Saturday, February 16, 2013

Morningstar retired its One-Page Summaries... now what?

ACCESSING THE MORNINGSTAR ONE-PAGE FUND SUMMARY


Morningstar may have retired the print publication of its one-page fund summaries, however the summaries are available through the Wellesley Free Library’s subscription to Morningstar Investment Research Center.

Step 1: Access the Wellesley Free Library website www.wellesleyfreelibrary.org

Step 2: Go to Online Resources

Step 3: Click on Morningstar Investment Research Center


Step 4: Once in the Investment Research Center, search by ticker or security name


Step 5: If you would like the one-page summary previously available through Morningstar Mutual Funds, download the one-page summary by clicking “PDF Report” on the top right.


Want to learn more? Check out the Help & Education section tab.

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