Funds From: vfwix - Vanguard FTSE All-World ex-US Index Inv - Foreign Large Blend to dutmx - Dupree Taxable Municipal Bond - Long-Term Bond


  • Holdings: Nestle SA , Roche Holding AG , HSBC Holdings PLC , Novartis AG , BP PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for vfwix investment picks
  • Holdings: Mstr Loan Feeder , Oppenheimer Ultra-Short Duration Y , US Treasury Note 0.875% , Roche Holding AG , Starwood Property Trust, Inc. ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ociyx investment picks
  • Holdings: Tesla Motors, Inc. , Forest Laboratories, Inc. , Novagold Resources, Inc. , American Railcar Industries, Inc. , Central European Media Enterprises Ltd Class A ,
  • Category: Mid-Cap Growth
Sign-up for vwmcx investment picks
  • Holdings: Samsung Electronics Co Ltd , America Movil, S.A.B. de C.V. ADR , Fomento Economico Mexicano SAB de CV ADR , Grupo Financiero Banorte SAB de CV Class O , Commercial International Bank (Egypt) SAE ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for gsyax investment picks
  • Holdings: Chubb Corp , Royal Dutch Shell PLC ADR Class A , Bank of New York Mellon Corp , General Dynamics , Royal Philips NV ADR ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for saopx investment picks
  • Holdings: ProSiebenSat.1 Media AG , Renault SA , Kinnevik, Investment AB Class B , Fresenius SE & Co KGaA , William Hill PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
Sign-up for hfeax investment picks
  • Holdings: Google Inc Class A , Apple Inc , 21Vianet Group Inc ADR , Salesforce.com, Inc. , Facebook Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for bgsix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for srbfx investment picks
  • Holdings: Intuit, Inc. , Discovery Communications Inc Class A , Cabot Oil & Gas Corporation Class A , Alexion Pharmaceuticals, Inc. , Whole Foods Market, Inc. ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for imowx investment picks
  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Comcast Corp , Amgen Inc , Anadarko Petroleum Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for sagbx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: -1 Stars
Sign-up for bmoix investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for fktfx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for vcccx investment picks
  • Holdings: United Continental Holdings Inc , Western Digital Corporation , Kroger Co , St Jude Medical, Inc. , Dover Corporation ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for fgsax investment picks
  • Holdings: Middleby Corporation , Acuity Brands Inc , Lennox International, Inc. , Heico Corporation , Stifel Financial Corp. ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for vleox investment picks
  • Holdings: Cohen Steers Real Assets Fd Mutual Fund , Simon Property Group Inc , Chevron Corp , iShares Gold Trust , Mitsui Fudosan Co., Ltd. ,
  • Category: World Allocation
Sign-up for rapix investment picks
  • Holdings: General Mills, Inc. , Heineken N.V. , Raytheon Company , Sysco Corporation , SunTrust Banks Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for lceax investment picks
  • Holdings: SPDR S&P 500 , Vanguard FTSE Developed Markets ETF , Vanguard Total Bond Market ETF , SPDR Barclays International Treasury Bd , iShares Core MSCI Emerging Market ,
  • Category: Target Date 2026-2030
Sign-up for pzcax investment picks
  • Holdings: Teva Pharmaceutical Industries Ltd ADR , JPMorgan Chase & Co , SPDR EURO STOXX 50 , Wells Fargo & Co , GlaxoSmithKline PLC ADR ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for dvipx investment picks
  • Holdings: T. Rowe Price Short-Term Bond , Liberty Global PLC Class A , Las Vegas Sands Corp , LinkedIn Corp , Liberty Media Corporation Class A ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for pexmx investment picks
  • Holdings: ING US Stock Index Port I , ING US Bond Index Port I , ING International Index Port I , ING Russell Mid Cap Index Port I , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
Sign-up for isdax investment picks
  • Holdings: iShares Russell 2000 , US Treasury Note , iShares MSCI Emerging Markets , Cdi Cdx.Na 5 Usd1218 , Cdi Cdx.Em 5 Usd1218 ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
Sign-up for gdcfx investment picks
  • Holdings: Cogent Communications Group, Inc. , Aspen Technology, Inc. , Acuity Brands Inc , Insulet Corporation , Swift Transportation Co ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for alsax investment picks
  • Holdings: Gilead Sciences Inc , Galaxy Entertainment Group Ltd. , Netflix, Inc. , Google, Inc. Class A , Thermo Fisher Scientific Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for rngfx investment picks
  • Holdings: Lord Abbett High Yield I , Lord Abbett Short Duration Income I , Lord Abbett Convertible I , Lord Abbett Intl Dividend Inc I , Lord Abbett Emerging Markets Currency I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for isfcx investment picks
  • Holdings: Google Inc Class A , Visa, Inc. Class A , Comcast Corp Class A , Amazon.com Inc , Yahoo! Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for mbfgx investment picks
  • Holdings: Independent Bank Group Inc , Kratos Defense & Security Solutions, Inc. , Nuverra Environmental Solutions Inc , American Realty Capital Properties Inc Class A , Tremor Video Inc ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
Sign-up for ctvax investment picks
  • Holdings: ConAgra Foods, Inc. , ACE Ltd , Marsh & McLennan Companies, Inc. , Johnson Controls Inc , Snap-on, Inc. ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for msvcx investment picks
  • Holdings: Apple Inc , Google, Inc. Class A , Oracle Corporation , Amphenol Corp , TE Connectivity Ltd ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for jngtx investment picks
  • Category: Long-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for dutmx 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: vfwix - Vanguard FTSE All-World ex-US Index Inv - Foreign Large Blend to dutmx - Dupree Taxable Municipal Bond - Long-Term Bond
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