Funds From: BVEIX - Becker Value Equity Institutional - Morningstar 4 Star Rated Fund to msfrx - MFS Total Return A - Morningstar 3 Star Rated Fund


  • Holdings: Southwest Airlines Co, Merck & Co Inc, Vodafone Group PLC ADR, Johnson Controls Inc, JPMorgan Chase & Co
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for BVEIX investment picks
  • Holdings: Simon Property Group Inc, Ventas Inc, American Tower Corp, Macerich Company, Health Care REIT, Inc.
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for IARIX investment picks
  • Holdings: Walt Disney Co, Linde AG, Nestle SA, Reckitt Benckiser Group PLC, Heineken N.V.
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for MEQRX investment picks
  • Holdings: Dairy Farm International Holdings Ltd, China Petroleum & Chemical Corporation H Shares, CNOOC, Ltd., PetroChina Co Ltd H Shares, Taiwan Semiconductor Manufacturing
  • Category: China Region
  • Morningstar Rating: 4 Stars
Sign-up for TCWCX investment picks
  • Holdings: Equity, Bond
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for MPHSX investment picks
  • Holdings: Virtus Investment Partners, Inc., Portfolio Recovery Associates, Inc., Bank of the Ozarks, Inc., AmTrust Financial Services, Inc., Madison Square Garden Co
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for PPCIX investment picks
  • Holdings: Virtus Investment Partners, Inc., Portfolio Recovery Associates, Inc., Bank of the Ozarks, Inc., AmTrust Financial Services, Inc., Madison Square Garden Co
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for PPCAX investment picks
  • Holdings: Citigroup Inc, JPMorgan Chase & Co, Microsoft Corporation, Viacom, Inc. Class B, Weatherford International Ltd
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for MCVVX investment picks
  • Holdings: Equity, Bond
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for IPCSX investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for TIHRX investment picks
  • Holdings: Occidental Petroleum Corporation, Ensco PLC Class A, Time Warner Cable Inc, Spectra Energy Corp, Baxter International Inc.
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for BAEIX investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for CYLRX investment picks
  • Holdings: Equity, Bond
  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
Sign-up for COEAX investment picks
  • Holdings: Celgene Corporation, Visa, Inc., Google, Inc. Class A, Biogen Idec Inc, Home Depot, Inc.
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for LMPLX investment picks
  • Holdings: Renault SA, Roche Holding AG, Cheung Kong Holdings, Ltd., Adecco SA, Red Electrica de EspaƱa, S.A.
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for SIIEX investment picks
  • Holdings: Nestle SA, Roche Holding AG, Toyota Motor Corp, Vodafone Group PLC, Total SA
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for MYIIX investment picks
  • Holdings: C&C Group PLC, Barclays PLC, Teleperformance, AXA SA, HeidelbergCement AG
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for SBIYX investment picks
  • Holdings: Centrica PLC, Chevron Corp, Verizon Communications Inc, GlaxoSmithKline PLC ADR, McDonald's Corporation
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for GDGIX investment picks
  • Holdings: Equity, Bond, Royal Dutch Shell PLC Class B, Novartis AG, AXA SA, Taiwan Semiconductor Manufacturing, HSBC Holdings PLC
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for CIICX investment picks
  • Holdings: JPMorgan Chase & Co, AstraZeneca PLC ADR, Wells Fargo & Co, Intel Corp, ConocoPhillips
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for ADJPX investment picks
  • Holdings: Equity, Bond, Principal LargeCap Growth I Inst, Principal Large Cap Value I Inst, Principal Large Cap S&P 500 Index Inst, Principal Overseas Instl, Principal Diversified Intl Inst
  • Category: Target Date 2051+
  • Morningstar Rating: 4 Stars
Sign-up for LTFIX investment picks
  • Holdings: Equity, Bond, Hartford Capital Appreciation Y, Hartford Dividend & Growth Y, Hartford Total Return Bond Y
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for HCKSX investment picks
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for AQIYX investment picks
  • Holdings: Equity, Bond, Merck & Co Inc, General Electric Co, Wells Fargo & Co, Exelon Corp, Duke Energy Corporation
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fkinx investment picks
  • Holdings: Equity, Bond, iShares iBoxx $ High Yield Corporate Bd, iShares Barclays Intermediate Credit Bd, iShares iBoxx $ Invest Grade Corp Bond, Plains All American Pipeline LP, Enterprise Products Partners LP
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for baicx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for vbtlx investment picks
  • Holdings: Simon Property Group Inc, HCP Inc, Public Storage, Ventas Inc, Prologis Inc
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for vgslx investment picks
  • Holdings: Equity, Bond
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for pttax investment picks
  • Holdings: Boeing Co, Western Digital Corporation, Chevron Corp, WellPoint Inc, Discover Financial Services
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for scdgx investment picks
  • Holdings: Equity, Bond, JPMorgan Chase & Co, Philip Morris International, Inc.
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for msfrx 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: BVEIX - Becker Value Equity Institutional - Morningstar 4 Star Rated Fund to msfrx - MFS Total Return A - Morningstar 3 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