Monthly Issues
Each issue will include commentary on current events that are relevant to a wide-moat
investing strategy and data, statistics, and research published by Morningstar, Inc. analysts.
Plus, in-depth editorial on companies, a roundup of significant news events and earning reports
from the holdings in Morningstar, Inc.’s Tortoise and Hare portfolios, and a watchlist of
stocks that could potentially fit with the portfolios’ investment mandates.
Free Bonus Reports
StockInvestor Subscriber’s Handbook
This guide explains the basics of Morningstar, Inc.’s wide-moat investment approach and gives
an inside look at how Morningstar analyzes stocks and is intended to get you up to speed on
everything included in your new subscription.
Morningstar's Market Outlook
This quarterly report provides Morningstar, Inc.’s perspective on the stock market and potential
risks and opportunities across sectors.
StockInvestor Online
Access to Morningstar StockInvestor's companion website, where you can download the
latest issue before it arrives in your mailbox and find current data on Morningstar’s Tortoise
and Hare portfolios and watchlists.
E-mail Alerts
Sign up to receive email alerts whenever a trade occurs in Morningstar, Inc.’s Tortoise or
Hare portfolios. You’ll also receive a weekly roundup of Morningstar analyst notes on Tortoise and Hare holdings.
Download a Free Issue
Get a sneak peek of Morningstar StockInvestor.
Click here to download a recent issue »