Funds From: dtlgx - Wilshire Large Company Growth Invmt to archx - Archer Balanced


  • Holdings: Facebook Inc Class A , Gilead Sciences Inc , Visa Inc Class A , Starbucks Corp , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for dtlgx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for faltx investment picks
  • Holdings: Schwab Core Equity , Laudus US Large Cap Growth , Schwab S&P 500 Index , Schwab Small-Cap Equity , Laudus International MarketMasters Sel ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 5 Stars
Sign-up for swirx investment picks
  • Holdings: British American Tobacco PLC , UGI Corp , Procter & Gamble Co , PepsiCo Inc , CH Robinson Worldwide Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for scgex investment picks
  • Holdings: Aozora Bank Ltd , Buzzi Unicem , Immofinanz Immobilien Anlagen AG , PureCircle Ltd , Cermaq ASA ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
Sign-up for coiix investment picks
  • Holdings: Roche Holding AG , Novartis AG , BG Group PLC , Bayer AG , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for iigix investment picks
  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price Intl Gr & Inc , T. Rowe Price Equity Index 500 , T. Rowe Price Overseas Stock ,
  • Category: Target Date 2051+
  • Morningstar Rating: 4 Stars
Sign-up for parox investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for iptix investment picks
  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for mdnlx investment picks
  • Holdings: E-mini S&P MidCap 400 Index Future Sept14 , Cigna Corp , Lincoln National Corp , Cardinal Health Inc , Agilent Technologies Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for pmprx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for lhycx investment picks
  • Holdings: MSCI EAFE Index Future June14 , Nuveen High Income Bond I , Lord Abbett High Yield I , Will-Kankakee Regl Dev Auth , Waddell & Reed High-Income Y ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for thgwx investment picks
  • Category: Long Government
  • Morningstar Rating: 3 Stars
Sign-up for flbax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ptsax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for spicx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for twtix investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for hsncx investment picks
  • Holdings: Temporary Invt Fd , Apple Inc , AT&T Inc , Gap Inc , Marathon Petroleum Corp ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for brbpx investment picks
  • Holdings: Actavis PLC , Copart Inc , Sensata Technologies Holding N.V. , Mead Johnson Nutrition Co , Alliance Data Systems Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for tegax investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for prelx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for eigmx investment picks
  • Holdings: Exxon Mobil Corporation , Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for mueax investment picks
  • Holdings: Johnson & Johnson , Procter & Gamble Co , Roche Holding AG , Novartis AG , Verizon Communications Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for nsrix investment picks
  • Holdings: Applied Materials Inc , Wynn Resorts Ltd , IHS Inc Class A , Concho Resources Inc , Keurig Green Mountain Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for frslx investment picks
  • Holdings: Microsoft Corp , JPMorgan Chase & Co , Johnson & Johnson , Oracle Corporation , AT&T Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for wqcex investment picks
  • Holdings: Apple Inc , Chevron Corp , National Oilwell Varco Inc , General Electric Co , Philip Morris International Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for migcx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for lgpix investment picks
  • Holdings: SPDR Gold Shares , Switzerland (Govt) 2.5% , iShares Silver Trust , Switzerland (Govt) 3% , Microsoft Corp ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
Sign-up for mperx investment picks
  • Category: World Bond
  • Morningstar Rating: 5 Stars
Sign-up for dindx investment picks
  • Holdings: CVS Caremark Corp , Walt Disney Co , Google Inc Class A , FedEx Corp , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for archx 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: dtlgx - Wilshire Large Company Growth Invmt to archx - Archer Balanced
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