Funds From: cwrtx - Compass EMP REC Enhanced Volatil Wtd T to lshux - Horizon Spin-off & Corp Restructuring I


  • Holdings: Alexandria Real Estate Equities Inc , Public Storage , Simon Property Group Inc , Kilroy Realty Corp , Macerich Co ,
  • Category: Real Estate
Sign-up for cwrtx investment picks
  • Holdings: Simon Property Group Inc , Boston Properties Inc , Vornado Realty Trust , Public Storage , SL Green Realty Corp ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for aiagx investment picks
  • Holdings: Ametek Inc , Donaldson Co Inc , Amphenol Corp Class A , WNS (Holdings) Ltd ADR , Mettler-Toledo International Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
Sign-up for ltfax investment picks
  • Holdings: Brswap , Isis Pharmaceuticals , Russell 2000 Index Mini TIC , Brunswick Corp , RF Micro Devices Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for ryrox investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for shorx investment picks
  • Holdings: Novartis AG , Royal Dutch Shell PLC Class B , Roche Holding AG Dividend Right Cert. , Toyota Motor Corp , Bayer AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for jftax investment picks
  • Holdings: Cs Cayman Commodity Access Str Mutual Fund , FNMA FRN , US Treasury Note 0.25% , FNMA FRN , FFCB FRN ,
  • Category: Commodities Broad Basket
Sign-up for crcax investment picks
  • Holdings: Nationwide Bond Index Instl , Nationwide S&P 500 Index Instl , Nationwide HighMark Short Term Bd Instl , Nationwide Portfolio Complt Instl , Nationwide International Index Instl ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ncdcx investment picks
  • Holdings: Assured Guaranty Ltd , Swift Transportation Co , United Continental Holdings Inc , Alaska Air Group Inc , Catalent Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for rscmx investment picks
  • Category: Muni Minnesota
  • Morningstar Rating: 1 Stars
Sign-up for dvscx investment picks
  • Holdings: ZELTIQ Aesthetics Inc , Maximus Inc , Tyler Technologies Inc , Cavium Inc , Proofpoint Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for ssdax investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd , AIA Group Ltd , Cheung Kong Holdings Ltd , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
Sign-up for eicgx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for orvcx investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
Sign-up for fpmbx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 1 Stars
Sign-up for fmuux investment picks
  • Holdings: Apple Inc , Google Inc , Microsoft Corp , Oracle Corporation , Qualcomm Inc ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for jatix investment picks
  • Holdings: Ulta Salon Cosmetics & Fragrances Inc , eBay Inc , Williams-Sonoma Inc , Cameron International Corp , Integrys Energy Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for tvdcx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for vlisx investment picks
  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Lg Cap Gr Insights Instl , Goldman Sachs Em Mkts Eq Insights Intl , Goldman Sachs Large Cap Value Instl ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for gaptx investment picks
  • Holdings: Mitsubishi Estate Co Ltd , Mitsui Fudosan Co Ltd , Land Securities Group PLC , Westfield Corp , Link Real Estate Investment Trust ,
  • Category: Global Real Estate
  • Morningstar Rating: 1 Stars
Sign-up for irfcx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for fshsx investment picks
  • Holdings: iShares Russell 2000 , Isis Pharmaceuticals , Puma Biotechnology Inc , WEX Inc , Team Health Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for wmsix investment picks
  • Holdings: MainStay MAP I , MainStay Large Cap Growth I , Mainstay US Equity Opportunities I , MainStay US Small Cap I , MainStay Epoch US All Cap I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mgdax investment picks
  • Holdings: Lord Abbett Affiliated I , Lord Abbett Growth Leaders I , Lord Abbett Fundamental Equity I , Lord Abbett Growth Opportunities I , Lord Abbett Intl Core Equity I ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for ldsax investment picks
  • Holdings: Tronox Worldwide 6.375% , CVS Health Corp , Covidien PLC , Becton Dickinson & Co , FEI Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ekbbx investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal Short-Term Income Inst , Principal LargeCap Growth I Instl , Principal Bond Market Index Instl , Principal Equity Income Inst ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
Sign-up for pvasx investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , HSBC Holdings PLC , Royal Dutch Shell PLC , Sanofi ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for rintx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for ligax investment picks
  • Holdings: PIMCO StocksPLUS Instl , Vanguard FTSE Emerging Markets ETF , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Small Cap StocksPLUS® AR Strt Inst , PIMCO CommoditiesPLUS® Strategy Instl ,
  • Category: Target Date 2041-2045
Sign-up for pfzcx investment picks
  • Holdings: Howard Hughes Corp , Icahn Enterprises LP , Texas Pacific Land Trust , Jarden Corp , Liberty Media Corporation Class C ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for lshux 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: cwrtx - Compass EMP REC Enhanced Volatil Wtd T to lshux - Horizon Spin-off & Corp Restructuring 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 |  Most Recent