Funds From: wpfrx - Westport R - Mid Growth to fablx - Fidelity Advisor Balanced A - Large Growth


  • Holdings: EOG Resources Inc , Universal Health Services Inc Class B , Precision Castparts Corp , MasterCard Inc Class A , Check Point Software Technologies Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for wpfrx investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Royal Dutch Shell PLC Class A , Nestle SA , Novartis AG , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for lgiex investment picks
  • Holdings: Bank of America Corporation , JPMorgan Chase & Co , Citigroup Inc , U.S. Bancorp , Berkshire Hathaway Inc Class B ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
Sign-up for fafcx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for ctbix investment picks
  • Holdings: AllianzGI US Managed Volatility Instl , PIMCO Income Instl , AllianzGI NFJ Dividend Value Instl , AllianzGI NFJ Global Dividend Val Instl , PIMCO Intl StksPLUSĀ® AR Strat (USD-Hg) I ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for palax investment picks
  • Holdings: Lockheed Martin Corp , Archer-Daniels Midland Co , Frontier Communications Corp Class B , Belgacom SA , Northrop Grumman Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for gndcx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for mshax investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Prudential PLC , AIA Group Ltd , Nestle SA , British American Tobacco PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for awpyx investment picks
  • Holdings: Russell Global Equity Y , Russell International Developed Mkts Y , Russell Strategic Bond Y , Russell US Small Cap Equity Y , Russell US Core Equity Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ralcx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for abqux investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Google Inc Class C , Gilead Sciences Inc , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for specx investment picks
  • Holdings: Novartis AG , Total SA , ING Groep N.V. , Nippon Telegraph & Telephone Corp , Royal Dutch Shell PLC Class B ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for pisax investment picks
  • Holdings: Walt Disney Co , Home Depot Inc , Comcast Corp Class A , Priceline Group Inc , TJX Companies ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 3 Stars
Sign-up for fcnix investment picks
  • Holdings: E-mini S&P 500 Index Future Sept14 , Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Trading-Leveraged Equity
Sign-up for blpix investment picks
  • Category: Bank Loan
  • Morningstar Rating: 1 Stars
Sign-up for chiax investment picks
  • Holdings: Royal Dutch Shell PLC Class A , iShares MSCI Japan , Safran SA , Vodafone Group PLC , Mitsubishi UFJ Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for gsicx investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Microsoft Corp , Intel Corp , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for beqax investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , Baidu Inc ADR , Imperial Tobacco Group PLC , Anheuser-Busch Inbev SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for brebx investment picks
  • Holdings: Comcast Corp Class A , AT&T Inc , ConocoPhillips , General Electric Co , CVS Health Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for dfmvx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for nhfix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for gfiix investment picks
  • Holdings: United Technologies Corp , Danaher Corp , Union Pacific Corp , FedEx Corp , Boeing Co ,
  • Category: Industrials
  • Morningstar Rating: 3 Stars
Sign-up for fcltx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Google Inc Class A , Google Inc Class C ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for bgsbx investment picks
  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Schlumberger NV , Walt Disney Co , Biogen Idec Inc ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for nmtax investment picks
  • Holdings: Balchem Corp , Lazard Ltd , WEX Inc , Mentor Graphics Corp , Euronet Worldwide Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for emmgx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Oracle Corporation , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for pagtx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , JPMorgan Chase & Co , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for fadbx investment picks
  • Holdings: EOG Resources Inc , Universal Health Services Inc Class B , Precision Castparts Corp , MasterCard Inc Class A , Check Point Software Technologies Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for wpfix investment picks
  • Holdings: Microsoft Corp , Northrop Grumman Corp , Broadcom Corp , Cardinal Health Inc , Waste Management Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ddicx investment picks
  • Holdings: Apple Inc , Fidelity Cent Invt Portfolios , Google Inc Class C , Procter & Gamble Co , US Treasury Note 1.25% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fablx 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: wpfrx - Westport R - Mid Growth to fablx - Fidelity Advisor Balanced A - Large Growth
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