Funds From: sokax - SEI Core Market Strategy A (SAAT) - Conservative Allocation to nbptx - Neuberger Berman Large Cap Value Tr - Large Value


  • Holdings: SEI Multi-Asset Accumulation A (SIMT) , SEI US Fixed Income A (SIMT) , SEI Large Cap A (SIMT) , SEI Multi-Asset Inflation Mgd A (SIMT) , SEI High Yield Bond A (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for sokax investment picks
  • Holdings: O'Reilly Automotive Inc , Brookfield Asset Management Inc Class A , Liberty Media Corporation Class A , TJX Companies , Markel Corporation ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for pmbjx investment picks
  • Holdings: PIMCO Income Instl , PIMCO Real Return Instl , PIMCO Floating Income Instl , AllianzGI Best Styles Global Equity R6 , PIMCO Senior Floating Rate Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for ablax investment picks
  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity® Series All-Sector Equity , Fidelity Advisor® Series Growth & Income ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for ftffx investment picks
  • Holdings: Walt Disney Co , Philip Morris International, Inc. , Comcast Corp Class A , McDonald's Corporation , Altria Group Inc. ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 3 Stars
Sign-up for rylix investment picks
  • Holdings: Touchstone Total Return Bond Instl , Touchstone International Value Instl , Touchstone Ultra Short Dur F/I Instl , Touchstone Value Institutional , Touchstone Sands Capital Inst Gr ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for tbayx investment picks
  • Holdings: Pfizer Inc , Chevron Corp , Verizon Communications Inc , Apple Inc , Home Depot, Inc. ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for evtmx investment picks
  • Holdings: S+p Mid 400 Emini Mar14 , Affiliated Managers Group Inc , Tractor Supply , HollyFrontier Corp , Green Mountain Coffee Roasters, Inc. ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for fmdcx investment picks
  • Holdings: Wynn Macau Ltd. , Canadian Pacific Railway Ltd , priceline.com Incorporated , Google Inc Class A , Gilead Sciences Inc ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for mglbx investment picks
  • Holdings: Apple Inc , Google Inc Class A , Amazon.com Inc , Facebook Inc Class A , HCA Holdings Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for aagox investment picks
  • Holdings: Exxon Mobil Corporation , Google Inc Class A , Apple Inc , JPMorgan Chase & Co , Danaher Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for msrrx investment picks
  • Holdings: American Century NT Large Co Val Instl , American Century NT Growth Institutional , American Century NT Equity Growth Instl , American Century NT Diversified Bd Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2051+
  • Morningstar Rating: -1 Stars
Sign-up for areox investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for phytx investment picks
  • Holdings: Manhattan Associates, Inc. , Primoris Services Corporation , Maximus, Inc. , Brunswick Corporation , iGATE Corporation ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
Sign-up for arpax 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 bstsx investment picks
  • Holdings: Principal Equity Income Inst , Principal Large Cap Value Inst , Principal Large Cap Growth Inst , Principal Diversified Intl Inst , Principal Capital Appreciation Inst ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for swhcx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , NewMarket Corporation , Chevron Corp , Wells Fargo & Co , BlackRock Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for ipfax investment picks
  • Holdings: Eli Lilly and Company , Teva Pharmaceutical Industries Ltd ADR , WellPoint Inc , UCB SA , News Corporation Class A ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for dlhax investment picks
  • Holdings: Google Inc Class A , Gilead Sciences Inc , Biogen Idec Inc , priceline.com Incorporated , Canadian Pacific Railway Ltd ,
  • Category: Large Growth
  • Morningstar Rating: -1 Stars
Sign-up for foccx investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity Advisor® International Discv I , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
Sign-up for firux investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for lhyax investment picks
  • Holdings: Sempra Energy , Ameriprise Financial Inc , Fifth Third Bancorp , DISH Network Corp , W. R. Grace & Co. ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for trvrx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for fusax investment picks
  • Holdings: S+p500 Emini Fut Mar14 Xcme 20140321 , Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Microsoft Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for msxax investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
Sign-up for mdnkx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for unmbx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Microsoft Corporation , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for vmctx investment picks
  • Holdings: Exxon Mobil Corporation , Google Inc Class A , Apple Inc , JPMorgan Chase & Co , Danaher Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mfrhx investment picks
  • Holdings: Invesco Ltd. , JPMorgan Chase & Co , Bank of New York Mellon Corp , Citigroup Inc , American Airlines Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for nbptx 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: sokax - SEI Core Market Strategy A (SAAT) - Conservative Allocation to nbptx - Neuberger Berman Large Cap Value Tr - 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