Funds From: capsx - Federated Capital Income Institutional to ipeix - Voya Large Cap Value Portfolio I


  • Holdings: High Yield Bond Portfolio , Emerging Markets Fixed Income Core Fund , Federated Mortgage Core Portfolio , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , Total SA ADR ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for capsx investment picks
  • Category: Preferred Stock
  • Morningstar Rating: 2 Stars
Sign-up for ppsax investment picks
  • Holdings: Novartis AG , Amgen Inc , Gilead Sciences Inc , Bayer AG , Altria Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for cwiex investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Wells Fargo & Co , Johnson & Johnson , Micron Tech Cv 1.625% ,
  • Category: Market Neutral
  • Morningstar Rating: 5 Stars
Sign-up for cmnix investment picks
  • Holdings: PHI Inc , Omega Protein Corp , Seneca Foods Corp Class A , Healthcare Services Group Inc , P AM Transportation ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for frmcx investment picks
  • Holdings: Schwab Total Bond Market , Schwab Intermediate-Term Bond , Schwab Dividend Equity , Laudus International MarketMasters Sel , Schwab Global Real Estate ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
Sign-up for swlrx investment picks
  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , Essex Property Trust Inc , Vornado Realty Trust , Host Hotels & Resorts Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for oreyx investment picks
  • Holdings: Grand Canyon Education Inc , Cepheid , Beacon Roofing Supply Inc , Portfolio Recovery Associates Inc , Maximus Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for pquax investment picks
  • Holdings: Samsung Electronics Co Ltd , Pacific Rubiales Energy Corp Common Stock , Sberbank Of Russia , Petroleo Brasileiro SA Petrobras ADR , Baidu Inc ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for uiemx investment picks
  • Holdings: SL Green Realty Corp , Host Hotels & Resorts Inc , UDR Inc , Vornado Realty Trust , Liberty Property Trust ,
  • Category: Long/Short Equity
Sign-up for clsix investment picks
  • Holdings: British American Tobacco PLC , Philip Morris International Inc , Unilever NV DR , Housing Development Finance Corp Ltd , Nestle SA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for jvxix investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 5 Stars
Sign-up for uvabx investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , General Electric Co , Pfizer Inc , Procter & Gamble Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for avurx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ptuix investment picks
  • Holdings: Fastenal Co , Moody's Corporation , Ansys Inc , Markel Corporation , Trimble Navigation Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for dfdmx investment picks
  • Holdings: Apple Inc , Chipotle Mexican Grill Inc Class A , Williams Companies Inc , American Express Co , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for burhx investment picks
  • Holdings: Equinix Inc , United Rentals Inc , Henry Schein Inc , SL Green Realty Corp , Skyworks Solutions Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for fdxax investment picks
  • Holdings: AT&T Inc , Pfizer Inc , Home Depot Inc , Seagate Technology PLC , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for ofaax investment picks
  • Holdings: Forest Laboratories Inc , UNS Energy Corp , Time Warner Cable Inc , Protective Life Corp , Actavis PLC ,
  • Category: Multialternative
Sign-up for masnx investment picks
  • Holdings: Microsoft Corp , Intel Corp , Occidental Petroleum Corp , Verizon Communications Inc , Dr Pepper Snapple Group Inc ,
  • Category: Large Value
Sign-up for adivx investment picks
  • Holdings: SBA Communications Corp , Harman International Industries Inc , United Rentals Inc , Westlake Chemical Corp , Universal Health Services Inc Class B ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for oegnx investment picks
  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Inc Fund of Amer R6 , American Funds Interm Bd Fd of Amer R6 , American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 5 Stars
Sign-up for rdatx investment picks
  • Holdings: Fomento de Constr y Contratas SA , Ambac Financial Group Inc , Vivendi SA , Sky Deutschland AG , Opap SA ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for evgbx investment picks
  • Holdings: Glencore PLC , Prudential PLC , Sumitomo Mitsui Financial Group Inc , Sampo Oyj Class A , Reckitt Benckiser Group PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for bigix investment picks
  • Holdings: Actavis PLC , McKesson Corp , Shire PLC ADR , Covidien PLC , Biogen Idec Inc ,
  • Category: Health
  • Morningstar Rating: 4 Stars
Sign-up for fhcix investment picks
  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Apple Inc , Johnson & Johnson , JPMorgan Chase & Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for paeax investment picks
  • Holdings: Wells Fargo & Co , Merck & Co Inc , Chevron Corp , Verizon Communications Inc , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for hdgix investment picks
  • Holdings: Atlas Pipeline Partners LP , Digital Realty Trust Inc , Ares Capital Corporation , Hasbro Inc , Omega Healthcare Investors Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for pmdix investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for oibcx investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Exxon Mobil Corporation , Pfizer Inc , Occidental Petroleum Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for ipeix 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: capsx - Federated Capital Income Institutional to ipeix - Voya Large Cap Value Portfolio I
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