Funds From: nbdrx - Nuveen Santa Barbara Dividend Growth R3 - Morningstar 2 Star Rated Fund to oasgx - Optimum Small-Mid Cap Growth A LW - Morningstar 2 Star Rated Fund


  • Holdings: Pfizer Inc , Wells Fargo & Co , CVS Caremark Corp , Union Pacific Corp , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for nbdrx investment picks
  • Holdings: East West Bancorp Inc , EverBank Financial Corp , MasTec, Inc. , Altra Industrial Motion Corp , Glacier Bancorp Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for emgrx investment picks
  • Holdings: Actavis PLC , Whirlpool Corporation , Amazon.com Inc , Starwood Hotels & Resorts Worldwide Inc , Western Digital Corporation ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for nmcrx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for cttlx investment picks
  • Holdings: Google, Inc. Class A , Qualcomm, Inc. , Apple Inc , American Tower Corp , Costco Wholesale Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for ggrcx investment picks
  • Holdings: Fidelity Cent Invt Portfolios , Fidelity Garrison Str Tr , US Treasury TIP 1.25% , US TREASURY TIP , Simon Property Group Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fsrax investment picks
  • Holdings: Apple Inc , Microsoft Corporation , General Electric Co , JPMorgan Chase & Co , Procter & Gamble Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for gspax investment picks
  • Holdings: Apple Inc , Biogen Idec Inc , Facebook Inc Class A , Google, Inc. Class A , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for otcnx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for maffx investment picks
  • Holdings: Invesco Core Plus Bond R6 , Invesco Balanced-Risk Allc R6 , PowerShares FTSE RAFI Dev Mkts ex-US , Invesco Diversified Dividend R6 , PowerShares 1-30 Laddered Treasury ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for amkbx investment picks
  • Holdings: Apple Inc , Walt Disney Co , Biogen Idec Inc , Facebook Inc Class A , Google, Inc. Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for oeqax investment picks
  • Holdings: Nationwide Bond Index Instl , Nationwide Enhanced Income Instl , Nationwide Portfolio Complt Instl , Nationwide Inflation-Protected Secs Inst , Nationwide S&P 500 Index Instl ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for gimcx investment picks
  • Holdings: FHLBA 2.05% , FHLMC 2.25% , FHLBA 0.65% , FNMA 0.5% , Microsoft Corporation ,
  • Category: Short Government
  • Morningstar Rating: 2 Stars
Sign-up for padgx investment picks
  • Holdings: Apple Inc , Walt Disney Co , Biogen Idec Inc , Facebook Inc Class A , Google, Inc. Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for oeqnx investment picks
  • Holdings: Oppenheimer Value I , Oppenheimer Capital Appreciation I , Oppenheimer International Growth I , Oppenheimer International Value I , Oppenheimer Main Street Sm- & Mid-Cap I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for oaabx investment picks
  • Holdings: Master Basic Value For Br_2040 , Master Large Cap Gr For Br_2040 , BlackRock Capital Appreciation BlackRock , BlackRock Long-Horizon Equity Instl , BlackRock International Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for brphx investment picks
  • Holdings: Fidelity® Short-Term Bond , Fidelity® Total Bond , Fidelity® Strategic Real Return , Fidelity® Government Income , Fidelity® Series Broad Market Opps ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for frjcx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for sghbx 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: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ftaax investment picks
  • Holdings: Google, Inc. Class A , JPMorgan Chase & Co , National Oilwell Varco, Inc. , Tyco International Ltd , Discover Financial Services ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for omsox investment picks
  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV , JHFunds2 Invest Quality Bond NAV ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for jalrx investment picks
  • Holdings: Simon Property Group Inc , Prologis Inc , General Growth Properties Inc , Boston Properties Inc , Equity Residential ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for oreax investment picks
  • Holdings: HCA Holdings Inc , NXP Semiconductor NV , Starwood Hotels & Resorts Worldwide Inc , Crown Holdings Inc , Mylan Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for atgcx investment picks
  • Holdings: Lazard Ltd , Eaton Corporation PLC , NCR Corporation , Delta Air Lines Inc , Newell Rubbermaid Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for qvscx investment picks
  • Holdings: Pioneer International Value Y , Pioneer Global Equity Y , Pioneer Bond Y , Pioneer Mid-Cap Value Y , Pioneer Short Term Income Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for grabx investment picks
  • Holdings: Putnam Dynamic Asset Allocation Cnsrv Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y , Putnam Absolute Return 100 Y ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for prmmx investment picks
  • Holdings: Roche Holding AG , ARM Holdings PLC ADR , Core Laboratories N.V. , Shire PLC , Novartis AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for obiex investment picks
  • Holdings: Eaton Vance Floating Rate I , Tortoise MLP & Pipeline Instl , iShares Core S&P 500 , Aberdeen Small Cap Inst , Ivy Micro Cap Growth I ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for gmmax investment picks
  • Holdings: Gilead Sciences Inc , American International Group Inc , CVS Caremark Corp , Google Inc Class A , Aetna Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for ithrx investment picks
  • Holdings: Moog, Inc. Class A , Ametek, Inc. , Avis Budget Group Inc , Nordson Corporation , WNS holdings ADR ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for oasgx 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: nbdrx - Nuveen Santa Barbara Dividend Growth R3 - Morningstar 2 Star Rated Fund to oasgx - Optimum Small-Mid Cap Growth A LW - 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