Funds From: pctcx - Putnam CA Tax Exempt Income C - Muni California Long to ocsgx - Optimum Small-Mid Cap Growth C - Small Growth


  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
Sign-up for pctcx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for sltmx investment picks
  • Holdings: Market Vectors® Mstar Wide Moat ETF , Guggenheim S&P 500® Equal Weight ETF , iShares MSCI ACWI , First Trust NASDAQ Technology Div ETF , iShares International Select Dividend ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for clacx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for kusix investment picks
  • Holdings: JPMorgan Chase & Co , Apple Inc , General Electric Co , Microsoft Corp , Target Corp ,
  • Category: Large Blend
Sign-up for fmalx investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Microsoft Corp , Gilead Sciences Inc , HCA Holdings Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for fvusa04aye investment picks
  • Holdings: Johnson & Johnson , Coca-Cola Co , Nestle SA , Roche Holding AG Dividend Right Cert. , Exxon Mobil Corporation ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for twmlx investment picks
  • Holdings: SBA Communications Corp , Avago Technologies Ltd , Alliance Data Systems Corp , Acadia Healthcare Co Inc , Hanesbrands Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for nmgcx investment picks
  • Holdings: LyondellBasell Industries NV , Apple Inc , Bank of America Corporation , Sanofi ADR , Delphi Automotive PLC ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for fvskx investment picks
  • Holdings: JPMorgan Chase & Co , American Airlines Group Inc , Carnival Corp , United Continental Holdings Inc , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for nvacx investment picks
  • Holdings: Dbrahfsp Trs Custom Sm Cap Index , E-mini S&P 500 Index Future Dec14 , Dbraqlty Trs Quality Portfolio , Spbuyut Trs S&P 500 Buyback , Russell 2000 Index Mini TIC ,
  • Category: Multialternative
  • Morningstar Rating: 1 Stars
Sign-up for rdrix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for mbfbx investment picks
  • Holdings: US Treasury TIP , Cayman Holdings , US TREASURY TIP , US TREASURY TIP , US Treasury TIP ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 4 Stars
Sign-up for jcrax investment picks
  • Holdings: PepsiCo Inc , Time Warner Cable Inc , Amgen Inc , UnitedHealth Group Inc , General Electric Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for maipx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for rmagx investment picks
  • Holdings: Western Alliance Bancorp , Health Net Inc , WellCare Health Plans Inc , PrivateBancorp Inc , DSW Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for scvbx investment picks
  • Holdings: Cisco Systems Inc , Total SA , CA Inc , Intel Corp , BAE Systems PLC ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for anupx investment picks
  • Holdings: Edison International , NextEra Energy Inc , Sempra Energy , Visa Inc Class A , ITC Holdings Corp ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
Sign-up for evucx investment picks
  • Holdings: Great-West S&P 500® Index Init , Great-West International Index Init , Great-West S&P Mid Cap 400® Index Init , Great-West S&P SmallCap 600® Index Init , Northern Emerging Markets Equity Index ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for mxfsx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for labax investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for mcnlx investment picks
  • Holdings: Vanguard Short-Term Government Bond ETF , Vanguard Short-Term Corporate Bond ETF , Ru30in Total Return Swap , FNMA FRN , FNMA FRN ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for f000002rb9 investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for ltxfx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 1 Stars
Sign-up for elbax investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for minmx investment picks
  • Holdings: Illumina Inc , Monster Beverage Corp , Cerner Corp , Ross Stores Inc , Stericycle Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for smfcx investment picks
  • Holdings: GAF CORP , US Treasury Note , Apple Inc , Vereinigte Mexikanische 5% , Poland(Rep Of) 4.75% ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for f00000mb8d investment picks
  • Holdings: Horizon Pharma PLC , Flamel Technologies ADR , Aegerion Pharmaceuticals Inc , Discovery Laboratories Inc , NPS Pharmaceuticals Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 5 Stars
Sign-up for tmscx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Comcast Corp Class A , Google Inc Class A , Google Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for acahx investment picks
  • Holdings: Mobileye Series F2 Preferred , WNS (Holdings) Ltd ADR , Donaldson Co Inc , Nordson Corp , Ametek Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for ocsgx 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: pctcx - Putnam CA Tax Exempt Income C - Muni California Long to ocsgx - Optimum Small-Mid Cap Growth C - Small Growth
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