Funds From: sfilx - Schwab Fdmtl Intl Sm Co Idx - Mid Blend to tarex - Third Avenue Real Estate Value Instl - Mid Blend


  • Holdings: iShares MSCI EAFE Small-Cap , Gamesa Corporacion Tecnologica, S.A. , Rautaruukki Oyj , Darty PLC , Enterprise Inns PLC ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
Sign-up for sfilx investment picks
  • Holdings: Simon Property Group Inc , Mitsubishi Estate , Mitsui Fudosan Co., Ltd. , Ventas Inc , Land Securities Group PLC ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for swasx investment picks
  • Holdings: Simon Property Group Inc , Prologis Inc , Public Storage , Host Hotels & Resorts Inc , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for setax investment picks
  • Holdings: Simon Property Group Inc , Prologis Inc , Public Storage , Host Hotels & Resorts Inc , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for seirx investment picks
  • Holdings: Keurig Green Mountain Inc , Henry Schein, Inc. , Cimarex Energy Company , Tractor Supply Co , Affiliated Managers Group Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for spmix investment picks
  • Holdings: Keurig Green Mountain Inc , Henry Schein, Inc. , Cimarex Energy Company , Tractor Supply Co , Affiliated Managers Group Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for midkx investment picks
  • Holdings: iShares Short Treasury Bond , First Trust Europe AlphaDEX , First Trust Japan AlphaDEX , First Trust Consumer Staples AlphaDEX , First Trust Indust/Producer Dur AlphaDEX ,
  • Category: World Stock
Sign-up for spgax investment picks
  • Holdings: iShares Short Treasury Bond , First Trust Europe AlphaDEX , First Trust Japan AlphaDEX , First Trust Consumer Staples AlphaDEX , First Trust Indust/Producer Dur AlphaDEX ,
  • Category: World Stock
Sign-up for SPGAX investment picks
  • Holdings: iShares Short Treasury Bond , First Trust Europe AlphaDEX , First Trust Japan AlphaDEX , First Trust Consumer Staples AlphaDEX , First Trust Indust/Producer Dur AlphaDEX ,
  • Category: World Stock
Sign-up for spgcx investment picks
  • Holdings: iShares Short Treasury Bond , First Trust Europe AlphaDEX , First Trust Japan AlphaDEX , First Trust Consumer Staples AlphaDEX , First Trust Indust/Producer Dur AlphaDEX ,
  • Category: World Stock
Sign-up for spgfx investment picks
  • Holdings: iShares Short Treasury Bond , First Trust Europe AlphaDEX , First Trust Japan AlphaDEX , First Trust Consumer Staples AlphaDEX , First Trust Indust/Producer Dur AlphaDEX ,
  • Category: World Stock
Sign-up for SPGFX investment picks
  • Holdings: Simon Property Group Inc , Boston Properties Inc , Dupont Fabros Technology Inc , Digital Realty Trust, Inc. , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for soaax investment picks
  • Holdings: Simon Property Group Inc , Boston Properties Inc , Dupont Fabros Technology Inc , Digital Realty Trust, Inc. , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 1 Stars
Sign-up for soaax investment picks
  • Holdings: Simon Property Group Inc , Equity Residential , Prologis Inc , Host Hotels & Resorts Inc , Vornado Realty Trust ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for ssrex investment picks
  • Holdings: Western Digital Corporation , ValueClick, Inc. , EMCOR Group, Inc. , Itron Inc. , Terra Nitrogen Company, L.P. ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for scmfx investment picks
  • Holdings: Mylan Inc , Chicago Bridge & Iron Company , United Rentals Inc , SVB Financial Group , MasTec, Inc. ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for strgx investment picks
  • Holdings: Simon Property Group Inc , SL Green Realty Corporation , The Macerich Company , General Growth Properties Inc , First Industrial Realty Trust Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for stmdx investment picks
  • Holdings: United Rentals Inc , EnerSys, Inc. , MasTec, Inc. , Chicago Bridge & Iron Company , Belden, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for stscx investment picks
  • Holdings: Simon Property Group Inc , Public Storage , Prologis Inc , Equity Residential , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for trrex investment picks
  • Holdings: Simon Property Group Inc , Public Storage , Prologis Inc , Equity Residential , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for parex investment picks
  • Holdings: African Minerals Ltd , Iida Group Holdings Co Ltd. , Techtronic Industries Co., Ltd. , Ensign Energy Services Inc. , Tripod Technology Corporation ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 2 Stars
Sign-up for finex investment picks
  • Holdings: African Minerals Ltd , Iida Group Holdings Co Ltd. , Techtronic Industries Co., Ltd. , Ensign Energy Services Inc. , Tripod Technology Corporation ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 2 Stars
Sign-up for finex investment picks
  • Holdings: African Minerals Ltd , Iida Group Holdings Co Ltd. , Techtronic Industries Co., Ltd. , Ensign Energy Services Inc. , Tripod Technology Corporation ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 2 Stars
Sign-up for ftfax investment picks
  • Holdings: African Minerals Ltd , Iida Group Holdings Co Ltd. , Techtronic Industries Co., Ltd. , Ensign Energy Services Inc. , Tripod Technology Corporation ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 2 Stars
Sign-up for fcfsx investment picks
  • Holdings: Industries Qatar JSC , OMV Petrom , Ooredoo Q.S.C. , Zenith Bank PLC , Mtn Group Limited ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for tfmax investment picks
  • Holdings: Industries Qatar JSC , OMV Petrom , Ooredoo Q.S.C. , Zenith Bank PLC , Mtn Group Limited ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for tfmax investment picks
  • Holdings: Industries Qatar JSC , OMV Petrom , Ooredoo Q.S.C. , Zenith Bank PLC , Mtn Group Limited ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for ffrzx investment picks
  • Holdings: Industries Qatar JSC , OMV Petrom , Ooredoo Q.S.C. , Zenith Bank PLC , Mtn Group Limited ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for ffrmx investment picks
  • Holdings: Techtronic Industries Co., Ltd. , Amer Sports Oyj , Huhtamäki Oyj , Kobayashi Pharmaceutical Co., Ltd. , Aalberts Industries NV ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 4 Stars
Sign-up for tfscx investment picks
  • Holdings: Forest City Enterprises Inc Class A , Newhall Holding Co Llc, Class A , Weyerhaeuser Co , Cheung Kong Holdings, Ltd. , Lowe's Companies Inc. ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
Sign-up for tarex 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: sfilx - Schwab Fdmtl Intl Sm Co Idx - Mid Blend to tarex - Third Avenue Real Estate Value Instl - Mid 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