Funds From: otfcx - Oppenheimer Capital Appreciation C to wiisx - William Blair Intl Small Cap Gr Instl


  • Holdings: Apple Inc , Biogen Idec Inc , Facebook Inc Class A , Gilead Sciences Inc , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for otfcx investment picks
  • Holdings: NextEra Energy Inc , ITC Holdings Corp , Edison International , Sempra Energy , Northeast Utilities ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
Sign-up for evubx investment picks
  • Category: Short-Term Bond
Sign-up for gifrx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for khybx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for nipix investment picks
  • Holdings: Microsoft Corp , Apple Inc , Google Inc Class A , Verizon Communications Inc , Oracle Corporation ,
  • Category: Large Growth
Sign-up for acdjx investment picks
  • Holdings: Microsoft Corp , Merck & Co Inc , Medtronic Inc , White Mountains Insurance Group Ltd , Apple Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for temtx investment picks
  • Holdings: Mobile Mini Inc , On Assignment Inc , The Middleby Corp , H&E Equipment Services Inc , Ultimate Software Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for odibx investment picks
  • Holdings: Mead Johnson Nutrition Co , Rockwood Holdings Inc , Wynn Resorts Ltd , BorgWarner Inc , United Continental Holdings Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for wtslx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for lcatx investment picks
  • Holdings: iShares Core S&P Mid-Cap , iShares MSCI EAFE , iShares Core MSCI Emerging Market , US Treasury Note 1.75% , iShares MSCI United Kingdom ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for uscrx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
Sign-up for lroax investment picks
  • Holdings: Johnson & Johnson , Wells Fargo & Co, San Francisco Ca Pfd , Exxon Mobil Corporation , Bk Amer Pfd , PNC Financial Services Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for aekbx investment picks
  • Holdings: Pentair Ltd , Johnson & Johnson , Roper Industries Inc , Air Products & Chemicals Inc , Praxair Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for frdrx investment picks
  • Holdings: Verizon Communications Inc , Merck & Co Inc , Lorillard Inc , HSBC Holdings PLC ADR , BP PLC ADR ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for osvyx investment picks
  • Holdings: Google Inc , JPMorgan Chase & Co , KLA-Tencor Corporation , Cisco Systems Inc , U.S. Bancorp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for wogsx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
Sign-up for sgbfx investment picks
  • Holdings: Loomis Sayles Bond Instl , First Eagle Global A , Wells Fargo Advantage Growth Adm , SPDR S&P MidCap 400 , Harding Loevner International Eq Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ncipx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for jnstx investment picks
  • Holdings: Exxon Mobil Corporation , Apple Inc , JPMorgan Chase & Co , Wells Fargo & Co , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for afdix investment picks
  • Holdings: NextEra Energy Inc , Duke Energy Corporation , Edison International , Dominion Resources Inc , Sempra Energy ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
Sign-up for fkutx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Walt Disney Co , Biogen Idec Inc , Facebook Inc Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for onaix investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Samsung Electronics Co Ltd , BB Seguridade Participacoes SA , MediaTek Inc , Itau Unibanco Holding S.A. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for welnx investment picks
  • Holdings: PIMCO StocksPLUS Instl , PIMCO CommoditiesPLUS Strategy Instl , PIMCO Intl StksPLUSĀ® AR Strat (USD-Hg) I , PIMCO Small Cap StocksPLUS AR Inst , PIMCO Real Estate Real Return Strategy I ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
Sign-up for pivdx investment picks
  • Holdings: Sandisk 144A Cv 0.5% , Gilead Sciences Cv 1.625% , Salesforce Com Cv 0.25% , Illumina 144A Cv 0.25% , United Tech ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for cicvx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for fmcfx investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Prologis Inc , Boston Properties Inc , Essex Property Trust Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for arytx investment picks
  • Holdings: Power Assets Holdings Ltd , Enbridge Inc , Abertis Infraestructuras SA , Snam SpA , Atlantia ,
  • Category: Utilities
Sign-up for fmgix investment picks
  • Holdings: Nektar Therapeutics Inc , Nokia Oyj , Advanced Micro Devices Inc , MorphoSys AG , Tesla Motors Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for ogiyx investment picks
  • Holdings: Topdanmark , Yes Bank Ltd , Fischer (Georg) Reg Common Stock Chf10. , Hays PLC , Hexpol AB Class B ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
Sign-up for wiisx 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: otfcx - Oppenheimer Capital Appreciation C to wiisx - William Blair Intl Small Cap Gr Instl
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