Funds From: rlpkx - Royce Low Priced Stock K - Small Growth to ardmx - American Century One Choice 2040 A - Target Date 2036-2040


  • Holdings: Acacia Research Corporation , Value Partners Group Ltd , Ashmore Group PLC , Kennedy-Wilson Holdings Inc , Unit Corp ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
Sign-up for rlpkx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for gshtx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Citigroup Inc , JPMorgan Chase & Co , Consol Energy Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for lgvax investment picks
  • Holdings: Google Inc Class A , Apple Inc , Facebook Inc Class A , MasterCard Inc Class A , Salesforce.com Inc ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
Sign-up for ityax investment picks
  • Holdings: Exxon Mobil Corporation , Hewlett-Packard Co , Walt Disney Co , JPMorgan Chase & Co , Avago Technologies Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for dvfax investment picks
  • Holdings: PIMCO StocksPLUS Instl , PIMCO CommoditiesPLUS Strategy Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Small Cap StocksPLUS AR Inst , Vanguard Emerging Markets Stock Idx ETF ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
Sign-up for pfyax investment picks
  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Western Asset High Yield IS , QS Legg Mason Strategic Real Return IS , QS Batterymarch Intl Eq IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sbcbx investment picks
  • Holdings: 5 Year US Treasury Note Future Sept14 , US Treasury Bond 3.625% , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , FNMA , NYSE/Liffe 30 Year US Treasury Bond Future Sept14 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for dfidx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for dsdax investment picks
  • Holdings: American International Group Inc , Citigroup Inc , POSCO , Bank of America Corporation , Munchener Ruck AG ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for icvix investment picks
  • Holdings: Ametek Inc , Mettler-Toledo International Inc , Donaldson Co Inc , Amphenol Corp Class A , SBA Communications Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for CANIX investment picks
  • Holdings: Schlumberger NV , Halliburton Co , Baker Hughes Inc , Core Laboratories NV , EOG Resources Inc ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
Sign-up for ieyax investment picks
  • Holdings: Roche Holding AG , Cme 3 Month Eurodollar Futures , Cme 3 Month Eurodollar Futures , Cme 3 Month Eurodollar Futures , Daimler AG ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for twaix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for abipx investment picks
  • Holdings: Ascendas Real Estate Inv Trust , KT&G Corp , Tahoe Resources, Inc. , Insurance Australia Group Ltd , Baytex Energy Corp ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
Sign-up for cilrx investment picks
  • Holdings: Johnson & Johnson , Merck & Co Inc , Total SA , TDC A/S , Pfizer Inc ,
  • Category: World Stock
Sign-up for IBICX investment picks
  • Holdings: Liberty Interactive Corp Class A , Actavis PLC , Microsoft Corp , Merck & Co Inc , Prudential Financial Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for gpafx investment picks
  • Holdings: JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Blue Chip Growth NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Capital App NAV ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jalgx investment picks
  • Holdings: LogMeIn Inc , Finisar Corp , Portfolio Recovery Associates Inc , Cytec Industries Inc , Ligand Pharmaceuticals Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for rsdgx investment picks
  • Holdings: Carnival Corp , Reynolds American Inc , CSX Corp , The Hershey Co , VF Corp ,
  • Category: Market Neutral
  • Morningstar Rating: 2 Stars
Sign-up for zmnax investment picks
  • Holdings: E-mini S&P 500 Index Future June14 , Irs Brl Zcs R 11.47/Cdi 08/15/13 Bps , Irs Jpy 1.000 03/20/14-10y Cme , Irs Brl Zcs P 10.41/Cdi 09/05/13 Boa , Irs Brl Zcs R 11.32/Cdi 09/05/13 Boa ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for pcvpx investment picks
  • Holdings: Visa Inc Class A , Danone , Diageo PLC , Walt Disney Co , Nestle SA ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for rgecx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for pmrpx investment picks
  • Holdings: US Treasury Note 0.25% , US Treasury Note 0.375% , US Treasury Note 1.375% , US Treasury Note 0.375% , LyondellBasell Industries NV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jdbax investment picks
  • Holdings: Wells Fargo & Co , Chevron Corp , JPMorgan Chase & Co , Berkshire Hathaway Inc Class B , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for idebx investment picks
  • Holdings: Royal Dutch Shell PLC , Novartis AG , Roche Holding AG , BP PLC , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for rlnax investment picks
  • Holdings: Health Care Select Sector SPDR® ETF , Consumer Discret Select Sector SPDR® ETF , Industrial Select Sector SPDR® ETF , Vanguard Growth ETF , Vanguard Small Cap Growth ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for dwtfx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for mhobx investment picks
  • Holdings: Verizon Communications Inc , Johnson & Johnson , Pfizer Inc , Merck & Co Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for CVIRX investment picks
  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Growth Institutional , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for ardmx 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: rlpkx - Royce Low Priced Stock K - Small Growth to ardmx - American Century One Choice 2040 A - Target Date 2036-2040
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