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Morningstar Investor Review

Sunday, April 14th

2024 Investment Newsletter Reviews

Morningstar Investor Review 3 Star Rating

Morningstar Investor

3 Star Rating
  • 4 newsletters to choose from
  • Download one issue for free
  • Prices start at $49.95/quarter or $145/year for digital subscriptions
  • Print newsletters also available (slightly higher fee)
  • Full refund in first 30 days, prorated refund available thereafter

Morningstar, a renowned name in investment research, offers a range of investment newsletters catering to those seeking reliable, no-frills advice for well-informed portfolio decisions. If you're not after flashy promises but dependable guidance, Morningstar might be your ally.

Several investment newsletters to consider, depending on focus

With respect to investment newsletters, there's no one-subscription-to-rule-them-all here (if you'll pardon the LOTR pun). You'll have to choose them one by one, based on your investment strategies and how you intend to diversify your portfolio. Among the options available at Morningstar, you'll find:

  • FundInvestor: the experts behind this newsletter don't merely seek funds with competitive advantages; they seek funds that consistently maintain their competitive edge. They engage in thorough research, rigorous testing, and meticulous scrutiny of various aspects, ranging from fund strategies and management to trading costs and long-term performance. All these findings are then thoughtfully shared with you through the newsletter. For those who are earnest about assembling a well-suited fund collection for their portfolios, Morningstar's depth, expertise, and impartial recommendations offer a pathway to financial success.
  • StockInvestor: this newsletter primary focus centers on identifying companies with economic moats that are currently trading below their intrinsic values. This investment philosophy is exemplified through two accounts owned by Morningstar, Inc.: The Tortoise and The Hare. The Tortoise account concentrates on undervalued companies that possess enduring competitive advantages, as assessed by their Morningstar Economic Moat Rating. It emphasizes strong balance sheets as an integral component of its investment strategy. In contrast, The Hare account targets companies with robust and expanding competitive advantages, as also measured by their Morningstar Economic Moat Rating. This approach employs a "growth at a reasonable price" strategy, actively seeking companies exhibiting above-average earnings-per-share growth while trading at fair earnings multiples.
  • DividendInvestor: this third newsletter showcases an investment strategy rooted in a dividend select approach. This strategy adopts a concentrated, best-ideas method for investing in specific common stocks of dividend-paying companies, along with other securities like American Depositary Receipts, master limited partnerships, and real estate investment trusts. The primary objective is to identify companies, whether possessing wide or narrow moats, that are deemed to hold a stronger competitive position compared to their peers and are currently trading at reasonable valuations.
  • ETFInvestor: under the guidance of editor Bryan Armour and a team of seasoned ETF analysts, the newsletter not only showcases valuable academic and practitioner research but also delivers practical investment strategies, allowing investors to translate these insights into actionable ideas.

Free issue available for each newsletter

To choose the best fit for your investment strategy, delve into the details of each newsletter, considering your desired stock, bond, and mutual fund holdings. You'll find comprehensive information at the bottom of each newsletter's page, including "What You'll Get," "Performance," and details about the editor. Plus, you can download a free issue of any newsletter to explore its content.

Best Investment Newsletters

You'll have to subscribe one by one

Pricing varies depending on your choice. FundInvestor and StockInvestor come at $165/year for a monthly print subscription, or $49.95/quarter or $145/year for a digital-only plan. ETFInvestor and DividendInvestor are slightly pricier, at $219 for a year of home delivery or $62.95/$199 for quarterly or annual digital-only memberships. If you opt for multiple newsletters, costs can add up.

Get a refund within the first month of subscription

Morningstar offers a safety net in the form of a 30-day satisfaction guarantee. You can cancel within the first month for a full refund, or get a prorated refund beyond that period.

Zero feedback from subscribers

While there isn't much buzz surrounding Morningstar's paid newsletters, there's also a lack of negative feedback from subscribers. We had hoped to see some kind of upgrade in that regard since our last evaluation, maybe some testimonials or other indicators of who subscribes and what they've accomplished through Morningstar's advice... but not much has changed in the time that's passed between then and now.

Trustworthy but nothing exceptional

Morningstar's investment newsletters might not be the talk of the town, but they offer a reliable source of information. They're akin to that trustworthy coworker you can always count on to have a Band-Aid in his desk drawer... even if you don't always remember his name. While there's nothing exceptional to report, there are no glaring downsides either. We recommend downloading sample newsletters to see if Morningstar's style and advice align with your investment approach.

What is the Best Investment Newsletter Available Today?

With a plethora of resources, especially online, it's easy for investors of all levels to feel overwhelmed. You might be wondering whether it's worthwhile to subscribe to a newsletter when a simple Google search yields abundant information for free.

The unequivocal answer is Yes. Crafting a successful, profitable investment strategy can be a laborious, frustrating, and costly endeavor for the average individual investor. Why go through the hassle alone when you can tap into the wisdom of some of the world's most experienced strategists and professional investors? Investment newsletters can help you streamline your investments, whether you're looking at stocks, bonds, mutual funds, or honing in on a specific sector or strategy.

The Best Investment Newsletters Compare Investment Newsletters Compare Investment Newsletter Reviews What are the best Investment Newsletters Best Investment Newsletter Reviews

Investment Newsletter FAQ

An investment newsletter is just as it sounds: regular, curated advice designed to help investors choose new investment opportunities, track the performance of current portfolios, and get more information about a wide range of financial topics. Some newsletters are offered by big-name companies like Fidelity and Morningstar, while others feature the advice of experts you may have never heard of before.
Anywhere from $49/year to $1995/year. That's quite the range, isn't it? It's definitely a good idea to poke around a little on the website of any investment newsletter you're considering: it'll give you a feel for what kind of advice you'll be getting, if it's the right fit for your needs as an investor, and if it's likely to be worth the subscription cost.
A better question might be, "How much time do you want to spend Googling advice and then verifying that it's worth applying to your investments?" Yes, there is plenty of no-cost investment advice available. But, if you want insights you can't get from an internet search (or twenty), or recommendations tailored to your risk tolerance, portfolio preferences, or favorite market sectors, it's worth your time and money to choose an investment newsletter generated by proven experts in the financial world.
Most investment newsletters are issued monthly, though providers' sites might have blog posts, tools, or content updates more frequently. Check to see if your subscription provides 24/7 access to information you may want to use between newsletters.
Absolutely. But not every newsletter is geared towards your level of experience. Take some time to find one that teaches you what you want to know, in a format that works for you.
Yes! Again, not every investment newsletter is going to provide information on those niche markets, but there are definitely providers covering those topics (and many, many others).
That depends on the investment newsletter provider. Some are set up with a free trial period, or a 30-day risk-free guarantee. No investment newsletter is going to guarantee that you'll make money by following their advice, but most of them want you to know what you're getting with their content and have the opportunity to decide if it's the right choice for you.
That's an important question. First, check to see what kind of reputation the provider or company has. What do other investors say about the advice they've gotten, or the success they've had when following the offered advice? Then, look for any awards or recognition offered by third-party organizations or companies. Lastly, take some time to read through any free content the newsletter provider offers. If all three of those things line up, chances are good that it's an investment newsletter you can trust.
Compare the Best Reviews

Continued from above...

Investment newsletters have gained immense popularity in recent years, captivating the attention of both seasoned investors and newcomers to the financial world. This surge in popularity can be attributed to a combination of factors that make these newsletters valuable sources of information, guidance, and insights for individuals navigating the complex landscape of financial markets.

First, investment newsletters provide a curated and condensed form of financial information. In an era where information overload is a constant challenge, investors appreciate the ability of newsletters to distill complex market trends, economic indicators, and investment strategies into easily digestible content. This curated approach saves time and allows you to stay informed without getting lost in the sea of financial news.

Furthermore, newsletters often come with a personal touch and a sense of community. Many successful newsletters are authored by financial experts or industry insiders who share their knowledge, experiences, and perspectives. This personal connection fosters a community of like-minded individuals who are all seeking to make informed investment decisions.

Even for seasoned money managers, the right investment newsletter can save considerable time and effort, especially when dealing with specialized sectors outside your expertise. Are you well-versed in emerging technologies or cryptocurrencies like Bitcoin? Would you know how to best allocate your clients' funds in these areas? No need to worry; newsletters tailored to these niche domains can provide the insights you need to make informed decisions.

With a multitude of investment newsletters available, how can you narrow down the choices to a select few that align with your risk tolerance and investment requirements? Here are several criteria to assist you in making an informed decision:

  • Focus. Some investment newsletters cater to the everyday investor seeking safe and steady growth, while others are hyper-focused on specific sectors or stock types. Defining your desired advice is crucial before selecting the most suitable newsletter.
  • Frequency. Do you prefer daily updates to seize emerging opportunities, or would that overwhelm you? Newsletters come in various frequencies, ranging from monthly to daily or even on-demand updates through online portals and email alerts.
  • Value. Instead of merely considering the cost or price, examine the track record of success for the newsletters you're contemplating. Sometimes, spending more on advice can result in significantly greater returns than opting for a cheaper service.
  • Refund and/or free trial period. Most newsletter providers aim to be transparent and offer previews of their content. Look for a free issue or risk-free trial period. Additionally, be aware of any refund policies in place if you decide the advice isn't meeting your expectations.

At Top Consumer Reviews, we've carefully evaluated and ranked the best investment newsletters available today. We trust that this information will aid you in choosing the ideal partner for your financial planning and overall investment strategy.

Compare Investment Newsletters

Select any 2 Investment Newsletters to compare them head to head

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  • Motley Fool's Stock Advisor
  • Investor Advisory Service
  • Seeking Alpha
  • Stansberry Investment Advisory
  • Kiplinger Letter
  • Morningstar Investor
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  • The Buyback Letter
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