Funds From: asibx - Invesco Asia Pacific Growth B to ofdax.lw - O'Shaughnessy Enhanced Dividend A LW


  • Holdings: Industrial And Commercial Bank Of China Ltd. H Shares, Kasikornbank Public Company, Ltd., First Gen Corporation, P.T. Telekomunikasi Indonesia Tbk. Class B, Stella International Holdings Ltd.
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 4 Stars
Sign-up for asibx investment picks
  • Holdings: iShares MSCI EAFE Index, DNB ASA., Toyota Motor Corp, Hannover Rueck SE, Nitto Denko Corporation
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for nsrex investment picks
  • Holdings: Air Methods Corp., Advisory Board Company, Westinghouse Air Brake Technologies Corp, Synchronoss Technologies, Inc., Gulfport Energy Corporation
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
Sign-up for dvsgx investment picks
  • Holdings: Equity, Bond
  • Category: High Yield Muni
  • Morningstar Rating: 1 Stars
Sign-up for hymcx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for itbbx investment picks
  • Holdings: Equity, Bond, Fidelity Total Bond, Fidelity Short-Term Bond, Fidelity Series Broad Market Opps, Fidelity Equity-Income, Fidelity Strategic Real Return
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for frncx investment picks
  • Holdings: HSBC Holdings PLC ADR, Royal Dutch Shell PLC ADR Class B, Vodafone Group PLC ADR, BP PLC ADR, Zurich Insurance Group AG
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for dfccx investment picks
  • Holdings: Kellogg Company, Novartis AG ADR, Sanofi ADR, Symantec Corp, Roche Holding AG
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for chtrx.lw investment picks
  • Holdings: Petroleo Brasileiro SA Petrobras ADR, United Laboratories International Holdings Ltd., KB Investment & Securities Co., Ltd., Egis PLC, Anglogold Ashanti Limited ADR
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
Sign-up for nteax investment picks
  • Holdings: Nu Skin Enterprises, Inc. Class A, CACI International, Inc. Class A, World Acceptance Corporation, Omega Healthcare Investors, Inc., Rent-A-Center, Inc.
  • Category: Small Value
Sign-up for f00000nq2c investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for dccgx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for thyax investment picks
  • Holdings: Equity, Bond, Fidelity Total Bond, Fidelity Series Broad Market Opps, Fidelity Equity-Income, Fidelity Advisor Intl Discovery I, Fidelity Short-Term Bond
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for frqtx investment picks
  • Holdings: Equity, Bond, DFA US Core Equity 2 I, DFA International Core Equity I, DFA US Core Equity 1 I, DFA Emerging Markets Core Equity I, DFA Real Estate Securities I
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for dgeix investment picks
  • Holdings: Citigroup Inc, JPMorgan Chase & Co, Comcast Corp Class A, Pfizer Inc, Allstate Corp
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for acstx investment picks
  • Holdings: Carrefour, Nippon Telegraph & Telephone Corp ADR, Telecom Italia SpA, MS&AD Insurance Group Holdings Inc, Teva Pharmaceutical Industries Ltd ADR
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for naigx.lw investment picks
  • Holdings: New York Community Bancorp, Inc., Hospitality Properties Trust, EPR Properties, Lorillard, Inc., Six Flags Entertainment Corp
  • Category: Mid-Cap Value
Sign-up for tveax.lw investment picks
  • Holdings: Equity, Bond, Berkshire Hathaway Inc Class A
  • Category: Convertibles
  • Morningstar Rating: 1 Stars
Sign-up for gagax.lw investment picks
  • Holdings: Equity, Bond, Qualcomm, Inc., Oracle Corporation, Coca-Cola Co
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for cvtyx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for mgvnx investment picks
  • Holdings: Vodafone Group PLC ADR, BP PLC ADR, Royal Dutch Shell PLC ADR Class B, Mitsubishi UFJ Financial Group, Inc., Wesfarmers Ltd
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for dfvlx investment picks
  • Holdings: Apple Inc, Google, Inc. Class A, Qualcomm, Inc., DISH Network Corp, Goldman Sachs Group Inc
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for cstrx investment picks
  • Holdings: General Motors Co, American International Group Inc, Exelon Corp, Loews Corporation, Weatherford International Ltd
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for nvoax investment picks
  • Holdings: B/E Aerospace Inc, Health Care REIT, Inc., CVS Caremark Corp, Sprint Nextel Corp, National Retail Properties Inc
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for tvdcx investment picks
  • Holdings: Equity, Bond, MainStay Marketfield I, Robeco Boston Partners L/S Rsrch Instl, Aberdeen Equity Long-Short Inst, AQR Managed Futures Strategy I, iShares Cohen & Steers Realty Majors
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for gaisx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for vweax investment picks
  • Holdings: Equity, Bond, Laudus Growth Investors US Large Cap Gr, Schwab Core Equity Inv, Schwab S&P 500 Index, Schwab Total Bond Market, Laudus International MarketMasters Sel
  • Category: Target Date 2021-2025
  • Morningstar Rating: 5 Stars
Sign-up for swhrx investment picks
  • Category: World Bond
  • Morningstar Rating: 1 Stars
Sign-up for dfshx investment picks
  • Holdings: SunTrust Banks Inc, General Mills, Inc., Heineken N.V., Kimberly-Clark Corporation, Raytheon Company
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for lceax.lw investment picks
  • Holdings: AstraZeneca PLC ADR, BAE Systems PLC ADR, Telstra Corp Ltd ADR, Vodafone Group PLC ADR, Canadian Oil Sands Ltd
  • Category: World Stock
Sign-up for ofdax.lw 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 Morningstar Investing Classroom Rewards (earn as you learn and redeem for Morningstar merchandise)
P   Morningstar Fund Analyst Reports (full research on 2,000 funds and ETFs)
P   Morningstar Stock Analyst Reports (full research on 2,000 stocks)
P   Morningstar Stock and Fund Stewardship Grades
P   Portfolio Manager (advanced with 10 x-ray analyses, including guidance)
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 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: asibx - Invesco Asia Pacific Growth B to ofdax.lw - O'Shaughnessy Enhanced Dividend A LW
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