Funds From: cnwcx - American Funds New World 529C - Morningstar 4 Star Rated Fund to peqcx - Putnam Equity Income C - Morningstar 4 Star Rated Fund


  • Holdings: Baidu Inc ADR , Hikma Pharmaceuticals PLC , Novo Nordisk A/S , Samsung Electronics Co Ltd , International Container Terminal Services Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for cnwcx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Wells Fargo & Co , Microsoft Corp , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for pwcix investment picks
  • Holdings: Netflix Inc , Domino's Pizza Inc , Lions Gate Entertainment Corp , Aa , Myriad Genetics Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for rslex investment picks
  • Holdings: Exxon Mobil Corporation , Johnson & Johnson , Gilead Sciences Inc , Apple Inc , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for gctax investment picks
  • Holdings: Simon Property Group Inc , Mitsubishi Estate Co Ltd , Mitsui Fudosan Co Ltd , Essex Property Trust Inc , Prologis Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for posax investment picks
  • Holdings: Altria Group Inc , General Dynamics Corp , Kroger Co , Verizon Communications Inc , ConocoPhillips ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for gldex investment picks
  • Holdings: Centene Corp , Darling Ingredients Inc , Iconix Brand Group Inc , Diebold Inc , Trinity Industries Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for sssix investment picks
  • Holdings: Apple Inc , E-mini S&P 500 Index Future Dec14 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for PLFPX investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for trhyx investment picks
  • Holdings: Albany International Corp , On Assignment Inc , Ultimate Software Group Inc , Solera Holdings Inc , Corporate Executive Board Co ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for tscix investment picks
  • Holdings: E-mini S&P MidCap 400 Index Future Dec14 , Cigna Corp , Lincoln National Corp , FirstEnergy Corp , Sempra Energy ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for pabwx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for ncoax investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , CVS Health Corp , McKesson Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for hgirx investment picks
  • Holdings: Wells Fargo & Co , Merck & Co Inc , Microsoft Corp , Chevron Corp , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for hdgyx investment picks
  • Holdings: Wells Fargo & Co , Johnson & Johnson , Chevron Corp , Merck & Co Inc , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for HQISX investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for cfnlx investment picks
  • Holdings: Apple Inc , Bristol-Myers Squibb Company , Facebook Inc Class A , Whirlpool Corp , Alibaba Group Holding Ltd ADR ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for hgosx investment picks
  • Holdings: ING Groep N.V. , Canadian Imperial Bank of Commerce , National Bank of Canada , Singapore Exchange Ltd , United Overseas Bank Ltd ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
Sign-up for pfszx investment picks
  • Category: Muni California Intermediate
  • Morningstar Rating: 4 Stars
Sign-up for bcitx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for dodix investment picks
  • Holdings: Biomarin Pharmaceutical Inc , Covidien PLC , Alexion Pharmaceuticals Inc , Incyte Corp Ltd , HCA Holdings Inc ,
  • Category: Health
  • Morningstar Rating: 4 Stars
Sign-up for phlcx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for ftntx investment picks
  • Holdings: SBA Communications Corp , Crown Castle International Corp , Electronic Arts Inc , Dollar Tree Stores Inc , Roper Industries Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for pegzx investment picks
  • Holdings: Spirit Airlines Inc , East West Bancorp Inc , Mattress Firm Holding Corp , Centene Corp , WR Berkley Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for pgoax investment picks
  • Holdings: Verizon Communications Inc , Microsoft Corp , Johnson & Johnson , JPMorgan Chase & Co , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for bslix investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
Sign-up for nnibx investment picks
  • Holdings: AA PLC , ProSiebenSat 1 Media AG , Barclays PLC , Roche Holding AG Dividend Right Cert. , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
Sign-up for hfebx investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Home Depot Inc , Comcast Corp Class A , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for mddvx investment picks
  • Holdings: Sumitomo Mitsui Financial Group Inc , Roche Holding AG Dividend Right Cert. , ProSiebenSat 1 Media AG , Continental AG , Standard Life PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for hfocx investment picks
  • Holdings: Marathon Oil Corp , Exxon Mobil Corporation , Eli Lilly and Co , Johnson & Johnson , Northrop Grumman Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for peqcx 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: cnwcx - American Funds New World 529C - Morningstar 4 Star Rated Fund to peqcx - Putnam Equity Income C - 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 Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Popularity |  Our Choices |  Most Recent