Watchlist

Overview

The Watchlist component allows you to access and analyze intraday and historical exchange market data for funds, indexes, single investments, lists, or screens.

Use the following column sets to view the data most relevant to your workflow:

•Basic: overview of intraday price changes, including high, low, and volume traded

•Fundamentals: volume traded, 52-week high and low, market cap, price/earnings, dividend information, as well as intraday changes

•Returns: return data from one day to 15 years, as well as year-to-date

•Index: intraday changes, as well as high and low prices, and

•Commodities: intraday changes and expiration date.

For capabilities common to most components, read the Components Overview.

Alternate Uses

You can easily compare funds and stocks by grouping them as follows

•Morningstar Sectors (stocks only)

•Morningstar Category (funds only)

•Global Broad Category (funds only)

•Investment Type (all), or

•Morningstar Rating (all).

(Stocks only) From the Actions menu, you can generate a Morningstar Report for Stocks. In the Morningstar Report, you can access in-depth analysis and data such as the following:

•Morningstar analysis of the stock

•the stock’s Advanced Performance Chart, and

•the stock’s current and historical data such as quote, valuation, and so on.

The Watchlist can broadcast a selected fund, index, or security to other components in the workbook. For instance, if you select a security in the U.S. Market Watchlist, other components in the workbook change their focus to that security.

The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; (3) is not warranted to be accurate, complete or timely; and (4) does not constitute advice of any kind. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Any statements that are nonfactual in nature constitute opinions only, are subject to change without notice, and may not be consistent across Morningstar. Past performance is no guarantee of future results.