Funds From: jppnx - Perkins Global Value N - Morningstar 4 Star Rated Fund to cngbx - American Funds New Economy 529B - Morningstar 4 Star Rated Fund


  • Holdings: Oracle Corporation , Procter & Gamble Co , Wells Fargo & Co , Coca-Cola Co , Johnson & Johnson ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for jppnx investment picks
  • Holdings: Citigroup Inc , American International Group Inc , Willis Group Holdings PLC , Popular Inc , Abbott Laboratories ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
Sign-up for diayx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Mattress Firm Holding Corp , Janus Capital Group Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for acmfx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
Sign-up for dblex investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for opcyx investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for pggyx investment picks
  • Holdings: Apple Inc , Pfizer Inc , Exxon Mobil Corporation , CVS Health Corp , Google Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for geivx investment picks
  • Holdings: Baidu Inc ADR , Housing Development Finance Corp Ltd , Infosys Ltd , ICICI Bank Ltd ADR , Magnit PJSC ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for f00000j3np investment picks
  • Holdings: BankUnited Inc , Berry Plastics Group Inc , Multi-Color Corp , Evertec Inc , Entravision Communications Corp ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for acvix investment picks
  • Holdings: HDFC Bank Ltd , Colgate-Palmolive Co , Lupin Ltd , Baidu Inc ADR , British American Tobacco PLC ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for gedfx investment picks
  • Holdings: Amgen Inc , Gilead Sciences Inc , Oracle Corporation , Alexion Pharmaceuticals Inc , UnitedHealth Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for caffx investment picks
  • Holdings: Vanguard Mid-Cap ETF , SPDR┬« S&P MidCap 400 ETF , Apple Inc , iShares MSCI Emerging Markets , S+p500 Emini Fut Dec14 Xcme 20141219 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for vcaax investment picks
  • Holdings: Amgen Inc , Novartis AG , Altria Group Inc , Bayer AG , Gilead Sciences Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for cwiax investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for opcbx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for memtx investment picks
  • Holdings: Amgen Inc , Novartis AG , Altria Group Inc , Bayer AG , Gilead Sciences Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for rwifx investment picks
  • Category: Muni Minnesota
  • Morningstar Rating: 4 Stars
Sign-up for deffx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Verizon Communications Inc , Johnson & Johnson , Gilead Sciences Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for piotx investment picks
  • Holdings: Aud Irs 10y Rec (Clr Bkr Cit-Clrhse Cme) 3.258 Dec 23 24 , Aud Irs 10y Rec (Clr Bkr Cit-Clrhse Cme) 2.740 Dec 23 24 , Gbp Irs 10yr Receiver (Jpm) 2.432 Jul 30 23 , Gbp Irs 10yr Receiver (Jpm) 0.716 Jul 30 23 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 4.125 Jun 05 24 ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for dvrbx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
Sign-up for mtlfx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
Sign-up for medfx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for mdmtx investment picks
  • Holdings: American Airlines Group Inc , Skyworks Solutions Inc , Lear Corp , Keurig Green Mountain Inc , Dollar Tree Stores Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for pgofx investment picks
  • Holdings: Exxon Mobil Corporation , General Electric Co , JPMorgan Chase & Co , Johnson & Johnson , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for gcvix investment picks
  • Holdings: OvaScience Inc , Cantel Medical Corp , Maximus Inc , SS&C Technologies Holdings Inc , Teledyne Technologies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for plwax investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
Sign-up for mgsfx investment picks
  • Holdings: AXA SA , Taiwan Semiconductor Manufacturing Co Ltd , Novartis AG , EDP - Energias de Portugal SA , ORANGE ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for igaax investment picks
  • Holdings: Bank of the Ozarks Inc , AmTrust Financial Services Inc , PRA Group Inc , Manhattan Associates Inc , OSI Systems Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for ppcix investment picks
  • Holdings: PowerShares Senior Loan ETF , Marfrig Hldgs Europe B V 144A 6.875% , Cemex Fin 144A 6% , Columbus Intl Inc 144 144A 7.375% , Csn Resources Sa 144A 6.5% ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for oaryx investment picks
  • Holdings: Netflix Inc , Thermo Fisher Scientific Inc , Alexion Pharmaceuticals Inc , Gilead Sciences Inc , Hologic Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for cngbx 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 Access Your Portfolio Anytime, Anywhere via Your Mobile Device
P   Morningstar Fund Analyst Reports (full research on 1,700 funds, ETFs, and CEFs)
P   Morningstar Stock Analyst Reports (full research on more than 1,100 stocks)
P   Portfolio Manager (advanced with 10 X-Ray analyses, including recommendations)
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 5-Star 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: jppnx - Perkins Global Value N - Morningstar 4 Star Rated Fund to cngbx - American Funds New Economy 529B - 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 Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Popularity |  Our Choices |  Most Recent