Funds From: oasvx - Optimum Small-Mid Cap Value A LW - Small Value to rtsrx - State Street/Ramius Mgd Futs Strat A - Managed Futures


  • Holdings: Flextronics International Ltd , Fairchild Semiconductor International Inc , Stanley Black & Decker Inc , Avery Dennison Corp , Dover Corp ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for oasvx investment picks
  • Holdings: BNY Mellon Focused Equity Opp M , BNY Mellon Mid Cap Multi-Strategy M , BNY Mellon Emerging Markets M , BNY Mellon Intermediate Bond M , BNY Mellon Income Stock M ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for MPBLX investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for fapax investment picks
  • Holdings: Banco Santander SA , ASML Holding NV ADR , Lululemon Athletica Inc , Julius Baer Gruppe AG , AIA Group Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pwgax investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
Sign-up for opabx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for pifrx investment picks
  • Holdings: NextEra Energy Inc , Duke Energy Corporation , Edison International , Dominion Resources Inc , Sempra Energy ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
Sign-up for FRUAX investment picks
  • Holdings: Ultimate Software Group Inc , Cepheid , Maximus Inc , Grand Canyon Education Inc , Rollins Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for pumcx investment picks
  • Category: Short Government
  • Morningstar Rating: 4 Stars
Sign-up for mdsix investment picks
  • Category: Muni National Short
  • Morningstar Rating: 1 Stars
Sign-up for stmcx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Wells Fargo & Co , JPMorgan Chase & Co , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for afdax investment picks
  • Holdings: Rambus Inc Del Cv 1.125% , Wells Fargo & Co, San Francisco Ca Pfd , Bk Amer Pfd , Airtran Hldgs Cv 5.25% , Seacor Hldgs 144A Cv 3% ,
  • Category: Convertibles
Sign-up for aeqax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for stbrx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 5 Stars
Sign-up for phizx investment picks
  • Holdings: Protective Life Corp , TRW Automotive Holdings Corp , Dresser-Rand Group Inc , Concur Technologies Inc , Safeway Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for emaax investment picks
  • Category: Muni Single State Short
  • Morningstar Rating: 3 Stars
Sign-up for sfccx investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Nestle SA , Novartis AG , Ashtead Group PLC , ASML Holding NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for atgrx investment picks
  • Holdings: Franco-Nevada Corp , Randgold Resources Ltd ADR , Agnico Eagle Mines Ltd , Fresnillo PLC , Goldcorp Inc ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 4 Stars
Sign-up for gldax investment picks
  • Holdings: National Fuel Gas Co , NextEra Energy Inc , Energy Transfer Equity LP , Edison International , Southwest Gas Corp ,
  • Category: Utilities
  • Morningstar Rating: 2 Stars
Sign-up for gauax investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for lweax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for jdtrx investment picks
  • Holdings: Apple Inc , Aetna Inc , Berkshire Hathaway Inc Class A , Hewlett-Packard Co , CVS Health Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for acfdx investment picks
  • Holdings: Precision Castparts Corp , Schlumberger NV , Roche Holding AG Dividend Right Cert. , Lockheed Martin Corp , CIE FINANCIERE RICHEMONT SA ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for gocax investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for aporx investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , Kinnevik Investment AB Class B , CIE FINANCIERE RICHEMONT SA , SMC Corp ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for gaigx investment picks
  • Holdings: PIMCO Total Return Instl , PIMCO StocksPLUS Instl , PIMCO Real Return Instl , PIMCO Foreign Bond (USD-Hedged) I , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
Sign-up for penrx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for sbstx investment picks
  • Holdings: Apple Inc , Pfizer Inc , Exxon Mobil Corporation , CVS Health Corp , Google Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for gevsx investment picks
  • Holdings: LKQ Corp , CoStar Group Inc , ExamWorks Group Inc , The Middleby Corp , Restoration Hardware Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for anobx investment picks
  • Holdings: Cayman Entity , FHLMC 0.5% , Wachovia Corp New FRN , US Treasury Note 0.375% , Volkswagen Grp Amer Fin 144A FRN ,
  • Category: Managed Futures
  • Morningstar Rating: 4 Stars
Sign-up for rtsrx investment picks
Premium Membership: Features and Benefits
Wide-Moat Screener for Stocks

Put a moat around your portfolio. Sniff out the most promising opportunities that can ride through any market.

Gold Medalist Screener for Funds

Narrow the available universe of 5000 funds to the top rated gold and silver. Then, sort for manager tenure, expense ratio, risk and return to create your own index-beating fund watchlist.

Thousands of Premium Analyst Reports

While many of our competitors measure a stock's worth with a computer program, Morningstar's staff of 150+ analyst sift through company fillings, financial data and a wealth of other sources to deliver an unvarnished review of any investment. In fact, twelve Morningstar analysts have been recognized by WSJ as "Best on the Street" in the US.

Premium Portfolio Monitor

Make decisions with confidence. Load your investments into our research center and automatically connect to all our proprietary tools and data points.

Mobile

Never be without critical research. Free with your active membership, take our Premium data and guidance wherever you go with Morningstar for iPad®, iPhone®, and Android apps.

Morningstar's Guarantee

We're looking out for you. If after your 14-day free trial, you find that a Morningstar Premium membership is not for you, cancel any time and we'll be happy to refund the unused portion - no questions asked.

Go Premium!
Exclusive Premium Member Benefits
Get the best thinking of 150+ disciplined
objective, experienced analysts-dedicated to
specific industries and securities.
+2,500 Analyst Reports
Wide Moat Screener for Stocks
Medalist Screener for Funds
Premium Portfolio Manager with X-Ray & Monitor
Premium eNewsletters
Morningstar Basic Benefits (All)
Sign up now - No charge for the first 14 days
Funds From: oasvx - Optimum Small-Mid Cap Value A LW - Small Value to rtsrx - State Street/Ramius Mgd Futs Strat A - Managed Futures
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