Funds From: fthrx - Fidelity Intermediate Bond - Morningstar 2 Star Rated Fund to jdsrx - Perkins Small Cap Value R - Morningstar 2 Star Rated Fund


  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for fthrx investment picks
  • Holdings: Chevron Corp , Royal Dutch Shell PLC ADR Class B , Kimberly-Clark Corp , LVMH Moet Hennessy Louis Vuitton SA ADR , AbbVie Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for wtmvx investment picks
  • Holdings: Microsoft Corp , Medtronic Inc , Twenty-First Century Fox Inc Class B , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for temex investment picks
  • Holdings: Universal Health Services Inc Class B , Precision Castparts Corp , United Rentals Inc , Willis Group Holdings PLC , IPG Photonics Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for wpsrx investment picks
  • Holdings: Becton Dickinson & Co , Apple Inc , US Treasury Note 0.25% , Morgan Stanley , BlackRock Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for paxwx investment picks
  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , Southwest Gas Corp , Helen of Troy, Ltd. , HSN Inc , Columbia Sportswear Co ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for azsax investment picks
  • Holdings: SBA Communications Corp , Harman International Industries Inc , United Rentals Inc , Illumina Inc , Actavis PLC ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for oegax investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Biogen Idec Inc , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for oeqcx investment picks
  • Holdings: Simon Property Group Inc , Essex Property Trust Inc , Vornado Realty Trust , Extra Space Storage Inc , Host Hotels & Resorts Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for orebx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for rtbex investment picks
  • Holdings: Energy Transfer Equity LP , Plains All American Pipeline LP , Enterprise Products Partners LP , Magellan Midstream Partners, L.P. , Buckeye Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 2 Stars
Sign-up for mlpfx investment picks
  • Holdings: LKQ Corp , Fleetcor Technologies, Inc. , The Middleby Corp , CoStar Group Inc , Goodyear Tire & Rubber Co ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for twncx investment picks
  • Holdings: Directv , Verizon Communications Inc , United States Cellular Corp , DISH Network Corp , Telefonica SA ADR ,
  • Category: Communications
  • Morningstar Rating: 2 Stars
Sign-up for gtccx investment picks
  • Holdings: Shire PLC , Roche Holding AG , ARM Holdings PLC ADR , Core Laboratories NV , Novartis AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for oiiex investment picks
  • Holdings: Donaldson Co Inc , Nordson Corp , Acuity Brands Inc , Ametek Inc , Moog Inc Class A ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for ocsgx investment picks
  • Holdings: CoStar Group Inc , The Middleby Corp , Restoration Hardware Holdings Inc , Shutterstock Inc , Aspen Technology Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for anorx investment picks
  • Holdings: Clearwire Comm 144A 8.25% , Mgic Invt Corp Wis Cv 5% , Salesforce Com Cv 0.25% , Wells Fargo & Co, San Francisco Ca Pfd , Omnicare Cv 3.5% ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
Sign-up for laccx investment picks
  • Holdings: Sandisk 144A Cv 0.5% , Gilead Sciences Cv 1.625% , Salesforce Com Cv 0.25% , Wellpoint Cv 2.75% , United Tech ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
Sign-up for ccvix investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Industrial And Commercial Bank Of China Ltd H Shares , Tencent Holdings Ltd. , Samsung Electronics Co Ltd , SIIC Environment Holdings Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 2 Stars
Sign-up for gsagx investment picks
  • Holdings: FNMA , US Treasury Note 0.25% , FNMA , US Treasury Note 4.75% , US Treasury Note 2.75% ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
Sign-up for wfoax investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
Sign-up for jmgix investment picks
  • Holdings: PL Managed Bond P , PL Large-Cap Value P , PL Comstock P , PL Main Street Core P , PL International Large-Cap P ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pombx investment picks
  • Holdings: Intel Cv 3.25% , United States Stl Corp New Cv 2.75% , Nabors Industries Ltd , Allegheny Technologies Inc , Kohl's Corp ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for rpfcx investment picks
  • Holdings: Tencent Holdings Ltd. , Taiwan Semiconductor Manufacturing Co Ltd , iShares MSCI South Korea Capped , BB Seguridade Participacoes SA , OAO Lukoil ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for gemax investment picks
  • Holdings: Berkshire Hathaway Inc Class B , American International Group Inc , Royal Dutch Shell PLC ADR Class A , Merck & Co Inc , Novartis AG ADR ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for jnplx investment picks
  • Holdings: GuideStone Funds Low-Duration Bond Inv , GuideStone Funds Inflation Prot Bd Inv , GuideStone Funds Low-Duration Bond Instl , GuideStone Funds Defensv Mkt Strats Inv , GuideStone Funds Global Natrl Res Eq Inv ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for gfizx investment picks
  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , International Tilts , Russel 1000 Lifepath , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for rayox investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for fhbbx investment picks
  • Holdings: BP PLC ADR , Legrand SA , Amadeus IT Holding SA , British American Tobacco PLC , BHP Billiton Ltd ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for gatmx investment picks
  • Holdings: Casey's General Stores Inc , Owens & Minor Inc , Home Properties Inc , Plains All American Pipeline LP , Potlatch Corp ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for jdsrx investment picks
Premium Membership: Features and Benefits
Wide-Moat Screener for Stocks

Put a moat around your portfolio. Sniff out the most promising opportunities that can ride through any market.

Gold Medalist Screener for Funds

Narrow the available universe of 5000 funds to the top rated gold and silver. Then, sort for manager tenure, expense ratio, risk and return to create your own index-beating fund watchlist.

Thousands of Premium Analyst Reports

While many of our competitors measure a stock's worth with a computer program, Morningstar's staff of 150+ analyst sift through company fillings, financial data and a wealth of other sources to deliver an unvarnished review of any investment. In fact, twelve Morningstar analysts have been recognized by WSJ as "Best on the Street" in the US.

Premium Portfolio Monitor

Make decisions with confidence. Load your investments into our research center and automatically connect to all our proprietary tools and data points.

Mobile

Never be without critical research. Free with your active membership, take our Premium data and guidance wherever you go with Morningstar for iPad®, iPhone®, and Android apps.

Morningstar's Guarantee

We're looking out for you. If after your 14-day free trial, you find that a Morningstar Premium membership is not for you, cancel any time and we'll be happy to refund the unused portion - no questions asked.

Go Premium!
Exclusive Premium Member Benefits
Get the best thinking of 150+ disciplined
objective, experienced analysts-dedicated to
specific industries and securities.
+2,500 Analyst Reports
Wide Moat Screener for Stocks
Medalist Screener for Funds
Premium Portfolio Manager with X-Ray & Monitor
Premium eNewsletters
Morningstar Basic Benefits (All)
Sign up now - No charge for the first 14 days
Funds From: fthrx - Fidelity Intermediate Bond - Morningstar 2 Star Rated Fund to jdsrx - Perkins Small Cap Value R - 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