Funds From: nvocx - Nuveen Tradewinds Value Opportunities C - Morningstar 3 Star Rated Fund to oisvx - Optimum Small-Mid Cap Value Instl - Morningstar 3 Star Rated Fund


  • Holdings: General Motors Co , American International Group Inc , Interpublic Group of Companies, Inc , Talisman Energy Inc , Exelon Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for nvocx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for padax investment picks
  • Holdings: Gilead Sciences Inc , Amgen Inc , Philip Morris International, Inc. , Oracle Corporation , Google, Inc. Class A ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for cicfx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for tisix investment picks
  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for evblx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for ecgax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for jhtrx investment picks
  • Holdings: Google Inc Class A , Johnson & Johnson , Apple Inc , Wells Fargo & Co , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for gssqx investment picks
  • Holdings: Franklin DynaTech R6 , Franklin Rising Dividends R6 , Franklin Intl Small Cap Growth R6 , Mutual European R6 , Franklin Growth R6 ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for fttax investment picks
  • Holdings: Oppenheimer Core Bond I , Oppenheimer Limited-Term Government I , Oppenheimer Value I , Oppenheimer International Bond I , Oppenheimer Capital Appreciation I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for oncix investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for pdlax investment picks
  • Holdings: Boeing Co , Home Depot, Inc. , Microsoft Corporation , Merck & Co Inc , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for awshx investment picks
  • Holdings: MGIC Investment Corporation , Simpson Manufacturing , Medidata Solutions, Inc. , Portfolio Recovery Associates, Inc. , Aspen Technology, Inc. ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for mxsgx investment picks
  • Holdings: BT Group PLC , UBS AG , Next PLC , Daimler AG , East Japan Railway Co. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for imssx investment picks
  • Holdings: Hanover Insurance Group, Inc. , Computer Sciences Corporation , Owens-Illinois Inc , Reinsurance Group of America Inc , Cameco Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for SEVAX investment picks
  • Holdings: Randgold Resources Ltd ADR , Franco-Nevada Corp , Royal Gold, Inc. , Goldcorp, Inc. , Silver Wheaton Corporation ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
Sign-up for opgsx investment picks
  • Holdings: PL Managed Bond P , PL Short Duration Bond P , PL Large-Cap Value P , PL Inflation Managed P , PL Comstock P ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pobax investment picks
  • Holdings: Invesco Core Plus Bond R6 , PowerShares 1-30 Laddered Treasury , Invesco Balanced-Risk Allc R6 , Invesco Floating Rate R6 , Invesco High Yield R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cacmx investment picks
  • Holdings: US Treasury Note 1.25% , US Treasury Note 0.625% , Fidelity Cent Invt Portfolios , US Treasury Note 0.75% , US Treasury Note 1.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ffnbx investment picks
  • Holdings: JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Blue Chip Growth NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 International Value NAV ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jblgx investment picks
  • Holdings: Apple Inc , Wells Fargo & Co , Walt Disney Co , Microsoft Corporation , EOG Resources Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for oardx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for fldzx investment picks
  • Holdings: PIMCO StocksPLUS AR Short Strat Instl , PIMCO EM Fdmtl IndexPLUS AR Strat Instl , PIMCO Income Instl , PIMCO Emerging Markets Currency Instl , PIMCO Emerging Local Bond Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for paucx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for pflmx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for fadlx investment picks
  • Holdings: Icon PLC , ArthroCare Corporation , Watsco, Inc. , Tesoro Corporation , KapStone Paper And Packaging Corporation ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for hrsgx investment picks
  • Holdings: General Electric Co , Suncor Energy Inc , Goldman Sachs Group Inc , Citigroup Inc , Apple Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for cgrwx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
Sign-up for ghyax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for jibdx investment picks
  • Holdings: Plexus Corp. , Timken Company , Dover Corporation , Hubbell, Inc. Class B , Unisys Corporation ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for oisvx 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: nvocx - Nuveen Tradewinds Value Opportunities C - Morningstar 3 Star Rated Fund to oisvx - Optimum Small-Mid Cap Value Instl - 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