Funds From: civix - Causeway International Value Instl - Morningstar 4 Star Rated Fund to jppnx - Perkins Global Value N - Morningstar 4 Star Rated Fund


  • Holdings: Reed Elsevier NV, Akzo Nobel NV, Toyota Motor Corp, KDDI Corp., Novartis AG
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for civix investment picks
  • Holdings: JPMorgan Chase & Co, Apple Inc, Chevron Corp, Applied Materials, Inc., Regal Entertainment Group
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for hrcvx investment picks
  • Holdings: Pike Electric Corporation, Newalta Corp, International Rectifier, Zimmer Holdings Inc, Orion Marine Group, Inc.
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for ATDFX investment picks
  • Holdings: Equity, Bond, American Funds Washington Mutual R6, American Funds Invmt Co of Amer R6, American Funds AMCAP R6, American Funds Growth Fund of Amer R6, American Funds SMALLCAP World R6
  • Category: Target Date 2031-2035
  • Morningstar Rating: 4 Stars
Sign-up for rcftx investment picks
  • Holdings: Equity, Bond, Russell Strategic Bond Y, Russell Investment Grade Bond Y, Russell International Developed Mkts Y, Russell Global Equity Y, Russell US Defensive Equity Y
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
Sign-up for RKLRX investment picks
  • Holdings: Equity, Bond, DWS Disciplined Market Neutral Instl, DWS Floating Rate Inst, DWS RREEF Global Infrastructure Inst, DWS Global Inflation Instl, DWS Enhanced Commodity Strategy Inst
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for SELRX investment picks
  • Holdings: Equity, Bond, Columbia US Govt Mortgage I, Columbia Corporate Income I, Columbia Limited Duration Credit Instl, Columbia US Treasury Index I, Columbia Infl Protected Secs I
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for abdax.lw investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for hsdtx investment picks
  • Holdings: Equity, Bond, American Century NT Growth Institutional, American Century NT Large Company Val I, American Century NT Diversified Bond I, American Century NT Equity Growth Instl, American Century NT Intl Growth I
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
Sign-up for arocx investment picks
  • Holdings: American Express Co, Wells Fargo & Co, Bank of New York Mellon Corp, State Bank of India GDR, Markel Corporation
  • Category: Financial
  • Morningstar Rating: 4 Stars
Sign-up for rpfgx.lw investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for vctfx.lw investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
Sign-up for jsnvx investment picks
  • Holdings: Equity, Bond, Russell Strategic Bond Y, Russell Investment Grade Bond Y, Russell Short Duration Bond Y, Russell International Developed Mkts Y, Russell Global Equity Y
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for rzltx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
Sign-up for TGEIX investment picks
  • Holdings: Home Depot, Inc., Amazon.com Inc, Google, Inc. Class A, Boeing Co, Citigroup Inc
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for ancfx.lw investment picks
  • Holdings: Equity, Bond, Cognizant Technology Solutions Corporation Class A
  • Category: India Equity
  • Morningstar Rating: 4 Stars
Sign-up for figzx investment picks
  • Holdings: Affiliated Managers Group Inc, NiSource Inc, Discovery Communications Inc Class A, Tupperware Brands Corporation, Invesco Ltd.
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for mgoax.lw investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
Sign-up for mcpyx investment picks
  • Holdings: Equity, Bond
  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
Sign-up for LTBBX investment picks
  • Holdings: Apple Inc, Microsoft Corporation, Google, Inc. Class A, Oracle Corporation, United Technologies Corp
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for prgcx investment picks
  • Holdings: Equity, Bond, Nationwide S&P 500 Index Instl, Nationwide International Index Instl, Nationwide Bond Index Instl, Nationwide Mid Cap Market Index Instl, Nationwide Small Cap Index Instl
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ndmax.lw investment picks
  • Holdings: Apple Inc, Exxon Mobil Corporation, Johnson & Johnson, General Electric Co, Procter & Gamble Co
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for aigox investment picks
  • Holdings: Equity, Bond
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for aitfx.lw investment picks
  • Holdings: Equity, Bond, TIAA-CREF Equity Index Instl, TIAA-CREF International Eq Idx Instl, TIAA-CREF Bond Index Institutional, TIAA-CREF Emerging Markets Eq Idx Instl
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for tlzrx investment picks
  • Holdings: Equity, Bond, Pfizer Inc, Johnson & Johnson, Chevron Corp, Travelers Companies, Inc., Merck & Co Inc
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for MBLCX investment picks
  • Category: Muni New York Intermediate
  • Morningstar Rating: 4 Stars
Sign-up for mnymx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for pioqx investment picks
  • Holdings: Equity, Bond, Lord Abbett Mid Cap Stock I, Lord Abbett Intl Dividend Inc I, Lord Abbett High Yield I, Lord Abbett Classic Stock I, Lord Abbett Calibrated Large Cap Value I
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for lwspx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for rgvgx investment picks
  • Holdings: Johnson & Johnson, PepsiCo Inc, Microsoft Corporation, Vodafone Group PLC, Tesco PLC
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for jppnx 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: civix - Causeway International Value Instl - Morningstar 4 Star Rated Fund to jppnx - Perkins Global Value N - 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