Funds From: pmdpx - Principal Small-MidCap Dividend Inc P - Small Value to pslcx - Putnam Small Cap Value C - Small Value


  • Holdings: Digital Realty Trust, Inc. , Omega Healthcare Investors, Inc. , Hasbro, Inc. , Atlas Pipeline Partners LP , CYS Investments Inc ,
  • Category: Small Value
Sign-up for pmdpx investment picks
  • Holdings: Russell 2000 Mini Mar14 , Webster Financial Corp , CNO Financial Group, Inc. , Esterline Technologies , Firstmerit Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for ppvix investment picks
  • Holdings: Russell 2000 Mini Mar14 , Webster Financial Corp , CNO Financial Group, Inc. , Esterline Technologies , Firstmerit Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for psmjx investment picks
  • Holdings: Russell 2000 Mini Mar14 , Webster Financial Corp , CNO Financial Group, Inc. , Esterline Technologies , Firstmerit Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for pcptx investment picks
  • Holdings: Russell 2000 Mini Mar14 , Webster Financial Corp , CNO Financial Group, Inc. , Esterline Technologies , Firstmerit Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for pkarx investment picks
  • Holdings: Russell 2000 Mini Mar14 , Webster Financial Corp , CNO Financial Group, Inc. , Esterline Technologies , Firstmerit Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for pjarx investment picks
  • Holdings: Russell 2000 Mini Mar14 , Webster Financial Corp , CNO Financial Group, Inc. , Esterline Technologies , Firstmerit Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for pstwx investment picks
  • Holdings: Russell 2000 Mini Mar14 , Webster Financial Corp , CNO Financial Group, Inc. , Esterline Technologies , Firstmerit Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for plarx investment picks
  • Holdings: Russell 2000 Mini Mar14 , Webster Financial Corp , CNO Financial Group, Inc. , Esterline Technologies , Firstmerit Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for PLARX investment picks
  • Holdings: Centene Corporation , Prospect Capital Corporation , Proassurance Corporation , Curtiss-Wright Corporation , EMCOR Group, Inc. ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for svpix investment picks
  • Holdings: Centene Corporation , Prospect Capital Corporation , Proassurance Corporation , Curtiss-Wright Corporation , EMCOR Group, Inc. ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for svpsx investment picks
  • Holdings: Helen of Troy, Ltd. , Southwest Gas Corporation , PNM Resources Inc , Idacorp, Inc. , Andersons, Inc. ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for pzvax investment picks
  • Holdings: Helen of Troy, Ltd. , Southwest Gas Corporation , PNM Resources Inc , Idacorp, Inc. , Andersons, Inc. ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for pzvax investment picks
  • Holdings: Helen of Troy, Ltd. , Southwest Gas Corporation , PNM Resources Inc , Idacorp, Inc. , Andersons, Inc. ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for pzvbx investment picks
  • Holdings: Helen of Troy, Ltd. , Southwest Gas Corporation , PNM Resources Inc , Idacorp, Inc. , Andersons, Inc. ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for pzvcx investment picks
  • Holdings: Helen of Troy, Ltd. , Southwest Gas Corporation , PNM Resources Inc , Idacorp, Inc. , Andersons, Inc. ,
  • Category: Small Value
  • Morningstar Rating: -1 Stars
Sign-up for psvrx investment picks
  • Holdings: Helen of Troy, Ltd. , Southwest Gas Corporation , PNM Resources Inc , Idacorp, Inc. , Andersons, Inc. ,
  • Category: Small Value
  • Morningstar Rating: -1 Stars
Sign-up for psvzx investment picks
  • Holdings: OFG Bancorp , Strayer Education, Inc. , Alliant Techsystems Inc , Waddell & Reed Financial, Inc. , Towers Watson & Co. Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for pcoax investment picks
  • Holdings: OFG Bancorp , Strayer Education, Inc. , Alliant Techsystems Inc , Waddell & Reed Financial, Inc. , Towers Watson & Co. Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for pcoax investment picks
  • Holdings: OFG Bancorp , Strayer Education, Inc. , Alliant Techsystems Inc , Waddell & Reed Financial, Inc. , Towers Watson & Co. Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for popbx investment picks
  • Holdings: OFG Bancorp , Strayer Education, Inc. , Alliant Techsystems Inc , Waddell & Reed Financial, Inc. , Towers Watson & Co. Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for pcocx investment picks
  • Holdings: OFG Bancorp , Strayer Education, Inc. , Alliant Techsystems Inc , Waddell & Reed Financial, Inc. , Towers Watson & Co. Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for popmx investment picks
  • Holdings: OFG Bancorp , Strayer Education, Inc. , Alliant Techsystems Inc , Waddell & Reed Financial, Inc. , Towers Watson & Co. Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for pcorx investment picks
  • Holdings: OFG Bancorp , Strayer Education, Inc. , Alliant Techsystems Inc , Waddell & Reed Financial, Inc. , Towers Watson & Co. Class A ,
  • Category: Small Blend
  • Morningstar Rating: -1 Stars
Sign-up for popdx investment picks
  • Holdings: OFG Bancorp , Strayer Education, Inc. , Alliant Techsystems Inc , Waddell & Reed Financial, Inc. , Towers Watson & Co. Class A ,
  • Category: Small Blend
  • Morningstar Rating: -1 Stars
Sign-up for pcoex investment picks
  • Holdings: OFG Bancorp , Strayer Education, Inc. , Alliant Techsystems Inc , Waddell & Reed Financial, Inc. , Towers Watson & Co. Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for pycox investment picks
  • Holdings: Validus Holdings, Inc. , Allied World Assurance Company Holdings AG , PartnerRe Ltd. , PNM Resources Inc , Southwest Gas Corporation ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for pslax investment picks
  • Holdings: Validus Holdings, Inc. , Allied World Assurance Company Holdings AG , PartnerRe Ltd. , PNM Resources Inc , Southwest Gas Corporation ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for pslax investment picks
  • Holdings: Validus Holdings, Inc. , Allied World Assurance Company Holdings AG , PartnerRe Ltd. , PNM Resources Inc , Southwest Gas Corporation ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for pslbx investment picks
  • Holdings: Validus Holdings, Inc. , Allied World Assurance Company Holdings AG , PartnerRe Ltd. , PNM Resources Inc , Southwest Gas Corporation ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for pslcx 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: pmdpx - Principal Small-MidCap Dividend Inc P - Small Value to pslcx - Putnam Small Cap Value C - Small 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