Funds From: prerx - Principal Real Estate Securities R3 - Morningstar 4 Star Rated Fund to paclx - T. Rowe Price Capital Appreciation Adv - Morningstar 4 Star Rated Fund


  • Holdings: Simon Property Group Inc, Prologis Inc, Boston Properties Inc, Public Storage, Vornado Realty Trust
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for prerx investment picks
  • Holdings: Equity, Bond, MFS Growth R5, MFS Value R5, MFS Mid Cap Value R5, MFS Mid Cap Growth R5, MFS Research R5
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mcgwx investment picks
  • Holdings: Equity, Bond
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for fibzx investment picks
  • Holdings: Equity, Bond, Eraemlt Trs Equity 1ml+80 Fbf, Eraemlt Trs Equity 1ml+99 Boa, Eraemlt Trs Equity 1ml+100 Boa
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for pefax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for lahyx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ncrlx investment picks
  • Holdings: Equity, Bond
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for pyhix investment picks
  • Holdings: Equity, Bond, Apple Inc, International Business Machines Corp, Google, Inc. Class A, Exxon Mobil Corporation
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for wfosx investment picks
  • Holdings: Equity, Bond, ING Emerging Markets Hard Ccy Dbt P, ING Emerging Markets Local Ccy Dbt P
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for iibtx investment picks
  • Holdings: Mitsui Fudosan Co., Ltd., Mitsubishi Estate, Simon Property Group Inc, Sun Hung Kai Properties, Ltd., Ventas Inc
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for vgrex investment picks
  • Holdings: Lexington Realty Trust, Hang Lung Properties Ltd., Kennedy-Wilson Holdings, Inc., Chatham Lodging Trust, CapitaLand Limited
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for jerix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ltryx investment picks
  • Holdings: Equity, Bond
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for psaix investment picks
  • Holdings: ENN Energy Holdings Ltd., Netflix, Inc., AAC Technologies Holdings Inc, Ophir Energy PLC, Regeneron Pharmaceuticals, Inc.
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for rslfx investment picks
  • Holdings: ENN Energy Holdings Ltd., Netflix, Inc., AAC Technologies Holdings Inc, Ophir Energy PLC, Regeneron Pharmaceuticals, Inc.
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for rslex investment picks
  • Holdings: Gulfport Energy Corporation, Signature Bank, Cleco Corporation, Tyler Technologies, Inc., Middleby Corporation
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for gwesx investment picks
  • Holdings: PDF Solutions, Inc., Akamai Technologies, Inc., Gilead Sciences Inc, Entropic Communications, Inc., Apple Inc
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for neagx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for jcpux investment picks
  • Holdings: Belden, Inc., Charles River Laboratories International Inc, United Stationers Inc., Mueller Industries Inc, Carlisle Companies, Inc.
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for mysvx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
Sign-up for fulbx investment picks
  • Holdings: Apple Inc, Google, Inc. Class A, Coca-Cola Co, Oracle Corporation, Gilead Sciences Inc
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for fslgx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for accdx investment picks
  • Holdings: Tenet Healthcare Corp, Omnicare Inc, CareFusion Corp, Endo Health Solutions Inc, Rock-Tenn Company
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for marfx investment picks
  • Holdings: Equity, Bond, Astellas Pharma, Inc., Berkshire Hathaway Inc Class A, Devon Energy Corp, Genting Malaysia Bhd
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ivwix investment picks
  • Holdings: Melco Crown Entertainment Ltd ADR, Hexagon AB, Far Eastone Telecommunications Co., Ltd., CCL Industries Inc., Eurofins Scientific Group S.A.
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
Sign-up for ccyix investment picks
  • Holdings: Cigna Corp, Ameren Corp, Arch Capital Group Ltd, Consolidated Edison, Inc., Northern Trust Corporation
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for wfmdx investment picks
  • Holdings: Unilever PLC, GlaxoSmithKline PLC, Koninklijke Ahold NV, Royal Dutch Shell PLC Class A, Total SA
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for ivvyx investment picks
  • Holdings: Gilead Sciences Inc, Celgene Corporation, Biogen Idec Inc, Amgen Inc, Alexion Pharmaceuticals, Inc.
  • Category: Health
  • Morningstar Rating: 4 Stars
Sign-up for ftdzx investment picks
  • Holdings: Equity, Bond
  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
Sign-up for gwmex investment picks
  • Holdings: Equity, Bond, United Technologies Corp, Danaher Corporation, Thermo Fisher Scientific Inc, Fiserv, Inc., Pfizer Inc
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for paclx investment picks
Start Premium Trial Register For Free

P F Fund Financial Data (13,000+ funds)
P F Stock Financial Data (7,000+ stocks)
P F Stock and Fund Screeners (basic)
P F Investing Articles and Market Commentary
P F Articles Archive (>30 days)
P F Discuss (dozens of stock, fund, bond, and general bulletin boards)
P F Portfolio Manager (basic)
P F Morningstar Investment Classroom
P F Morningstar Investing Classroom Rewards (earn as you learn and redeem for Morningstar merchandise)
P   Morningstar Fund Analyst Reports (full research on 2,000 funds and ETFs)
P   Morningstar Stock Analyst Reports (full research on 2,000 stocks)
P   Morningstar Stock and Fund Stewardship Grades
P   Portfolio Manager (advanced with 10 x-ray analyses, including guidance)
P   Portfolio Monitor (monthly and on-demand personalized portfolio statements)
P   Morningstar Proprietary Stock Information (stock star ratings, buy/sell prices, economic moat ratings, and more)
P   Morningstar Stock and Fund Favorites & Red Flags eNewsletters
P   Premium Stock and Fund Screeners (advanced with nearly infinite ways to find the best securities for you)
P   Discounts on Morningstar newsletters, books, seminars, and more

Sign-up to Morningstar


Basic Access

Articles and Videos
Morningstar video reports, articles, data, and tools. Dig into our lineup of e-newsletters and investing classroom courses outlining sensible strategies for maximizing your investments.
Morningstar Discuss
Follow the buzz on individual stocks or fund families. Plus, read the latest posts from Morningstar members and analysts.
Portfolio Manager
Track your investments and watch lists with our Portfolio Manager. Customize your view with our comprehensive stock, fund, and ETF data.

Access these features and more when you sign up for Free Membership.
Join Morningstar today. It's Free.

Unlimited Access

Analyst Research
Gather in-depth, actionable insight on over 3,700 stock and mutual funds covered by Morningstar analysts. View our mutual fund Analyst Reports favored by professionals, savvy experienced investors, and new investors researching options for retirement savings, college plans, or other investment needs.
Portfolio X-Ray®
Ensure your portfolio is positioned exactly how you want with Morningstar's X-Ray Interpreter and Stock Intersection tools. A Barron's "Best of the Web" award winner for five years running, X-Ray Interpreter goes under the hood of your portfolio to provide a useful allocation, sector, and geographic analysis. And you can discover how much of a stock you really own, individually and through mutual funds, with Stock Intersection.
Investment Picks
Find new 5-star stocks (greatly undervalued companies) to consider daily. Our 5-star stock rating is a proven winner, consistently beating benchmarks like the S&P 500. Plus, browse our Fund Analyst Picks and Stewardship Grades to find shareholder-friendly mutual funds that are poised for outperformance.
Portfolio Monitor
Get a clear view of your investments with personalized reports about your portfolio. Receive monthly statements and generate reports on-demand to help you stay on track to meet your investment goals.

Access these features and more when you sign up for Premium Membership.
Start your free 14-day trial today online
Your subscription may be tax deductible. Please contact your tax advisor.

Funds From: prerx - Principal Real Estate Securities R3 - Morningstar 4 Star Rated Fund to paclx - T. Rowe Price Capital Appreciation Adv - Morningstar 4 Star Rated Fund
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Title |  Date |  Author |  Collection |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol / Ticker |  Title Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Author |  Collection |  Popularity |  Interest Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity