Funds From: lcfpx - Lord Abbett Convertible P - Large Growth to oaaax - Oppenheimer Active Allc A - Large Growth


  • Holdings: Mgic Invt Corp Wis Cv 5% , Clearwire Comm 144A 8.25% , Gilead Sciences Cv 1.625% , Micron Tech Cv 3.125% , Salesforce Com 144A Cv 0.25% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for lcfpx investment picks
  • Holdings: Mgic Invt Corp Wis Cv 5% , Clearwire Comm 144A 8.25% , Gilead Sciences Cv 1.625% , Micron Tech Cv 3.125% , Salesforce Com 144A Cv 0.25% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for lcfyx investment picks
  • Holdings: Home Depot, Inc. , Cognizant Technology Solutions Corporation Class A , Tractor Supply Co , Cedar Fair LP , Mohawk Industries, Inc. ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
Sign-up for iolzx investment picks
  • Holdings: GuideStone Funds International Eq GS4 , GuideStone Funds Value Equity GS4 , GuideStone Funds Growth Equity GS4 , GuideStone Funds Medium-Duration Bd GS4 , GuideStone Funds Global Ntrl Res Eq GS4 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for gcozx investment picks
  • Holdings: GuideStone Funds International Eq GS4 , GuideStone Funds Value Equity GS4 , GuideStone Funds Growth Equity GS4 , GuideStone Funds Medium-Duration Bd GS4 , GuideStone Funds Global Ntrl Res Eq GS4 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for gcoyx investment picks
  • Holdings: Apple Inc , Microsoft Corporation , Google Inc Class A , Amazon.com Inc , Qualcomm, Inc. ,
  • Category: Trading-Leveraged Equity
Sign-up for ryvlx investment picks
  • Holdings: American Century NT Large Co Val Instl , American Century NT Growth Institutional , American Century NT Diversified Bd Instl , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for aroix investment picks
  • Holdings: American Century NT Large Co Val Instl , American Century NT Growth Institutional , American Century NT Diversified Bd Instl , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
Sign-up for aooix investment picks
  • Holdings: American Century NT Large Co Val Instl , American Century NT Growth Institutional , American Century NT Diversified Bd Instl , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 1 Stars
Sign-up for aroax investment picks
  • Holdings: American Century NT Large Co Val Instl , American Century NT Growth Institutional , American Century NT Diversified Bd Instl , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for arorx investment picks
  • Holdings: Transamerica Dividend Focused I2 , Transamerica Select Equity I2 , Transamerica Large Cap Value I2 , Transamerica Growth I2 , Transamerica Diversified Equity I2 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for iaalx investment picks
  • Holdings: Home Depot, Inc. , Cognizant Technology Solutions Corporation Class A , Tractor Supply Co , Cedar Fair LP , Mohawk Industries, Inc. ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for iolcx investment picks
  • Holdings: Time Warner Inc , Google Inc Class A , United Technologies Corp , Lockheed Martin Corporation , AT&T Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 2 Stars
Sign-up for jmnax investment picks
  • Holdings: Time Warner Inc , Google Inc Class A , United Technologies Corp , Lockheed Martin Corporation , AT&T Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 2 Stars
Sign-up for jmnbx investment picks
  • Holdings: Waddell & Reed Vanguard Y , Waddell & Reed Core Investment Y , Waddell & Reed International Gr Y , Waddell & Reed Global Bond Y , Waddell & Reed New Concepts Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for wblax investment picks
  • Holdings: Waddell & Reed Core Investment Y , Waddell & Reed Global Bond Y , Waddell & Reed Bond Y , Waddell & Reed Value Y , Toyota Mtr Cr FRN ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for wicax investment picks
  • Holdings: Waddell & Reed Vanguard Y , Waddell & Reed International Gr Y , Waddell & Reed New Concepts Y , Waddell & Reed Small Cap Y , Toyota Mtr Cr FRN ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for wagrx investment picks
  • Holdings: S+p500 Emini Fut Mar14 Xcme 20140321 , Us 10yr Note (Cbt)jun14 Xcbt 20140619 , PVH Corp , Brookfield Infrastructure Partners LP , Delta Air Lines Inc ,
  • Category: Long/Short Equity
Sign-up for nlsax investment picks
  • Holdings: Danaher Corporation , Thermo Fisher Scientific Inc , US Treasury Note 2.75% , United Technologies Corp , Fiserv, Inc. ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for paclx investment picks
  • Holdings: Oppenheimer Core Bond I , Oppenheimer Limited-Term Government I , Oppenheimer Value I , Oppenheimer International Bond I , Oppenheimer Capital Appreciation I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for oacix investment picks
  • Holdings: Oppenheimer Core Bond I , Oppenheimer Limited-Term Government I , Oppenheimer Value I , Oppenheimer International Bond I , Oppenheimer Capital Appreciation I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for obcix investment picks
  • Holdings: Oppenheimer Core Bond I , Oppenheimer Limited-Term Government I , Oppenheimer Value I , Oppenheimer International Bond I , Oppenheimer Capital Appreciation I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for occix investment picks
  • Holdings: Oppenheimer Core Bond I , Oppenheimer Limited-Term Government I , Oppenheimer Value I , Oppenheimer International Bond I , Oppenheimer Capital Appreciation I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for oncix investment picks
  • Holdings: Oppenheimer Value I , Oppenheimer Capital Appreciation I , Oppenheimer Core Bond I , Oppenheimer International Growth I , Oppenheimer Limited-Term Government I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for oamix investment picks
  • Holdings: Oppenheimer Value I , Oppenheimer Capital Appreciation I , Oppenheimer Core Bond I , Oppenheimer International Growth I , Oppenheimer Limited-Term Government I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for obmix investment picks
  • Holdings: Oppenheimer Value I , Oppenheimer Capital Appreciation I , Oppenheimer Core Bond I , Oppenheimer International Growth I , Oppenheimer Limited-Term Government I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ocmix investment picks
  • Holdings: Oppenheimer Value I , Oppenheimer Capital Appreciation I , Oppenheimer Core Bond I , Oppenheimer International Growth I , Oppenheimer Limited-Term Government I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for onmix investment picks
  • Holdings: Oppenheimer Value I , Oppenheimer Capital Appreciation I , Oppenheimer Core Bond I , Oppenheimer International Growth I , Oppenheimer Limited-Term Government I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for oymix investment picks
  • Holdings: Oppenheimer Core Bond I , Oppenheimer Limited-Term Government I , Oppenheimer Value I , Oppenheimer International Bond I , Oppenheimer Capital Appreciation I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for oycix investment picks
  • Holdings: Oppenheimer Value I , Oppenheimer Capital Appreciation I , Oppenheimer International Growth I , Oppenheimer International Value I , Oppenheimer Main Street Sm- & Mid-Cap I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for oaaax 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: lcfpx - Lord Abbett Convertible P - Large Growth to oaaax - Oppenheimer Active Allc A - Large Growth
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