Funds From: ormix - Oppenheimer Rochester® Michigan Mun A LW - Muni Single State Long to dalvx - Dunham Large Cap Value A Load Waived - Large Value


  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
Sign-up for ormix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for pradx investment picks
  • Holdings: FNMA , US Treasury Note 3.625% , Apple Inc , US Treasury Note 3.25% , US Treasury Note 4.625% ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 1 Stars
Sign-up for US94987W6205 investment picks
  • Holdings: Us 10yr Note Fut Dec14 , Can 10yr Bond Fut Dec14 , Long Gilt Fut Dec14 , Aust 10y Bond Fut Dec14 , Jpn 10y Bond Fut Dec14 ,
  • Category: Tactical Allocation
Sign-up for SRPAX investment picks
  • Holdings: WellCare Health Plans Inc , BankUnited Inc , Vectren Corp , Integra Lifesciences Holdings Corp , Investors Bancorp Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for moprx investment picks
  • Holdings: S+p500 Emini Fut Mar15 Xcme 20150320 , Euro Stoxx 50 Mar15 Xeur 20150320 , 1259426 Trs Usd R V 03mlibor Jpgmaer2 Index , 1259426 Trs Usd P E Jpgmaer2 Index -26bps , Mini Msci Emg Mkt Mar15 Ifus 20150320 ,
  • Category: Multialternative
Sign-up for MMPIX investment picks
  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds SMALLCAP World R6 ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 5 Stars
Sign-up for aahtx investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for paiix investment picks
  • Holdings: Nuance Comms Cv 2.75% , Hospira 5.6% , Wex 144A 4.75% , Wells Fargo & Co New Pfd , Nokia 6.625% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for BERIX investment picks
  • Holdings: BlackRock Master Large Cap Growth Port , BlackRock Master Basic Value LLC , BlackRock EuroFund Instl , iShares International Dev Rel Est , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
Sign-up for bipgx investment picks
  • Holdings: Tech Mahindra Ltd , Naspers Ltd Class N , Largan Precision Co Ltd , Axis Bank Ltd. , Chongqing Rural Commercial Bank Co Ltd H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for gbfax investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
Sign-up for PDVYX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for jhnbx investment picks
  • Holdings: Ericsson Lm B Shs Common Stock Sek5.0 , McGraw Hill Financial Inc , Walt Disney Co , eBay Inc , Citigroup Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for mgfnx investment picks
  • Holdings: iShares iBoxx $ High Yield Corporate Bd , iShares TIPS Bond , Liffe Long Gilt Future , Russell 2000 Index Mini TIC , MSCI Emerging Market Index Future Mar15 ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for MMAVX investment picks
  • Holdings: Deutsche Core Equity Institutional , Deutsche Equity 500 Index Institutional , Deutsche Global Inflation Institutional , Deutsche Core Plus Income Institutional , Deutsche Global Infrastructure Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for supax investment picks
  • Holdings: Occidental Petroleum Corp , Cisco Systems Inc , Berkshire Hathaway Inc Class B , Bank of America Corporation , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for dagvx investment picks
  • Holdings: LaSalle Hotel Properties , Korn/Ferry International , Prestige Brands Holdings Inc , KAR Auction Services Inc , Dana Holding Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for msclx investment picks
  • Holdings: Principal Equity Income Inst , Principal Large Cap Growth Inst , Principal LargeCap Value Inst , Principal Global Multi-Strategy Instl , Principal MidCap Institutional ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for SCGPX investment picks
  • Holdings: Hartford Inflation Plus Y , Hartford World Bond Y , Hartford Total Return Bond Y , Hartford Global Real Asset Y , Hartford Real Total Return Y ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
Sign-up for hcvrx investment picks
  • Holdings: BlackRock Master Total Return Portfolio , BlackRock Master Large Cap Growth Port , BlackRock Master Basic Value LLC , BlackRock Inflation Prted Bd BlackRock , BlackRock EuroFund Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for bapdx investment picks
  • Holdings: MassMutual Select Overseas I , MM MSCI EAFE® International Index I , MassMutual Premier Disciplined Value I , MassMutual Premier Disciplined Gr I , MassMutual Select Diversified Value I ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for mrrax investment picks
  • Holdings: Vanguard FTSE Emerging Markets ETF , Gs Cayman Art , Health Care Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , Cdi Cdx.Na 5 Usd1219 ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for GCRTX investment picks
  • Holdings: Philip Morris International Inc , Apple Inc , Christian Dior SA , Roche Holding AG ADR , Exxon Mobil Corporation ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for PGRCX investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Wells Fargo & Co , Microsoft Corp , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for mddax investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
Sign-up for amhix investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Short-Term Bond , Fidelity® Government Income , Fidelity® Strategic Real Return , Fidelity® Series Broad Market Opps ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for filax investment picks
  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for ealtx investment picks
  • Holdings: Deutsche Core Equity Institutional , Deutsche Global Inflation Institutional , Deutsche Equity 500 Index Institutional , Deutsche Core Plus Income Institutional , Deutsche US Bond Index Institutional ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
Sign-up for spdax investment picks
  • Holdings: Wells Fargo & Co , AmerisourceBergen Corp , JPMorgan Chase & Co , General Electric Co , Apple Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for dalvx 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: ormix - Oppenheimer Rochester® Michigan Mun A LW - Muni Single State Long to dalvx - Dunham Large Cap Value A Load Waived - 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 |  Most Recent