Funds From: caapx - Ariel Appreciation Investor - Mid-Cap Blend to tvrax - Transparent Value Directional Allc A - Large Growth


  • Holdings: Lazard Ltd , Western Union Company , First American Financial Corp , Stanley Black & Decker Inc , Bristow Group, Inc. ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for caapx investment picks
  • Holdings: Ametek, Inc. , Mettler-Toledo International, Inc. , Donaldson Company, Inc. , SBA Communications Corp , Amphenol Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for acrnx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for habdx investment picks
  • Holdings: 3D Systems Corporation , Howard Hughes Corp , Sanchez Energy Corp , B/E Aerospace Inc , Leggett & Platt, Inc. ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for villx investment picks
  • Holdings: Gmac 8% , Hca Hldgs 7.75% , Engy Future Inter Hldg Co Ll 10% , Ally Finl 7.5% , Mpm Escrow Llc /Mpm Fin Escrw 8.875% ,
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for fagix investment picks
  • Holdings: Biogen Idec Inc , Amgen Inc , Roche Holding AG , FedEx Corporation , Google, Inc. Class A ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for vhcox investment picks
  • Holdings: JPMorgan Chase & Co , Pfizer Inc , Microsoft Corporation , Raytheon Company , American Express Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for vwnax investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
Sign-up for vwahx investment picks
  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World G/I R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
Sign-up for gaitx investment picks
  • Holdings: Apple Inc , Google Inc Class A , Exxon Mobil Corporation , International Business Machines Corp , Samsung Electronics Co Ltd ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: -1 Stars
Sign-up for wqfrx investment picks
  • Holdings: SS&C Technologies Holdings , Wolverine World Wide , Carter's, Inc. , Sensata Technologies Holding N.V. , Blackbaud, Inc. ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for jattx investment picks
  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Comcast Corp , Amgen Inc , Anadarko Petroleum Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for shrax investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for patax investment picks
  • Holdings: Google Inc Class A , JPMorgan Chase & Co , Facebook Inc Class A , Apple Inc , Bank of America Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for fmagx investment picks
  • Category: Money Market-Taxable
Sign-up for vmmxx investment picks
  • Holdings: Chevron Corp , AbbVie Inc , LyondellBasell Industries NV , Apple Inc , E.I. du Pont de Nemours & Company ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for jngix investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
Sign-up for prfhx investment picks
  • Holdings: Simon Property Group Inc , Vornado Realty Trust , Equity Residential , Prologis Inc , Ventas Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for csrsx investment picks
  • Holdings: Apple Inc , Cabela's, Inc. , MasterCard Incorporated Class A , FedEx Corporation , Google, Inc. Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for mxxvx investment picks
  • Holdings: Google Inc Class A , Salesforce.com, Inc. , Apple Inc , Facebook Inc Class A , Regeneron Pharmaceuticals, Inc. ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for fdgrx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , General Electric Co , Johnson & Johnson , AT&T Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for vqnpx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
Sign-up for vfiix investment picks
  • Holdings: Eastman Chemical Company , Seagate Technology PLC , Wyndham Worldwide Corporation , Hewlett-Packard Co , Pfizer Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for fefax investment picks
  • Holdings: Nestle SA , Roche Holding AG , HSBC Holdings PLC , Novartis AG , BP PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
Sign-up for veurx investment picks
  • Holdings: Walt Disney Co , Linde AG , Nestle SA , Reckitt Benckiser Group PLC , Honeywell International, Inc. ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for usawx investment picks
  • Holdings: Halliburton Company , Schlumberger NV , Encana Corp , Canadian Natural Resources Ltd , Devon Energy Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
Sign-up for fsngx investment picks
  • Holdings: Nestle SA , Roche Holding AG , HSBC Holdings PLC , Novartis AG , BP PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for vgtsx investment picks
  • Holdings: PPL Corp , Torchmark Corporation , Raymond James Financial Inc , First Republic Bank (San Francisco, CA) , Tyco International Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for jmcvx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Microsoft Corporation , Johnson & Johnson ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for vtmfx investment picks
  • Holdings: Scripps Networks Interactive Inc , Qualcomm, Inc. , Michael Kors Holdings Ltd , IAC/InterActiveCorp , Foot Locker Inc ,
  • Category: Large Growth
Sign-up for tvrax 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: caapx - Ariel Appreciation Investor - Mid-Cap Blend to tvrax - Transparent Value Directional Allc A - Large 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