Funds From: ICSSX - VY Columbia Small Cap Value II S - Morningstar 3 Star Rated Fund to nvaax - Neuberger Berman Value A Load Waived - Morningstar 3 Star Rated Fund


  • Holdings: Catalent Inc , Athlon Energy Inc , VCA Inc , Symetra Financial Corp , AMERISAFE Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for ICSSX investment picks
  • Category: Muni New Jersey
  • Morningstar Rating: 3 Stars
Sign-up for nnjcx investment picks
  • Holdings: Enbridge Energy Management LLC , Williams Companies Inc , Energy Transfer Equity LP , Kinder Morgan Management LLC , Plains GP Holdings LP Class A ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
Sign-up for infrx investment picks
  • Holdings: JPMorgan Chase & Co , Citigroup Inc , General Electric Co , Morgan Stanley , Royal Dutch Shell PLC Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for ivgix investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for pdrpx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for sltmx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
Sign-up for accex investment picks
  • Holdings: Isis Pharmaceuticals , Puma Biotechnology Inc , Brunswick Corp , WEX Inc , RLJ Lodging Trust ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for gmsrx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
Sign-up for accdx investment picks
  • Holdings: Apple Inc , Actavis PLC , Gilead Sciences Inc , Blackstone Group LP , HCA Holdings Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for chusx investment picks
  • Holdings: Microsoft Corp , Wells Fargo & Co , Facebook Inc Class A , Gilead Sciences Inc , Bank of America Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for fnibx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for msvax investment picks
  • Holdings: SPDR® S&P 500 ETF , PowerShares QQQ ETF , iShares Russell 2000 , Health Care Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for etfvx investment picks
  • Holdings: Community Health Systems Inc , VeriFone Systems Inc , Global Payments Inc , Primerica Inc , Darling Ingredients Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for fscdx investment picks
  • Holdings: Schlumberger NV , Halliburton Co , Baker Hughes Inc , Core Laboratories NV , EOG Resources Inc ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
Sign-up for wegbx investment picks
  • Holdings: Whiting Petroleum Corp , Jarden Corp , Lam Research Corp , Insulet Corp , Waste Connections Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for almax investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Wells Fargo & Co , Chevron Corp , General Electric Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for fluix investment picks
  • Holdings: Citigroup Inc , Western Digital Corp , Capital One Financial Corp , SanDisk Corp , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for wvacx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
Sign-up for sticx investment picks
  • Holdings: AECOM Technology Corp , Electronic Arts Inc , PartnerRe Ltd , Office Depot Inc , UGI Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for abysx investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Google Inc Class A , Google Inc Class C , Baidu Inc ADR ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for fadtx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
Sign-up for gwmrx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd , Naspers Ltd Class N , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for ftehx investment picks
  • Holdings: Saia Inc , Gentherm Inc , Move Inc , EPAM Systems Inc , Summit Hotel Properties Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for wamvx investment picks
  • Holdings: Sempra Energy , Edison International , AECOM Technology Corp , PPL Corp , NiSource Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for fcvfx investment picks
  • Holdings: Liberty Global PLC Class C , Angie's List Inc , ADT Corp , Catamaran Corp , Liberty Interactive Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for wresx investment picks
  • Holdings: Apple Inc , Allergan Inc , Comcast Corp Class A , Microsoft Corp , Priceline Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for agryx investment picks
  • Holdings: McGraw Hill Financial Inc , Cummins Inc , Adobe Systems Inc , Ameriprise Financial Inc , Bank of America Corporation ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for fwafx investment picks
  • Holdings: Schweitzer-Mauduit International, Inc. , Crown Holdings Inc , RenaissanceRe Holdings Ltd , Helen of Troy, Ltd. , Teleflex Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for cbmax investment picks
  • Holdings: American Airlines Group Inc , Carnival Corp , United Continental Holdings Inc , JPMorgan Chase & Co , Goldman Sachs Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for nvaax 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: ICSSX - VY Columbia Small Cap Value II S - Morningstar 3 Star Rated Fund to nvaax - Neuberger Berman Value A Load Waived - 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