Morningstar Investment Research Center

By Mechanics' Institute

Date and time

Starts on Thursday, March 12, 2015 · 10am PDT

Location

Mechanics' Institute

3rd Floor Classroom A 57 Post Street San Francisco, CA 94104

Description

Morningstar is the premier source of unbiased information for thousands of mutual funds, and a respected source of information on stocks. Learn the three different ways of utilizing Morningstar Investment Research Center: how to search for mutual fund or stock reports by name or ticker symbol; how to generate a list of investments that meet particular criteria using the Screeners feature; and, how to analyze your securities portfolio, look for strengths and weaknesses, and risk factors. Class attendees will also be shown how Morningstar Investment Research Center reports may be printed or downloaded.

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