Funds From: fisex - Franklin Equity Income A - Large Value to iautx - Invesco Dividend Income A - Large Value


  • Holdings: Equity, Bond, JPMorgan Chase & Co, BlackRock Inc, Nike, Inc. Class B, Sanofi ADR, Exxon Mobil Corporation
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for fisex investment picks
  • Holdings: BCE Inc, Vodafone Group PLC, PPL Corp, Swisscom AG, Verizon Communications Inc
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for epskx investment picks
  • Holdings: Wells Fargo & Co, JPMorgan Chase & Co, Bank of America Corporation, Citigroup Inc, Berkshire Hathaway Inc Class B
  • Category: Financial
  • Morningstar Rating: 2 Stars
Sign-up for vfaix investment picks
  • Holdings: Equity, Bond
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for hstrx investment picks
  • Holdings: Exxon Mobil Corporation, NextEra Energy Inc, Chevron Corp, Verizon Communications Inc, Bristol-Myers Squibb Company
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for coplx investment picks
  • Holdings: LyondellBasell Industries NV, Cott Corp, Sanofi ADR, General Motors Co, Symantec Corp
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for fslsx investment picks
  • Holdings: Hewlett-Packard Co, Spectrum Brands Holdings Inc, Walter Investment Management Corp, Microsoft Corporation, Jefferies Group, Inc.
  • Category: Large Value
Sign-up for goodx investment picks
  • Holdings: General Mills, Inc., Heineken N.V., SunTrust Banks Inc, Kimberly-Clark Corporation, Campbell Soup Co
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for lcefx investment picks
  • Holdings: Johnson & Johnson, Pfizer Inc, Merck & Co Inc, Bristol-Myers Squibb Company, Eli Lilly and Company
  • Category: Health
  • Morningstar Rating: 2 Stars
Sign-up for phpix investment picks
  • Holdings: ITC Holdings Corp, Sempra Energy, NextEra Energy Inc, Wisconsin Energy Corporation, Northeast Utilities
  • Category: Utilities
  • Morningstar Rating: 3 Stars
Sign-up for evuax investment picks
  • Holdings: Equity, Bond, Columbia US Govt Mortgage I, Columbia Dividend Opportunity I, Columbia High Yield Bond I, Columbia Floating Rate I, Columbia Emerging Markets Bond I
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for rbbcx investment picks
  • Holdings: Duke Energy Corporation, Edison International, NextEra Energy Inc, American Electric Power Co Inc, Southern Co
  • Category: Utilities
  • Morningstar Rating: 3 Stars
Sign-up for us3534964099 investment picks
  • Holdings: Equity, Bond, American International Group Inc, Valassis Communications Inc, Capital One Financial Corp, Bank of America Corporation, JPMorgan Chase & Co
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for hwaix investment picks
  • Holdings: Berkshire Hathaway Inc Class B, Wells Fargo & Co, Pfizer Inc, Exxon Mobil Corporation, Citigroup Inc
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for jdvwx investment picks
  • Holdings: Stryker Corporation, TE Connectivity Ltd, MKS Instruments, Inc., Xylem Inc, Imperial Oil Ltd
  • Category: Large Value
Sign-up for ncvlx investment picks
  • Holdings: OAO Gazprom ADR, PetroChina Co Ltd H Shares, CNOOC, Ltd., Vale SA ADR, Infosys Ltd
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
Sign-up for tpbrx investment picks
  • Holdings: Equity, Bond, iShares iBoxx $ Invest Grade Corp Bond
  • Category: Multialternative
Sign-up for wmcnx investment picks
  • Holdings: Sanofi, Hewlett-Packard Co, Roche Holding AG, Microsoft Corporation, Wells Fargo & Co
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for dodwx investment picks
  • Holdings: Marathon Oil Corp, Duke Energy Corporation, Altria Group Inc., MetLife Inc, CSX Corp
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for kdhax investment picks
  • Holdings: LinnCo LLC, Taiwan Semiconductor Manufacturing ADR, Cracker Barrel Old Country Store, Inc., Verizon Communications Inc, Coca-Cola Co
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for hdpex investment picks
  • Holdings: Equity, Bond, Denbury Resources Inc, Apple Inc, Loews Corporation, Mosaic Co, Patterson-UTI Energy, Inc.
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
Sign-up for wilsx investment picks
  • Holdings: AT&T Inc, Verizon Communications Inc, Public Service Enterprise Group Inc, PG&E Corp, PPL Corp
  • Category: Utilities
  • Morningstar Rating: 3 Stars
Sign-up for bulix investment picks
  • Holdings: iShares MSCI Emerging Markets Index, China Mobile Ltd., Shinhan Financial Group Co., Ltd., America Movil, S.A.B. de C.V., OAO Gazprom ADR
  • Category: Diversified Emerging Mkts
Sign-up for dcmex investment picks
  • Holdings: JPMorgan Chase & Co, Amgen Inc, Pfizer Inc, Johnson & Johnson
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for bpavx investment picks
  • Holdings: General Electric Co, JPMorgan Chase & Co, Pfizer Inc, Wells Fargo & Co, Johnson & Johnson
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for inutx investment picks
  • Holdings: Equity, Bond, Merck & Co Inc, General Electric Co, Wells Fargo & Co, Exelon Corp, Duke Energy Corporation
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for fkinx investment picks
  • Holdings: Equity, Bond, Pfizer Inc
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for thyfx investment picks
  • Holdings: Samsung Electronics Co Ltd, Banco do Brasil SA BB Brasil, OAO Gazprom ADR, OAO Lukoil ADR, Petroleo Brasileiro SA Petrobras ADR
  • Category: Diversified Emerging Mkts
Sign-up for amcex investment picks
  • Holdings: Comerica Inc, Citigroup Inc, BNP Paribas, Bank of America Corporation, Blackstone Group LP
  • Category: Financial
  • Morningstar Rating: 2 Stars
Sign-up for fidsx investment picks
  • Holdings: Lockheed Martin Corporation, Kraft Foods Group Inc, Pepco Holdings Inc, Johnson & Johnson, Duke Energy Corporation
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for iautx 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: fisex - Franklin Equity Income A - Large Value to iautx - Invesco Dividend Income A - 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