Morningstar Updates

We hope you are enjoying the new stock and fund reports on Morningstar Investment Research Center.  As you will see, you now can access new features such as historical daily prices from the 1960’s, executive bios and compensation, export features for the top 100 fund holdings and much more.  These reports will be fully launched in early fall.

Our regularly scheduled monthly training session will be held on Thursday, August 4th at 11am Central Time.  We will review the full database during that session.  If you or your patrons would like to pre-register, please email

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