Funds From: ocacx - Oppenheimer Rochester CA Municipal C - Morningstar 3 Star Rated Fund to aepfx - American Funds Europacific Growth F2 - Morningstar 3 Star Rated Fund


  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for ocacx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
Sign-up for ntaux investment picks
  • Holdings: Exxon Mobil Corporation , Apple Inc , JPMorgan Chase & Co , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for afdrx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
Sign-up for prhax investment picks
  • Holdings: Celgene Corp , MasterCard Inc Class A , Priceline Group Inc , Visa Inc Class A , EOG Resources Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for playx investment picks
  • Holdings: US Treasury Note 0.25% , US Treasury Note 0.375% , US Treasury Note 0.25% , US Treasury Note 0.375% , US Treasury Note 0.25% ,
  • Category: Managed Futures
  • Morningstar Rating: 3 Stars
Sign-up for mfbpx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
Sign-up for rmubx investment picks
  • Holdings: Exxon Mobil Corporation , Microsoft Corp , Apple Inc , Johnson & Johnson , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for amadx investment picks
  • Holdings: Schlumberger NV , EOG Resources Inc , Halliburton Co , Occidental Petroleum Corp , Chevron Corp ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for fnatx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
Sign-up for mmhcx investment picks
  • Holdings: Royal UNIBREW , G8 Education Ltd , Hanssem Co Ltd , Wirecard AG , CCL Industries Inc ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
Sign-up for aiorx investment picks
  • Holdings: Liberty Global PLC Class C , Chemtura Corp , Methanex Corp , O'Reilly Automotive Inc , EchoStar Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for gwsax investment picks
  • Holdings: Apple Inc , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Exxon Mobil Corporation , Microsoft Corp , Mini Msci Eafe Dec14 Ifus 20141219 ,
  • Category: Target Date 2051+
  • Morningstar Rating: 3 Stars
Sign-up for wfqux investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for igbwx investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research International R5 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for mffpx investment picks
  • Holdings: EMC Corp , Monsanto Co , Juniper Networks Inc , FHLMC 1.75% , General Electric Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mnbrx investment picks
  • Holdings: Simon Property Group Inc , Public Storage , AvalonBay Communities Inc , Boston Properties Inc , Equity Residential ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for reaix investment picks
  • Holdings: Market Vectors® High-Yield Municipal ETF , SPDR® Nuveen S&P High Yield Muni Bd ETF , MSCI Emerging Market Index Future Dec14 , PIMCO Enhanced Short Maturity Active ETF , MSCI EAFE Index Future Dec14 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ecrax investment picks
  • Holdings: BankUnited Inc , Berry Plastics Group Inc , Multi-Color Corp , Evertec Inc , Entravision Communications Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for acscx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Celgene Corp , Starbucks Corp , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for twcux investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for iossx investment picks
  • Holdings: Gilead Sciences Inc , Amgen Inc , Netflix Inc , Alexion Pharmaceuticals Inc , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for cafbx investment picks
  • Holdings: GMO International Equity IV , GMO US Equity Allocation VI , GMO Emerging Markets VI , State Street Euro Dlr Time Dep State Street Euro Dlr Time De ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for gwoax investment picks
  • Holdings: Pimco Cayman Cmdty Fd Ltd Instl , US Treasury TIP 1.25% , US Treasury TIP , US TREASURY TIP , 5 Year US Treasury Note Future Sept14 ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
Sign-up for pcrax investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
Sign-up for cmgux investment picks
  • Holdings: Oracle Corporation , Philip Morris International Inc , Microsoft Corp , Apple Inc , International Business Machines Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for gqlfx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for hyfrx investment picks
  • Holdings: Amgen Inc , Novartis AG , Gilead Sciences Inc , Altria Group Inc , Bayer AG ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for rwibx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
Sign-up for fulax investment picks
  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Prudential PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for aepfx 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: ocacx - Oppenheimer Rochester CA Municipal C - Morningstar 3 Star Rated Fund to aepfx - American Funds Europacific Growth F2 - 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 Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Popularity |  Our Choices |  Most Recent