Funds From: slgcx - Saratoga Large Capitalization Growth C - Large Growth to tsoix - Touchstone Small Cap Value Opp Instl - Small Blend


  • Holdings: Cisco Systems Inc , Facebook Inc Class A , Oracle Corporation , Amazon.com Inc , Lowe's Companies Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for slgcx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for pfxax investment picks
  • Holdings: Brown & Brown Inc , NorthWestern Corp , Berry Plastics Group Inc , iShares Russell 2000 , Parexel International Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for scuix investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for mghax investment picks
  • Holdings: DWS Core Equity Institutional , DWS Equity 500 Index Inst , DWS Global Inflation Instl , DWS Core Fixed Income Inst , DWS US Bond Index Inst ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for spgrx investment picks
  • Holdings: Apple Inc , Amazon.com Inc , JPMorgan Chase & Co , Bank of America Corporation , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for jlchx investment picks
  • Holdings: Forward International Dividend Instl , Forward Select EM Dividend Institutional , Forward Total MarketPlus Z , Forward Investment Grade Fxd-Inc Z , Forward Fds ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for acgax investment picks
  • Holdings: Keurig Green Mountain Inc , Salix Pharmaceuticals Ltd , Priceline Group Inc , Apple Inc , Eli Lilly and Co ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for jtcax investment picks
  • Holdings: Novartis AG , Amgen Inc , BP PLC , Gilead Sciences Inc , Verizon Communications Inc ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for cbffx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for jgbcx investment picks
  • Holdings: Pioneer Strategic Income Y , DoubleLine Total Return Bond I , Vanguard Mortgage-Backed Securities ETF , iShares JPMorgan USD Emerg Markets Bond , T. Rowe Price Instl Floating Rate ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for gparx investment picks
  • Holdings: SPDR S&P 500 , Vanguard FTSE Developed Markets ETF , Vanguard Total Bond Market ETF , iShares Russell 2000 , iShares Core S&P Mid-Cap ,
  • Category: Target Date 2036-2040
Sign-up for pzdix investment picks
  • Holdings: Apple Inc , Freeport-McMoRan Inc , Johnson & Johnson , Schlumberger NV , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for fbfzx investment picks
  • Holdings: Schneider Electric , CIE FINANCIERE RICHEMONT SA , Vipshop Holdings Ltd ADR , Wesco Aircraft Holdings Inc , K├╝hne & Nagel International AG ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for dgfcx investment picks
  • Holdings: Splunk Inc , AthenaHealth Inc , Five Below Inc , Ultimate Software Group Inc , Health Net Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for tgsnx investment picks
  • Holdings: Johnson & Johnson , Apple Inc , Time Warner Inc , Wells Fargo & Co , Schlumberger NV ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for jlcax investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 1 Stars
Sign-up for walcx investment picks
  • Holdings: Anheuser-Busch Inbev SA , Amphenol Corp Class A , Western Digital Corp , MasterCard Inc Class A , Alliance Data Systems Corp ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for sgqax investment picks
  • Category: Muni Single State Short
  • Morningstar Rating: 3 Stars
Sign-up for gtnjx investment picks
  • Holdings: MasterCard Inc Class A , Sands China Ltd , Galaxy Entertainment Group Ltd , Optimal Payments PLC , Catamaran Corp ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
Sign-up for tigvx investment picks
  • Holdings: Pioneer International Value Y , Pioneer Global Equity Y , Pioneer Emerging Markets Y , Pioneer Mid-Cap Value Y , Pioneer Oak Ridge Small Cap Growth Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for piaax investment picks
  • Holdings: Lord Abbett Intl Dividend Inc I , Lord Abbett Emerging Markets Currency I , Lord Abbett Mid Cap Stock I , Lord Abbett Calibrated Mid Cap Val I , Lord Abbett High Yield I ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for lagex investment picks
  • Holdings: US Treasury Note 0.875% , US Treasury Note 1.625% , Fidelity Cent Invt Portfolios , Fidelity Cent Invt Portfolios , US Treasury Note 2% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for ftbwx investment picks
  • Holdings: SPDR S&P 500 , iShares MSCI EAFE , HSBC Emerging Markets Debt I , JPMorgan High Yield Select , Columbia High Yield Bond Z ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for hsbmx investment picks
  • Holdings: Janus International Equity N , Janus Global Bond N , INTECH International I , INTECH U.S. Value I , Janus Overseas N ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jspgx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for stgix investment picks
  • Holdings: Dreyfus/Newton International Equity I , Dreyfus International Eq I , Dreyfus International Stock I , Dreyfus International Value I , Dreyfus Emerging Markets I ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for dfpax investment picks
  • Holdings: American Equity Investment Life Holding Co , Deckers Outdoor Corp , Treehouse Foods Inc , Horace Mann Educators , Altisource Portfolio Solutions SA ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for tsoix 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: slgcx - Saratoga Large Capitalization Growth C - Large Growth to tsoix - Touchstone Small Cap Value Opp Instl - Small 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