. Get details for over 1,700 stocks and 2,000 funds with Morningstar's analyses.

Portfolio X-Ray

Use “Portfolio X-Ray” to look at how all your investments may fit together.

1. Choose to enter holding information by dollar amount or by percentage using the radio buttons at the top of the screen.
2. Enter ticker symbol for each fund or stock in your portfolio (click on Ticker Lookup if you're unsure of the symbol).
3. See your X-Ray results in charts.

This information compiled by FVRL staff