Funds From: ocrdx - Oppenheimer Rising Dividends C to pthcx - PIMCO EqS Pathfinder C


  • Holdings: Apple Inc , Walt Disney Co , Microsoft Corp , ConocoPhillips , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for ocrdx investment picks
  • Holdings: Novartis AG , Imperial Tobacco Group PLC , BP PLC , Daimler AG , Sanofi ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for fivix investment picks
  • Holdings: Exxon Mobil Corporation , General Electric Co , Chevron Corp , Wells Fargo & Co , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for tilvx investment picks
  • Holdings: Nationwide Bond Index Instl , Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , iShares Intermediate Credit Bond ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 1 Stars
Sign-up for nwdbx investment picks
  • Holdings: Gsswap , E-mini S&P 500 Index Future Sept14 ,
  • Category: Long/Short Equity
  • Morningstar Rating: 5 Stars
Sign-up for saoax investment picks
  • Holdings: Roche Holding AG , Chevron Corp , Johnson & Johnson , Exxon Mobil Corporation , Nestle SA ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for twmvx investment picks
  • Holdings: Kennedy-Wilson Holdings Inc , Chatham Lodging Trust , Simon Property Group Inc , Kennedy Wilson Europe Real Estate Plc , CapitaLand Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for jertx investment picks
  • Holdings: Greenbrier Companies Inc , Green Plains Inc , JetBlue Airways Corp , Live Nation Entertainment Inc , CNO Financial Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for spscx investment picks
  • Holdings: JPMorgan US Large Cap Core Plus Select , BBH Core Select N , Putnam Equity Spectrum A , FMI Large Cap , Fidelity Advisor® New Insights I ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for fcsax investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 5 Stars
Sign-up for actdx investment picks
  • Holdings: Vanguard Short-Term Bond ETF , Vanguard S&P 500 ETF , Health Care Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , iShares Short Treasury Bond ,
  • Category: Tactical Allocation
Sign-up for ittox investment picks
  • Holdings: Stericycle Inc , Equifax Inc , O'Reilly Automotive Inc , Williams-Sonoma Inc , Sirona Dental Systems Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for wcgnx investment picks
  • Holdings: American Century NT Diversified Bd Instl , American Century NT Growth Institutional , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for ardrx investment picks
  • Holdings: Apple Inc , Comcast Corp Class A , Gilead Sciences Inc , Electronic Arts Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for acaqx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ltryx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for disfx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for jhyux investment picks
  • Holdings: Keyence Corp , Check Point Software Technologies Ltd , Sika AG , Sodexo , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for nbiix investment picks
  • Holdings: BlackRock Russell 1000® Index Investor A , BlackRock Bond Index Investor A , Blackrock ACWI Ex-US Index Investor A , iShares Core MSCI Total Intl Stk , iShares TIPS Bond ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for linkx investment picks
  • Holdings: US Treasury Note 0.875% , US Treasury Bond 4.5% , US Treasury Note 3.125% , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for mtrbx investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity® Short-Term Bond , Fidelity® Equity-Income , Fidelity® Government Income ,
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
Sign-up for firpx investment picks
  • Holdings: MassMutual Select Overseas I , MM MSCI EAFE® International Index I , MassMutual Premier Disciplined Value I , MassMutual Premier Disciplined Gr I , MassMutual Select Diversified Value I ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for mrgyx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for siusx investment picks
  • Holdings: Wells Fargo & Co , Berkshire Hathaway Inc Class B , Chevron Corp , Pfizer Inc , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for fslvx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
Sign-up for focix investment picks
  • Holdings: Big Lots Inc , DeVry Education Group Inc , Ultra Petroleum Corp , Clayton Williams Energy Inc , Lexmark International Inc ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
Sign-up for wsvix investment picks
  • Holdings: Jarir Marketing , Universal Robina Corporation , Cementos Argos S.A. ADR , JSC Halyk Savings Bank of Kazakhstan GDR , Hoa Phat Group JSC ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for hlfmx investment picks
  • Holdings: Visa Inc Class A , Amazon.com Inc , Baidu Inc ADR , Chipotle Mexican Grill Inc Class A , Salesforce.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for cfsix investment picks
  • Holdings: Simon Property Group Inc , Mitsubishi Estate , Mitsui Fudosan Co Ltd , Equity Residential , HCP Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for rrgax investment picks
  • Holdings: Imperial Tobacco Group PLC , British American Tobacco PLC , Microsoft Corp , Intel Corp , Danone ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for pthcx 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: ocrdx - Oppenheimer Rising Dividends C to pthcx - PIMCO EqS Pathfinder C
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