Funds From: matfx - Matthews Asia Science and Tech Inv to amwyx - ALPS | WMC Value Intersection A


  • Holdings: Baidu Inc ADR , SOFTBANK Corp , Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Info Edge (India) Ltd ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for matfx investment picks
  • Holdings: iShares MSCI EAFE Small-Cap , Tsuruha Holdings Inc. , Nitori Holdings Co., Ltd. , Meggitt PLC , Moneysupermarket.com Group PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
Sign-up for fixix investment picks
  • Holdings: First Citizens BancShares Inc (DE) Class A , Kadant Inc , Treehouse Foods Inc , Mueller Industries Inc , iShares Russell 2000 Value ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for espix investment picks
  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
Sign-up for ppeax investment picks
  • Holdings: Microsoft Corp , General Electric Co , Schlumberger NV , Johnson & Johnson , NextEra Energy Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for tocqx investment picks
  • Holdings: Google Inc Class A , Apple Inc , Visa Inc Class A , Honeywell International Inc , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for pnocx investment picks
  • Holdings: Bonanza Creek Energy Inc , Concho Resources Inc , Atlas Energy LP , Halliburton Co , Flotek Industries Inc ,
  • Category: Equity Energy
Sign-up for benix investment picks
  • Holdings: Akorn Inc , Questcor Pharmaceuticals Inc , WEX Inc , Portfolio Recovery Associates Inc , Colfax Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for origx investment picks
  • Holdings: Charles Schwab Corp , State Street Corp , RLI Corp , Alleghany Corp , Sprott Inc ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
Sign-up for ryfsx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Kia Motors Corp , Naspers Ltd Class N , Samsung Electronics Co Ltd , Housing Development Finance Corp Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for memgx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for oibcx investment picks
  • Holdings: Verizon Communications Inc , Johnson & Johnson , Pfizer Inc , Merck & Co Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for lbscx investment picks
  • Holdings: Goldman Sachs MLP Energy Infras Instl , Third Avenue Focused Credit Instl , Robeco Boston Partners L/S Equity Instl , PIMCO StocksPLUS AR Short Strat Instl , Wasatch Frontier Emerg Sm Countrs Inv ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for acopx investment picks
  • Holdings: Blackrock Total Return Fund 2020 , BlackRock Capital Appreciation BlackRock , Blackrock Large Cap Growth 2020 , Blackrock Mstr Basic Val Fund 2020 , iShares MSCI Japan ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for bipcx investment picks
  • Holdings: MFS® Research International R5 , MFS® International Value R5 , MFS® International Growth R5 , MFS® International New Discovery R5 , MFS® Emerging Markets Equity R5 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for mdikx investment picks
  • Holdings: Micron Tech Cv 1.625% , Gilead Sciences Cv 1.625% , Chesapeake Engy Pfd 144A , Xilinx Cv 2.625% , Priceline Grp Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for prccx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 5 Stars
Sign-up for ptcix investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for bsbsx investment picks
  • Holdings: Active Stock Master Portfolio , MIP International Tilts Master Portfolio , BlackRock Russell 1000 Index T , iShares International Dev Rel Est , iShares Cohen & Steers REIT ,
  • Category: Target Date 2051+
  • Morningstar Rating: 2 Stars
Sign-up for lpvrx investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for sdgix investment picks
  • Holdings: American International Group Inc , Direct Line Insurance Group PLC , Masonite International Corp , Bank of America Corporation , Citigroup Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for hwaax investment picks
  • Holdings: Exxon Mobil Corporation , Johnson & Johnson , Wells Fargo & Co , Chevron Corp , Occidental Petroleum Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for vgiix investment picks
  • Holdings: CBS Corp Class B , Air Products & Chemicals Inc , JPMorgan Chase & Co , Pfizer Inc , SunTrust Banks Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for criex investment picks
  • Holdings: Compass EMP US 500 Enh Volatil Wtd I , Compass EMP Intl 500 Enh Volatil Wtd I , Compass EMP US 500 Volatil Wtd I , Compass EMP Intl 500 Volatil Wtd I , Compass EMP US Sm Cp 500 Volatil Wtd I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for ltgax investment picks
  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
Sign-up for psrrx investment picks
  • Holdings: Prosperity Bancshares, Inc. , CNO Financial Group Inc , RLJ Lodging Trust , Highwoods Properties Inc , LaSalle Hotel Properties ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for vrtvx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for aibax investment picks
  • Holdings: Roche Holding AG , Bristol-Myers Squibb Company , HCA Holdings Inc , AbbVie Inc , Gilead Sciences Inc ,
  • Category: Health
  • Morningstar Rating: 2 Stars
Sign-up for erhsx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for sctax investment picks
  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Chevron Corp , iShares Russell 1000 Value , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for amwyx 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: matfx - Matthews Asia Science and Tech Inv to amwyx - ALPS | WMC Value Intersection A
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