Funds From: fmvax - Franklin Mid Cap Value A - Morningstar 2 Star Rated Fund to nmicx - Columbia Marsico Growth C - Morningstar 2 Star Rated Fund


  • Holdings: WR Berkley Corp, Northern Trust Corporation, KKR & Co LP, Allstate Corp, Babcock & Wilcox Co
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for fmvax investment picks
  • Holdings: Equity, Bond, JHancock2 Floating Rate Income NAV, JHFunds2 Capital Appreciation Value NAV, JHancock2 Emerging Markets NAV, JHFunds2 Active Bond NAV, JHFunds2 Total Return NAV
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for jalbx investment picks
  • Holdings: Genworth Financial Inc, Assurant Inc, WellPoint Inc, Valero Energy Corporation, Xerox Corporation
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for ryzax investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for pebcx investment picks
  • Holdings: Gilead Sciences Inc, Cisco Systems Inc, United Continental Holdings Inc, Ford Motor Co, Hertz Global Holdings Inc
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for ihcax investment picks
  • Holdings: KAR Auction Services, Inc., Regions Financial Corporation, EMCOR Group, Inc., Dana Holding Corp, Lincoln National Corp (Radnor, PA)
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for pcsvx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for gscdx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
Sign-up for tevcx investment picks
  • Holdings: Equity, Bond, Highland/iBoxx Senior Loan ETF, Metro-Goldwyn-Mayer, Inc., Young Broadcasting
  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
Sign-up for hfrzx investment picks
  • Holdings: Equity, Bond, AQR Diversified Arbitrage I, Merger, Eaton Vance Glbl Macr Absolute Return I, Driehaus Active Income, MainStay Marketfield I
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for smsax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for atipx investment picks
  • Holdings: Exxon Mobil Corporation, Chevron Corp, Schlumberger NV, Occidental Petroleum Corporation, ConocoPhillips
  • Category: Equity Energy
  • Morningstar Rating: 2 Stars
Sign-up for enpix investment picks
  • Holdings: Popular Inc, MBIA Inc, KB Home, Nationstar Mortgage Holdings Inc, First BanCorp
  • Category: Financial
  • Morningstar Rating: 2 Stars
Sign-up for hisfx investment picks
  • Holdings: Sunac China Holdings Ltd., HSBC Holdings PLC, Industrial And Commercial Bank Of China Ltd. H Shares, Bank Of China Ltd.(Dup) H Shares, China Minsheng Banking Corp Ltd. H Shares
  • Category: China Region
  • Morningstar Rating: 2 Stars
Sign-up for uscox investment picks
  • Holdings: Google, Inc. Class A, Brookfield Asset Management Inc Class A, Pernod Ricard NV, BP PLC, Svenska Cellulosa AB
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for sgqax investment picks
  • Holdings: PulteGroup Inc, Scripps Networks Interactive Inc, Michael Kors Holdings Ltd, Joy Global, Inc., CBL & Associates Properties, Inc.
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for mcmax investment picks
  • Holdings: Exxon Mobil Corporation, Chevron Corp, Pfizer Inc, JPMorgan Chase & Co, Citigroup Inc
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for mdlvx investment picks
  • Holdings: OAO Lukoil ADR, PKO Bank Polski S.A., OJSC Rosneft Oil Company GDR, OAO Gazprom ADR, Powszechny Zaklad Ubezpieczen SA
  • Category: Miscellaneous Region
  • Morningstar Rating: 2 Stars
Sign-up for mpymx investment picks
  • Holdings: Samsung Electronics Co Ltd, Taiwan Semiconductor Manufacturing, OAO Lukoil ADR, Sberbank Of Russia ADR, PetroChina Co Ltd H Shares
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for gemax investment picks
  • Holdings: Equity, Bond
  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for hsncx investment picks
  • Holdings: Equity, Bond, Apple Inc
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for sttrx investment picks
  • Holdings: Hanover Insurance Group, Inc., Cree, Inc., Reinsurance Group of America Inc, Covanta Holding Corporation, Home Loan Servicing Solutions Ltd
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for ssuax investment picks
  • Holdings: American International Group Inc, Hewlett-Packard Co, JPMorgan Chase & Co, Citigroup Inc, Royal Dutch Shell PLC ADR Class B
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for hwcix investment picks
  • Holdings: Genesee & Wyoming, Inc. Class A, Tetra Tech, Inc., Cadence Design Systems, Inc., Alaska Air Group, Inc., Actuant Corp Class A
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for almax investment picks
  • Holdings: Equity, Bond, SPDR S&P 500, iShares MSCI EAFE Index, HSBC Emerging Markets Debt I, JPMorgan High Yield Select, Columbia High Yield Bond Z
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for hscmx investment picks
  • Holdings: EQT Corp, Plains Exploration & Production Company, Range Resources Corporation, Consol Energy Inc, Pioneer Natural Resources Company
  • Category: Equity Energy
  • Morningstar Rating: 2 Stars
Sign-up for ssgdx investment picks
  • Holdings: Equity, Bond, iShares Russell 1000 Growth Index, iShares Russell 1000 Value Index, iShares Russell Midcap Growth Index, Vanguard Mega Cap 300 Gr Index ETF, iShares S&P Global Technology
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for cldex investment picks
  • Holdings: Equity, Bond
  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for mcffx investment picks
  • Holdings: Pfizer Inc, Chevron Corp, Wells Fargo & Co, Citigroup Inc, Merck & Co Inc
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for cvcfx investment picks
  • Holdings: Gilead Sciences Inc, Bristol-Myers Squibb Company, Biogen Idec Inc, eBay Inc, Google, Inc. Class A
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for nmicx 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: fmvax - Franklin Mid Cap Value A - Morningstar 2 Star Rated Fund to nmicx - Columbia Marsico Growth C - Morningstar 2 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