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Discover the investment products you need for a well–balanced portfolio using in-depth research reports, tools and screeners.

Morningstar Research

Morningstar Pick Lists

Get inspired with new investment ideas or get help creating a with Morningstar’s series of stock-based pick lists.

Morningstar Stock Reports

Take a closer look at the stocks you’re interested in, with Morningstar analyst notes, thesis, valuation and financial review.

Morningstar Credit Ratings

Feel confident that the companies you’re considering have solid financial footing, with Morningstar’s evaluation of a company’s ability to meet their financial commitments.

RBC Research

Equity Benchmarks Performances

Get a detailed summary of the performance of stock market and sub-indices to help you make your stock decisions.

Technical Analysis

Spot investment trends, find new opportunities, confirm your decisions and manage risk with technical analysis from Recognia.

Technical analysis gives you a different perspective on market performance along with useful patterns of Canadian and U.S. stocks, exchange-traded funds (ETFs) and indices. You can:

  • See featured and most-viewed events to help you generate potential investing ideas
  • Boost your investing knowledge with the Technical Analysis Education section

Interactive Charting Tool

Need advanced technical analysis? Use this tool to help identify historical trends and patterns.

With the Interactive Charting Tool you can find:

  • Economic indicators to help you compare the performance of stocks, ETFs and mutual funds against historical economic data
  • Definitions of all of the charting indicators to help you understand what they are and how they can help you spot historical trends or patterns
  • News headlines, so you can see media coverage over a specific time period

Morningstar Lifestyle Screeners

Find stocks that match your personal interests with Lifestyle Stock Screeners, developed by Morningstar exclusively for our clients.

Learn More about Morningstar Lifestyle Screeners

Stock Screeners

Easily find stocks that fit your specific needs. Enter your own criteria, or use pre-defined stock screeners if you’re not sure how to get started.

Sectors & Industries

Use this powerful tool to zoom in on sectors (such as energy or technology), specific industries in a sector and individual companies to understand their movements and performance at every level.

Ways to use Sectors & Industries:

  • Add diversity to your investments by finding companies in various business sectors and industries
  • View top-performing business sectors and industries over the last five business days
  • Compare company fundamentals and performance in an industry you're interested in

Morningstar Research

Morningstar Mutual Fund Research

Learn everything you need to know about a specific fund, including investment objectives, Morningstar rating, and sector and .

Morningstar Editorials

Find out the latest views of investment professionals on mutual funds, markets and investment trends.

Mutual Fund Screeners

Mutual Fund Screener

Find the funds that are right for you by filtering based on the criteria that you choose. You can filter by performance, risk, Morningstar rating, fees and more.

Pre-Defined Screener

If you’re not sure where to get started, use pre-defined fund screeners designed by investment professionals.

Spotlight Funds and Asset Allocation Models

RBC Dominion Securities Spotlight Funds

A list of top-quality mutual funds from a variety of fund companies selected by RBC Dominion Securities mutual fund research analysts.

Asset Allocation Models

Asset allocation is the mix of investments in your ‐ stocks, bonds and cash. If you’re looking for a simple way to build or diversify your portfolio, the Asset Allocation Models can help.

View recommended Asset Allocation Models for all kinds of investors, from conservative to growth-oriented.

Here are some of the features of Asset Allocation Models:
  • Built by RBC Global Asset Management, each Asset Allocation Model is customized according to an investor profile
  • Provide diversification solutions to balance long term risk/reward
  • Asset class weights are updated annually to reflect the market outlook
  • Models are easy to adopt or use as a reference to inform your own investment strategy

Morningstar Research

Morningstar ETF Reports

Get in-depth insights into ETFs, with research reports that include Morningstar analyst reviews of ETF portfolios, fees and more.

Morningstar Pick List – ETF Analyst Favourites

See which ETFs the experts like, with Morningstar’s favourite long-term portfolio builders.

ETF Screener

Find ETFs that can help you meet your investing objectives. Use a pre-defined screener if you want some help getting started, or choose an ETF using various criteria.

ETF Comparison Tool

See how different ETFs measure up by comparing three ETFs side by side.

Fixed Income Screener

Sort and find investment opportunities in bonds, GICs and money market instruments based on your specific needs. Search by type of bond, maturity length, yield and coupons, or review the top performer section.

Morningstar

Morningstar Economic Insights

Get the latest analysis on the state of the U.S. economy and forecasts for the future.

Morningstar Canadian Research Highlights

Read Morningstar analysts’ best ideas and learn recent developments that come up from their coverage of the Canadian universe.

RBC

RBC Wealth Management - Global Insight Daily

Stay current with daily morning commentaries. They include reviews of equity and fixed income markets, and provide a daily commodity and currency update.

RBC Economics

Get timely and relevant analysis and forecasts of Canadian, U.S. and key international economies and markets.

Global Investment Outlook (GIO)

Understand the potential impact of current events to the global economy with quarterly insights from RBC Global Asset Management’s Chief Investment Officer and the RBC Investment Strategy Committee.

Economic Compass

Learn what the experts are forecasting. Read monthly insights and expectations developed by RBC Global Asset Management’s Chief Economist and the RBC Investment Strategy Committee.

Capital Markets Outlook

Watch a quarterly video by the Chief Investment Officer of RBC Global Asset Management, who shares views on current events in the global economy and capital markets.

RBC Quarterly Economic View

Watch a quarterly video where RBC Global Asset Management’s Chief Economist and the RBC Investment Strategy Committee share their views on current events in the global economy and capital markets.

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