Funds From: rytix - Rydex Technology Inv - Large Growth to sbfax - 1919 Financial Services A - Mid Value


  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Oracle Corporation , International Business Machines Corp ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
Sign-up for rytix investment picks
  • Holdings: JPMorgan US Equity Sel , JPMorgan Intrepid America Sel , JPMorgan Large Cap Value Select , JPMorgan Large Cap Growth Select , JPMorgan Intrepid Growth Sel ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for oggcx investment picks
  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Limited Duration Credit Instl , Columbia Large Value Quantitative I , Columbia Contrarian Core I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for nipax investment picks
  • Holdings: US Treasury Note 0.75% , US Treasury Note 1% , US Treasury Note 3.5% , Apple Inc , US Treasury Note 1.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pgpcx investment picks
  • Holdings: Verizon Communications Inc , AT&T Inc , Cisco Systems Inc , Qualcomm Inc , Crown Castle International Corp ,
  • Category: Communications
  • Morningstar Rating: 2 Stars
Sign-up for rymix investment picks
  • Holdings: Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co , Berkshire Hathaway Inc Class B ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for vivix investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Visa Inc Class A , Union Pacific Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for pogcx investment picks
  • Holdings: Ametek Inc , Donaldson Co Inc , Amphenol Corp Class A , WNS (Holdings) Ltd ADR , Mettler-Toledo International Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for actwx investment picks
  • Holdings: John Wiley & Sons Inc Class A , Wells Fargo & Co , Microsoft Corp , Apple Inc , The Hershey Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pyodx investment picks
  • Holdings: Comcast Corp Class A , General Electric Co , Walt Disney Co , Johnson & Johnson , Lowe's Companies Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for stwax investment picks
  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , British American Tobacco PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
Sign-up for eugax investment picks
  • Holdings: Apple Inc , Microsoft Corp , CVS Health Corp , JPMorgan Chase & Co , Costco Wholesale Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for oyrdx investment picks
  • Holdings: Monsanto Co , EMC Corp , FHLMC 1.75% , Juniper Networks Inc , AMC Networks Inc Class A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mnbax investment picks
  • Holdings: iShares Core MSCI EAFE , British American Tobacco PLC , Roche Holding AG Dividend Right Cert. , UBS Group AG , Eurofins Scientific SE ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for simtx investment picks
  • Holdings: Ping An Insurance Group H Shares , China CNR Corp Ltd Class H , China Pacific Insurance Group H Shares , China Cinda Asset Management Co Ltd Class H , China Construction Bank Corp H Shares ,
  • Category: China Region
  • Morningstar Rating: 2 Stars
Sign-up for dpcax investment picks
  • Holdings: JPMorgan Chase & Co , Chevron Corp , Johnson & Johnson , Wells Fargo & Co , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for actix investment picks
  • Holdings: DexCom Inc , Vail Resorts Inc , Ultimate Software Group Inc , Cepheid , SVB Financial Group ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for wrsyx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for nehcx investment picks
  • Holdings: Alere Inc , AmTrust Financial Services Inc , E*Trade Financial Corp , Belden Inc , LPL Financial Holdings Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for vsmbx investment picks
  • Category: Short Government
  • Morningstar Rating: 2 Stars
Sign-up for gsdcx investment picks
  • Holdings: Nestle SA ADR , Novartis AG ADR , Roche Holding AG ADR , HSBC Holdings PLC ADR , Bayer AG ADR ,
  • Category: Trading-Leveraged Equity
Sign-up for ryeux investment picks
  • Holdings: Intercontinental Exchange Inc , Mylan Inc , W W Grainger Inc , Kate Spade & Co , Whole Foods Market Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for ggocx investment picks
  • Holdings: Apple Inc , Celgene Corp , Visa Inc Class A , Microsoft Corp , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for scgsx investment picks
  • Holdings: Russell Strategic Bond Y , Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Core Equity Y , Russell US Dynamic Equity Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for rblex investment picks
  • Holdings: 30 Year US Treasury Bond Future Mar15 , FNMA 4% TBA , FNMA 4% TBA , Teva Pharmaceutical Industries Ltd ADR , Novartis AG ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for dffix investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for vpbmx investment picks
  • Holdings: Vail Resorts Inc , Ultimate Software Group Inc , DexCom Inc , Cepheid , SVB Financial Group ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for wsgax investment picks
  • Holdings: Simon Property Group Inc , Prologis Inc , AvalonBay Communities Inc , Boston Properties Inc , Vornado Realty Trust ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for urtlx investment picks
  • Holdings: Skyworks Solutions Inc , Advance Auto Parts Inc , Hanesbrands Inc , Community Health Systems Inc , Salix Pharmaceuticals Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for pgmix investment picks
  • Holdings: JPMorgan Chase & Co , Discover Financial Services , Hanover Insurance Group Inc , HCC Insurance Holdings Inc , PNC Financial Services Group Inc ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
Sign-up for sbfax 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: rytix - Rydex Technology Inv - Large Growth to sbfax - 1919 Financial Services A - Mid 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 Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Popularity |  Our Choices |  Most Recent