Funds From: mlpzx - Oppenheimer SteelPath MLP Income Y - Energy Limited Partnership to vrtix - Vanguard Russell 2000 Index I - Small Blend


  • Holdings: Enbridge Energy Partners LP , Regency Energy Partners LP , Energy Transfer Partners LP , Williams Partners LP , El Paso Pipeline Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 2 Stars
Sign-up for mlpzx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
Sign-up for pimix investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
Sign-up for bsiix investment picks
  • Holdings: Steinhoff International Holdings Ltd , Smiles SA , Kroton Educacional SA , CETIP SA Mercados Organizados , Haitong Securities Co Ltd Class H ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for bexfx investment picks
  • Holdings: US Treasury Note 0.25% , US Treasury Note 1.375% , CBS Corp Class B , Boeing Co , LyondellBasell Industries NV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jabax investment picks
  • Holdings: Brazil (Federative Republic Of) 10 01/01/2021 , Uk Conv Gilt 1.25 07/22/2018 , US Treasury Note 2.75% , Germany (Federal Republic Of) 4.25 07/04/2017 , Procter & Gamble Co ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mdlox investment picks
  • Holdings: Patterson-UTI Energy Inc , Intersil Corporation , ViewPoint Financial Group Inc , Patterson Companies Inc , Newport Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for wwsix investment picks
  • Holdings: Technology Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , Materials Select Sector SPDR® ETF , Industrial Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF ,
  • Category: Large Blend
Sign-up for emncx investment picks
  • Holdings: Johnson & Johnson , Pfizer Inc , Merck & Co Inc , Gilead Sciences Inc , AbbVie Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for vhcix investment picks
  • Holdings: PIMCO Income Instl , PIMCO EM Fdmtl IndexPLUS AR Strat Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO High Yield Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pasax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for vlcax investment picks
  • Holdings: Vertex Pharmaceuticals Inc , Delphi Automotive PLC , Western Digital Corp , Mylan Inc , Health Care REIT, Inc. ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for vimax investment picks
  • Holdings: T. Rowe Price New Income , T. Rowe Price Equity Index 500 , T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price Intl Gr & Inc ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 5 Stars
Sign-up for trrbx investment picks
  • Holdings: Vanguard Total Bond Market II Idx Inv , Vanguard Total Intl Bd Idx Investor , Vanguard Total Stock Mkt Idx Inv , Vanguard Total Intl Stock Index Inv ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for vasix investment picks
  • Holdings: EOG Resources Inc , Michael Kors Holdings Ltd , Boeing Co , Foot Locker Inc , Reinsurance Group of America Inc ,
  • Category: Large Growth
Sign-up for tvrcx investment picks
  • Holdings: Bunge Ltd , NetApp Inc , Avon Products Inc , Caterpillar Inc , Sanderson Farms Inc ,
  • Category: Long/Short Equity
Sign-up for garix investment picks
  • Holdings: iShares MSCI EMU Index , PowerShares QQQ , SPDR S&P 500 , iShares Core S&P 500 , Materials Select Sector SPDR® ,
  • Category: Tactical Allocation
Sign-up for aaanx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for laldx investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , Royal Dutch Shell PLC ADR Class A , Schlumberger NV , Pioneer Natural Resources Co ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
Sign-up for vgenx investment picks
  • Holdings: Fidelity® Series International Value F , Fidelity® Series Equity-Income F , Fidelity® Series International Growth F , Fidelity® Series Growth Company F , Fidelity® Series All-Sector Equity F ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for ffkhx investment picks
  • Holdings: JPMorgan Chase & Co , Danaher Corp , Johnson & Johnson , Pfizer Inc , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for mitix investment picks
  • Holdings: Apple Inc , Chevron Corp , National Oilwell Varco Inc , General Electric Co , Philip Morris International Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for msigx investment picks
  • Holdings: Bny Mellon Cash Reserve Eod Fund , Berkshire Hathaway Inc Class A , Markel Corporation , Carbo Ceramics Inc , TriMas Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for tmfgx investment picks
  • Holdings: United Mexican States 7.25% , Mexico(Utd Mex St) 8% , Malaysia (Govt Of) 3.172% , Sri Lanka Rep 6.25% , BNP Paribas ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for tagbx investment picks
  • Holdings: National Bank of Kuwait SAK , Gulf International Services QSC , Emaar Properties PJSC , Qatar National Bank SAQ , Ooredoo QSC ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for mfmix investment picks
  • Holdings: T. Rowe Price Inflation Focused Bond , T. Rowe Price Equity Index 500 , T. Rowe Price New Income , T. Rowe Price Intl Gr & Inc , T. Rowe Price High-Yield ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for trrix investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Microsoft Corp , General Electric Co , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for trgix investment picks
  • Holdings: Apple Inc , SOFTBANK Corp , Taiwan Semiconductor Manufacturing Co Ltd , ASML Holding NV , Amazon.com Inc ,
  • Category: Technology
  • Morningstar Rating: 5 Stars
Sign-up for prgtx investment picks
  • Holdings: InterMune Inc , Prosperity Bancshares, Inc. , Aspen Technology Inc , WEX Inc , Isis Pharmaceuticals ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for vrtix 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: mlpzx - Oppenheimer SteelPath MLP Income Y - Energy Limited Partnership to vrtix - Vanguard Russell 2000 Index I - 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 Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry