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A Few Related Terms

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Five-star
Equity Research
Ind. Research

Morningstar
Term category: Companies
In 10 words or less:  A company that provides independent research on stocks and mutual funds.

Definition: Morningstar is an independent research provider for individual investors and financial advisors.  The company provides research primarily on stocks and mutual funds.

StockJargon Advice: Morningstar is a highly-regarded company that rates stocks and mutual funds for investors.  The company is largely known for its popular "star" rating system.

Highly rated mutual funds are those thought to provide investors with high, risk-adjusted returns.  Highly rated stocks are those that are trading significantly below their "fair value", as estimated by the company.

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Related Books

The Five Rules for Successful Stock Investing by Pat Dorsey
Morningstar Guide to Mutual Funds by Christine Benz
Morningstar Funds 500 By Morningstar Analysts
Common Sense on Mutual Funds by John Bogle

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