Funds From: pvmix - Principal MidCap Value I Inst to hsmtx - Hartford Small/Mid Cap Equity R5


  • Holdings: E-mini S&P MidCap 400 Index Future June14 , Lincoln National Corp , Cigna Corp , Cardinal Health Inc , Agilent Technologies Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for pvmix investment picks
  • Holdings: News Corp Class A , Alliance Data Systems Corp , SPDR S&P 500 , CBS Corp Class B , SBA Communications Corp ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for heocx investment picks
  • Holdings: 5 Year US Treasury Note Future June14 , FNMA , MSCI EAFE Index Future June14 , Fannie Mae Single Family TBA 3.5% 2029-05-01 , Ultra Treasury Bond Future June14 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for aahyx investment picks
  • Holdings: Apple Inc , NYSE/Liffe 2 Year US Treasury Note Future June14 , FedEx Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for csgcx investment picks
  • Holdings: Chevron Corp , Exxon Mobil Corporation , Royal Dutch Shell PLC ADR Class A , ConocoPhillips , Schlumberger NV ,
  • Category: Equity Energy
  • Morningstar Rating: 2 Stars
Sign-up for bacbx investment picks
  • Holdings: Kongsberg Gruppen ASA , Mitsubishi UFJ Lease & Finance Co Ltd , Hoshizaki Electric Co., Ltd. , gategroup Holding AG , SCSK Corporation ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
Sign-up for hnsrx investment picks
  • Holdings: MSCI EAFE Index Future June14 , Novartis AG , Sanofi , Daimler AG , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for pinsx investment picks
  • Holdings: Guggenheim Strategy I , Csfbswap , Brswap , Gsswap , Csfbswap ,
  • Category: Bear Market
Sign-up for ryirx investment picks
  • Holdings: Columbia Emerging Markets Bond I , Columbia US Government Mortgage I , Columbia High Yield Bond I , Columbia Dividend Opportunity I , Columbia Global Dividend Opportunity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rbbax investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
Sign-up for ngimx investment picks
  • Holdings: Visa Inc Class A , Google Inc Class A , Twenty-First Century Fox Inc Class A , Comcast Corp Class A , Priceline Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for mrfgx investment picks
  • Holdings: Alkermes PLC , Advance Auto Parts Inc , Equifax Inc , Genpact Ltd , Robert Half International Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for himcx investment picks
  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst , Principal Diversified Intl Inst ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for sacax investment picks
  • Holdings: US Treasury Bill , PowerShares DB Commodity Index Tracking , SPDR Barclays High Yield Bond , Groupe Bruxelles Lambert , Anglo Irish Bk Cp ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
Sign-up for avgax investment picks
  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for rsfbx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
Sign-up for dvacx investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , General Electric Co , Chevron Corp , Comcast Corp Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for mddvx investment picks
  • Holdings: NXP Semiconductors NV , Methanex Corp , Unum Group , Arrow Electronics Inc , Reinsurance Group of America Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for hmvyx investment picks
  • Holdings: Rite Aid Corp , ARRIS Group Inc , Aspen Technology Inc , EnerSys , Manhattan Associates Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for pllax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for cmfix investment picks
  • Holdings: Merck & Co Inc , Royal Dutch Shell PLC ADR Class A , Wells Fargo & Co , Dow Chemical Co , BP PLC ADR ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for iifix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for wfbix investment picks
  • Holdings: Japan Airlines Co Ltd , Sinclair Broadcast Group Inc , American International Group Inc , Nexstar Broadcasting Group Inc Class A , SPDR Gold Shares ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for bmcax investment picks
  • Holdings: Web.com Group Inc , Altra Industrial Motion Corp , Envision Healthcare Holdings Inc , Team Health Holdings Inc , Clean Harbors Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for hiasx investment picks
  • Holdings: Russell 2000 Mini Jun14 , CoStar Group Inc , HomeAway Inc , Idex Corp , Ultimate Software Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for ppnsx investment picks
  • Holdings: Guggenheim Strategy I ,
  • Category: Trading-Miscellaneous
Sign-up for rywdx investment picks
  • Category: World Bond
  • Morningstar Rating: 2 Stars
Sign-up for igbcx investment picks
  • Holdings: BlackRock CoreAlpha Bond Investor A , Active Stock Master Portfolio , International Tilts Master , BlackRock Russell 1000 Index T , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for stldx investment picks
  • Holdings: Apple Inc , Societe Generale SA , Kennedy-Wilson Holdings Inc , Green REIT PLC , Adecco SA ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for broax investment picks
  • Holdings: Alaska Air Group Inc , Westar Energy Inc , Piedmont Office Realty Trust Inc , Fifth Third Bancorp , Polaris Industries Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for hsmtx 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: pvmix - Principal MidCap Value I Inst to hsmtx - Hartford Small/Mid Cap Equity R5
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