Funds From: cvgcx - Calamos Growth C - Large Growth to fetkx - Fidelity Equity Dividend Income K - Large Value


  • Holdings: Google Inc Class A , Apple Inc , Amazon.com Inc , Cerner Corporation , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for cvgcx investment picks
  • Holdings: Home Depot, Inc. , Comcast Corp Class A , TJX Companies , Time Warner Inc , Allstate Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for jrmsx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for jgbax investment picks
  • Holdings: Vanguard European Stock Index ETF , iShares iBoxx $ High Yield Corporate Bd , iShares iBoxx $ Invst Grade Crp Bond , iShares 7-10 Year Treasury Bond , iShares MBS ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for vaisx investment picks
  • Holdings: Vanguard Emerging Markets Stock Idx ETF , Euro-Oat Future Mar14 Xeur 20140306 , Euro-Bund Future Mar14 Xeur 20140306 , Cds4 Cds Usd R V 00mevent Us105756al40 , Cds4 Cds Usd P F 1.00000 115ccbac2 ,
  • Category: Long/Short Equity
  • Morningstar Rating: -1 Stars
Sign-up for mfndx investment picks
  • Category: Short Government
  • Morningstar Rating: 5 Stars
Sign-up for btftx investment picks
  • Holdings: Johnson & Johnson , Google Inc Class A , Exxon Mobil Corporation , Apple Inc , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for juezx investment picks
  • Holdings: General Electric Co , JPMorgan Chase & Co , Chevron Corp , Wells Fargo & Co , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for rrfdx investment picks
  • Holdings: Fifth Third Bancorp , Synopsys Inc , Fidelity National Information Services, Inc. , Patterson Companies, Inc. , Hartford Financial Services Group Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for tcvyx investment picks
  • Holdings: KDDI Corp. , Danone , Nestle SA , GlaxoSmithKline PLC , Kao Corporation ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
Sign-up for mgibx investment picks
  • Holdings: Mylan Inc , Phillips 66 , 3M Co , Costco Wholesale Corporation , iShares US Real Estate ,
  • Category: Aggressive Allocation
Sign-up for lovix investment picks
  • Holdings: SSgA Government Money Market Fund , iShares Russell 1000 Value , Heico Corporation Class A , Heico Corporation , iShares Russell 1000 Growth ,
  • Category: Market Neutral
Sign-up for acvvx investment picks
  • Holdings: Vodafone Group PLC , Microsoft Corporation , Twenty-First Century Fox Inc Class B , Medtronic, Inc. , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for tebix investment picks
  • Holdings: General Electric Co , Expedia Inc Del 5.95% , General Elec Cap 5.3% , Wal-Mart Stores 5.25% , Dominion Resources Inc ,
  • Category: Moderate Allocation
Sign-up for otftx investment picks
  • Holdings: Novartis AG , Amgen Inc , Bayer AG , Philip Morris International, Inc. , BP PLC ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for cwiax investment picks
  • Holdings: Oppenheimer International Growth I , Oppenheimer International Small Co I , Oppenheimer Master International Value , Oppenheimer Developing Markets I , Oppenheimer International Value I ,
  • Category: Foreign Large Growth
  • Morningstar Rating: -1 Stars
Sign-up for oidix investment picks
  • Holdings: ING T. Rowe Price Cap Apprec Port I , ING Mid Cap Value I , ING Multi-Manager Lg Cap Core Port I , ING Global Bond R6 , ING Large Cap Growth Port I ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
Sign-up for isztx investment picks
  • Holdings: Sptr Trs Equity 3ml+17 *Bullet* Brc , Sptr Trs Equity 3ml+28 *Bullet* Brc , E-mini S&P 500 Index Future Mar14 , Fin Fut Euro$ Cme 12/14/15 , Fin Fut Euro$ Cme 03/14/16 ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pspbx investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for nwbix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for dvgcx 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: 3 Stars
Sign-up for ixxvx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for mxfdx investment picks
  • Holdings: Brookfield Asset Management Inc Class A , CarMax, Inc. , Johnson & Johnson , Google Inc Class A , Capital One Financial Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for davpx investment picks
  • Holdings: HSBC Holdings PLC ADR , BP PLC ADR , Vodafone Group PLC , Royal Dutch Shell PLC ADR Class A , Banco Santander SA ,
  • Category: Foreign Large Value
Sign-up for dsclx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for FFRHX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for pmdrx investment picks
  • Holdings: Google Inc Class A , Apple Inc , Facebook Inc Class A , Gilead Sciences Inc , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for alarx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for latax investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 5 Stars
Sign-up for mmhix investment picks
  • Holdings: Chevron Corp , Wells Fargo & Co , JPMorgan Chase & Co , Exxon Mobil Corporation , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for fetkx 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: cvgcx - Calamos Growth C - Large Growth to fetkx - Fidelity Equity Dividend Income K - Large 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