Funds From: awpax - AllianceBern Intl Growth A to oasvx - Optimum Small-Mid Cap Value A


  • Holdings: Roche Holding AG , Prudential PLC , AIA Group Ltd , British American Tobacco PLC , Nestle SA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for awpax investment picks
  • Holdings: QS Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , Western Asset Core Plus Bond IS , ClearBridge Appreciation IS , ClearBridge Aggressive Growth IS ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for scgrx investment picks
  • Holdings: QS Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , Western Asset Core Plus Bond IS , ClearBridge Appreciation IS , ClearBridge Aggressive Growth IS ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for llaix investment picks
  • Holdings: QS Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , Western Asset Core Plus Bond IS , ClearBridge Appreciation IS , ClearBridge Aggressive Growth IS ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for scgcx investment picks
  • Holdings: QS Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , Western Asset Core Plus Bond IS , ClearBridge Appreciation IS , ClearBridge Aggressive Growth IS ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for sgrbx investment picks
  • Holdings: QS Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , Western Asset Core Plus Bond IS , ClearBridge Appreciation IS , ClearBridge Aggressive Growth IS ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for scgrx investment picks
  • Holdings: Exxon Mobil Corporation , Apple Inc , Chevron Corp , Wells Fargo & Co , JPMorgan Chase & Co ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for dfuex investment picks
  • Holdings: Vantagepoint Equity Income T , Vantagepoint Diversifying Strategies T , Vantagepoint Core Bond Index T , Vantagepoint International T , Vantagepoint Growth T ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for vprmx investment picks
  • Holdings: Russell Mini Fut Sep14 , US Silica Holdings Inc , Acadia Healthcare Co Inc , Healthsouth Corp , Five Below Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for sllax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for jhcdx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for jicdx investment picks
  • Holdings: Apple Inc , Verizon Communications Inc , Microsoft Corp , Oracle Corporation , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for adrrx investment picks
  • Holdings: Apple Inc , Verizon Communications Inc , Microsoft Corp , Oracle Corporation , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for adsix investment picks
  • Holdings: Apple Inc , Verizon Communications Inc , Microsoft Corp , Oracle Corporation , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for adcix investment picks
  • Holdings: Apple Inc , Verizon Communications Inc , Microsoft Corp , Oracle Corporation , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for adccx investment picks
  • Holdings: Apple Inc , Verizon Communications Inc , Microsoft Corp , Oracle Corporation , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for adcvx investment picks
  • Holdings: Apple Inc , Verizon Communications Inc , Microsoft Corp , Oracle Corporation , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for adcvx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for accsx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for acasx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for acasx investment picks
  • Holdings: BlackRock Global Long/Short Credit Instl , Merger Institutional , Avenue Credit Strategies Institutional , Robeco Boston Partners L/S Rsrch Instl , Driehaus Active Income ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for smsax investment picks
  • Holdings: PowerShares DB Commodity Tracking ETF , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , SPDR Barclays High Yield Bond , Groupe Bruxelles Lambert , Anglo Irish Bk Cp ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
Sign-up for avgrx investment picks
  • Holdings: PowerShares DB Commodity Tracking ETF , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , SPDR Barclays High Yield Bond , Groupe Bruxelles Lambert , Anglo Irish Bk Cp ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
Sign-up for avgcx investment picks
  • Holdings: PowerShares DB Commodity Tracking ETF , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , SPDR Barclays High Yield Bond , Groupe Bruxelles Lambert , Anglo Irish Bk Cp ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
Sign-up for avgax investment picks
  • Holdings: PowerShares DB Commodity Tracking ETF , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , SPDR Barclays High Yield Bond , Groupe Bruxelles Lambert , Anglo Irish Bk Cp ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
Sign-up for avgax investment picks
  • Holdings: Flextronics International Ltd , Timken Co , Fairchild Semiconductor International Inc , PolyOne Corp , Myriad Genetics Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for oisvx investment picks
  • Holdings: Flextronics International Ltd , Timken Co , Fairchild Semiconductor International Inc , PolyOne Corp , Myriad Genetics Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for ocsvx investment picks
  • Holdings: Flextronics International Ltd , Timken Co , Fairchild Semiconductor International Inc , PolyOne Corp , Myriad Genetics Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for obsvx investment picks
  • Holdings: Flextronics International Ltd , Timken Co , Fairchild Semiconductor International Inc , PolyOne Corp , Myriad Genetics Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for oasvx investment picks
  • Holdings: Flextronics International Ltd , Timken Co , Fairchild Semiconductor International Inc , PolyOne Corp , Myriad Genetics Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for oasvx 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: awpax - AllianceBern Intl Growth A to oasvx - Optimum Small-Mid Cap Value A
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