Funds From: rfncx - American Funds Fundamental Invs R3 - Morningstar 4 Star Rated Fund to msqhx - Morgan Stanley Inst International Eq H - Morningstar 4 Star Rated Fund


  • Holdings: Home Depot, Inc., Amazon.com Inc, Google, Inc. Class A, Boeing Co, Citigroup Inc
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for rfncx investment picks
  • Holdings: Johnson & Johnson, Apple Inc, Google, Inc. Class A, Berkshire Hathaway Inc Class B, International Business Machines Corp
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for lccax investment picks
  • Holdings: Equity, Bond, iShares Barclays Intermediate Credit Bd, iShares iBoxx $ Invest Grade Corp Bond, iShares iBoxx $ High Yield Corporate Bd, iShares Barclays 1-3 Year Credit Bond, MarkWest Energy Partners LP
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for biicx investment picks
  • Holdings: Equity, Bond, Columbia US Govt Mortgage I, Columbia Dividend Opportunity I, Columbia High Yield Bond I, Columbia Floating Rate I, Columbia Small Cap Value Fund I I
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for rbbax investment picks
  • Holdings: Equity, Bond
  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
Sign-up for evfax investment picks
  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for ustex investment picks
  • Holdings: Wal-Mart Stores Inc, International Business Machines Corp, United Technologies Corp, Exxon Mobil Corporation, Kimberly-Clark Corporation
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for lamcx investment picks
  • Holdings: Azbil Corp, Rhoen Klinikum AG, Leoni AG, Cermaq ASA, Yue Yuen Industrial holdings
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 4 Stars
Sign-up for advix investment picks
  • Holdings: JPMorgan Chase & Co, Apple Inc, Wells Fargo & Co, General Electric Co, Chevron Corp
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for fgrtx investment picks
  • Holdings: Rayonier, Inc., FMC Corporation, Warnaco Group Inc, Lazard Ltd, Cigna Corp
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for criax investment picks
  • Holdings: Marathon Petroleum Corp, CIT Group Inc, Sempra Energy, Ameriprise Financial Inc, Valero Energy Corporation
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for tcmvx investment picks
  • Holdings: Equity, Bond, Home Depot, Inc., Chevron Corp, Berkshire Hathaway Inc Class A, Boeing Co, Wells Fargo & Co
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for rlbex investment picks
  • Holdings: Mtn Group Limited, Industries of Qatar Co., JSC KazMunaiGas Exploration Production GDR, Qatar Telecom QSC, Dragon Oil PLC
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for ffrzx investment picks
  • Holdings: Equity, Bond, iShares iBoxx $ Invest Grade Corp Bond, Vanguard FTSE Emerging Markets ETF, iShares MSCI EAFE Index, iShares Barclays 1-3 Year Credit Bond, iShares Core S&P Mid-Cap ETF
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for umafx investment picks
  • Holdings: Apple Inc, Google, Inc. Class A, eBay Inc, Cognizant Technology Solutions Corporation Class A, Qualcomm, Inc.
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for stdfx investment picks
  • Holdings: Apple Inc, Johnson & Johnson, Time Warner Inc, United Technologies Corp, Google, Inc. Class A
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for jmuex investment picks
  • Holdings: Reliance Steel and Aluminum, Tyson Foods, Inc. Class A, Patterson Companies, Inc., Covance, Inc., CareFusion Corp
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for getgx investment picks
  • Holdings: JPMorgan Chase & Co, General Electric Co, Citigroup Inc, Marsh & McLennan Companies, Inc., Viacom, Inc. Class B
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for acgmx investment picks
  • Holdings: Harbor International Adm, Manning & Napier World Opportunities A, Morgan Stanley Inst International Eq P, Fidelity International Discovery, Oakmark International I
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for filfx investment picks
  • Holdings: GlaxoSmithKline PLC, Verizon Communications Inc, AstraZeneca PLC, ConocoPhillips, AT&T Inc
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for svaax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for tiyrx investment picks
  • Holdings: Equity, Bond, American Century NT Growth Institutional, American Century NT Large Company Val I, American Century NT Diversified Bond I, American Century NT Equity Growth Instl, American Century NT Intl Growth I
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
Sign-up for arorx investment picks
  • Holdings: SBA Communications Corp, Kansas City Southern, Inc., Alliance Data Systems Corporation, Aspen Technology, Inc., TransDigm Group Inc
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for stdix investment picks
  • Holdings: Vodafone Group PLC ADR, Qualcomm, Inc., American Tower Corp, SBA Communications Corp, NTT DoCoMo, Inc. ADR
  • Category: Communications
  • Morningstar Rating: 4 Stars
Sign-up for fwrlx investment picks
  • Holdings: EMCOR Group, Inc., Anixter International Inc, Kennametal Inc., Brown & Brown, Inc., Steris Corporation
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for vsoix investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for gmhbx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for vfidx investment picks
  • Holdings: Equity, Bond, Great-West Federated Bond Init, Great-West Bond Index Init, Great-West S&P 500® Index Init, American Century Infl-Adj Bond Inv, PIMCO Real Return Admin
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
Sign-up for mxlvx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ligrx investment picks
  • Holdings: Nestle SA, British American Tobacco PLC, Reckitt Benckiser Group PLC, Unilever NV DR, Sanofi
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for msqhx 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: rfncx - American Funds Fundamental Invs R3 - Morningstar 4 Star Rated Fund to msqhx - Morgan Stanley Inst International Eq H - 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