Funds From: davpx - Davenport Core - Morningstar 4 Star Rated Fund to lcgrx - Loomis Sayles Small Cap Growth Retail - Morningstar 4 Star Rated Fund


  • Holdings: Brookfield Asset Management Inc Class A , Markel Corporation , Capital One Financial Corp , American Tower Corp , Wells Fargo & Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for davpx investment picks
  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay Floating Rate I , MainStay MAP I , MainStay Large Cap Growth I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mckix investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Samsung Electronics Co Ltd , International Business Machines Corp , Microsoft Corp ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for wtfrx investment picks
  • Holdings: Google Inc Class A , Amazon.com Inc , Priceline.com Inc , Gilead Sciences Inc , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for tplgx investment picks
  • Holdings: TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Enh Lg Cp Val Idx Inst , TIAA-CREF Large-Cap Value Instl , TIAA-CREF Bond Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for tclnx investment picks
  • Holdings: Schwab Total Bond Market , Schwab Core Equity , Laudus US Large Cap Growth , Schwab S&P 500 Index , Schwab Short-Term Bond Market ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for swcrx investment picks
  • Holdings: Samsung Electronics Co Ltd , Baidu Inc ADR , Reliance Industries Ltd , Tim Participacoes SA ADR , Petroleo Brasileiro SA Petrobras ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for demax investment picks
  • Holdings: Marsh & McLennan Companies Inc , Loews Corp , Gap Inc , Ball Corp , Ameriprise Financial Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for jmvsx investment picks
  • Holdings: Denbury Resources Inc , Apple Inc , General Motors Co , Wal-Mart Stores Inc , Halliburton Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
Sign-up for wilsx investment picks
  • Holdings: Simon Property Group Inc , Sun Hung Kai Properties Ltd , Mitsui Fudosan Co Ltd , General Growth Properties Inc , Boston Properties Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for DLPRX investment picks
  • Holdings: Pfizer Inc , JPMorgan Chase & Co , General Electric Co , Merck & Co Inc , Phillips 66 ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for pavlx investment picks
  • Holdings: MSCI Inc , Core Laboratories NV , SBA Communications Corp , j2 Global Inc , DineEquity Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for dcgtx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for dhoax investment picks
  • Holdings: CommonWealth REIT , Microsoft Corp , DineEquity Inc , EOG Resources Inc , VeriFone Systems Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for dvecx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for vkmmx investment picks
  • Holdings: Johnson & Johnson , Apple Inc , Exxon Mobil Corporation , United Technologies Corp , Time Warner Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for jepmx investment picks
  • Category: Muni New York Intermediate
  • Morningstar Rating: 4 Stars
Sign-up for fknix investment picks
  • Holdings: Pinar Sut Mamulleri Sanayii AS , Grupo Herdez SAB de CV , Amore Pacific Group , Jiangling Motors Corp Ltd , Uac Of Nigeria PLC ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for temmx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , OAO Gazprom ADR , China Mobile Ltd ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for dfemx investment picks
  • Holdings: Industries Qatar JSC , Ooredoo QSC , OMV Petrom , First Gulf Bank P.J.S.C. , Mtn Group Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for ffrmx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
Sign-up for tginx investment picks
  • Holdings: Mini Msci Eafe Jun14 Xnli 20140620 , Credit Suisse Group , BNP Paribas , Lloyds Banking Group PLC , Bayerische Motoren Werke AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for swoix investment picks
  • Holdings: Chevron Corp , AT&T Inc , ConocoPhillips , JPMorgan Chase & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for dflvx investment picks
  • Category: Muni New Jersey
  • Morningstar Rating: 4 Stars
Sign-up for menjx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
Sign-up for bldrx investment picks
  • Holdings: United Technologies Corp , Devon Energy Corp , Procter & Gamble Co , Morgan Stanley , American International Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for dhlax investment picks
  • Holdings: Avis Budget Group Inc , Rosetta Resources Inc , iStar Financial Inc , Navigators Group , HCC Insurance Holdings Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for dhsmx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for lansx investment picks
  • Holdings: Hewlett-Packard Co , Capital One Financial Corp , Wells Fargo & Co , Microsoft Corp , Novartis AG ADR ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for dodgx investment picks
  • Holdings: Team Health Holdings Inc , Dealertrack Technologies Inc , Aspen Technology Inc , Genesee & Wyoming Inc Class A , Measurement Specialties Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for lcgrx investment picks
Premium Membership: Features and Benefits
Wide-Moat Screener for Stocks

Put a moat around your portfolio. Sniff out the most promising opportunities that can ride through any market.

Gold Medalist Screener for Funds

Narrow the available universe of 5000 funds to the top rated gold and silver. Then, sort for manager tenure, expense ratio, risk and return to create your own index-beating fund watchlist.

Thousands of Premium Analyst Reports

While many of our competitors measure a stock's worth with a computer program, Morningstar's staff of 150+ analyst sift through company fillings, financial data and a wealth of other sources to deliver an unvarnished review of any investment. In fact, twelve Morningstar analysts have been recognized by WSJ as "Best on the Street" in the US.

Premium Portfolio Monitor

Make decisions with confidence. Load your investments into our research center and automatically connect to all our proprietary tools and data points.

Mobile

Never be without critical research. Free with your active membership, take our Premium data and guidance wherever you go with Morningstar for iPad®, iPhone®, and Android apps.

Morningstar's Guarantee

We're looking out for you. If after your 14-day free trial, you find that a Morningstar Premium membership is not for you, cancel any time and we'll be happy to refund the unused portion - no questions asked.

Go Premium!
Exclusive Premium Member Benefits
Get the best thinking of 150+ disciplined
objective, experienced analysts-dedicated to
specific industries and securities.
+2,500 Analyst Reports
Wide Moat Screener for Stocks
Medalist Screener for Funds
Premium Portfolio Manager with X-Ray & Monitor
Premium eNewsletters
Morningstar Basic Benefits (All)
Sign up now - No charge for the first 14 days
Funds From: davpx - Davenport Core - Morningstar 4 Star Rated Fund to lcgrx - Loomis Sayles Small Cap Growth Retail - 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