Free Morningstar Reports For T Rowe Price Funds Until March 16
As many of you may know, Morningstar is one of my favorite free online investment resources. With a free account (sign up for a free Morningstar account), you get access to mutual fund returns data, star ratings, risk attributes, portfolio composition, tax efficiency, expense ratios, dividend yields, and a host of other useful statistics. Their individual stock coverage even includes financial statements going back 10 years.
Free Premium Analyst Reports On T Rowe Price Funds Until March 16th
In addition to their excellent free resources, Morningstar also offers a premium membership that gives you access to analyst opinions, fair-value estimates, and buy/sell recommendations. Personally, I find the free account more than enough to meet my needs. If I were a financial planner or had a large (seven-figure) retirement portfolio, I might find it worthwhile to shell out a little cash for the premium membership. Since I don’t, I’m content with the free tools.
Occasionally, however, Morningstar offers free access to parts of their premium content, usually sponsored by some mutual fund company or another wanting to promote their funds. Until March 16th, 2009, T Rowe Price has worked out a deal with Morningstar to give everybody free access to Morningstar’s unbiased analyst reports of T Rowe Price funds. If you’ve ever considered buying T Rowe Price fund, currently own one, or are just plain curious, now is the time to check it out. Some of their funds have sterling reviews and others not-so-good, but Morningstar seems to have something useful to say about pretty much all of them.
I don’t believe it’s even necessary to have a free account to view the analyst reviews (although I highly recommend signing up for one). All you have to do is visit the T Rowe Price analyst report page and browse around.
Optimize your portfolio with Morningstar’s free Portfolio X-Ray tool (requires free membership registration)
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