Funds From: dhtax - Diamond Hill Select A to pvfix - Pinnacle Value


  • Holdings: Willis Group Holdings PLC , Valeant Pharmaceuticals International Inc , Whirlpool Corp , Twenty-First Century Fox Inc Class B , Hub Group Inc Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for dhtax investment picks
  • Holdings: Stanley Black & Decker Inc , Oracle Corporation , Western Union Co , National Oilwell Varco Inc , Lockheed Martin Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for arffx investment picks
  • Holdings: RidgeWorth Large Cap Growth Stock IS , RidgeWorth Large Cap Value Equity IS , RidgeWorth Total Return Bond IS , RidgeWorth Mid-Cap Value Equity IS , iShares Core S&P 500 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for clvgx investment picks
  • Holdings: RidgeWorth Large Cap Growth Stock IS , RidgeWorth Large Cap Value Equity IS , RidgeWorth Total Return Bond IS , RidgeWorth Mid-Cap Value Equity IS , iShares Core S&P 500 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for sgilx investment picks
  • Holdings: RidgeWorth Large Cap Growth Stock IS , RidgeWorth Large Cap Value Equity IS , RidgeWorth Total Return Bond IS , RidgeWorth Mid-Cap Value Equity IS , iShares Core S&P 500 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for sgiax investment picks
  • Holdings: RidgeWorth Large Cap Growth Stock IS , RidgeWorth Large Cap Value Equity IS , RidgeWorth Total Return Bond IS , RidgeWorth Mid-Cap Value Equity IS , iShares Core S&P 500 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sgiax investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 2 Stars
Sign-up for emaix investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 1 Stars
Sign-up for ezmax investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 1 Stars
Sign-up for exmax investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 1 Stars
Sign-up for exmax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for eigix investment picks
  • Holdings: Klondex Mines Ltd , Franco-Nevada Corp , Kirkland Lake Gold Inc , Royal Gold Inc , Comstock Mining Inc ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
Sign-up for userx investment picks
  • Holdings: Alerian MLP ETF , BlackRock High Yield Bond Instl , BlackRock Floating Rate Income Instl , SPDR® Wells Fargo Preferred Stock ETF , Market Vectors® Pref Secs exFincls ETF ,
  • Category: Tactical Allocation
Sign-up for hhiix investment picks
  • Holdings: Alerian MLP ETF , BlackRock High Yield Bond Instl , BlackRock Floating Rate Income Instl , SPDR® Wells Fargo Preferred Stock ETF , Market Vectors® Pref Secs exFincls ETF ,
  • Category: Tactical Allocation
Sign-up for f00000ondo investment picks
  • Holdings: Alerian MLP ETF , BlackRock High Yield Bond Instl , BlackRock Floating Rate Income Instl , SPDR® Wells Fargo Preferred Stock ETF , Market Vectors® Pref Secs exFincls ETF ,
  • Category: Tactical Allocation
Sign-up for us41012r6541 investment picks
  • Holdings: Alerian MLP ETF , BlackRock High Yield Bond Instl , BlackRock Floating Rate Income Instl , SPDR® Wells Fargo Preferred Stock ETF , Market Vectors® Pref Secs exFincls ETF ,
  • Category: Tactical Allocation
Sign-up for hhicx investment picks
  • Holdings: Alerian MLP ETF , BlackRock High Yield Bond Instl , BlackRock Floating Rate Income Instl , SPDR® Wells Fargo Preferred Stock ETF , Market Vectors® Pref Secs exFincls ETF ,
  • Category: Tactical Allocation
Sign-up for HHICX investment picks
  • Holdings: Alerian MLP ETF , BlackRock High Yield Bond Instl , BlackRock Floating Rate Income Instl , SPDR® Wells Fargo Preferred Stock ETF , Market Vectors® Pref Secs exFincls ETF ,
  • Category: Tactical Allocation
Sign-up for f00000ondn investment picks
  • Holdings: Alerian MLP ETF , BlackRock High Yield Bond Instl , BlackRock Floating Rate Income Instl , SPDR® Wells Fargo Preferred Stock ETF , Market Vectors® Pref Secs exFincls ETF ,
  • Category: Tactical Allocation
Sign-up for us41012r6624 investment picks
  • Holdings: Alerian MLP ETF , BlackRock High Yield Bond Instl , BlackRock Floating Rate Income Instl , SPDR® Wells Fargo Preferred Stock ETF , Market Vectors® Pref Secs exFincls ETF ,
  • Category: Tactical Allocation
Sign-up for hhiax investment picks
  • Holdings: Alerian MLP ETF , BlackRock High Yield Bond Instl , BlackRock Floating Rate Income Instl , SPDR® Wells Fargo Preferred Stock ETF , Market Vectors® Pref Secs exFincls ETF ,
  • Category: Tactical Allocation
Sign-up for HHIAX investment picks
  • Holdings: Synovus Financial Corp , Alaska Air Group Inc , Mednax Inc , Snap-on Inc , Raymond James Financial Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for dserx investment picks
  • Holdings: Synovus Financial Corp , Alaska Air Group Inc , Mednax Inc , Snap-on Inc , Raymond James Financial Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for dsecx investment picks
  • Holdings: Synovus Financial Corp , Alaska Air Group Inc , Mednax Inc , Snap-on Inc , Raymond James Financial Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for dseax investment picks
  • Holdings: Synovus Financial Corp , Alaska Air Group Inc , Mednax Inc , Snap-on Inc , Raymond James Financial Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for dseax investment picks
  • Holdings: Synovus Financial Corp , Alaska Air Group Inc , Mednax Inc , Snap-on Inc , Raymond James Financial Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for DSEAX investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for tdsbx investment picks
  • Holdings: Facebook Inc Class A , Union Pacific Corp , Honeywell International Inc , Gilead Sciences Inc , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for nthfx investment picks
  • Holdings: iShares MSCI EAFE , Vanguard FTSE All-World ex-US ETF , Alimentation Couche-Tard Inc , Jazz Pharmaceuticals PLC , Guangdong Investment Ltd ,
  • Category: Foreign Large Blend
Sign-up for tmrfx investment picks
  • Holdings: First Acceptance Corp , Hallmark Financial Services Inc , Capital Southwest Corporation , SWK Holdings Corp , Montpelier RE Holdings Ltd ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for pvfix 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: dhtax - Diamond Hill Select A to pvfix - Pinnacle 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