Funds From: fresx - Fidelity Real Estate Investment Port - Real Estate to smvtx - RidgeWorth Mid-Cap Value Equity I - Mid-Cap Value


  • Holdings: Simon Property Group Inc , Public Storage , Host Hotels & Resorts Inc , Ventas Inc , HCP Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for fresx investment picks
  • Holdings: Facebook Inc Class A , Apple Inc , Gilead Sciences Inc , Salesforce.com Inc , MasterCard Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
Sign-up for ftchx investment picks
  • Holdings: E-mini S&P 500 Index Future Dec14 , Fin Fut Euro$ Cme (Red) 12/14/15 , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Sptr Trs Equity 3ml+29 *Bullet* Dub , Fin Fut Euro$ Cme (Red) 06/13/16 ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for ptoax investment picks
  • Holdings: JPMorgan Chase & Co , S+p500 Emini Fut Dec14 Xcme 20141219 , Citigroup Inc , Wells Fargo & Co , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for aagpx investment picks
  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R6 , JPMorgan Value Advantage Instl , JPMorgan Intrepid America R5 , JPMorgan US Equity R6 ,
  • Category: Target Date 2051+
Sign-up for jffax investment picks
  • Holdings: Digital Realty Trust Inc , NRG Yield Inc , Valeant Pharmaceuticals International Inc , Liberty Interactive Corp Class A , Magellan Midstream Partners, L.P. ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for ostvx investment picks
  • Holdings: Apple Inc , S&P 500 Index Future Dec14 , Microsoft Corp , Exxon Mobil Corporation , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for clxrx investment picks
  • Holdings: Cisco Systems Inc , Staples Inc , H&R Block Inc , Kraft Foods Group Inc , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for fdsax investment picks
  • Holdings: Wells Fargo & Co , Johnson & Johnson , Apple Inc , ConocoPhillips , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for oincx investment picks
  • Holdings: Microsemi Corp , Sanmina Corp , Mueller Industries Inc , Advanced Energy Industries Inc , Commercial Metals Co ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for rypnx investment picks
  • Holdings: Lowe's Companies Inc , Johnson Controls Inc , Intel Corp , Archer-Daniels Midland Co , Mondelez International Inc Class A ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for ddvix investment picks
  • Holdings: Altria Group Inc , Verizon Communications Inc , AT&T Inc , GlaxoSmithKline PLC , Reynolds American Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for svacx investment picks
  • Holdings: Covanta Holding Corp , Bank of New York Mellon Corp , Cavco Industries Inc , Total SA , Apache Corporation ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for tavfx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for abndx investment picks
  • Holdings: Vantagepoint Equity Income T , Vantagepoint International T , Vantagepoint Diversifying Strategies T , Vantagepoint Growth T , Vantagepoint Growth & Income T ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
Sign-up for vprjx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
Sign-up for bhyix investment picks
  • Holdings: AT&T Inc , Corrections Corp of America , Public Service Enterprise Group Inc , Ryman Hospitality Properties Inc , BCE Inc ,
  • Category: Mid-Cap Value
Sign-up for hhdfx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
Sign-up for eafax investment picks
  • Holdings: Lorillard Inc , Altria Group Inc , Raytheon Co , Reynolds American Inc , MGM Resorts International ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for vicex investment picks
  • Holdings: Fidelity® Series Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity® Series Growth Company , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
Sign-up for fffgx investment picks
  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price Intl Gr & Inc , T. Rowe Price Equity Index 500 , T. Rowe Price Overseas Stock ,
  • Category: Target Date 2051+
  • Morningstar Rating: 5 Stars
Sign-up for trrnx investment picks
  • Holdings: Monolithic Power Systems Inc , The Middleby Corp , CoStar Group Inc , Acadia Healthcare Co Inc , Team Health Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for odiyx investment picks
  • Holdings: Colony Financial Inc , Cisco Systems Inc , Vodafone Group PLC , Lloyds Banking Group PLC , Target Corp ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for pqiix investment picks
  • Holdings: Alliance Data Systems Corp , JPMorgan Chase & Co , Delta Air Lines Inc , Gilead Sciences Inc , Oracle Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for muhlx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Bank of America Corporation , Wells Fargo & Co , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for drevx investment picks
  • Holdings: Gilead Sciences Inc , Amgen Inc , Facebook Inc Class A , Nike Inc Class B , eBay Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for ioclx investment picks
  • Holdings: BlackRock Bond Index Investor A , BlackRock Russell 1000® Index Investor A , Blackrock ACWI Ex-US Index Investor A , iShares TIPS Bond , iShares Core MSCI Total Intl Stk ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for liqax investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Home Depot Inc , Comcast Corp Class A , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for madvx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for fgovx investment picks
  • Holdings: SanDisk Corp , Ameriprise Financial Inc , Omnicare Inc , Maxim Integrated Products Inc , Lazard Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for smvtx 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: fresx - Fidelity Real Estate Investment Port - Real Estate to smvtx - RidgeWorth Mid-Cap Value Equity I - Mid-Cap 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 |  Most Recent