Morningstar Investor

Top mutual fund and ETF picks from a trusted source

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Find mutual funds and ETFs that deliver for the long term—no guesswork required

Morningstar Rating™ for funds

See how a mutual fund or ETF has performed relative to its peers. The Morningstar Rating™ for funds, also called the star rating, is objective, data driven, and based entirely on a mathematical evaluation of past performance.

Morningstar Medalist Rating™

Our Medalist Rating represents how much conviction our analysts have in a fund or ETF’s ability to outperform its peers in the future, with heavy consideration on how fees impact performance. That conviction is expressed through a five-tier system—Gold, Silver, Bronze, Neutral, and Negative—with the top-three medals indicating a higher likelihood of positive performance over time.

Morningstar® Fund Analyst Report

Get our latest analysis, including our continuous, qualitative assessment of a fund or ETF’s management team, performance objectives, and stewardship, all in a one-page report.

More ways Morningstar Investor helps you invest with confidence

Find investments for every strategy

Use one of our pre-filtered stock lists created by our analysts to find your next best investment. Or find and compare securities using comprehensive performance and valuation metrics alongside our trusted investment ratings.

Stay objective with fiercely independent analysis

Morningstar’s independent analysts filter out distractions from Wall Street’s hype machine to give you continuous stock analysis that’s based on proven methodology and beholden only to investors. You’ll get unlimited access to all our takes on thousands of stocks with one-page reports, company commentary, news, and more.

Develop a deeper understanding of your portfolio

Investor’s portfolio management tools help you understand your investments from every angle, so you know when to make changes to keep your strategy strong. Morningstar® Portfolio X-Ray™ evaluates your risk at both the portfolio and fund level with clear views of your asset allocation, fees, sector weightings, stock styles, while Morningstar® Stock Intersection™ instantly identifies when assets overlap.

Make smarter investing decisions with Morningstar Investor


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Investors trust us because we put investors first

Morningstar has spent more than three decades helping everyday investors like you make better decisions by democratizing investment information. Our analysts are truly independent from other Morningstar businesses and examine the fundamentals of every investment they cover to get an idea of its long-term potential and the role it can play in a portfolio. This helps us find undervalued securities investors can hold and benefit from for years.