Funds From: RYTFX - Royce Total Return Svc - Small Value to GSFTX - Columbia Dividend Income Z - Large Value


  • Holdings: E-L Financial Corp Ltd , Bank of Hawaii Corp , AllianceBernstein Holding L.P. , Erie Indemnity Co Class A , Markel Corporation ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for RYTFX investment picks
  • Holdings: Bunzl PLC , OBIC Co., Ltd. , Amadeus IT Holding SA , Next PLC , Bellway PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
Sign-up for MIDCX investment picks
  • Holdings: Apple Inc , PepsiCo Inc , Occidental Petroleum Corp , Pfizer Inc , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for SWANX investment picks
  • Holdings: Exxon Mobil Corporation , General Electric Co , Pfizer Inc , Procter & Gamble Co , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for ACLCX investment picks
  • Category: Preferred Stock
  • Morningstar Rating: 3 Stars
Sign-up for PPSIX investment picks
  • Holdings: Wells Fargo & Co , Merck & Co Inc , Microsoft Corp , Chevron Corp , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for IHGIX investment picks
  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
Sign-up for EIBLX investment picks
  • Holdings: Spirit Airlines Inc , Proofpoint Inc , iShares Russell 2000 Growth , Ultimate Software Group Inc , Asbury Automotive Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for BNMCX investment picks
  • Holdings: BNY Mellon Focused Equity Opp M , BNY Mellon Mid Cap Multi-Strategy M , BNY Mellon Emerging Markets M , BNY Mellon Intermediate Bond M , BNY Mellon International M ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for MPBLX investment picks
  • Holdings: Apple Inc , Hess Corp , American International Group Inc , Visa Inc Class A , Altera Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for MRGBX investment picks
  • Holdings: Gold Commodity In Ounces , Microsoft Corp , Intel Corp , Oracle Corporation , Comcast Corp Class A ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for FEVCX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for GMCOX investment picks
  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for SIIBX investment picks
  • Holdings: United Continental Holdings Inc , Sherwin-Williams Co , Ametek Inc , Advance Auto Parts Inc , The Hershey Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for RMDCX investment picks
  • Holdings: iShares Russell 2000 Growth , Manhattan Associates Inc , Tyler Technologies Inc , Casey's General Stores Inc , PolyOne Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for HSLCX investment picks
  • Holdings: Moody's Corporation , Monster Beverage Corp , Applied Materials Inc , IHS Inc Class A , Roper Industries Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for FMECX investment picks
  • Holdings: Franklin Growth R6 , Templeton Global Total Return R6 , Franklin Rising Dividends R6 , Franklin US Government Secs R6 , Franklin Low Duration Total Return R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for FMTIX investment picks
  • Holdings: Visa Inc Class A , Nike Inc Class B , Celgene Corp , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for SGGCX investment picks
  • Holdings: Altria Group Inc , Verizon Communications Inc , Philip Morris International Inc , AbbVie Inc , National Grid PLC ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for CIBCX 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: 3 Stars
Sign-up for HGOBX investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for FSTMX investment picks
  • Holdings: Alere Inc , E*Trade Financial Corp , Abercrombie & Fitch Co Class A , LPL Financial Holdings Inc , AmTrust Financial Services Inc ,
  • Category: Small Value
  • Morningstar Rating: 5 Stars
Sign-up for VSMBX investment picks
  • Holdings: TeliaSonera AB , Petroleo Brasileiro SA Petrobras , Oi Sa Pfd , CCR SA , Belgacom SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
Sign-up for NAOIX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for TIBDX investment picks
  • Holdings: JPMorgan Chase & Co , Philip Morris International Inc , Johnson & Johnson , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for ILVAX investment picks
  • Holdings: Gold Commodity In Ounces , Microsoft Corp , Intel Corp , Oracle Corporation , Comcast Corp Class A ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for SGIIX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for VBTLX investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for OIBNX investment picks
  • Holdings: Hospira Inc , Apple Inc , Align Technology Inc , EMC Corp , Facebook Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for BUFTX investment picks
  • Holdings: Verizon Communications Inc , Microsoft Corp , Johnson & Johnson , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for GSFTX 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: RYTFX - Royce Total Return Svc - Small Value to GSFTX - Columbia Dividend Income Z - Large Value
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