Funds From: eavsx - Eaton Vance Small-Cap Value A LW - Morningstar 2 Star Rated Fund to gdcfx - Goldman Sachs Dynamic Allocation C - Morningstar 2 Star Rated Fund


  • Holdings: Stone Energy Corp , Englewood Cliffs , The Bancorp Inc , Enpro Industries Inc , Eagle Bancorp Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for eavsx investment picks
  • Holdings: Wilmington Multi-Manager Intl Instl , Wilmington Mid Cap Growth Instl , Morgan Stanley Inst Growth I , T. Rowe Price Instl Large Cap Growth , Harbor International Institutional ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for waaix investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Gilead Sciences Inc , AbbVie Inc , Bristol-Myers Squibb Company , HCA Holdings Inc ,
  • Category: Health
  • Morningstar Rating: 2 Stars
Sign-up for echsx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for myhnx investment picks
  • Holdings: S&P 500 Index Future Sept14 , Federated Project and Trade Fin Cor , High Yield Bond Portfolio , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , Celgene Corp ,
  • Category: Market Neutral
  • Morningstar Rating: 2 Stars
Sign-up for fmaax investment picks
  • Holdings: iShares S&P 500 Value , FlexShares iBoxx 3Yr Target Dur TIPS ETF , Vanguard FTSE All-World ex-US ETF , PIMCO 1-5 Year U.S. TIPS ETF , iShares S&P 500 Growth ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for us66537u7349 investment picks
  • Holdings: Corning Inc , Devon Energy Corp , Freeport-McMoRan Inc , NVIDIA Corp , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for vfcbx investment picks
  • Holdings: Great-West Bond Index Init , PIMCO Real Return Admin , Great-West Federated Bond Init , Great-West S&P 500® Index Init , Great-West Putnam High Yield Bond Init ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
Sign-up for mxlux investment picks
  • Holdings: iShares S&P 500 Value , FlexShares iBoxx 3Yr Target Dur TIPS ETF , Vanguard FTSE All-World ex-US ETF , PIMCO 1-5 Year U.S. TIPS ETF , iShares S&P 500 Growth ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for f00000nqhj investment picks
  • Holdings: Daimler AG , Siemens AG , Samsung Electronics Co Ltd , Statoil ASA , S&P Canada 60 Index Future Sept14 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for icfix investment picks
  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Global Income Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Em Mkts Eq Insights Intl ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for goibx investment picks
  • Category: Muni Ohio
  • Morningstar Rating: 2 Stars
Sign-up for sohtx investment picks
  • Holdings: American International Group Inc , Illumina Inc , Samsonite International SA , Alkermes PLC , DexCom Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for kauax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for aibax investment picks
  • Holdings: S&P 500 Index Future Sept14 , Federated Project and Trade Fin Cor , High Yield Bond Portfolio , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , Celgene Corp ,
  • Category: Market Neutral
  • Morningstar Rating: 2 Stars
Sign-up for fmbbx investment picks
  • Holdings: Western Digital Corp , United Continental Holdings Inc , Kroger Co , SanDisk Corp , Alexion Pharmaceuticals Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for fgsax investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
Sign-up for esacx investment picks
  • Holdings: Forward Emerging Markets Instl , Forward Tactical Enhanced Instl , Forward International Dividend Instl , Forward Real Estate Long/Short Instl , Forward Dynamic Income Institutional ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
Sign-up for acaix investment picks
  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
Sign-up for minsx investment picks
  • Holdings: British American Tobacco PLC ADR , Coca-Cola Co , Procter & Gamble Co , CVS Health Corp , Kroger Co ,
  • Category: Consumer Defensive
  • Morningstar Rating: 2 Stars
Sign-up for fdagx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Novartis AG , Nestle SA , HSBC Holdings PLC , Rio Tinto PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for EARSX investment picks
  • Category: Short Government
  • Morningstar Rating: 2 Stars
Sign-up for twavx investment picks
  • Holdings: Chevron Corp , JPMorgan Chase & Co , Johnson & Johnson , Berkshire Hathaway Inc Class B , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for favcx investment picks
  • Holdings: Monsanto Co , BHP Billiton PLC , Potash Corp of Saskatchewan Inc , Syngenta AG , Rio Tinto PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
Sign-up for ffgax investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
Sign-up for adrix investment picks
  • Holdings: Goldcorp Inc , Gold Bullion , Randgold Resources Ltd ADR , Eldorado Gold Corp , Silver Bullion (1 Oz = 1 Shr) ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 2 Stars
Sign-up for fgdix investment picks
  • Holdings: Apple Inc , Microsoft Corp , Wells Fargo & Co , Merck & Co Inc , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for igisx investment picks
  • Holdings: Oversea-Chinese Banking Corp Ltd , Samsung Electnc Pfd , Jardine Strategic Holdings Ltd , HSBC Holdings PLC , Swire Pacific Ltd Class A ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 2 Stars
Sign-up for aapex investment picks
  • Holdings: Nestle SA ADR , Unilever NV , British American Tobacco PLC , Diageo PLC ADR , CIE FINANCIERE RICHEMONT SA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for fiatx investment picks
  • Holdings: iShares Russell 2000 , US TREASURY TIP , iShares MSCI Emerging Markets , Apollo Education Group Inc Class A , Dick's Sporting Goods Inc ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
Sign-up for gdcfx 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: eavsx - Eaton Vance Small-Cap Value A LW - Morningstar 2 Star Rated Fund to gdcfx - Goldman Sachs Dynamic Allocation 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 Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Popularity |  Our Choices