Funds From: iceux - MainStay ICAP International I - Large Blend to vtmsx - Vanguard Tax-Managed Small Cap Adm - Small Blend


  • Holdings: Mitsubishi Corp , Novartis AG , Vodafone Group PLC ADR , E On SE , Nippon Telegraph & Telephone Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for iceux investment picks
  • Holdings: Comcast Corp Class A , General Electric Co , Textron Inc , Citigroup Inc , State Street Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for tgdvx investment picks
  • Holdings: Wal-Mart Stores Inc , Home Depot Inc , Amazon.com Inc , CVS Health Corp , Priceline Group Inc ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 2 Stars
Sign-up for ryrax investment picks
  • Holdings: Acuity Brands Inc , The Middleby Corp , Acadia Healthcare Co Inc , Trex Co Inc , Insulet Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for vsccx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for usgdx investment picks
  • Holdings: Cooper Companies , Medivation Inc , Alkermes PLC , Harman International Industries Inc , Palo Alto Networks Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for visgx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for mtgcx investment picks
  • Holdings: Gilead Sciences Cv 1.625% , Micron Tech Cv 3% , Palo Alto Networks 144A Cv , Salesforce Com Cv 0.25% , Wells Fargo & Co, San Francisco Ca Pfd ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for cnsdx investment picks
  • Holdings: Danieli & C Officine Meccaniche SpA Rsp , MorphoSys AG , Linedata Services , DCC PLC , Total Produce PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
Sign-up for esmbx investment picks
  • Holdings: National Grid PLC , American Tower Corp , Enbridge Inc , TransCanada Corp , Sempra Energy ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for utlcx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for wltax investment picks
  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Global Income Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Em Mkts Eq Insights Intl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for goiix investment picks
  • Holdings: Goldman Sachs Global Income Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Strategic Income Instl , Goldman Sachs Intl Eq Insights Instl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for gipsx investment picks
  • Category: Muni Minnesota
  • Morningstar Rating: 4 Stars
Sign-up for fcmnx investment picks
  • Holdings: Netflix Inc , Gilead Sciences Inc , Thermo Fisher Scientific Inc , Alexion Pharmaceuticals Inc , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for anfbx investment picks
  • Holdings: Samsung Electronics Co Ltd , Tencent Holdings Ltd. , China Construction Bank Corp H Shares , Taiwan Semiconductor Manufacturing Co Ltd , Bank Of China Ltd. H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for gbemx investment picks
  • Holdings: Goldman Sachs Global Income Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Strategic Income Instl , Goldman Sachs Intl Eq Insights Instl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for gipix investment picks
  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Lg Cap Gr Insights Instl , Goldman Sachs Em Mkts Eq Insights Intl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ggsix investment picks
  • Holdings: Apple Inc , Comcast Corp Class A , Google Inc , Home Depot Inc , Cadence Design Systems Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for jagrx investment picks
  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Lg Cap Gr Insights Instl , Goldman Sachs Em Mkts Eq Insights Intl , Goldman Sachs Large Cap Value Instl ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for gapsx investment picks
  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Lg Cap Gr Insights Instl , Goldman Sachs Em Mkts Eq Insights Intl , Goldman Sachs Large Cap Value Instl ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for gapix investment picks
  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
Sign-up for pctcx investment picks
  • Holdings: Krispy Kreme Doughnuts Inc , First Citizens BancShares Inc (DE) Class A , Simpson Manufacturing , Mueller Industries Inc , Treehouse Foods Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for ekgyx investment picks
  • Holdings: E-mini S&P MidCap 400 Index Future Dec14 , Equinix Inc , SL Green Realty Corp , Skyworks Solutions Inc , Advance Auto Parts Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for nmpax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for bfabx investment picks
  • Holdings: Balchem Corp , WEX Inc , Lazard Ltd , Mentor Graphics Corp , Euronet Worldwide Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for etegx investment picks
  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Global Income Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Em Mkts Eq Insights Intl ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for goiax investment picks
  • Holdings: McGraw Hill Financial Inc , LM Ericsson Telephone Company Class B , Walt Disney Co , eBay Inc , Citigroup Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for oglyx investment picks
  • Holdings: Apple Inc , Google Inc Class A , Comcast Corp Class A , Microsoft Corp , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mnnyx investment picks
  • Holdings: Vanguard REIT ETF , Teledyne Technologies Inc , Triquint Semiconductor , West Pharmaceutical Services Inc , Tyler Technologies Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for vtmsx 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: iceux - MainStay ICAP International I - Large Blend to vtmsx - Vanguard Tax-Managed Small Cap Adm - 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