Funds From: ccilx - Cloud Capital Strategic Large Cap I - Large Blend to meigx - MFS Value R1 - Large Value


  • Holdings: United States Steel Corp , Integrys Energy Group Inc , LyondellBasell Industries NV , Newmont Mining Corp , ONEOK Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for ccilx investment picks
  • Holdings: KKR & Co LP , Apollo Global Management LLC Class A , Pdl Biopharma Cv 4% , The Adt Corporation 3.5% , Forbes Engy Svcs 9% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for trifx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Facebook Inc Class A , Gilead Sciences Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for rsgtx investment picks
  • Holdings: Franklin Pelagos Commodities Strat R6 , Templeton Global Total Return R6 , Franklin Strategic Income R6 , Franklin High Income R6 , Franklin K2 Alternative Strategies R6 ,
  • Category: Conservative Allocation
Sign-up for us35472p4634 investment picks
  • Holdings: Intel Corp , Texas Instruments Inc , Micron Technology Inc , Applied Materials Inc , Broadcom Corp ,
  • Category: Technology
  • Morningstar Rating: 1 Stars
Sign-up for ryelx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for pbdix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for cfacx investment picks
  • Holdings: Wells Fargo & Co , Pfizer Inc , S&P 500 Index Future Sept14 , Chevron Corp , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for cvqzx investment picks
  • Holdings: Empire District Electric Co , Cleco Corp , Capitol Federal Financial Inc , LifePoint Hospitals Inc , Avista Corp ,
  • Category: Small Blend
Sign-up for chscx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pacox investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Tencent Holdings Ltd. , Baidu Inc ADR , OJSC Magnit GDR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for iemfx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 1 Stars
Sign-up for iobax investment picks
  • Holdings: Xcerra Corp , Orbital Sciences Corp , Move Inc , Miller Energy Resources Inc , Ruckus Wireless Inc ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
Sign-up for cwcrx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for aybvx investment picks
  • Holdings: Waste Connections Inc , Jarden Corp , Taminco Corp , Brinker International Inc , Associated Banc-Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for jsecx investment picks
  • Holdings: State Farm Equity Instl , State Farm Bond Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rebtx investment picks
  • Holdings: Voya US Stock Index I , Voya International Index I , Voya Russell Mid Cap Index I , Voya US Bond Index I , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Target Date 2026-2030
Sign-up for idxgx investment picks
  • Category: High Yield Bond
Sign-up for fcfax investment picks
  • Holdings: Apple Inc , Citigroup Inc , Chevron Corp , Celgene Corp , Discover Financial Services ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for suwcx investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for magjx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
Sign-up for frflx investment picks
  • Category: Short Government
  • Morningstar Rating: 2 Stars
Sign-up for fsgix investment picks
  • Holdings: Jacobs Engineering Group Inc , eBay Inc , Accenture PLC Class A , Diageo PLC ADR , Berkshire Hathaway Inc Class B ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for minvx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for lutax investment picks
  • Holdings: Exxon Mobil Corporation , General Electric Co , Wells Fargo & Co , Pfizer Inc , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for mepax investment picks
  • Holdings: Ameriprise Financial Inc , Sirius XM Holdings Inc , Genworth Financial Inc , Liberty Interactive Corp Class A , TripAdvisor Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for hagcx investment picks
  • Holdings: iShares S&P 500 Value , FlexShares iBoxx 3Yr Target Dur TIPS ETF , Vanguard FTSE All-World ex-US ETF , PIMCO 1-5 Year U.S. TIPS ETF , iShares S&P 500 Growth ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for us66537u8255 investment picks
  • Holdings: Bunzl PLC , Croda International PLC , Bellway PLC , Next PLC , Amadeus IT Holding SA ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
Sign-up for midcx investment picks
  • Holdings: Sirona Dental Systems Inc , Dollar Tree Stores Inc , Monster Beverage Corp , Edwards Lifesciences Corp , Intuit Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for vmacx investment picks
  • Holdings: JPMorgan Chase & Co , Johnson & Johnson , Philip Morris International Inc , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for meigx 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: ccilx - Cloud Capital Strategic Large Cap I - Large Blend to meigx - MFS Value R1 - 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 Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Popularity |  Our Choices