Funds From: nbsax - State Farm Equity & Bond A - Moderate Allocation to ssmvx - Wells Fargo Advantage Small Cap Val Inv - Small Blend


  • Holdings: State Farm Equity Instl , State Farm Bond Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for nbsax investment picks
  • Holdings: MWI Veterinary Supply, Inc. , Spirit Airlines Inc , Trex Company, Inc. , Proofpoint Inc , Bank of the Ozarks, Inc. ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for hspgx investment picks
  • Holdings: Akzo Nobel NV , Reed Elsevier NV , Siemens AG , Novartis AG , Sanofi ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for civvx investment picks
  • Holdings: Verizon Communications Inc , AbbVie Inc , Amgen Inc , Texas Instruments, Inc. , Home Depot, Inc. ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for rmfax investment picks
  • Holdings: Level 3 Communications Inc , Cognex Corporation , Terex Corp , Corning Inc , Expeditors International of Washington, Inc. ,
  • Category: Mid-Cap Growth
Sign-up for tarkx 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 gaiex investment picks
  • Holdings: Samsung Electronics Co Ltd , SOFTBANK Corp , Tencent Holdings Ltd. , Commonwealth Bank of Australia , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 4 Stars
Sign-up for fpbfx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for hflcx investment picks
  • Holdings: General Mills, Inc. , Heineken N.V. , Raytheon Company , Sysco Corporation , SunTrust Banks Inc ,
  • Category: Large Value
  • Morningstar Rating: -1 Stars
Sign-up for lcefx investment picks
  • Holdings: Naspers Ltd , Mtn Group Limited , OAO Gazprom , Sberbank Of Russia , OAO Lukoil ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for femex investment picks
  • Holdings: Apple Inc , Denbury Resources Inc , Shoppers Drug Mart Corporation , Life Technologies Corp , General Motors Co ,
  • Category: Multialternative
Sign-up for cpasx investment picks
  • Holdings: Pimco Cayman Cmdty Fd Ltd Instl , US Treasury TIP , Fin Fut Euro$ Cme 03/14/16 , US Treasury TIP 1.25% , US TREASURY TIP ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
Sign-up for pcrax investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for padzx investment picks
  • Holdings: ITC Holdings Corp , Arch Capital Group Ltd , Hyatt Hotels Corporation , Concho Resources, Inc. , CoStar Group, Inc. ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for bptrx investment picks
  • Holdings: Roche Holding AG , Assa Abloy AB Class B , Keyence Corp , Novo Nordisk A/S , AIA Group Ltd. ,
  • Category: Foreign Large Growth
Sign-up for cnusx investment picks
  • Holdings: AXA SA , Barclays PLC , Hitachi, Ltd. , Marine Harvest ASA , Teleperformance ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for sbiex investment picks
  • Holdings: GMO International Equity IV , GMO US Core Equity VI , GMO Asset Allocation Bond VI , GMO Strategic Fixed Income VI , GMO Alpha Only IV ,
  • Category: World Allocation
  • Morningstar Rating: -1 Stars
Sign-up for eaaix investment picks
  • Holdings: United Rentals Inc , Whiting Petroleum Corporation , East West Bancorp Inc , H.B. Fuller Company , ITT Corp ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for devix investment picks
  • Holdings: E-L Financial Corporation Limited , Balchem Corporation , Towers Watson & Co. Class A , Federated Investors, Inc. Class B , SEI Investments Company ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for rytfx investment picks
  • Holdings: Sasol, Ltd. ADR , Royal Dutch Shell PLC ADR Class A , AstraZeneca PLC ADR , Zurich Insurance Group AG ADR , China Construction Bank Corp H Shares ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for afjcx investment picks
  • Holdings: Ultimate Software Group, Inc. , Knight Transportation, Inc. , Wirecard AG , Life Time Fitness, Inc. , Power Integrations, Inc. ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for waaex investment picks
  • Holdings: General Electric Co , Genuine Parts Company , Home Depot, Inc. , Wells Fargo & Co , CVS Caremark Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for gccex investment picks
  • Holdings: Federated Bank Loan Core , First Data 144A 8.75% , Us Foods 8.5% , Reynolds Grp Issuer 8.25% , Hca 7.5% ,
  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
Sign-up for fhytx investment picks
  • Holdings: Amazon.com Inc , Boeing Co , Google, Inc. Class A , Microsoft Corporation , Home Depot, Inc. ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for afifx investment picks
  • Holdings: EchoStar Corp , Core-Mark Holding Company, Inc. , Broadridge Financial Solutions , Susser Holdings Corporation , CoreLogic, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for biaux investment picks
  • Holdings: Palo Alto Networks Inc , Twenty-First Century Fox Inc Class A , Valeant Pharmaceuticals International Inc , Las Vegas Sands Corp , VeriFone Systems, Inc. ,
  • Category: Large Growth
Sign-up for iacox investment picks
  • Holdings: Casey's General Stores, Inc. , Granite Construction Inc. , Cabot Corporation , Jack In The Box, Inc. , Bank of the Ozarks, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for rebsx investment picks
  • Holdings: Mstr Loan Feeder , Oppenheimer Ultra-Short Duration Y , US Treasury Note 0.875% , Roche Holding AG , Starwood Property Trust, Inc. ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for oppex investment picks
  • Category: High Yield Bond
Sign-up for plahx investment picks
  • Holdings: InterOil Corporation , Randgold Resources Ltd ADR , Chimera Investment Corporation , United Continental Holdings Inc , Delta Air Lines Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for ssmvx 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: nbsax - State Farm Equity & Bond A - Moderate Allocation to ssmvx - Wells Fargo Advantage Small Cap Val Inv - Small Blend
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