{"id":941,"date":"2022-07-25T16:08:07","date_gmt":"2022-07-25T16:08:07","guid":{"rendered":"https:\/\/www.wallstreetzen.com\/blog\/?p=941"},"modified":"2025-07-15T20:14:32","modified_gmt":"2025-07-15T20:14:32","slug":"morningstar-review","status":"publish","type":"post","link":"https:\/\/www.wallstreetzen.com\/blog\/morningstar-review\/","title":{"rendered":"Morningstar Review: Is The Cost of Morningstar Investor Worth It in 2026?"},"content":{"rendered":"\n<p><a href=\"https:\/\/www.wallstreetzen.com\/go\/morningstar\" target=\"_blank\" rel=\"noopener\">Morningstar<\/a> is one of the most well-known investment research companies in the world.<\/p>\n\n\n\n<p>Its proprietary ratings on mutual funds and objective, data-driven analysis are heavily relied on throughout the industry.<\/p>\n\n\n\n<p>While its solutions for investment professionals are reputable, what about its individual investor products?<\/p>\n\n\n\n<p>Today, I\u2019m writing a Morningstar Investor review (formerly called &#8220;Premium&#8221;) &#8211; Morningstar\u2019s best-selling product for individual investors.<\/p>\n\n\n\n<p><strong>Worth noting:<\/strong> Morningstar is attempting to re-brand this service as Morningstar Investor.<\/p>\n\n\n\n<p>Is Morningstar Investor worth it? How much does it cost? Who is it right for?<\/p>\n\n\n\n<p>It\u2019s all in this Morningstar Investor review.<\/p>\n\n\n\n<p>As with my <a href=\"https:\/\/www.wallstreetzen.com\/blog\/motley-fool-review\/\" target=\"_blank\" rel=\"noopener\">Motley Fool review<\/a> and <a href=\"https:\/\/www.wallstreetzen.com\/blog\/seeking-alpha-review\/\" target=\"_blank\" rel=\"noopener\">Seeking Alpha review<\/a> articles, I\u2019ll score its Accessibility, Quality of Research\/Analysis, and Price, then cover its key features in my review of <a href=\"https:\/\/www.wallstreetzen.com\/go\/morningstar\" target=\"_blank\" rel=\"noopener\">Morningstar Investor.<\/a> <\/p>\n\n\n\n<h2><strong>Is Morningstar Investor Worth It in <script>document.write( new Date().getFullYear() );<\/script>?<\/strong><\/h2>\n\n\n\n<p><strong>The Bottom Line: <\/strong>If you like its portfolio insight tools and enjoy in-depth, objective analysis, a subscription to Morningstar Investor is an excellent investment.<\/p>\n\n\n\n<p><strong>Accessibility: <\/strong>4.5\/5<\/p>\n\n\n\n<p><strong>Quality of Research\/Analysis: <\/strong>5\/5<\/p>\n\n\n\n<p><strong>Price: <\/strong>3\/5 (Morningstar Investor costs $249, or $20.75\/month when billed annually \u2014 but WallStreetZen readers can get $50 off and a free 7-day trial by using links in this post.)<\/p>\n\n\n\n<div class=\"is-layout-flex wp-block-buttons\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-vivid-cyan-blue-background-color has-text-color has-background wp-element-button\" href=\"https:\/\/www.wallstreetzen.com\/go\/morningstar\" style=\"color:#ffffff\" target=\"_blank\" rel=\"noopener\">Start your 7-day free trial of Morningstar Investor<\/a><\/div>\n<\/div>\n\n\n\n<p><\/p>\n\n\n\n<h2><strong>What is Morningstar? (Morningstar Review in <script>document.write( new Date().getFullYear() );<\/script>)<\/strong><\/h2>\n\n\n\n<p>Morningstar <strong>(<a href=\"https:\/\/www.wallstreetzen.com\/stocks\/us\/nasdaq\/morn\" target=\"_blank\">NASDAQ: MORN<\/a>)<\/strong> was founded in 1984 with the mission of providing objective investment research, primarily focusing on mutual funds.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><a href=\"https:\/\/www.wallstreetzen.com\/go\/morningstar\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" width=\"1865\" height=\"1453\" src=\"https:\/\/www.wallstreetzen.com\/blog\/wp-content\/uploads\/2025\/07\/morningstar-1.png\" alt=\"\" class=\"wp-image-33277\" srcset=\"https:\/\/www.wallstreetzen.com\/blog\/wp-content\/uploads\/2025\/07\/morningstar-1.png 1865w, https:\/\/www.wallstreetzen.com\/blog\/wp-content\/uploads\/2025\/07\/morningstar-1-768x598.png 768w, https:\/\/www.wallstreetzen.com\/blog\/wp-content\/uploads\/2025\/07\/morningstar-1-1536x1197.png 1536w\" sizes=\"(max-width: 1865px) 100vw, 1865px\" \/><\/a><\/figure><\/div>\n\n\n<p>Since then, the company has become one of the most influential analysis platforms in the industry, generating more than $1.7 billion in revenue each year (primarily from professional and institutional investors).<\/p>\n\n\n\n<p><a href=\"https:\/\/www.wallstreetzen.com\/go\/morningstar\" target=\"_blank\" rel=\"noopener\">Morningstar Investor<\/a> provides individual investors with access to news and analysis on stocks, bonds, mutual funds, and ETFs.<\/p>\n\n\n\n<p>In my opinion, determining if Morningstar Investor is right for you comes down to how much you value the investment research for which the company is known.\u00a0<\/p>\n\n\n\n<p>If you utilize the company\u2019s \u201cfiercely objective analysis\u201d to guide your investment decisions and feel confident in its quality, <a href=\"https:\/\/www.wallstreetzen.com\/go\/morningstar\" target=\"_blank\" rel=\"noopener\">Morningstar Investor<\/a> (cost: $20.75\/month when billed annually) is well worth the money.<\/p>\n\n\n\n<p>Since it\u2019s hard to gauge the quality of its research before becoming a member, I highly recommend utilizing the risk-free 7-day free trial.<\/p>\n\n\n\n<div class=\"is-layout-flex wp-block-buttons\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-vivid-cyan-blue-background-color has-text-color has-background wp-element-button\" href=\"https:\/\/www.wallstreetzen.com\/go\/morningstar\" style=\"color:#ffffff\" target=\"_blank\" rel=\"noopener\">Get Morningstar Investor free for 7 days<\/a><\/div>\n<\/div>\n\n\n\n<p><\/p>\n\n\n\n<h2><strong>Key Features of Morningstar <\/strong>Investor<\/h2>\n\n\n\n<p>Morningstar views investment ideas as just one component of an investor\u2019s financial picture. As such, its features include portfolio optimization tools and other resources.<\/p>\n\n\n\n<p>Upon signing up for <a href=\"https:\/\/www.wallstreetzen.com\/go\/morningstar\" target=\"_blank\" rel=\"noopener\">Morningstar Investor<\/a> you will get access to top investment picks, objective analyst reports, proprietary rating data, fund screeners, and its portfolio tools (Portfolio Manager and Portfolio X-Ray).<\/p>\n\n\n\n<h4><strong>Analyst Reports<\/strong><\/h4>\n\n\n\n<p>If you\u2019re looking for a platform with objective, data-driven, in-depth analysis and reports on a particular investment, Morningstar stands alone.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.wallstreetzen.com\/go\/morningstar\" target=\"_blank\"><img decoding=\"async\" width=\"1646\" height=\"1071\" src=\"https:\/\/www.wallstreetzen.com\/blog\/wp-content\/uploads\/2022\/07\/Screen-Shot-2022-07-25-at-12.54.30-PM-1.png\" alt=\"Morningstar Review\" class=\"wp-image-987\" srcset=\"https:\/\/www.wallstreetzen.com\/blog\/wp-content\/uploads\/2022\/07\/Screen-Shot-2022-07-25-at-12.54.30-PM-1.png 1646w, https:\/\/www.wallstreetzen.com\/blog\/wp-content\/uploads\/2022\/07\/Screen-Shot-2022-07-25-at-12.54.30-PM-1-768x500.png 768w, https:\/\/www.wallstreetzen.com\/blog\/wp-content\/uploads\/2022\/07\/Screen-Shot-2022-07-25-at-12.54.30-PM-1-1536x999.png 1536w\" sizes=\"(max-width: 1646px) 100vw, 1646px\" \/><\/a><\/figure><\/div>\n\n\n<p>Each Morningstar report is incredibly comprehensive and thorough. Morningstar\u2019s Full Analysis will provide you with everything about the state of a company and where it is likely to go in the future.<\/p>\n\n\n\n<p>Within each Full Analysis, you will find:<\/p>\n\n\n\n<ul>\n<li>Analyst Note<\/li>\n\n\n\n<li>Business Strategy and Outlook<\/li>\n\n\n\n<li>Fair Value and Profit Drivers<\/li>\n\n\n\n<li>Economic Moat<\/li>\n\n\n\n<li>Risk and Uncertainty<\/li>\n\n\n\n<li>Stewardship<\/li>\n<\/ul>\n\n\n\n<p>With an Investor membership, Morningstar will also give you a star rating for the investment.<\/p>\n\n\n\n<p>This depth of analysis and insight can give you an understanding of any business that you can\u2019t get anywhere else, all in a matter of minutes.<\/p>\n\n\n\n<p>For smaller companies without analyst reports, Morningstar uses Quantitative ratings to compare a company to its peers. In these cases, you\u2019ll see a Q next to the star rating:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.wallstreetzen.com\/go\/morningstar\" target=\"_blank\"><img decoding=\"async\" width=\"298\" height=\"78\" src=\"https:\/\/www.wallstreetzen.com\/blog\/wp-content\/uploads\/2022\/10\/Screen-Shot-2022-07-06-at-12.58.36-PM-1.png\" alt=\"Morningstar Premium review\" class=\"wp-image-1893\"\/><\/a><\/figure><\/div>\n\n\n<h4><strong>Best Investments and Fund Analysis<\/strong><\/h4>\n\n\n\n<p>Let\u2019s be honest, as investors, we\u2019re always looking for the best investment opportunities.<\/p>\n\n\n\n<p>If you\u2019re having trouble finding the best funds, stocks, ETFs, bonds, bond funds, index funds, target-date funds, starter funds, or any combination of these, <a href=\"https:\/\/www.wallstreetzen.com\/go\/morningstar\" target=\"_blank\" rel=\"noopener\">Morningstar<\/a> has you covered.<\/p>\n\n\n\n<p>The Best Investments section compiles the best investment ideas from Morningstar\u2019s 220 independent analysts and allows you to sort by categories like Featured, Type, Retirement and Income, Undervalued, or Portfolio Builders.<\/p>\n\n\n\n<p>Each recommendation and rating is backed by the analyst\u2019s deep-dive report. And since the analysts are paid by Morningstar, their incentives are directly aligned with providing you the best possible information. Check out the competition in <a href=\"https:\/\/www.wallstreetzen.com\/blog\/motley-fool-vs-zacks-vs-morningstar-vs-seeking-alpha\/\" target=\"_blank\" rel=\"noopener\">Motley Fool vs Morningstar<\/a>.<\/p>\n\n\n\n<h4><strong>Portfolio Manager<\/strong><\/h4>\n\n\n\n<p><a href=\"https:\/\/www.wallstreetzen.com\/go\/morningstar\" target=\"_blank\" rel=\"noopener\">The Portfolio Manager<\/a> gives you the ability to track your investments across different accounts, evaluate your portfolio strategy, create watchlists of potential opportunities, and more, all from an easy-to-use dashboard:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.wallstreetzen.com\/go\/morningstar\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" width=\"2000\" height=\"789\" src=\"https:\/\/www.wallstreetzen.com\/blog\/wp-content\/uploads\/2025\/07\/morningstar-portfolio-2000x789.png\" alt=\"\" class=\"wp-image-33279\" srcset=\"https:\/\/www.wallstreetzen.com\/blog\/wp-content\/uploads\/2025\/07\/morningstar-portfolio-2000x789.png 2000w, https:\/\/www.wallstreetzen.com\/blog\/wp-content\/uploads\/2025\/07\/morningstar-portfolio-768x303.png 768w, https:\/\/www.wallstreetzen.com\/blog\/wp-content\/uploads\/2025\/07\/morningstar-portfolio-1536x606.png 1536w, https:\/\/www.wallstreetzen.com\/blog\/wp-content\/uploads\/2025\/07\/morningstar-portfolio.png 2048w\" sizes=\"(max-width: 2000px) 100vw, 2000px\" \/><\/a><\/figure>\n\n\n\n<p>It\u2019s the reason we ranked Morningstar the <a href=\"https:\/\/www.wallstreetzen.com\/blog\/best-stock-portfolio-tracker\/\" target=\"_blank\" rel=\"noopener\">best stock portfolio tracker<\/a>.<\/p>\n\n\n\n<h4><strong>Portfolio X-Ray<\/strong><\/h4>\n\n\n\n<p>Once you\u2019ve created set your portfolio up in Portfolio Manager, X-Ray evaluates your asset allocation and investment mix to reveal any concentrated positions or underweight areas:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.wallstreetzen.com\/go\/morningstar\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" width=\"2000\" height=\"902\" src=\"https:\/\/www.wallstreetzen.com\/blog\/wp-content\/uploads\/2025\/07\/morningstar-xray-2000x902.png\" alt=\"\" class=\"wp-image-33281\" srcset=\"https:\/\/www.wallstreetzen.com\/blog\/wp-content\/uploads\/2025\/07\/morningstar-xray-2000x902.png 2000w, https:\/\/www.wallstreetzen.com\/blog\/wp-content\/uploads\/2025\/07\/morningstar-xray-768x346.png 768w, https:\/\/www.wallstreetzen.com\/blog\/wp-content\/uploads\/2025\/07\/morningstar-xray-1536x693.png 1536w, https:\/\/www.wallstreetzen.com\/blog\/wp-content\/uploads\/2025\/07\/morningstar-xray.png 2048w\" sizes=\"(max-width: 2000px) 100vw, 2000px\" \/><\/a><\/figure><\/div>\n\n\n<p>It also helps you keep track of ongoing fees and expenses.<\/p>\n\n\n\n<p>Many investors pay their financial advisors hefty fees for portfolio insights just like this. With <a href=\"https:\/\/www.wallstreetzen.com\/go\/morningstar\" target=\"_blank\" rel=\"noopener\">Morningstar Investor<\/a>, you can get the exact same information for a fraction of the cost.<\/p>\n\n\n\n<h4><strong>Similar Funds<\/strong><\/h4>\n\n\n\n<p>Tax loss harvesting is one of the most effective ways to lower your capital gains tax.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.wallstreetzen.com\/go\/morningstar\" target=\"_blank\" rel=\"noopener\">Morningstar\u2019s Similar Funds<\/a> helps you find mutual funds that are similar to your target fund, allowing you to easily find replacement funds and reduce your annual taxes.<\/p>\n\n\n\n<p>For a lot of investors, this tool alone easily pays for the cost of their Investor subscriptions.<\/p>\n\n\n\n<h4><strong>Screeners<\/strong><\/h4>\n\n\n\n<p>Although it also offers screeners for stocks and ETFs, its <a href=\"https:\/\/www.wallstreetzen.com\/go\/morningstar\" target=\"_blank\" rel=\"noopener\">Basic Fund Screener<\/a> is a unique tool which enables you to filter mutual funds by performance, rating, or category. This way, you can easily discover funds which best fit your investing style.<\/p>\n\n\n\n<p>The \u201cFund Screener\u201d takes it a step further, allowing you to filter by more specific Morningstar criteria like rating and risk, sustainability, annual returns, load-adjusted returns, yield, tax-cost ratio, and a plethora of other data points.<\/p>\n\n\n\n<p>For the ultimate screener, check out my <a href=\"https:\/\/www.wallstreetzen.com\/blog\/finviz-stock-screener-elite-review\/\" target=\"_blank\" rel=\"noopener\">Finviz Elite review<\/a>.<\/p>\n\n\n\n<h4><strong>Article Archive<\/strong><\/h4>\n\n\n\n<p><a href=\"https:\/\/www.wallstreetzen.com\/go\/morningstar\" target=\"_blank\" rel=\"noopener\">Morningstar Investor<\/a> offers a variety of planning tools, such as tax planning, personal finance, retirement savings, and saving for college. Within each of these topics, the company hosts a series of educational articles to aid in your planning process.<\/p>\n\n\n\n<h4><strong>Educational Resources<\/strong><\/h4>\n\n\n\n<p>In addition, the company provides worksheets (like a budget worksheet, goal planning worksheet, net worth worksheet, etc.) to help with your holistic financial picture and the \u201cMorningstar Investing Classroom\u201d, a self-study course that teaches you about investing.<\/p>\n\n\n\n<h4><strong>iOS Apps<\/strong><\/h4>\n\n\n\n<p>Morningstar has a free app that allows you to view your portfolio(s) when you\u2019re away from your computer. The app doesn\u2019t have the same functionality as the website, but it works well for some quick research or on-the-go portfolio monitoring.<\/p>\n\n\n\n<p><strong>Read more:<\/strong> Here are my articles on the <a href=\"https:\/\/www.wallstreetzen.com\/blog\/best-apps-for-stock-news\/\" target=\"_blank\" rel=\"noopener\">best stock market news app<\/a> and the <a href=\"https:\/\/www.wallstreetzen.com\/blog\/best-stock-tracking-apps\/\" target=\"_blank\" rel=\"noopener\">best stock tracking apps<\/a>.<\/p>\n\n\n\n<h4><strong>Empower<\/strong><\/h4>\n\n\n\n<p>In partnership with Empower, when new users sign up for <a href=\"https:\/\/www.wallstreetzen.com\/go\/morningstar\" target=\"_blank\" rel=\"noopener\">Morningstar Investor <\/a>they have the option to have a one-on-one financial review with a licensed financial advisor, though this requires a minimum portfolio value of $100,000.<\/p>\n\n\n\n<p>If you\u2019re interested in Empower, you can sign up for their services directly. Even if you don\u2019t have $100,000 worth of invested assets, you can take advantage of their free tools.<\/p>\n\n\n\n<h2><strong>Final Word<\/strong><\/h2>\n\n\n\n<p><a href=\"https:\/\/www.wallstreetzen.com\/go\/morningstar\" target=\"_blank\" rel=\"noopener\">Morningstar Investor<\/a> was built for individual investors who are serious about their investment portfolios &#8211; it\u2019s not built for the faint-of-heart. Its platform is intense and robust, meaning you\u2019re either <em>using Morningstar<\/em> or you\u2019ll avoid it altogether.<\/p>\n\n\n\n<p>At the end of the day, the decision to upgrade to Morningstar Investor comes down to how much you value the company\u2019s investment research. Is it worth the $20.75\/month (billed annually) cost?<\/p>\n\n\n\n<p>To make an informed decision, I can\u2019t recommend enough giving the 7-day free trial a shot.<\/p>\n\n\n\n<div class=\"is-layout-flex wp-block-buttons\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-vivid-cyan-blue-background-color has-text-color has-background wp-element-button\" href=\"https:\/\/www.wallstreetzen.com\/go\/morningstar\" style=\"color:#ffffff\" target=\"_blank\" rel=\"noopener\">Get Morningstar Investor free for 7 days<\/a><\/div>\n<\/div>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>You should pay for Morningstar Investor <\/strong>if you\u2019re a fundamental investor who buys individual stocks (<a href=\"https:\/\/www.wallstreetzen.com\/blog\/how-to-buy-stocks-online\/\" target=\"_blank\" rel=\"noopener\">how to buy stocks online<\/a>), mutual funds, and\/or ETFs and want access to objective, data-driven analysis.<\/p>\n\n\n\n<p>If you want a similar service but prefer a more active investing style in individual stocks, <a href=\"https:\/\/www.wallstreetzen.com\/blog\/seeking-alpha-review\/\" target=\"_blank\" rel=\"noopener\">Seeking Alpha Premium<\/a> may be a better fit.<\/p>\n\n\n\n<p>If you prefer a more passive approach to investing and want to take a hands-off approach, I would recommend a robo-advisor like Betterment.<\/p>\n\n\n\n<p>And if you\u2019re looking for the <a href=\"https:\/\/www.wallstreetzen.com\/blog\/best-stock-picking-service\/\" target=\"_blank\" rel=\"noopener\">best stock picking service<\/a> that provides a couple stock picks each month with home-run potential, I always recommend <a href=\"https:\/\/www.wallstreetzen.com\/blog\/motley-fool-review\/\" target=\"_blank\" rel=\"noopener\">Motley Fool Stock Advisor<\/a>.<\/p>\n\n\n\n<p><strong>Read more: <\/strong>Looking for the <a href=\"https:\/\/www.wallstreetzen.com\/blog\/best-stock-analysis-software\/\" target=\"_blank\" rel=\"noopener\">best stock analysis software<\/a>?<\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n\t\t<div class=\"wp-faq-schema-wrap\">\n\t\t\t\t\t\t\t<h2>FAQs:<\/h2>\n\t\t\t\t\t\t<div class=\"wp-faq-schema-items\">\n\t\t\t\t\t\t\t\t\t<h3>How much does Morningstar Investor (formerly Premium) cost?<\/h3>\n\t\t\t\t\t<div class=\"\">\n\t\t\t\t\t\t<p>A membership to Morningstar Investor costs $249 annually (which comes out to $20.75\/month). WallStreetZen readers can access a special $50 discount in this post. <\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<h3>Is Morningstar Investor worth it?<\/h3>\n\t\t\t\t\t<div class=\"\">\n\t\t\t\t\t\t<p>You should pay for Morningstar Investor if you\u2019re a fundamental investor who buys individual stocks (how to buy stocks online), mutual funds, and\/or ETFs and want access to objective, data-driven analysis.<\/p>\n<p>If you want a similar service but prefer a more active investing style in individual stocks, Seeking Alpha Premium may be a better fit.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\n","protected":false},"excerpt":{"rendered":"<p>Morningstar is one of the most well-known investment research companies in the world. Its proprietary ratings on mutual funds and objective, data-driven analysis are heavily relied on throughout the industry. While its solutions for investment professionals are reputable, what about its individual investor products? Today, I\u2019m writing a Morningstar Investor review (formerly called &#8220;Premium&#8221;) &#8211; [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":988,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false},"categories":[45],"tags":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Morningstar Review: Is The Cost of Morningstar Investor Worth It in 2026?<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.wallstreetzen.com\/blog\/morningstar-review\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Morningstar Review: Is The Cost of Morningstar Investor Worth It in 2026?\" \/>\n<meta property=\"og:description\" content=\"Morningstar is one of the most well-known investment research companies in the world. Its proprietary ratings on mutual funds and objective, data-driven analysis are heavily relied on throughout the industry. While its solutions for investment professionals are reputable, what about its individual investor products? Today, I\u2019m writing a Morningstar Investor review (formerly called &#8220;Premium&#8221;) &#8211; [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.wallstreetzen.com\/blog\/morningstar-review\/\" \/>\n<meta property=\"og:site_name\" content=\"WallStreetZen\" \/>\n<meta property=\"article:published_time\" content=\"2022-07-25T16:08:07+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-07-15T20:14:32+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.wallstreetzen.com\/blog\/wp-content\/uploads\/2022\/07\/Screen-Shot-2022-07-25-at-10.56.43-AM.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1453\" \/>\n\t<meta property=\"og:image:height\" content=\"635\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Lincoln Olson\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@wallstreet_zen\" \/>\n<meta name=\"twitter:site\" content=\"@wallstreet_zen\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Lincoln Olson\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"8 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\n\t    \"@context\": \"https:\/\/schema.org\",\n\t    \"@graph\": [\n\t        {\n\t            \"@type\": \"Article\",\n\t            \"@id\": \"https:\/\/www.wallstreetzen.com\/blog\/morningstar-review\/#article\",\n\t            \"isPartOf\": {\n\t                \"@id\": \"https:\/\/www.wallstreetzen.com\/blog\/morningstar-review\/\"\n\t            },\n\t            \"author\": {\n\t                \"name\": \"Lincoln Olson\",\n\t                \"@id\": \"https:\/\/www.wallstreetzen.com\/blog\/#\/schema\/person\/204cb241ff9c7c5e7911dbfae9ec9d28\"\n\t            },\n\t            \"headline\": \"Morningstar Review: Is The Cost of Morningstar Investor Worth It in 2026?\",\n\t            \"datePublished\": \"2022-07-25T16:08:07+00:00\",\n\t            \"dateModified\": \"2025-07-15T20:14:32+00:00\",\n\t            \"mainEntityOfPage\": {\n\t                \"@id\": \"https:\/\/www.wallstreetzen.com\/blog\/morningstar-review\/\"\n\t            },\n\t            \"wordCount\": 1405,\n\t            \"publisher\": {\n\t                \"@id\": \"https:\/\/www.wallstreetzen.com\/blog\/#organization\"\n\t            },\n\t            \"articleSection\": [\n\t                \"Reviews\"\n\t            ],\n\t            \"inLanguage\": \"en-US\"\n\t        },\n\t        {\n\t            \"@type\": \"WebPage\",\n\t            \"@id\": \"https:\/\/www.wallstreetzen.com\/blog\/morningstar-review\/\",\n\t            \"url\": \"https:\/\/www.wallstreetzen.com\/blog\/morningstar-review\/\",\n\t            \"name\": \"Morningstar Review: Is The Cost of Morningstar Investor Worth It in 2026?\",\n\t            \"isPartOf\": {\n\t                \"@id\": \"https:\/\/www.wallstreetzen.com\/blog\/#website\"\n\t            },\n\t            \"datePublished\": \"2022-07-25T16:08:07+00:00\",\n\t            \"dateModified\": \"2025-07-15T20:14:32+00:00\",\n\t            \"breadcrumb\": {\n\t                \"@id\": \"https:\/\/www.wallstreetzen.com\/blog\/morningstar-review\/#breadcrumb\"\n\t            },\n\t            \"inLanguage\": \"en-US\",\n\t            \"potentialAction\": [\n\t                {\n\t                    \"@type\": \"ReadAction\",\n\t                    \"target\": [\n\t                        \"https:\/\/www.wallstreetzen.com\/blog\/morningstar-review\/\"\n\t                    ]\n\t                }\n\t            ]\n\t        },\n\t        {\n\t            \"@type\": \"BreadcrumbList\",\n\t            \"@id\": \"https:\/\/www.wallstreetzen.com\/blog\/morningstar-review\/#breadcrumb\",\n\t            \"itemListElement\": [\n\t                {\n\t                    \"@type\": \"ListItem\",\n\t                    \"position\": 1,\n\t                    \"name\": \"Blog\",\n\t                    \"item\": \"https:\/\/www.wallstreetzen.com\/blog\/\"\n\t                },\n\t                {\n\t                    \"@type\": \"ListItem\",\n\t                    \"position\": 2,\n\t                    \"name\": \"Morningstar Review: Is The Cost of Morningstar Investor Worth It in 2025?\"\n\t                }\n\t            ]\n\t        },\n\t        {\n\t            \"@type\": \"WebSite\",\n\t            \"@id\": \"https:\/\/www.wallstreetzen.com\/blog\/#website\",\n\t            \"url\": \"https:\/\/www.wallstreetzen.com\/blog\/\",\n\t            \"name\": \"WallStreetZen\",\n\t            \"description\": \"\",\n\t            \"publisher\": {\n\t                \"@id\": \"https:\/\/www.wallstreetzen.com\/blog\/#organization\"\n\t            },\n\t            \"potentialAction\": [\n\t                {\n\t                    \"@type\": \"SearchAction\",\n\t                    \"target\": {\n\t                        \"@type\": \"EntryPoint\",\n\t                        \"urlTemplate\": \"https:\/\/www.wallstreetzen.com\/blog\/?s={search_term_string}\"\n\t                    },\n\t                    \"query-input\": \"required name=search_term_string\"\n\t                }\n\t            ],\n\t            \"inLanguage\": \"en-US\"\n\t        },\n\t        {\n\t            \"@type\": \"Organization\",\n\t            \"@id\": \"https:\/\/www.wallstreetzen.com\/blog\/#organization\",\n\t            \"name\": \"WallStreetZen\",\n\t            \"url\": \"https:\/\/www.wallstreetzen.com\/blog\/\",\n\t            \"logo\": {\n\t                \"@type\": \"ImageObject\",\n\t                \"inLanguage\": \"en-US\",\n\t                \"@id\": \"https:\/\/www.wallstreetzen.com\/blog\/#\/schema\/logo\/image\/\",\n\t                \"url\": \"https:\/\/www.wallstreetzen.com\/blog\/wp-content\/uploads\/2020\/09\/main-logo.svg\",\n\t                \"contentUrl\": \"https:\/\/www.wallstreetzen.com\/blog\/wp-content\/uploads\/2020\/09\/main-logo.svg\",\n\t                \"width\": 220,\n\t                \"height\": 27,\n\t                \"caption\": \"WallStreetZen\"\n\t            },\n\t            \"image\": {\n\t                \"@id\": \"https:\/\/www.wallstreetzen.com\/blog\/#\/schema\/logo\/image\/\"\n\t            },\n\t            \"sameAs\": [\n\t                \"https:\/\/www.youtube.com\/channel\/UCMddKmLQYkPPmY5q6qckrMg\",\n\t                \"https:\/\/twitter.com\/wallstreet_zen\"\n\t            ]\n\t        },\n\t        {\n\t            \"@type\": \"Person\",\n\t            \"@id\": \"https:\/\/www.wallstreetzen.com\/blog\/#\/schema\/person\/204cb241ff9c7c5e7911dbfae9ec9d28\",\n\t            \"name\": \"Lincoln Olson\",\n\t            \"image\": {\n\t                \"@type\": \"ImageObject\",\n\t                \"inLanguage\": \"en-US\",\n\t                \"@id\": \"https:\/\/www.wallstreetzen.com\/blog\/#\/schema\/person\/image\/\",\n\t                \"url\": \"https:\/\/secure.gravatar.com\/avatar\/788b480a5aeca2e4f12a9d43fa76ef7b?s=96&d=mm&r=g\",\n\t                \"contentUrl\": \"https:\/\/secure.gravatar.com\/avatar\/788b480a5aeca2e4f12a9d43fa76ef7b?s=96&d=mm&r=g\",\n\t                \"caption\": \"Lincoln Olson\"\n\t            },\n\t            \"description\": \"Lincoln is an investor and content marketer. He has worked for financial advisors, institutional investors, and a publicly-traded fintech company. Lincoln holds degrees in Finance, Economics, and Accounting.\",\n\t            \"sameAs\": [\n\t                \"https:\/\/www.wallstreetzen.com\/blog\",\n\t                \"https:\/\/www.linkedin.com\/in\/lincolnolson\/\"\n\t            ],\n\t            \"url\": \"https:\/\/www.wallstreetzen.com\/blog\/author\/lincoln\/\"\n\t        }\n\t    ]\n\t}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Morningstar Review: Is The Cost of Morningstar Investor Worth It in 2026?","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.wallstreetzen.com\/blog\/morningstar-review\/","og_locale":"en_US","og_type":"article","og_title":"Morningstar Review: Is The Cost of Morningstar Investor Worth It in 2026?","og_description":"Morningstar is one of the most well-known investment research companies in the world. Its proprietary ratings on mutual funds and objective, data-driven analysis are heavily relied on throughout the industry. While its solutions for investment professionals are reputable, what about its individual investor products? Today, I\u2019m writing a Morningstar Investor review (formerly called &#8220;Premium&#8221;) &#8211; [&hellip;]","og_url":"https:\/\/www.wallstreetzen.com\/blog\/morningstar-review\/","og_site_name":"WallStreetZen","article_published_time":"2022-07-25T16:08:07+00:00","article_modified_time":"2025-07-15T20:14:32+00:00","og_image":[{"width":1453,"height":635,"url":"https:\/\/www.wallstreetzen.com\/blog\/wp-content\/uploads\/2022\/07\/Screen-Shot-2022-07-25-at-10.56.43-AM.png","type":"image\/png"}],"author":"Lincoln Olson","twitter_card":"summary_large_image","twitter_creator":"@wallstreet_zen","twitter_site":"@wallstreet_zen","twitter_misc":{"Written by":"Lincoln Olson","Est. reading time":"8 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.wallstreetzen.com\/blog\/morningstar-review\/#article","isPartOf":{"@id":"https:\/\/www.wallstreetzen.com\/blog\/morningstar-review\/"},"author":{"name":"Lincoln Olson","@id":"https:\/\/www.wallstreetzen.com\/blog\/#\/schema\/person\/204cb241ff9c7c5e7911dbfae9ec9d28"},"headline":"Morningstar Review: Is The Cost of Morningstar Investor Worth It in 2026?","datePublished":"2022-07-25T16:08:07+00:00","dateModified":"2025-07-15T20:14:32+00:00","mainEntityOfPage":{"@id":"https:\/\/www.wallstreetzen.com\/blog\/morningstar-review\/"},"wordCount":1405,"publisher":{"@id":"https:\/\/www.wallstreetzen.com\/blog\/#organization"},"articleSection":["Reviews"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.wallstreetzen.com\/blog\/morningstar-review\/","url":"https:\/\/www.wallstreetzen.com\/blog\/morningstar-review\/","name":"Morningstar Review: Is The Cost of Morningstar Investor Worth It in 2026?","isPartOf":{"@id":"https:\/\/www.wallstreetzen.com\/blog\/#website"},"datePublished":"2022-07-25T16:08:07+00:00","dateModified":"2025-07-15T20:14:32+00:00","breadcrumb":{"@id":"https:\/\/www.wallstreetzen.com\/blog\/morningstar-review\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.wallstreetzen.com\/blog\/morningstar-review\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.wallstreetzen.com\/blog\/morningstar-review\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Blog","item":"https:\/\/www.wallstreetzen.com\/blog\/"},{"@type":"ListItem","position":2,"name":"Morningstar Review: Is The Cost of Morningstar Investor Worth It in 2025?"}]},{"@type":"WebSite","@id":"https:\/\/www.wallstreetzen.com\/blog\/#website","url":"https:\/\/www.wallstreetzen.com\/blog\/","name":"WallStreetZen","description":"","publisher":{"@id":"https:\/\/www.wallstreetzen.com\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.wallstreetzen.com\/blog\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.wallstreetzen.com\/blog\/#organization","name":"WallStreetZen","url":"https:\/\/www.wallstreetzen.com\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.wallstreetzen.com\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/www.wallstreetzen.com\/blog\/wp-content\/uploads\/2020\/09\/main-logo.svg","contentUrl":"https:\/\/www.wallstreetzen.com\/blog\/wp-content\/uploads\/2020\/09\/main-logo.svg","width":220,"height":27,"caption":"WallStreetZen"},"image":{"@id":"https:\/\/www.wallstreetzen.com\/blog\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.youtube.com\/channel\/UCMddKmLQYkPPmY5q6qckrMg","https:\/\/twitter.com\/wallstreet_zen"]},{"@type":"Person","@id":"https:\/\/www.wallstreetzen.com\/blog\/#\/schema\/person\/204cb241ff9c7c5e7911dbfae9ec9d28","name":"Lincoln Olson","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.wallstreetzen.com\/blog\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/788b480a5aeca2e4f12a9d43fa76ef7b?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/788b480a5aeca2e4f12a9d43fa76ef7b?s=96&d=mm&r=g","caption":"Lincoln Olson"},"description":"Lincoln is an investor and content marketer. He has worked for financial advisors, institutional investors, and a publicly-traded fintech company. Lincoln holds degrees in Finance, Economics, and Accounting.","sameAs":["https:\/\/www.wallstreetzen.com\/blog","https:\/\/www.linkedin.com\/in\/lincolnolson\/"],"url":"https:\/\/www.wallstreetzen.com\/blog\/author\/lincoln\/"}]}},"_links":{"self":[{"href":"https:\/\/www.wallstreetzen.com\/blog\/wp-json\/wp\/v2\/posts\/941"}],"collection":[{"href":"https:\/\/www.wallstreetzen.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.wallstreetzen.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.wallstreetzen.com\/blog\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.wallstreetzen.com\/blog\/wp-json\/wp\/v2\/comments?post=941"}],"version-history":[{"count":24,"href":"https:\/\/www.wallstreetzen.com\/blog\/wp-json\/wp\/v2\/posts\/941\/revisions"}],"predecessor-version":[{"id":33283,"href":"https:\/\/www.wallstreetzen.com\/blog\/wp-json\/wp\/v2\/posts\/941\/revisions\/33283"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.wallstreetzen.com\/blog\/wp-json\/wp\/v2\/media\/988"}],"wp:attachment":[{"href":"https:\/\/www.wallstreetzen.com\/blog\/wp-json\/wp\/v2\/media?parent=941"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.wallstreetzen.com\/blog\/wp-json\/wp\/v2\/categories?post=941"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.wallstreetzen.com\/blog\/wp-json\/wp\/v2\/tags?post=941"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}