Funds From: fcsgx - Franklin Small Cap Growth C - Morningstar 4 Star Rated Fund to cnpfx - American Funds New Perspective 529F - Morningstar 4 Star Rated Fund


  • Holdings: Lithia Motors Inc Class A , Demandware Inc , Shutterfly Inc , Lattice Semiconductor Corp , Tenneco Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for fcsgx investment picks
  • Holdings: NextEra Energy Inc , Edison International , Duke Energy Corporation , Sempra Energy , Dominion Resources Inc ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
Sign-up for FRUAX investment picks
  • Holdings: Exxon Mobil Corporation , Apple Inc , Wells Fargo & Co , JPMorgan Chase & Co , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for afdix investment picks
  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-07-01 , Apple Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for pacrx investment picks
  • Holdings: Westinghouse Air Brake Technologies Corp , Comerica Inc , Akorn Inc , Team Health Holdings Inc , Athlon Energy Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for fiksx investment picks
  • Holdings: Twenty-First Century Fox Inc Class A , Directv , Ametek Inc , American Express Co , Deere & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for gabix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for mcybx investment picks
  • Holdings: Viacom Inc Class A , CBS Corp Class A , American Express Co , Honeywell International Inc , Diageo PLC ADR ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for gvcix investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
Sign-up for dgcrx investment picks
  • Holdings: Gilead Sciences Inc , Schlumberger NV , Qualcomm Inc , Apple Inc , Lowe's Companies Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for gepsx investment picks
  • Holdings: Simon Property Group Inc , Mitsubishi Estate , Equity Residential , Sun Hung Kai Properties Ltd , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for preqx investment picks
  • Holdings: Gilead Sciences Inc , Amgen Inc , Netflix Inc , Oracle Corporation , Alexion Pharmaceuticals Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for cafax investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
Sign-up for umuhx investment picks
  • Holdings: Gilead Sciences Inc , Amgen Inc , Netflix Inc , Oracle Corporation , Alexion Pharmaceuticals Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for raffx investment picks
  • Holdings: Total SA , BP PLC , Daimler AG , Royal Dutch Shell PLC Class A , AstraZeneca PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for gcefx investment picks
  • Holdings: Japan(Govt Of) 0.1% , McGraw Hill Financial Inc , Google Inc Class A , Ameriprise Financial Inc , Japan(Govt Of) 1.7% ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for FGBLX investment picks
  • Holdings: Greencore Group PLC , Meiji Holdings Co Ltd , Teva Pharmaceutical Industries Ltd ADR , Deutsche Telekom AG , Infosys Ltd ADR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for qfvox investment picks
  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Prudential PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for aepcx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for deggx investment picks
  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Google Inc Class C , EOG Resources Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for gfafx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for onuax investment picks
  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Intrepid America R5 , JPMorgan Growth Advantage R5 , JPMorgan Value Advantage Instl , JPMorgan US Equity R6 ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
Sign-up for jsaax investment picks
  • Holdings: AXA SA , EDP - Energias de Portugal SA , Novartis AG , AstraZeneca PLC , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for rigax investment picks
  • Holdings: Cigna Corp , Agilent Technologies Inc , Cardinal Health Inc , Principal Financial Group , Lincoln National Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for gsmsx investment picks
  • Holdings: Gbp Irs 10yr Receiver (Jpm) 2.432 Jul 30 23 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 4.125 Jun 05 24 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 0.000 Jun 05 24 , Gbp Irs 10yr Receiver (Db) 0.592 Aug 23 22 , Eur Irs 10yr Receiver (Db) 2.469 Sep 14 21 ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for dvrax investment picks
  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
Sign-up for sfcix investment picks
  • Holdings: Amgen Inc , Gilead Sciences Inc , Verizon Communications Inc , Philip Morris International Inc , Oracle Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for aicfx investment picks
  • Holdings: Netflix Inc , Gilead Sciences Inc , Thermo Fisher Scientific Inc , Alexion Pharmaceuticals Inc , Galaxy Entertainment Group Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for anfbx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for cldbx investment picks
  • Holdings: Novo Nordisk A/S , Amazon.com Inc , Delta Air Lines Inc , Microsoft Corp , Home Depot Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for cnpfx 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: fcsgx - Franklin Small Cap Growth C - Morningstar 4 Star Rated Fund to cnpfx - American Funds New Perspective 529F - 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