Funds From: inutx - Columbia Dividend Opportunity A - Morningstar 4 Star Rated Fund to fcvtx - Fidelity Advisor Small Cap Value T - Morningstar 4 Star Rated Fund


  • Holdings: General Electric Co, Pfizer Inc, Johnson & Johnson, JPMorgan Chase & Co, Wells Fargo & Co
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for inutx investment picks
  • Holdings: Regeneron Pharmaceuticals, Inc., Kansas City Southern, Inc., Vertex Pharmaceuticals, Ametek, Inc., Equinix, Inc.
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for pespx investment picks
  • Holdings: Sourcefire, Inc., Idex Corporation, Lions Gate Entertainment Corporation, Bally Technologies, Inc., SolarWinds, Inc.
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for sasmx investment picks
  • Holdings: Equity, Bond, T. Rowe Price Growth Stock, T. Rowe Price Value, T. Rowe Price Equity Index 500, T. Rowe Price New Income, T. Rowe Price International Stock Fd
  • Category: Target Date 2031-2035
  • Morningstar Rating: 4 Stars
Sign-up for trrjx investment picks
  • Holdings: Equity, Bond
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for jttcx investment picks
  • Holdings: Medidata Solutions, Inc., Genesco, Inc., Sirona Dental Systems, Inc., Geospace Technologies Corp, Colfax Corporation
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for hsrux investment picks
  • Holdings: Marathon Oil Corp, Eli Lilly and Company, JPMorgan Chase & Co, Citigroup Inc, Comcast Corp
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for peyax investment picks
  • Holdings: Verizon Communications Inc, Amgen Inc, Home Depot, Inc., Microsoft Corporation, Chevron Corp
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for rmfex investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for jahyx investment picks
  • Holdings: LinnCo LLC, Taiwan Semiconductor Manufacturing ADR, Cracker Barrel Old Country Store, Inc., Verizon Communications Inc, Coca-Cola Co
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for hdpex investment picks
  • Holdings: Apple Inc, Exxon Mobil Corporation, General Electric Co, Chevron Corp
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for nindx investment picks
  • Holdings: M&T Bank Corp, Aetna Inc, Lam Research Corporation, Principal Financial Group, SLM Corp
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for gsmcx investment picks
  • Holdings: Apple Inc, Microsoft Corporation, Google, Inc. Class A, Oracle Corporation, Intel Corp
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for ryocx investment picks
  • Holdings: Equity, Bond
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for wfspx investment picks
  • Holdings: Monsanto Company, LyondellBasell Industries NV, Ecolab, Inc., Air Products & Chemicals Inc, International Paper Co.
  • Category: Natural Res
  • Morningstar Rating: 4 Stars
Sign-up for fmfcx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for wacix investment picks
  • Holdings: Equity, Bond
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for piglx investment picks
  • Holdings: Equity, Bond
  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
Sign-up for hicox investment picks
  • Holdings: Chevron Corp, Exxon Mobil Corporation, U.S. Bancorp, General Electric Co, JPMorgan Chase & Co
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for sviix investment picks
  • Holdings: SBA Communications Corp, Stericycle, Inc., Roper Industries, Inc., Cerner Corporation, Trimble Navigation Ltd.
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for nmanx investment picks
  • Holdings: Equity, Bond, Anheuser-Busch Inbev SA ADR, L Brands Inc, PNC Financial Services Group Inc, Berkshire Hathaway Inc Class B, JPMorgan Chase & Co
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ibnax investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for titix investment picks
  • Holdings: Google, Inc. Class A, Danaher Corporation, Qualcomm, Inc., Visa, Inc., American Tower Corp
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for mfehx investment picks
  • Holdings: Boston Scientific, Inc., DeVry, Inc., Hospira, Inc., Staples, Inc., New York Times Company Class A
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for chttx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for prxcx investment picks
  • Holdings: General Motors Co, Las Vegas Sands Corp, Delta Air Lines Inc, Facebook Inc Class A, Regeneron Pharmaceuticals, Inc.
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for vempx investment picks
  • Holdings: Verizon Communications Inc, Philip Morris International, Inc., Pfizer Inc, International Business Machines Corp, Bristol-Myers Squibb Company
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for lbsax investment picks
  • Holdings: SBA Communications Corp, CBRE Group Inc, Agilent Technologies Inc, Dollar General Corporation, Equinix, Inc.
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for ggoix investment picks
  • Holdings: General Motors Co, Las Vegas Sands Corp, Annaly Capital Management, Inc., Transocean Ltd, Liberty Global, Inc. Class A
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for usmix investment picks
  • Holdings: Superior Energy Services Inc, TCF Financial Corporation, Berry Petroleum Co, Hanesbrands Inc, HNI Corporation
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for fcvtx 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 Morningstar Investing Classroom Rewards (earn as you learn and redeem for Morningstar merchandise)
P   Morningstar Fund Analyst Reports (full research on 2,000 funds and ETFs)
P   Morningstar Stock Analyst Reports (full research on 2,000 stocks)
P   Morningstar Stock and Fund Stewardship Grades
P   Portfolio Manager (advanced with 10 x-ray analyses, including guidance)
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 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: inutx - Columbia Dividend Opportunity A - Morningstar 4 Star Rated Fund to fcvtx - Fidelity Advisor Small Cap Value T - Morningstar 4 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