Funds From: lcaix - Lazard Capital Allctr Opp Str Instl to dgivx - DGHM V2000 SmallCap Value Instl


  • Holdings: Equity, Bond, SPDR Barclays High Yield Bond, Vanguard Short-Term Corp Bd Idx ETF, Financial Select Sector SPDR, WisdomTree Japan Hedged Equity, iShares S&P North Amer Technology
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for lcaix investment picks
  • Holdings: HSBC Holdings PLC ADR, Royal Dutch Shell PLC ADR Class B, BP PLC ADR, Vodafone Group PLC, Total SA ADR
  • Category: Foreign Large Value
Sign-up for us25239y6260 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 cstgx.lw investment picks
  • Holdings: Tech Data Corporation, Laurentian Bank of Canada, Uranium Participation Corporation, NII Holdings Inc, ERG SPA
  • Category: World Stock
Sign-up for ntsix investment picks
  • Holdings: Seagate Technology PLC, Health Care REIT, Inc., National Retail Properties Inc, Equity Residential, LSI Corporation
  • Category: Large Blend
Sign-up for tvbix investment picks
  • Holdings: Equity, Bond, Pfizer Inc, Kraft Foods Group Inc, Praxair, Inc., ITC Holdings Corp, Comcast Corp Class A
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for gguix investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for aybfx investment picks
  • Holdings: Equity, Bond, Exxon Mobil Corporation, Apple Inc, Johnson & Johnson
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for acoax.lw investment picks
  • Holdings: Simon Property Group Inc, Public Storage, HCP Inc, Ventas Inc, Prologis Inc
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for DFREX investment picks
  • Holdings: SunTrust Banks Inc, General Mills, Inc., Heineken N.V., Kimberly-Clark Corporation, Raytheon Company
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for lceax investment picks
  • Holdings: Safeway Inc., Travelers Companies, Inc., Pfizer Inc, Exxon Mobil Corporation, Wynn Resorts Ltd
  • Category: Large Blend
Sign-up for ofacx investment picks
  • Holdings: iShares S&P 500 Value Index, Seagate Technology PLC, Health Care REIT, Inc., National Retail Properties Inc, Equity Residential
  • Category: Large Value
Sign-up for tvvax investment picks
  • Holdings: Equity, Bond
  • Category: Bear Market
Sign-up for rymhx investment picks
  • Holdings: Equity, Bond, Columbia Corporate Income I, Columbia US Govt Mortgage I, Columbia Contrarian Core I, Columbia Large Core Quantitative Instl, Columbia Mid Cap Growth I
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for nbiax investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
Sign-up for einyx investment picks
  • Holdings: Western Refining Inc, 3D Systems Corporation, Dillards, Inc., Ariad Pharmaceuticals, Cabela's, Inc.
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for dftsx investment picks
  • Holdings: American Electric Power Co Inc, Portland General Electric Company, Pepco Holdings Inc, National Grid PLC, Exelon Corp
  • Category: Utilities
  • Morningstar Rating: 3 Stars
Sign-up for fsiux investment picks
  • Holdings: Credit Suisse Group, Intesa Sanpaolo, Daimler AG, Lloyds Banking Group PLC, BNP Paribas
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for oakix investment picks
  • Holdings: Samsung Electronics Co Ltd, Taiwan Semiconductor Manufacturing Co Ltd, Baidu, Inc. ADR, Hyundai Motor Co Ltd, SABMiller PLC
  • Category: Diversified Emerging Mkts
Sign-up for tlesx investment picks
  • Holdings: Equity, Bond
  • Category: Multicurrency
Sign-up for plmix investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for bhycx investment picks
  • Holdings: Equity, Bond, Manning & Napier Pro-Blend Extnd Term I, Manning & Napier Pro-Blend Mod Term I
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for mtncx investment picks
  • Holdings: Apple Inc, Wells Fargo & Co, General Electric Co, JPMorgan Chase & Co, Exxon Mobil Corporation
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for dfsix investment picks
  • Holdings: China Mobile Ltd., WisdomTree India Earnings, Samsung Electronics Co Ltd, Hyundai Mobis Co., Ltd, Steinhoff International Holdings Ltd
  • Category: Diversified Emerging Mkts
Sign-up for iemcx investment picks
  • Holdings: Goldcorp, Inc., Randgold Resources Ltd ADR, Yamana Gold Inc, SPDR Gold Shares, Silver Wheaton Corporation
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
Sign-up for ocmgx investment picks
  • Holdings: Apple Inc, Google, Inc. Class A, Colgate-Palmolive Company, Qualcomm, Inc., Amazon.com Inc
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for tcgfx investment picks
  • Holdings: Equity, Bond, PIMCO StocksPLUS TR Short Strat Instl, PIMCO High Yield Instl, PIMCO Emerging Markets Currency Instl, PIMCO Emerging Local Bond Instl, PIMCO Income Instl
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for pauax.lw investment picks
  • Holdings: Equity, Bond, Principal LargeCap Growth I Inst, Principal Large Cap Value I Inst, Principal Diversified Intl Inst, Principal Overseas Instl, Principal Large Cap S&P 500 Index Inst
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for ptdjx investment picks
  • Holdings: Equity, Bond
  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
Sign-up for bedix investment picks
  • Holdings: Thor Industries, Inc., Anixter International Inc, EMCOR Group, Inc., Chico's FAS, Inc., Weis Markets, Inc.
  • Category: Small Value
Sign-up for dgivx 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: lcaix - Lazard Capital Allctr Opp Str Instl to dgivx - DGHM V2000 SmallCap Value 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