Funds From: wwidx - Wells Fargo Advantage Large Co Val Adm - Morningstar 3 Star Rated Fund to hcoyx - Highland Global Allocation Y - Morningstar 3 Star Rated Fund


  • Holdings: Chevron Corp, General Electric Co, Pfizer Inc, Citigroup Inc, Johnson & Johnson
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for wwidx investment picks
  • Holdings: Royal Dutch Shell PLC Class B, Orix Corporation, Australia and New Zealand Banking Group Limited, Diageo PLC
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for fcadx investment picks
  • Holdings: Fiesta Restaurant Group Inc, Monotype Imaging Holdings Inc., Sabra Health Care REIT, Inc., Air Lease Corp, GenCorp Inc.
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for ksmix investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for hsdax investment picks
  • Holdings: Viacom, Inc. Class A, CBS Corporation Class A, Swedish Match AB, Newmont Mining Corporation, Diageo PLC ADR
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for gvccx investment picks
  • Holdings: Computer Sciences Corporation, Ocwen Financial Corporation, Rayonier, Inc., Walgreen Company, CNO Financial Group, Inc.
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for acmhx investment picks
  • Holdings: Westfield Group, Unibail-Rodamco SE, Link Real Estate Investment Trust, Hongkong Land Holdings Ltd., Land Securities Group PLC
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for pxrax.lw investment picks
  • Holdings: Pfizer Inc, JPMorgan Chase & Co, General Electric Co, Cisco Systems Inc, Citigroup Inc
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for drgvx investment picks
  • Holdings: Unilever NV DR, Royal Dutch Shell PLC Class A, Wells Fargo & Co, Citigroup Inc, Japan Tobacco Inc.
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for jgfzx investment picks
  • Holdings: Royal Dutch Shell PLC Class B, Roche Holding AG, Novartis AG, Sanofi, KDDI Corp.
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for piszx investment picks
  • Holdings: Equity, Bond
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for inclx investment picks
  • Holdings: Equity, Bond
  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
Sign-up for gwmnx investment picks
  • Holdings: Exxon Mobil Corporation, Apple Inc, Pfizer Inc, JPMorgan Chase & Co, Chevron Corp
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pnvyx investment picks
  • Holdings: Equity, Bond, Principal Equity Income Inst, Principal Diversified Intl Inst, Principal Large Cap Growth Inst, Principal Capital Appreciation Inst, Principal Income Inst
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pcgvx 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 Diversified Intl Inst, Principal Overseas Instl
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
Sign-up for ltanx investment picks
  • Holdings: Equity, Bond, Russell Strategic Bond Y, Russell Investment Grade Bond Y, Russell Global Equity Y, Russell International Developed Mkts Y, Russell US Core Equity Y
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rmlrx investment picks
  • Holdings: HSBC Holdings PLC, Roche Holding AG, Nestle SA, Sanofi, Westpac Banking Corp
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for aciux investment picks
  • Holdings: Equity, Bond
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for anzax investment picks
  • Holdings: Equity, Bond
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for pbobx investment picks
  • Holdings: Chevron Corp, Schlumberger NV, Exxon Mobil Corporation, Anadarko Petroleum Corp, EOG Resources
  • Category: Natural Res
  • Morningstar Rating: 3 Stars
Sign-up for dldcx investment picks
  • Holdings: Danaher Corporation, American Tower Corp, Exxon Mobil Corporation, TJX Companies, Visa, Inc.
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for prgix investment picks
  • Holdings: American Funds IS Growth 1
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for hvrbx investment picks
  • Holdings: Simon Property Group Inc, Digital Realty Trust, Inc., Equity Residential, AvalonBay Communities Inc, Prologis Inc
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for fprex investment picks
  • Holdings: Equity, Bond, Ivy Pacific Opportunities I, Ivy International Core Equity I, Ivy International Growth I, Ivy Global Income Allocation I, Ivy European Opportunities I
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for ivtyx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for ivsyx investment picks
  • Holdings: Pfizer Inc, Chevron Corp, Citigroup Inc, Johnson & Johnson, Goldman Sachs Group Inc
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for pruyx investment picks
  • Holdings: Exxon Mobil Corporation, AT&T Inc, Comcast Corp Class A, Chevron Corp, General Electric Co
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for jrsix investment picks
  • Holdings: Google, Inc. Class A, Apple Inc, Hewlett-Packard Co, Oracle Corporation, Qualcomm, Inc.
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for mtccx investment picks
  • Holdings: Apple Inc, Exxon Mobil Corporation, Microsoft Corporation, Johnson & Johnson, Chevron Corp
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for grmrx investment picks
  • Holdings: Apple Inc, Wells Fargo & Co, Pfizer Inc, Microsoft Corporation
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for hcoyx 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: wwidx - Wells Fargo Advantage Large Co Val Adm - Morningstar 3 Star Rated Fund to hcoyx - Highland Global Allocation Y - 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