Funds From: nolcx - Northern Large Cap Core - Large Value to smlkx - Shelton S&P Smallcap Index K - Small Blend


  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for nolcx investment picks
  • Holdings: Samsung Electronics Co Ltd , China Construction Bank Corp H Shares , China Mobile Ltd ADR , Samsung Electronics Co Ltd GDR , Tencent Holdings Ltd. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for dfesx investment picks
  • Holdings: Nestle SA , Royal Dutch Shell PLC ADR Class B , BP PLC ADR , Total SA , HSBC Holdings PLC ADR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for dfiex investment picks
  • Holdings: AT&T Inc , Exxon Mobil Corporation , Chevron Corp , Apple Inc , JPMorgan Chase & Co ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for dfvex investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for fnihx investment picks
  • Holdings: Invesco Core Plus Bond R6 , Invesco Dividend Income R6 , Invesco Premium Income R6 , Invesco High Yield R6 , Invesco Corporate Bond R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ilaax investment picks
  • Holdings: WCI Communities Inc , Glimcher Realty Trust , Parkway Properties Inc , Physicians Realty Trust , Hersha Hospitality Trust ,
  • Category: Real Estate
  • Morningstar Rating: 5 Stars
Sign-up for hlrrx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for ghyyx investment picks
  • Holdings: Sanofi , Roche Holding AG Dividend Right Cert. , GlaxoSmithKline PLC , BNP Paribas , Samsung Electronics Co Ltd GDR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for iftix investment picks
  • Holdings: Sanofi , Roche Holding AG Dividend Right Cert. , GlaxoSmithKline PLC , BNP Paribas , Samsung Electronics Co Ltd GDR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for iftax investment picks
  • Holdings: Sanofi , Roche Holding AG Dividend Right Cert. , GlaxoSmithKline PLC , BNP Paribas , Samsung Electronics Co Ltd GDR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for iftsx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for iphix investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for iphsx investment picks
  • Holdings: Northrop Grumman Corp , Wells Fargo & Co , Allstate Corp , JPMorgan Chase & Co , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for alnfx investment picks
  • Holdings: Zurich Insurance Group AG ADR , Teva Pharmaceutical Industries Ltd ADR , HSBC Holdings PLC , Royal Dutch Shell PLC ADR Class A , Sasol Ltd ADR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for aivax investment picks
  • Holdings: Franklin Growth R6 , Franklin Rising Dividends R6 , Franklin DynaTech R6 , Templeton Foreign R6 , Franklin Mutual European R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fgtzx 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 fmtzx investment picks
  • Holdings: Templeton Global Total Return R6 , Franklin US Government Secs R6 , Franklin Growth R6 , Franklin Low Duration Total Return R6 , Franklin Rising Dividends R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ftczx investment picks
  • Holdings: Consolidated Water Co Ltd , Apache Corporation , CVR Refining LP , Calavo Growers Inc , Intel Cv 2.95% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for twoax investment picks
  • Category: Long Government
  • Morningstar Rating: 3 Stars
Sign-up for flbix investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for fibix investment picks
  • Category: Long Government
  • Morningstar Rating: 3 Stars
Sign-up for flbax investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for fibax investment picks
  • Category: Short Government
  • Morningstar Rating: 4 Stars
Sign-up for fsbax investment picks
  • Category: Short Government
  • Morningstar Rating: 4 Stars
Sign-up for fsbix investment picks
  • Holdings: West Pharmaceutical Services Inc , Bank of Hawaii Corp , IPG Photonics Corp , Clarcor Inc , MarketAxess Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for bosox investment picks
  • Category: Short Government
  • Morningstar Rating: 1 Stars
Sign-up for stukx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for spxkx investment picks
  • Holdings: Skyworks Solutions Inc , Advance Auto Parts Inc , Hanesbrands Inc , Henry Schein Inc , SL Green Realty Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for midkx investment picks
  • Holdings: Centene Corp , Mallinckrodt PLC , LaSalle Hotel Properties , Teledyne Technologies Inc , West Pharmaceutical Services Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for smlkx 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: nolcx - Northern Large Cap Core - Large Value to smlkx - Shelton S&P Smallcap Index K - Small Blend
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