20% Off 12 Month Subscription
Get 20% off a full year of Morningstar and save on premium investment research and insights.
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- Use the code to redeem the offer.
- For full Terms & Conditions please see the Morningstar website.

Get 20% off a full year of Morningstar and save on premium investment research and insights.
Terms and conditions
Honor your service with Morningstar's 30% discount on your first year of investment insights.
Terms and conditions
The first monthly subscription plan costs $34.95 for Morningstar's investment research, including morningstar data, direct and investment management.
Terms and conditions
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A year of Morningstar investment research costs $249 on the first yearly subscription plan.
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Buy morningstar premium 2-year subscription from $11.63/month at Morningstar.
Terms and conditions
Choosing the right subscription for Morningstar's investment research depends on how long you want to commit and if you qualify for special pricing. The 20% off 12 month subscription code is the main offer for many shoppers looking for a full year of insights. However, other plans offer bigger savings if you meet certain criteria or are willing to sign up for a longer period.
When deciding, compare the total price for the commitment period that works for you. The 20% off code and the 30% military discount apply to the same $249 first year subscription, so if you qualify for the military discount, that is the better choice. If you are comfortable committing for two years, the two year subscription plan offers the largest overall saving on the service when compared to other options. There are no stated terms about combining offers, so assume each offer applies independently to its specific plan or eligibility.
Here are some great tips & tricks for extra savings at Morningstar:
A downgrade doesn’t necessarily mean you should sell your investment. Think of it as an opportunity to reassess whether it’s still the best choice for you.
The performance compare feature is available on our quote pages to compare different security types (Fund Quote Page > Performance > Show Interactive Chart).
They have removed the one-page fund PDF report from Morningstar.com. If you’re a financial professional, you can find a FINRA-approved version of the one-page fund PDF report in our professional products. To learn more, contact their sales team.
The changes they are making to their Analyst Rating make it a better gauge of which funds will perform well in the future, as opposed to rewarding those that performed well in the past. They believe a fund’s performance assessment is most meaningful when it takes place within the context of a broader evaluation of its investment process, people, and parent firm. Their research has found that these are the three most predictive pillars, so they are refocusing their rating around them. A thorough assessment of a strategy’s process, people, and the parent then yield an assessment of how likely it is to outperform its peers.
Share classes represent different ways fund companies package their product. The basic product is the “strategy”— which is what you probably think of as “the fund.” For example, American Funds Growth Fund of America is a strategy. American Fund Growth Fund of America has many share classes that are represented by unique tickers; for instance, the ticker for the A-share class of the strategy is AGTHX; a no-load share class is GFAFX, and one of the share classes designed for use in retirement plans is RGAGX.
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