Funds From: obsvx - Optimum Small-Mid Cap Value B - Morningstar 2 Star Rated Fund to mrltx - AMG Renaissance Large Cap Growth Inv - Morningstar 2 Star Rated Fund


  • Holdings: Flextronics International Ltd , Timken Co , Trueblue Inc , Synaptics Inc , Plexus Corp ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for obsvx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for lisbx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for apoax investment picks
  • Holdings: Grand Canyon Education Inc , Cepheid , Beacon Roofing Supply Inc , Portfolio Recovery Associates Inc , Maximus Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for pumcx investment picks
  • Holdings: Apple Inc , United Tech , Johnson & Johnson , Priceline Grp Cv 1% , Coca-Cola Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for cvtyx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
Sign-up for etvax investment picks
  • Holdings: Gentherm Inc , Saia Inc , Matrix Service Co , Kirby Corp , DXP Enterprises Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for pgscx investment picks
  • Holdings: PL Managed Bond P , PL Short Duration Bond P , PL Inflation Managed P , PL Floating Rate Loan P , PL Emerging Markets Debt P ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for poacx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for rhycx investment picks
  • Holdings: Russell Strategic Bond Y , Russell Short Duration Bond Y , Russell Investment Grade Bond Y , Russell Global Equity Y , Russell Global Infrastructure Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for rcltx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for citbx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for ebibx investment picks
  • Holdings: Adidas AG , iShares MSCI Japan , Beiersdorf AG , Kia Motors Corp , Mitsubishi UFJ Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for gsebx 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 japsx investment picks
  • Holdings: HSBC Holdings PLC , Roche Holding AG , BP PLC ADR , British American Tobacco PLC , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for gciax investment picks
  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
Sign-up for ifrax investment picks
  • Holdings: Blackrock Total Return Fund 2030 , Blackrock Large Cap Growth 2030 , Blackrock Mstr Basic Val Fund 2030 , BlackRock Capital Appreciation BlackRock , BlackRock Long-Horizon Equity Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for bapex investment picks
  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , Boston Properties Inc , Prologis Inc , Ventas Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for grebx investment picks
  • Holdings: Fidelity® Short-Term Bond , Fidelity® Total Bond , Fidelity® Government Income , Fidelity® Strategic Real Return , Fidelity® Series Broad Market Opps ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for firjx investment picks
  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , Aspen Technology Inc , Sanderson Farms Inc , Pilgrims Pride Corp , Prosperity Bancshares, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for gcscx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for aeeax investment picks
  • Holdings: US Treasury Note 0.625% , Fidelity Cent Invt Portfolios , US Treasury Note 0.75% , US Treasury Note 0.75% , Fidelity Cent Invt Portfolios ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ftaax investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for ecrrx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for bredx investment picks
  • Holdings: Microsoft Corp , American Airlines Group Inc , Nippon Telegraph & Telephone Corp , eBay Inc , Halliburton Co ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for glosx 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 agrrx investment picks
  • Holdings: Simon Property Group Inc , Equity Residential , Prologis Inc , Boston Properties Inc , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for pcrex investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for apoax investment picks
  • Holdings: Apple Inc , Microsoft Corp , Oracle Corporation , Google Inc Class A , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for mpcix investment picks
  • Holdings: Biogen Idec Inc , CVS Caremark Corp , Alaska Air Group Inc , Becton Dickinson & Co , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for mrltx 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: obsvx - Optimum Small-Mid Cap Value B - Morningstar 2 Star Rated Fund to mrltx - AMG Renaissance Large Cap Growth Inv - 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