Funds From: rytrx - Royce Total Return Invmt - Small Value to feqix - Fidelity Equity-Income - Large Value


  • Holdings: E-L Financial Corp Ltd , Bank of Hawaii Corp , AllianceBernstein Holding L.P. , Erie Indemnity Co Class A , Markel Corporation ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for rytrx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Baidu Inc ADR , China Mobile Ltd , MediaTek Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for siemx investment picks
  • Holdings: Fed Natl Mort Assc 4% , Apple Inc , Fed Natl Mort Assc 6% , JPMorgan Chase & Co , Johnson & Johnson ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for paebx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Bank of America Corporation , Citigroup Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for fmagx investment picks
  • Holdings: S+p500 Emini Fut Dec14 Xcme 20141219 , US Treasury Bond 2.875% , JPMorgan Chase & Co , Citigroup Inc , US Treasury Note ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for aabpx investment picks
  • Holdings: Glencore PLC , Schlumberger NV , Pioneer Natural Resources Co , Cimarex Energy Co , Halliburton Co ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for ghaax investment picks
  • Category: Muni Minnesota
  • Morningstar Rating: 3 Stars
Sign-up for famax investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for fltmx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd , Naspers Ltd Class N , Itau Unibanco Holding SA ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for femkx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
Sign-up for accex investment picks
  • Holdings: Nikkei 225 Stock Avg Index Future Dec14 , Roche Holding AG Dividend Right Cert. , Total SA , Australia and New Zealand Banking Group Ltd , Bayer AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for figrx investment picks
  • Holdings: Schwab Total Bond Market , Schwab S&P 500 Index , Schwab International Index , Schwab Small Cap Index ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for swcgx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for fhigx investment picks
  • Holdings: Korn/Ferry International , Tutor Perini Corp , UIL Holdings Corp , Webster Financial Corp , MFA Financial Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for fscax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
Sign-up for fagix investment picks
  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , General Electric Co , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for fgrix investment picks
  • Holdings: Wells Fargo & Co , Johnson & Johnson , ConocoPhillips , Chevron Corp , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for ogibx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for fgovx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for fgoix investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
Sign-up for fgmnx investment picks
  • Holdings: Apple Inc , Wells Fargo & Co , Johnson & Johnson , E-mini S&P 500 Index Future Dec14 , Microsoft Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ffidx investment picks
  • Holdings: LXB Retail Properties Ord , Starwood Property Trust, Inc. , Kenedix Inc. , Colony Financial Inc , Songbird Estates PLC ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for eueyx investment picks
  • Holdings: Apple Inc , American Airlines Group Inc , Gilead Sciences Inc , Facebook Inc Class A , Monster Beverage Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for fdffx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for fbndx investment picks
  • Category: Short Government
  • Morningstar Rating: 4 Stars
Sign-up for ffxsx investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Google Inc Class C , Gilead Sciences Inc , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for alarx investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Nestle SA , Total SA , Shire PLC , British American Tobacco PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
Sign-up for fieux investment picks
  • Holdings: Guggenheim Strategy I , Apple Inc , Microsoft Corp , Intel Corp , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for ryocx investment picks
  • Holdings: Chevron Corp , Exxon Mobil Corporation , JPMorgan Chase & Co , Johnson & Johnson , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for feqtx investment picks
  • Holdings: JPMorgan Chase & Co , Chevron Corp , General Electric Co , Cisco Systems Inc , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for feqix investment picks
Premium Membership: Features and Benefits
Wide-Moat Screener for Stocks

Put a moat around your portfolio. Sniff out the most promising opportunities that can ride through any market.

Gold Medalist Screener for Funds

Narrow the available universe of 5000 funds to the top rated gold and silver. Then, sort for manager tenure, expense ratio, risk and return to create your own index-beating fund watchlist.

Thousands of Premium Analyst Reports

While many of our competitors measure a stock's worth with a computer program, Morningstar's staff of 150+ analyst sift through company fillings, financial data and a wealth of other sources to deliver an unvarnished review of any investment. In fact, twelve Morningstar analysts have been recognized by WSJ as "Best on the Street" in the US.

Premium Portfolio Monitor

Make decisions with confidence. Load your investments into our research center and automatically connect to all our proprietary tools and data points.

Mobile

Never be without critical research. Free with your active membership, take our Premium data and guidance wherever you go with Morningstar for iPad®, iPhone®, and Android apps.

Morningstar's Guarantee

We're looking out for you. If after your 14-day free trial, you find that a Morningstar Premium membership is not for you, cancel any time and we'll be happy to refund the unused portion - no questions asked.

Go Premium!
Exclusive Premium Member Benefits
Get the best thinking of 150+ disciplined
objective, experienced analysts-dedicated to
specific industries and securities.
+2,500 Analyst Reports
Wide Moat Screener for Stocks
Medalist Screener for Funds
Premium Portfolio Manager with X-Ray & Monitor
Premium eNewsletters
Morningstar Basic Benefits (All)
Sign up now - No charge for the first 14 days
Funds From: rytrx - Royce Total Return Invmt - Small Value to feqix - Fidelity Equity-Income - Large 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