Funds From: bfocx - Berkshire Focus - Technology to mlpfx - Oppenheimer SteelPath MLP Select 40 A LW - Energy Limited Partnership


  • Holdings: Facebook Inc Class A , Twitter Inc , Alibaba Group Holding Ltd ADR , Tableau Software Inc Class A , Palo Alto Networks Inc ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for bfocx investment picks
  • Holdings: PPG Industries Inc , Valspar Corp , Graco Inc , 3M Co , Alleghany Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for mvpfx investment picks
  • Holdings: TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Large-Cap Value Instl , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Enh Lg Cp Val Idx Inst , TIAA-CREF Growth & Income Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
Sign-up for ttfrx investment picks
  • Holdings: Wells Fargo & Co , Apple Inc , Time Warner Inc , U.S. Bancorp , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for auuyx investment picks
  • Holdings: Kinder Morgan, Inc. , Halliburton Co , Phillips 66 , Anadarko Petroleum Corp , Exxon Mobil Corporation ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
Sign-up for icpax investment picks
  • Holdings: Apple Inc , Biogen Idec Inc , Facebook Inc Class A , Gilead Sciences Inc , Actavis PLC ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for optfx investment picks
  • Holdings: Amazon.com Inc , Oracle Corporation , Qualcomm Inc , Google Inc Class A , Monster Beverage Corp ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for nesyx investment picks
  • Holdings: Land Securities Group PLC , AvalonBay Communities Inc , Simon Property Group Inc , LaSalle Hotel Properties , Mid-America Apartment Communities ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for asrax investment picks
  • Holdings: S+p 500 Future Mar15 Xcme 20150319 , S+p 500 Future Dec14 Xcme 20141218 , US Treasury Note 4.625% , US Treasury Note 0.625% , US Treasury Note 1% ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for dfelx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for narax investment picks
  • Holdings: American Funds Fundamental Invs R6 , American Funds Invmt Co of Amer R6 , American Funds US Government Sec R6 , American Funds Capital World Gr&Inc R6 , American Funds Global Balanced R6 ,
  • Category: Aggressive Allocation
Sign-up for ctycx investment picks
  • Holdings: Google Inc , Precision Castparts Corp , Celgene Corp , Canadian Pacific Railway Ltd , Lowe's Companies Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for jdcax investment picks
  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
Sign-up for lsfax investment picks
  • Holdings: Comcast Corp Class A , General Electric Co , Textron Inc , Citigroup Inc , Ameriprise Financial Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for tgdix investment picks
  • Holdings: Simon Property Group Inc , Weyerhaeuser Co , Plum Creek Timber Co Inc , Westfield Corp , Chesapeake Lodging Trust ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for mnrex investment picks
  • Holdings: Apple Inc , Google Inc , Microsoft Corp , Oracle Corporation , Qualcomm Inc ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for jatax investment picks
  • Holdings: 90day Euro$ Futr Mar16 , 3mo Euro Euribor Mar16 , 4.26% Mxn Irs Swaption , 90day Sterling Fu Mar16 , E-mini S&P 500 Index Future Dec14 ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for pmspx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for jedax investment picks
  • Holdings: Brookdale Senior Living Inc , Jones Lang LaSalle Inc , Hyatt Hotels Corp , CBRE Group Inc , Starwood Hotels & Resorts Worldwide Inc ,
  • Category: Real Estate
  • Morningstar Rating: 5 Stars
Sign-up for brefx investment picks
  • Holdings: Align Technology Inc , Stratasys Ltd , Hexcel Corp , Dealertrack Technologies Inc , MarketAxess Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for bufsx investment picks
  • Holdings: Mini DJ Industrial Avg ($5) Future Dec14 , Visa Inc Class A , Goldman Sachs Group Inc , International Business Machines Corp , 3M Co ,
  • Category: Trading-Leveraged Equity
Sign-up for udpix investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for vlcax investment picks
  • Holdings: TIAA-CREF Bond Instl , TIAA-CREF Bond Plus Inst , TIAA-CREF Large-Cap Value Instl , TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Enh Lg Cp Val Idx Inst ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
Sign-up for tclix investment picks
  • Category: Managed Futures
  • Morningstar Rating: 1 Stars
Sign-up for mhbax investment picks
  • Holdings: Goldman Sachs Real Estate Instl , Goldman Sachs Emerging Mkt Debt Instl , Goldman Sachs High Yield Instl , Goldman Sachs Intl Real Estate Sec Instl , Goldman Sachs Commodity Strategy Instl ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for gxsix investment picks
  • Holdings: E-mini S&P 500 Index Future Dec14 , Cboe Vis Future Dec 14 , Cboe Vis Future Nov 14 , Vasco Data Security International Inc , Greatbatch Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 5 Stars
Sign-up for tfsmx investment picks
  • Holdings: Unibail-Rodamco SE , Scentre Group , Land Securities Group PLC , Link Real Estate Investment Trust , Westfield Corp ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for dfitx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for amusx investment picks
  • Holdings: U.S. Bancorp , Ecolab Inc , Valspar Corp , 3M Co , Honeywell International Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for mpgfx investment picks
  • Holdings: Energy Transfer Equity LP , Energy Transfer Partners LP , Buckeye Partners LP , Magellan Midstream Partners, L.P. , Plains All American Pipeline LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
Sign-up for mlpfx investment picks
Premium Membership: Features and Benefits
Wide-Moat Screener for Stocks

Put a moat around your portfolio. Sniff out the most promising opportunities that can ride through any market.

Gold Medalist Screener for Funds

Narrow the available universe of 5000 funds to the top rated gold and silver. Then, sort for manager tenure, expense ratio, risk and return to create your own index-beating fund watchlist.

Thousands of Premium Analyst Reports

While many of our competitors measure a stock's worth with a computer program, Morningstar's staff of 150+ analyst sift through company fillings, financial data and a wealth of other sources to deliver an unvarnished review of any investment. In fact, twelve Morningstar analysts have been recognized by WSJ as "Best on the Street" in the US.

Premium Portfolio Monitor

Make decisions with confidence. Load your investments into our research center and automatically connect to all our proprietary tools and data points.

Mobile

Never be without critical research. Free with your active membership, take our Premium data and guidance wherever you go with Morningstar for iPad®, iPhone®, and Android apps.

Morningstar's Guarantee

We're looking out for you. If after your 14-day free trial, you find that a Morningstar Premium membership is not for you, cancel any time and we'll be happy to refund the unused portion - no questions asked.

Go Premium!
Exclusive Premium Member Benefits
Get the best thinking of 150+ disciplined
objective, experienced analysts-dedicated to
specific industries and securities.
+2,500 Analyst Reports
Wide Moat Screener for Stocks
Medalist Screener for Funds
Premium Portfolio Manager with X-Ray & Monitor
Premium eNewsletters
Morningstar Basic Benefits (All)
Sign up now - No charge for the first 14 days
Funds From: bfocx - Berkshire Focus - Technology to mlpfx - Oppenheimer SteelPath MLP Select 40 A LW - Energy Limited Partnership
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