Funds From: pldsx - Pacific Funds Short Duration Income Adv to scmvx - Schneider Small Cap Value


  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for pldsx investment picks
  • Holdings: Verizon Communications Inc , AT&T Inc , Directv , Level 3 Communications Inc , Cogent Communications Holdings Inc ,
  • Category: Communications
  • Morningstar Rating: 3 Stars
Sign-up for ftuax investment picks
  • Holdings: TJX Companies , Wal-Mart Stores Inc , Markel Corporation , Berkshire Hathaway Inc Class B , Ansys Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for eseax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for styix investment picks
  • Holdings: SBA Communications Corp , Alliance Data Systems Corp , DaVita HealthCare Partners Inc , Nielsen NV , Gartner Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for tmdpx investment picks
  • Category: Short Government
  • Morningstar Rating: 4 Stars
Sign-up for figix investment picks
  • Holdings: SPDR® Barclays Short Term Hi Yld Bd ETF , Vanguard Short-Term Bond ETF , iShares Floating Rate Bond , Vanguard Intermediate-Term Corp Bd ETF , iShares MBS ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for iccnx investment picks
  • Holdings: Akamai Technologies Inc , HCC Insurance Holdings Inc , Marvell Technology Group Ltd , Ryder System Inc , Jarden Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for lvofx investment picks
  • Holdings: Acwi Ex Us Index Master Portfolio Of Master Investment Portfolio ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for bdokx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Citigroup Inc , Wells Fargo & Co , JPMorgan Chase & Co , Capital One Financial Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for jdvvx investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Large Cap S&P 500 Index Inst , Principal Overseas Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for ltvpx investment picks
  • Holdings: British American Tobacco PLC , Housing Development Finance Corp Ltd , Philip Morris International Inc , Roche Holding AG Dividend Right Cert. , Nestle SA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for jvxix investment picks
  • Holdings: Universal Health Services Inc Class B , United Rentals Inc , IPG Photonics Corp , Precision Castparts Corp , Willis Group Holdings PLC ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for wpscx investment picks
  • Holdings: iShares Russell 2000 , Qlik Technologies Inc , Blount International Inc , H.B. Fuller Company , Cardtronics Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for aesax investment picks
  • Holdings: AbbVie Inc , LyondellBasell Industries NV , Morgan Stanley , Time Warner Inc , Carrefour ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for ggeax investment picks
  • Holdings: LKQ Corp , Moody's Corporation , Fastenal Co , SEI Investments Company , Ansys Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for dfdmx investment picks
  • Holdings: Principal Income Instl , Principal Government & High Qual Bd Inst , Principal Short-Term Income Inst , Principal Equity Income Inst , Principal Large Cap Growth Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for pcblx investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for dhgcx investment picks
  • Holdings: Apple Inc , Pfizer Inc , Bank of America Corporation , Wells Fargo & Co , Johnson & Johnson ,
  • Category: Large Blend
Sign-up for rseax investment picks
  • Holdings: iShares Short Treasury Bond , SPDR® Barclays 1-3 Month T-Bill ETF , Laboratory Corp of America Hldgs , Quest Diagnostics Inc , Eli Lilly and Co ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for gavax investment picks
  • Holdings: Tesoro Corp , Cubist Pharmaceuticals Inc , Jazz Pharmaceuticals PLC , Community Health Systems Inc , Genesee & Wyoming Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for rescx investment picks
  • Category: Nontraditional Bond
Sign-up for pmzix investment picks
  • Holdings: Radian Group Inc , Marriott Vacations Worldwide Corp , Western Alliance Bancorp , Synovus Financial Corp , ALLETE Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for mrvsx investment picks
  • Holdings: Skyworks Solutions Inc , Realty Income Corp , SL Green Realty Corp , Equinix Inc , Advance Auto Parts Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for spmix investment picks
  • Holdings: Exxon Mobil Corporation , Schlumberger NV , Chevron Corp , EOG Resources Inc , Baker Hughes Inc ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
Sign-up for fnrcx investment picks
  • Category: Miscellaneous Sector
Sign-up for nbdcx investment picks
  • Holdings: Exxon Mobil Corporation , Microsoft Corp , Bank of America Corporation , JDS Uniphase Corp (CA) , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for thpgx investment picks
  • Holdings: Itau Unibanco Holding SA ADR , Bank Bradesco ADR , Ambev SA ADR , Credicorp Ltd , Cemex SAB de CV ADR ,
  • Category: Latin America Stock
  • Morningstar Rating: 5 Stars
Sign-up for jltax investment picks
  • Holdings: E-mini S&P MidCap 400 Index Future Mar15 , Skyworks Solutions Inc , SL Green Realty Corp , Realty Income Corp , Equinix Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for pmfmx investment picks
  • Holdings: Flagstar Bancorp, Inc. , Taylor Morrison Home Corp Class A , Aegean Marine Petroleum Network Inc , Aviat Networks Inc , FreightCar America Inc ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
Sign-up for scmvx 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: pldsx - Pacific Funds Short Duration Income Adv to scmvx - Schneider Small Cap Value
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