Funds From: succx - Deutsche LifeCompass Retirement C - Morningstar 2 Star Rated Fund to tvsvx - Third Avenue Small Cap Value Investor - Morningstar 2 Star Rated Fund


  • Holdings: Deutsche Global Inflation Institutional , Deutsche Core Equity Institutional , Deutsche Equity 500 Index Institutional , Deutsche Core Plus Income Institutional , Deutsche US Bond Index Institutional ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for succx investment picks
  • Holdings: Simon Property Group Inc , Digital Realty Trust Inc , Dupont Fabros Technology Inc , Kilroy Realty Corp , Federal Realty Investment Trust ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for soaax investment picks
  • Holdings: Nuveen Tactical Market Opportunities I , Nuveen Core Bond I , Nuveen Core Plus Bond I , Nuveen Dividend Value R6 , Nuveen High Yield Municipal Bond I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fskcx investment picks
  • Holdings: Nuveen Core Plus Bond I , Nuveen Core Bond I , Nuveen Tactical Market Opportunities I , Nuveen Short-Term Bond I , Nuveen Strategic Income I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fsjcx investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , Liberty Global PLC Class C , Canadian Pacific Railway Ltd , ASML Holding NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for rietx investment picks
  • Holdings: Columbia Dividend Income I , Columbia Contrarian Core I , Columbia Select Large Cap Growth I , Columbia Dividend Opportunity I , Columbia Global Dividend Opportunity I ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for nlgcx investment picks
  • Holdings: iShares MSCI EAFE Value , iShares MSCI Emerging Markets , SPDR® S&P 500 ETF , Apple Inc , US Treasury Note 0.375% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pbccx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for focfx investment picks
  • Holdings: MassMutual Premier Core Bond I , MassMutual Premier Short-Duration Bd I , MassMutual Premier Infl-Prot and Inc I , MassMutual Select Total Return Bond I , MassMutual Select Strategic Bond I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for mctax investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Visa Inc Class A , Union Pacific Corp , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for nmicx investment picks
  • Holdings: ASML Holding NV , Canadian Pacific Railway Ltd , Liberty Global PLC Class C , ARM Holdings PLC , Tencent Holdings Ltd. ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for nmoax investment picks
  • Holdings: Sherwin-Williams Co , Concho Resources Inc , SBA Communications Corp , Electronic Arts Inc , Ametek Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for cbstx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for partx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR® Barclays High Yield Bond ETF , Vanguard Dividend Appreciation ETF , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
Sign-up for jriox investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for hipax investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Bayer AG , Novartis AG , L'Oreal SA , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for cqqrx investment picks
  • Holdings: UIL Holdings Corp , La Quinta Holdings Inc , Dupont Fabros Technology Inc , PNM Resources Inc , Verint Systems Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for jcsvx investment picks
  • Category: Muni California Intermediate
  • Morningstar Rating: 2 Stars
Sign-up for ccicx investment picks
  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Ser Equity-Income , Fidelity® Series Emerging Markets , Fidelity Advisor® Series Growth & Income , Fidelity® Series International Growth ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
Sign-up for fcftx investment picks
  • Holdings: Prudential International Value A , Prudential Strategic Value Z , Prudential Large Cap Core Equity A , Prudential Jennison International Opps Z , Prudential Jennison Equit ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for jdaax investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for putpx investment picks
  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Ser Equity-Income , Fidelity Advisor® Series Growth & Income , Fidelity® Series International Growth , Fidelity® Series International Value ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
Sign-up for ffvax investment picks
  • Holdings: DFA US Core Equity 2 I , DFA International Core Equity I , DFA Selectively Hedged Global F/I I , DFA Short-Term Extended Quality I , DFA US Core Equity 1 I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for dfprx investment picks
  • Holdings: Highwoods Properties Inc , Idacorp Inc , Southwest Gas Corp , UniFirst Corp , Dana Holding Corp ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for cssbx investment picks
  • Holdings: Dairy Farm International Holdings Ltd , China Petroleum & Chemical Corp H Shares , Taiwan Semiconductor Manufacturing Co Ltd , CNOOC Ltd , China Mobile Ltd ,
  • Category: China Region
  • Morningstar Rating: 2 Stars
Sign-up for tcwax investment picks
  • Holdings: United Bank Ltd , Brilliance China Automotive Holdings Ltd , Remgro Ltd , Anheuser-Busch Inbev SA , Siam Commercial Bank PLC ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for us88019r5596 investment picks
  • Holdings: US Treasury TIP , US Treasury Note , iShares Core MSCI Emerging Markets , US Treasury TIP , US Treasury TIP ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
Sign-up for ltekx investment picks
  • Holdings: Patterson Companies Inc , MYR Group Inc , Newport Corp , Patterson-UTI Energy Inc , ViewPoint Financial Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for wescx investment picks
  • Holdings: Celgene Corp , Apple Inc , AmerisourceBergen Corp , Fortinet Inc , UnitedHealth Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for cmlix investment picks
  • Holdings: HCC Insurance Holdings Inc , Progress Software Corporation , UniFirst Corp , JZ Capital Partners Ord/Inc , FTI Consulting Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for tvsvx 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: succx - Deutsche LifeCompass Retirement C - Morningstar 2 Star Rated Fund to tvsvx - Third Avenue Small Cap Value Investor - 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 |  Most Recent