Funds From: dgivx - DGHM V2000 SmallCap Value Instl to auukx - AllianceBern Select US Equity K


  • Holdings: Thor Industries, Inc., Anixter International Inc, EMCOR Group, Inc., Chico's FAS, Inc., Weis Markets, Inc.
  • Category: Small Value
Sign-up for dgivx investment picks
  • Holdings: Equity, Bond, Johnson & Johnson, Procter & Gamble Co
  • Category: Aggressive Allocation
Sign-up for gdmyx investment picks
  • Holdings: Teleflex Inc., International Game Technology, Hillenbrand, Inc., Dresser-Rand Group, Inc., Synopsys
  • Category: Small Blend
Sign-up for BSCVX investment picks
  • Holdings: Exxon Mobil Corporation, JPMorgan Chase & Co, Pfizer Inc, General Electric Co, Citigroup Inc
  • Category: Large Value
Sign-up for wlvnx investment picks
  • Holdings: Nu Skin Enterprises, Inc. Class A, CACI International, Inc. Class A, World Acceptance Corporation, Omega Healthcare Investors, Inc., Rent-A-Center, Inc.
  • Category: Small Value
Sign-up for f00000nq2c investment picks
  • Holdings: Equity, Bond, Putnam Absolute Return 500 Y, Putnam Absolute Return 300 Y, Putnam Absolute Return 100 Y, Putnam Absolute Return 700 Y
  • Category: Retirement Income
Sign-up for prlbx investment picks
  • Holdings: Equity, Bond
  • Category: Commodities Broad Basket
Sign-up for ARCIX investment picks
  • Holdings: Equity, Bond
  • Category: Commodities Broad Basket
Sign-up for pcpcx investment picks
  • Holdings: Equity, Bond, ING US Stock Index Port I, ING International Index Port I, ING US Bond Index Port I, ING Russell Mid Cap Index Port I, ING Emerging Markets Index I
  • Category: Target Date 2026-2030
Sign-up for idxfx investment picks
  • Holdings: ICICI Bank Ltd, HDFC Bank Ltd, ITC Ltd., Reliance Industries Ltd., Infosys Ltd
  • Category: India Equity
Sign-up for indax investment picks
  • Holdings: Samsung Electronics Co Ltd, Apple Inc, SanDisk Corp, Unilever NV DR, Jupiter Telecommunications , Ltd.
  • Category: World Stock
Sign-up for ngqax.lw investment picks
  • Category: Intermediate-Term Bond
Sign-up for gibax.lw investment picks
  • Holdings: Equity, Bond, Vanguard FTSE All-World ex-US ETF, iShares S&P 500 Growth Index, iShares Core S&P Mid-Cap ETF, iShares S&P 500 Value Index, iShares Core S&P Small-Cap ETF
  • Category: Moderate Allocation
Sign-up for f00000lnml investment picks
  • Category: US Money Market Tax Free
Sign-up for vacxx investment picks
  • Category: US Money Market Tax Free
Sign-up for vcsxx investment picks
  • Holdings: Equity, Bond, MFS Growth R5, MFS Value R5, MFS Mid Cap Growth R5, MFS Mid Cap Value R5, MFS Research R5
  • Category: Target Date 2051+
Sign-up for lfirx investment picks
  • Holdings: Kinder Morgan, Inc., Altria Group Inc., Novartis AG ADR, Total SA ADR, Microsoft Corporation
  • Category: Large Blend
Sign-up for badax investment picks
  • Holdings: Equity, Bond, Cummins Inc, Marathon Petroleum Corp, Maxim Integrated Products Inc., Xilinx Inc, Analog Devices Inc
  • Category: Aggressive Allocation
Sign-up for CLTAX investment picks
  • Category: Short-Term Bond
Sign-up for gifrx investment picks
  • Holdings: Equity, Bond
  • Category: Multialternative
Sign-up for carzx investment picks
  • Holdings: Roche Holding AG, Nestle SA, Carlsberg AS, BG Group PLC, Svenska Handelsbanken
  • Category: Foreign Large Growth
Sign-up for iigix investment picks
  • Holdings: Equity, Bond, Goldman Sachs Abs Return Tracker Instl
  • Category: World Allocation
Sign-up for grpcx investment picks
  • Holdings: Equity, Bond, Hillshire Brands Co, Cisco Systems Inc, Citigroup Inc, Time Warner Inc, Michael Kors Holdings Ltd
  • Category: Long/Short Equity
Sign-up for ttlcx investment picks
  • Category: Nontraditional Bond
Sign-up for cbhcx investment picks
  • Holdings: United Therapeutics Corporation, Core Laboratories N.V., Oceaneering International, Cooper Companies, Ross Stores, Inc.
  • Category: Mid-Cap Growth
Sign-up for CMIDX investment picks
  • Holdings: CAI International, Inc., Hanesbrands Inc, Tesco Corporation, Hanover Insurance Group, Inc., UGI Corporation
  • Category: Small Value
Sign-up for ndvix investment picks
  • Holdings: Apple Inc, International Personal Finance PLC, Savills PLC, Dignity PLC, Euler Hermes
  • Category: World Stock
Sign-up for us35361f7823 investment picks
  • Category: World Bond
Sign-up for epibx.lw investment picks
  • Holdings: Exxon Mobil Corporation, Apple Inc, Microsoft Corporation, AT&T Inc, Pfizer Inc
  • Category: Large Blend
Sign-up for acpkx investment picks
  • Holdings: Wells Fargo & Co, Wal-Mart Stores Inc, Kinder Morgan, Inc., General Electric Co, Pfizer Inc
  • Category: Large Blend
Sign-up for auukx 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: dgivx - DGHM V2000 SmallCap Value Instl to auukx - AllianceBern Select US Equity K
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