Funds From: strax - Stralem Equity Adv - Morningstar 3 Star Rated Fund to lmsix - Legg Mason Batterymarch US Sm Cap Eq I - Morningstar 3 Star Rated Fund


  • Holdings: Visa, Inc. Class A , Exxon Mobil Corporation , Dominion Resources Inc , Walt Disney Co , Dow Chemical Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for strax investment picks
  • Holdings: British American Tobacco PLC , Procter & Gamble Co , UGI Corporation , Microsoft Corporation , PepsiCo Inc ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ktrbx investment picks
  • Category: Short Government
  • Morningstar Rating: 3 Stars
Sign-up for fsgvx investment picks
  • Holdings: EURO STOXX 50 Index Future Mar14 , E-mini S&P 500 Index Future Mar14 , Ubs Relationship Fds , MSCI Emerging Market Index Future Mar14 , FTSE 100 Index (New Style) Future Mar14 ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for bgfcx investment picks
  • Holdings: Apple Inc , Microsoft Corporation , Marriott International, Inc. Class A , Gap, Inc. , Applied Materials, Inc. ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for drthx investment picks
  • Holdings: Principal Income Inst , Principal Equity Income Inst , Principal Large Cap Value Inst , Principal Diversified Intl Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pbapx investment picks
  • Holdings: Master Total Return For Br_2030 , Master Basic Value For Br_2030 , Master Large Cap Gr For Br_2030 , BlackRock Capital Appreciation BlackRock , BlackRock Long-Horizon Equity Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for bipex investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for lhybx investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Short-Term Bond , Fidelity® Strategic Real Return , Fidelity® Government Income , Fidelity® Series Broad Market Opps ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for filcx investment picks
  • Holdings: Google Inc Class A , Johnson & Johnson , Time Warner Inc , United Technologies Corp , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for jepax investment picks
  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Intl Opp R6 , JPMorgan International Equity R6 , JPMorgan Intrepid America R5 , JPMorgan Growth Advantage R5 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for jtscx 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: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fsatx investment picks
  • Holdings: Apple Inc , Procter & Gamble Co , Taiwan Semiconductor Manufacturing Co Ltd , Agilent Technologies Inc , Visa, Inc. Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for prgsx investment picks
  • Holdings: TIAA-CREF Bond Instl , TIAA-CREF Short-Term Bond Inst , TIAA-CREF Bond Plus Inst , TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Large-Cap Growth Inst ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for tlrrx investment picks
  • Holdings: Manitowoc Co Inc , John Bean Technologies Corporation , Denny's Corporation , Enpro Industries, Inc. , Sabra Health Care REIT, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for kscix investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for pgcbx investment picks
  • Holdings: Royal Dutch Shell PLC ADR Class B , Novartis AG , Vodafone Group PLC ADR , GlaxoSmithKline PLC ADR , Nestle SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for rrigx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for vwsux investment picks
  • Holdings: Western Digital Corporation , Alliance Data Systems Corporation , United Internet AG , Canadian Pacific Railway Ltd , JPMorgan Chase & Co ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for sgqix investment picks
  • Holdings: Ametek, Inc. , Wynn Resorts Ltd , Hospira, Inc. , Tyco International Ltd , Trimble Navigation Ltd. ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for limax investment picks
  • Holdings: United Technologies Corp , Procter & Gamble Co , PepsiCo Inc , Pfizer Inc , U.S. Bancorp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for paulx investment picks
  • Holdings: Apple Inc , Google Inc Class A , Exxon Mobil Corporation , International Business Machines Corp , Samsung Electronics Co Ltd ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for wfofx investment picks
  • Holdings: Itau Unibanco Holding S.A. , Cia Bras De Distri Pfd , Lojas Americanas S.A. Pfd Shs , Gafisa SA , Bank Bradesco Pfd Shs ,
  • Category: Latin America Stock
  • Morningstar Rating: 3 Stars
Sign-up for slanx investment picks
  • Holdings: Advance Auto Parts Inc , PacWest Bancorp , Kilroy Realty Corporation , CMS Energy Corp , Extra Space Storage, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for lzcox investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for gsosx investment picks
  • Holdings: Manning & Napier Pro-Blend Extnd Term I , Manning & Napier Pro-Blend Max Term I ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for mtprx investment picks
  • Holdings: Central Cash Management Fd Central Cash Management Fd , Newell Rubbermaid Inc , Expedia, Inc. , Visteon Corp. , Dolby Laboratories, Inc. ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for midtx investment picks
  • Holdings: Apple Inc , Toyota Motor Corp , Boeing Co , Roche Holding AG , Lockheed Martin Corporation ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for smyix investment picks
  • Holdings: Simon Property Group Inc , Ventas Inc , Equity Residential , Boston Properties Inc , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for rrrcx investment picks
  • Holdings: iShares Russell 2000 , American Equity Investment Life Holding Company , Cracker Barrel Old Country Store, Inc. , Manhattan Associates, Inc. , Hyster-Yale Materials Handling Inc Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for lmsix 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: strax - Stralem Equity Adv - Morningstar 3 Star Rated Fund to lmsix - Legg Mason Batterymarch US Sm Cap Eq I - 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