Funds From: smcwx - American Funds SMALLCAP World A - Morningstar 4 Star Rated Fund to psssx - Principal SmallCap S&P 600 Index R4 - Morningstar 4 Star Rated Fund


  • Holdings: Netflix, Inc. , Regeneron Pharmaceuticals, Inc. , Incyte Corp Ltd , Domino's Pizza, Inc. , ENN Energy Holdings Ltd. ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for smcwx investment picks
  • Holdings: NYSE/Liffe 10 Year US Treasury Note Future June14 , Aust 3yr Bond 06/16/2014 , Ubs Relationship Fds , NYSE/Liffe 2 Year US Treasury Note Future June14 , 5 Year US Treasury Note Future June14 ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for bnayx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for uisbx investment picks
  • Holdings: Microsoft Corp , Apple Inc , United Technologies Corp , Allergan Inc , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for funyx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for phyqx investment picks
  • Holdings: Google Inc Class A , Wells Fargo & Co , Pfizer Inc , Apple Inc , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for gctax investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for pggex investment picks
  • Holdings: General Electric Co , Bank of America Corporation , CVS Caremark Corp , General Dynamics Corp , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for gldnx investment picks
  • Holdings: Fiserv Inc , Textron Inc , IHS Inc Class A , CarMax Inc , Pall Corporation ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for mxmgx investment picks
  • Holdings: Whitebox Tactical Opportunities Instl , Arbitrage Event-Driven I , Robeco Boston Partners L/S Rsrch Instl , Gotham Absolute Return Institutional , Tortoise MLP & Pipeline Instl ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for gamcx investment picks
  • Holdings: EQT Midstream Partners LP , Cantel Medical Corp , H.B. Fuller Company , ARRIS Group Inc , Gentherm Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for plwcx investment picks
  • Holdings: E-mini S&P 500 Index Future June14 , JPMorgan Chase & Co , Pfizer Inc , Exxon Mobil Corporation , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for gvezx investment picks
  • Holdings: Greencore Group PLC , Forest Laboratories Inc , Methanex Corp , Ameris Bancorp , Duni AB ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for pgvfx investment picks
  • Holdings: Old Westbury Real Return Fund, Ltd. , Gco Elf Stud Ln 2003-2 FRN , Tullow Oil PLC , Chevron Corp , Range Resources Corp ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 4 Stars
Sign-up for owrrx investment picks
  • Holdings: Helmerich & Payne Inc , Regions Financial Corp , Edison International , Public Service Enterprise Group Inc , Ameriprise Financial Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for hrmvx investment picks
  • Holdings: Roche Holding AG , Novartis AG , Anheuser-Busch Inbev SA , Novo Nordisk A/S , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for pinpx investment picks
  • Holdings: Sap AG ADR , Nestle SA ADR , Roche Holding AG , Dassault Systemes SA , WPP PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for hlmnx investment picks
  • Category: Muni Ohio
  • Morningstar Rating: 4 Stars
Sign-up for ftoix investment picks
  • Holdings: JPMorgan Chase & Co , CVS Caremark Corp , Merck & Co Inc , Chevron Corp , McKesson Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for haiax investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for paiix investment picks
  • Holdings: Mutual Shares R6 , Templeton Growth R6 , Franklin Income R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ffalx investment picks
  • Holdings: Johnson & Johnson , Wells Fargo & Co , Chevron Corp , Merck & Co Inc , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for hqibx investment picks
  • Holdings: Merck & Co Inc , American International Group Inc , Bristol-Myers Squibb Company , Qualcomm Inc , Priceline Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for hctyx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for iphyx investment picks
  • Category: Muni Minnesota
  • Morningstar Rating: 4 Stars
Sign-up for famtx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for frtix investment picks
  • Holdings: Novartis AG , AstraZeneca PLC , Anheuser-Busch Inbev SA , BP PLC , BG Group PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for ihosx investment picks
  • Holdings: E-mini S&P MidCap 400 Index Future June14 , Cardinal Health Inc , St Jude Medical Inc , Helmerich & Payne Inc , Omnicare Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for pmcjx investment picks
  • Holdings: Rite Aid Corp , ARRIS Group Inc , Aspen Technology Inc , EnerSys , Manhattan Associates Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for psbmx investment picks
  • Holdings: Russell 2000 Mini Jun14 , iShares Core S&P Small-Cap , Questcor Pharmaceuticals Inc , Centene Corp , ARRIS Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for psssx 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: smcwx - American Funds SMALLCAP World A - Morningstar 4 Star Rated Fund to psssx - Principal SmallCap S&P 600 Index R4 - 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