Wells Family of Companies | Morningstar

Wells Family of Investment Companies

Financial Advisor Toolbox | Morningstar®

Why Join Wells?  Financial Advisor Toolbox  Practice Management Wealth Management Trust Services and Succession Planning Transition Contact Us
 
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Morningstar® Fund Analytics. Morningstar Fund Analytics provides detailed PDF reports on more than 25,000 open-end funds, 650 closed-end funds and 800 ETFs and exchange-traded notes. Learn about developments in the changing mutual fund industry with Morningstar Editorial and illustrate investment scenario with Morningstar Fund Hypotheticals—including systematic investments or withdrawals, custom fees and rebalancing.

Morningstar® Equity Research. This offering provides analysis and ratings on 1,800 stocks. Also, users can access Morningstar’s flagship Tortoise and Hare stock portfolios, as well as its Strategist columns and daily videos. Detailed data pages provide up to 10 years of financial history for more than 9,800 stocks in Morningstar’s database.
 
 
         

Valor Financial Securities LLC. Member FINRA & SIPC