Funds From: acmex - American Century Legacy Multi Cap R - Mid-Cap Blend to nyvbx - Davis NY Venture B - Large Blend


  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Mattress Firm Holding Corp , Janus Capital Group Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for acmex investment picks
  • Holdings: Wells Fargo & Co , America Movil SAB de CV Class L , Procter & Gamble Co , Oracle Corporation , Coca-Cola Co ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for jppax investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Home Depot Inc , Walt Disney Co , UnitedHealth Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for twsix investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for sbtyx investment picks
  • Holdings: GuideStone Funds Medium-Duration Bd Inv , GuideStone Funds Low-Duration Bond Inv , GuideStone Funds Global Bond Investor , GuideStone Funds International Eq Inv , GuideStone Funds Growth Equity Investor ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ggizx investment picks
  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , MIP International Tilts Master Portfolio , Russell 1000 Index Master , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for raytx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for mxhyx investment picks
  • Holdings: Skyworks Solutions Inc , Gilead Sciences Inc , United Rentals Inc , Green Mountain Coffee Roasters, Inc. , Apple Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for arskx investment picks
  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay MAP I , MainStay Floating Rate I , Mainstay US Equity Opportunities I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mckbx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for gifax investment picks
  • Holdings: S&P 500 Index Future Dec14 , Emerging Markets Fixed Income Core Fund , Ftse 100 Idx Fut Dec14 , Amsterdam Idx Fut Oct14 , Mini Msci Emg Mkt Dec14 ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for fsbkx investment picks
  • Holdings: Columbia Contrarian Core I , Columbia Large Value Quantitative I , E-mini S&P 500 Index Future Dec14 , Columbia Overseas Value I , Columbia Large Core Quantitative Instl ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rbgcx investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 5 Stars
Sign-up for nbmax investment picks
  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
Sign-up for pficx investment picks
  • Holdings: Wells Fargo & Co , Main Street Capital Corporation , AbbVie Inc , LyondellBasell Industries NV , Webster Financial Corp ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ieqax investment picks
  • Holdings: Take-Two Interactive Software Inc , Radian Group Inc , Everest Re Group Ltd , Ryman Hospitality Properties Inc , Huntington Ingalls Industries Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for qusvx investment picks
  • Holdings: Aozora Bank Ltd , Smurfit Kappa Group PLC , Immofinanz Immobilien Anlagen AG , Buzzi Unicem , Catlin Group Ltd ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
Sign-up for coicx investment picks
  • Holdings: Centene Corp , Edwards Lifesciences Corp , PrivateBancorp Inc , Deluxe Corp , Bristow Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for csvix investment picks
  • Holdings: Graphic Packaging Holding Co , Old Dominion Freight Lines , Conversant Inc , Eagle Materials Inc , Cray Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for smerx 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 nwisx investment picks
  • Holdings: Altria Group Inc , Verizon Communications Inc , Philip Morris International Inc , AbbVie Inc , National Grid PLC ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for rirex investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for fafix investment picks
  • Holdings: Apple Inc , Microsoft Corp , Home Depot Inc , Oracle Corporation , Comcast Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for rdlax investment picks
  • Holdings: Tencent Holdings Ltd. , Samsung Electronics Co Ltd , Shinhan Financial Group Co Ltd , Embraer S.A. ADR , Ambev SA ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for sdmgx investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , British American Tobacco PLC , Taiwan Semiconductor Manufacturing Co Ltd ADR , Novo Nordisk A/S Class B , Anheuser-Busch Inbev SA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for gogix investment picks
  • Holdings: Gilead Sciences Inc , Apple Inc , Facebook Inc Class A , Canadian Pacific Railway Ltd , Tesla Motors Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for focwx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for tifax investment picks
  • Holdings: Visa Inc Class A , Amazon.com Inc , Affiliated Managers Group Inc , Las Vegas Sands Corp , Catamaran Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for thcgx investment picks
  • Holdings: Bank of New York Mellon Corp , Wells Fargo & Co , American Express Co , Berkshire Hathaway Inc Class A , Google Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for nyvbx 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: acmex - American Century Legacy Multi Cap R - Mid-Cap Blend to nyvbx - Davis NY Venture B - Large Blend
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 Name |  Ticker |  Popularity |  Our Choices |  Most Recent