Funds From: VEIRX - Vanguard Equity-Income Adm to gsaox - Goldman Sachs Sm Cap Gr Insights A


  • Holdings: Wells Fargo & Co , Johnson & Johnson , Microsoft Corp , Exxon Mobil Corporation , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for VEIRX investment picks
  • Holdings: PIMCO Total Return Instl , PIMCO Real Return Instl , PIMCO StocksPLUS Instl , PIMCO Emerging Markets Bond Instl , PIMCO High Yield Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for ptnrx investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Government Securities R5 , MFS® Global Bond R5 ,
  • Category: Target Date 2011-2015
Sign-up for lftcx investment picks
  • Holdings: US Treasury Note 0.875% , US Treasury Note 1.625% , Fidelity Cent Invt Portfolios , Fidelity Cent Invt Portfolios , US Treasury Note 2% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fftmx investment picks
  • Holdings: Calpine Corp , NRG Energy Inc , Edison International , PG&E Corp , National Grid PLC ,
  • Category: Utilities
  • Morningstar Rating: 1 Stars
Sign-up for putcx investment picks
  • Holdings: E-mini S&P 500 Index Future Sept14 , Apple Inc , PepsiCo Inc , Google Inc Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ppiix investment picks
  • Holdings: Apple Inc , Chevron Corp , National Oilwell Varco Inc , General Electric Co , Noble Energy Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for mmslx investment picks
  • Holdings: Schlumberger NV , Google Inc Class C , Visa Inc Class A , Lowe's Companies Inc , Automatic Data Processing ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for uglsx investment picks
  • Holdings: Tencent Holdings Ltd. , Industrial And Commercial Bank Of China Ltd H Shares , Ping An Insurance Group H Shares , China Construction Bank Corp H Shares , CSPC Pharmaceutical Group Ltd ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
Sign-up for lngzx investment picks
  • Holdings: CR Bard Inc , KeyCorp , Torchmark Corp , Synopsys Inc , Ameriprise Financial Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for dalcx investment picks
  • Holdings: Nestle SA , Danone , Compass Group PLC , Bayer AG , LVMH Moet Hennessy Louis Vuitton SA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mgrbx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Floating Rate Income NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHFunds2 Capital Appreciation Value NAV ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 5 Stars
Sign-up for jlbgx investment picks
  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , General Electric Co , Citigroup Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for fdecx investment picks
  • Holdings: Jacksonville Fla Spl Rev Spl Rev B 5% , San Antonio Tex Wtr Rev Ref Rev B 5.5% , New York St Dorm Auth 5% , Michigan Fin Auth 5% , Dallas Fort Worth Tex Intl Arp Jt Ref 5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for acicx investment picks
  • Holdings: Green Plains Inc , Sanmina Corp , Central Garden & Pet Co Class A , Pioneer Energy Services Corp , Perry Ellis International Inc ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
Sign-up for rysvx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Comcast Corp Class A , CVS Caremark Corp , Pfizer Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for cbbdx investment picks
  • Holdings: Intel Corp , Merck & Co Inc , Chevron Corp , Verizon Communications Inc , AT&T Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for hdogx investment picks
  • Holdings: Medivation Inc , TRW Automotive Holdings Corp , Macquarie Infrastructure Co LLC , Agios Pharmaceuticals Inc , Palo Alto Networks Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for etagx investment picks
  • Holdings: Wintrust Financial Corp , Amsurg Corp , Verint Systems Inc , Dupont Fabros Technology Inc , UIL Holdings Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for jcsox investment picks
  • Holdings: Trinity Industries Inc , American Capital Ltd , Protective Life Corp , Ingram Micro Inc Class A , Triquint Semiconductor ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for nwuix investment picks
  • Holdings: Russell Strategic Bond Y , Russell Investment Grade Bond Y , Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Defensive Equity Y ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for rlltx investment picks
  • Holdings: iShares Core MSCI Emerging Markets , Apple Inc , Exxon Mobil Corporation , Gilead Sciences Inc , US Treasury TIP ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for awayx investment picks
  • Category: World Bond
Sign-up for agbtx investment picks
  • Holdings: Union Pacific Corp , SBA Communications Corp , Rockwell Automation Inc , Foster Wheeler AG , Honeywell International Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for crizx investment picks
  • Holdings: Remgro Ltd , Cp All PLC , PTT Global Chemical PLC , Firstrand Ltd , Bidvest Group Ltd ,
  • Category: Market Neutral
Sign-up for blsax investment picks
  • Holdings: PL Managed Bond P , PL Short Duration Bond P , PL Inflation Managed P , PL Emerging Markets Debt P , PL Floating Rate Loan P ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for poabx investment picks
  • Holdings: PIMCO StocksPLUS Instl , PIMCO CommoditiesPLUS Strategy Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Total Return Instl , PIMCO Real Return Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for pehrx investment picks
  • Holdings: Greif Inc Class A , Highwoods Properties Inc , Esterline Technologies , Symetra Financial Corp , Dana Holding Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for cuurx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for hcbix investment picks
  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , Questcor Pharmaceuticals Inc , Aspen Technology Inc , Cavium Inc , Cognex Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for gsaox 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: VEIRX - Vanguard Equity-Income Adm to gsaox - Goldman Sachs Sm Cap Gr Insights 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 Name |  Ticker |  Popularity |  Our Choices