Funds From: nysax - Nysa - Small Blend to pysox - Putnam Equity Spectrum B - Mid-Cap Blend


  • Holdings: Transluminal Technologies Llc , Ligand Pharmaceuticals Inc , Dendreon Corp , Freeport-McMoRan Inc , Fuelcell Energy Inc ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
Sign-up for nysax investment picks
  • Holdings: Apple Inc , Biogen Idec Inc , Facebook Inc Class A , Gilead Sciences Inc , Actavis PLC ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for otfcx investment picks
  • Holdings: Microsoft Corp , Comcast Corp Class A , Amazon.com Inc , Philip Morris International Inc , Boeing Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for rfnfx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for mbdfx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for esdax investment picks
  • Holdings: DISH Network Corp , Jazz Pharmaceuticals PLC , Priceline Group Inc , American Airlines Group Inc , Micron Technology Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for pvsyx investment picks
  • Holdings: Apple Inc , Tesla Motors Inc , Palo Alto Networks Inc , ServiceNow Inc , Avago Technologies Ltd ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for dgtnx investment picks
  • Holdings: HCA Holdings Inc , Southwest Airlines Co , Level 3 Communications Inc , Micron Technology Inc , Trinity Industries Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for brlvx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for bgccx investment picks
  • Holdings: S&P 500 Index Future Mar15 , Clorox Co , AT&T Inc , Procter & Gamble Co , Imperial Tobacco Group PLC ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for svtax investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for shdlx investment picks
  • Holdings: Tencent Holdings Ltd. , China Mobile Ltd , Itausa Investimentos ITAÚ S.A. , OAO Lukoil ADR , Bank Bradesco ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
Sign-up for tabrx investment picks
  • Holdings: Wal-Mart Stores Inc , Applied Materials Inc , Bank of America Corporation , Google Inc Class C , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for vidsx investment picks
  • Holdings: Global Payments Inc , Community Health Systems Inc , Primerica Inc , VeriFone Systems Inc , CDW Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for fsctx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , Intel Corp , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for beqgx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
Sign-up for mmiix investment picks
  • Holdings: Bank of America Corporation , JPMorgan Chase & Co , American International Group Inc , Goldman Sachs Group Inc , Lennar Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for jfvax investment picks
  • Holdings: General Electric Co , Pfizer Inc , Chevron Corp , Procter & Gamble Co , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for vcigx investment picks
  • Holdings: American Century NT Large Co Val Instl , American Century NT Growth Institutional , American Century NT Diversified Bd Instl , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 5 Stars
Sign-up for arfsx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for fepax investment picks
  • Holdings: Apple Inc , American Water Works Co Inc , Aetna Inc , Pfizer Inc , Mylan Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for owlcx investment picks
  • Holdings: Brunswick Corp , Acadia Healthcare Co Inc , Team Health Holdings Inc , Cadence Design Systems Inc , Cavium Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for vascx investment picks
  • Holdings: Amgen Inc , AbbVie Inc , Verizon Communications Inc , Texas Instruments Inc , Home Depot Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for rmfbx investment picks
  • Holdings: iShares Russell 2000 Value , Chesapeake Lodging Trust , Esterline Technologies , Pebblebrook Hotel Trust , Strategic Hotels & Resorts Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for gsqtx investment picks
  • Holdings: Honeywell International Inc , Wells Fargo & Co , Apple Inc , Visa Inc Class A , CVS Health Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for retsx investment picks
  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Intrepid America R5 , JPMorgan Growth Advantage R6 , JPMorgan US Equity R6 , JPMorgan Value Advantage Instl ,
  • Category: Target Date 2051+
  • Morningstar Rating: 5 Stars
Sign-up for jffix investment picks
  • Holdings: Allergan Inc , Celgene Corp , Visa Inc Class A , Qualcomm Inc , Walgreens Boots Alliance Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for deuix investment picks
  • Holdings: Credit Suisse Group , BNP Paribas , CIE FINANCIERE RICHEMONT SA , Allianz SE , Daimler AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for oarix investment picks
  • Holdings: Visa Inc Class A , Nike Inc Class B , Abbott Laboratories , Oracle Corporation , Priceline Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for polix investment picks
  • Holdings: DISH Network Corp , Jazz Pharmaceuticals PLC , Priceline Group Inc , American Airlines Group Inc , EchoStar Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 5 Stars
Sign-up for pysox 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: nysax - Nysa - Small Blend to pysox - Putnam Equity Spectrum B - Mid-Cap 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 Name |  Ticker |  Popularity |  Our Choices |  Most Recent