Funds From: fovax - First Trust/Confluence Small Cap Va A LW to KHYKX - KKR Alternative High Yield KKR


  • Holdings: West Pharmaceutical Services, Inc., GrafTech International Ltd, VCA Antech, Inc., Brown & Brown, Inc., OneBeacon Insurance Group, Ltd.
  • Category: Small Growth
Sign-up for fovax investment picks
  • Holdings: Apple Inc, JPMorgan Chase & Co, Procter & Gamble Co, Google, Inc. Class A, Johnson & Johnson
  • Category: Large Growth
Sign-up for BCAMX investment picks
  • Holdings: Exxon Mobil Corporation, Berkshire Hathaway Inc Class B, Wells Fargo & Co, Merck & Co Inc, Occidental Petroleum Corporation
  • Category: Large Value
Sign-up for fblex investment picks
  • Holdings: Equity, Bond
  • Category: Commodities Broad Basket
Sign-up for NGVIX investment picks
  • Holdings: Capital Senior Living Corporation, Conn's, Inc., Team Health Holdings Inc, Valmont Industries, Inc., Lithia Motors, Inc. Class A
  • Category: Small Growth
Sign-up for ftsgx investment picks
  • Category: Intermediate-Term Bond
Sign-up for gcsfx investment picks
  • Category: Multisector Bond
Sign-up for frsax investment picks
  • Holdings: Exxon Mobil Corporation, Pfizer Inc, General Electric Co, Apple Inc
  • Category: Large Blend
Sign-up for rlczx investment picks
  • Holdings: Equity, Bond
  • Category: Multicurrency
Sign-up for icphx investment picks
  • Category: Bank Loan
Sign-up for frfzx investment picks
  • Category: Muni National Short
Sign-up for famix investment picks
  • Holdings: Equity, Bond, MFS Commodity Strategy R5, MFS Global Real Estate R5
  • Category: World Allocation
Sign-up for glmbx investment picks
  • Holdings: Tourmaline Oil Corp, Halliburton Company, Canadian Natural Resources Ltd, Suncor Energy Inc, Rio Tinto PLC
  • Category: Natural Res
Sign-up for enrix investment picks
  • Holdings: Equity, Bond
  • Category: Commodities Broad Basket
Sign-up for cmcax investment picks
  • Holdings: Equity, Bond, Cayman
  • Category: Commodities Broad Basket
Sign-up for jcrax investment picks
  • Holdings: Equity, Bond, ING International Core I, ING US Stock Index Port I, ING Large Cap Growth Port I, ING Mid Cap Value I, ING MidCap Opportunities Port I
  • Category: Target Date 2036-2040
Sign-up for isnox investment picks
  • Holdings: Equity, Bond, Eli Lilly and Company, Visa, Inc., United Parcel Service Inc (UPS) Class B, Diamond Offshore Drilling, Inc., Costco Wholesale Corporation
  • Category: Market Neutral
Sign-up for amurx investment picks
  • Holdings: First Solar, Inc., Fiesta Restaurant Group Inc, Motorola Solutions, Inc., Progressive Corporation, Abbott Laboratories
  • Category: Large Blend
Sign-up for mfplx investment picks
  • Holdings: Equity, Bond, Wells Fargo & Co, Kinder Morgan, Inc., Johnson & Johnson, Berkshire Hathaway Inc Class B, Pfizer Inc
  • Category: Long/Short Equity
Sign-up for ASYLX investment picks
  • Holdings: Alsea SAB de CV, Grupo Financiero Banorte SAB de CV, Kimberly - Clark de Mexico S.A.B. de C.V., Companhia de Bebidas das Americas Ambev ADR, El Puerto de Liverpool, S.A.B. de C.V.
  • Category: Latin America Stock
Sign-up for eplax investment picks
  • Holdings: Equity, Bond, American Funds Fundamental Investors R6, American Funds AMCAP R6, American Funds EuroPacific Gr R6, American Funds SMALLCAP World R6
  • Category: World Stock
Sign-up for rgwfx investment picks
  • Category: Intermediate-Term Bond
Sign-up for mlpvx investment picks
  • Holdings: Equity, Bond, iShares Barclays 20+ Year Treas Bond, iShares S&P National AMT-Free Muni Bd, iShares MSCI EAFE Index, iShares Russell 1000 Index, iShares Barclays 1-3 Year Treasury Bond
  • Category: Conservative Allocation
Sign-up for NICRX investment picks
  • Holdings: H&E Equipment Services, Inc., Gulfport Energy Corporation, Hain Celestial Group, Inc., Air Methods Corp., Quanta Services, Inc.
  • Category: Small Growth
Sign-up for cidgx investment picks
  • Holdings: Equity, Bond, Catcher Technology Co Ltd, Korean Re, BCO ABC Brasil S.A., Infraestructura Energetica Nova SAB de CV, Hollysys Automation Technologies, Ltd.
  • Category: Diversified Emerging Mkts
Sign-up for ESSCX investment picks
  • Holdings: Eaton Corporation PLC, Pfizer Inc, Medtronic, Inc., JPMorgan Chase & Co, Citigroup Inc
  • Category: Large Value
Sign-up for twqax investment picks
  • Holdings: NagaCorp Ltd., Techtronic Industries Co., Ltd., Malee Sampran Public Company Limited, Parkway Life Real Estate Investment Trust, Bangkok Dusit Medical Services Public Company Limited
  • Category: Pacific/Asia ex-Japan Stk
Sign-up for epasx investment picks
  • Holdings: Equity, Bond, iShares Russell 1000 Value Index, iShares MSCI EAFE Index, ClearBridge Aggressive Growth IS, Legg Mason Batterymarch US Lg Cap Eq IS, Legg Mason BW Diversified Lg Cp Val IS
  • Category: Target Date 2041-2045
Sign-up for lmksx investment picks
  • Holdings: Equity, Bond
  • Category: Multicurrency
Sign-up for rywdx investment picks
  • Category: High Yield Bond
Sign-up for KHYKX 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: fovax - First Trust/Confluence Small Cap Va A LW to KHYKX - KKR Alternative High Yield KKR
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