Funds From: vascx - Invesco Small Cap Discovery A to aftex - American Funds Tax-Exempt Bond A


  • Holdings: Lennox International Inc , Steelcase Inc , Carlisle Companies Inc , MasTec Inc , Taser International Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for vascx investment picks
  • Holdings: Apple Inc , Schlumberger NV , Occidental Petroleum Corp , PepsiCo Inc , JPMorgan Chase & Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for dgrix investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for hleix investment picks
  • Holdings: Bank of America Corporation , Canadian Pacific Railway Ltd , Applied Materials Inc , American International Group Inc , Pentair Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for uncmx investment picks
  • Holdings: Gilead Sciences Inc , Amgen Inc , Biogen Idec Inc , Celgene Corp , Alexion Pharmaceuticals Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for rybox investment picks
  • Holdings: Baidu Inc ADR , Bayer AG , Linde AG , Nestle SA , Rolls-Royce Holdings PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for aphix investment picks
  • Holdings: Great-West S&P 500® Index Init , Great-West International Index Init , Great-West S&P Mid Cap 400® Index Init , Oppenheimer Developing Markets A , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for mxplx investment picks
  • Holdings: Credit Suisse Group , Taiwan Semiconductor Manufacturing Co Ltd , WPP PLC , Capita PLC , AIA Group Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for pritx investment picks
  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Israel Chemicals Ltd , Check Point Software Technologies Ltd , Perrigo Co PLC , Amdocs Ltd ,
  • Category: Miscellaneous Region
Sign-up for amdax investment picks
  • Holdings: Harbor International Administrative , Fidelity® International Discovery , Manning & Napier World Opportunities A , Morgan Stanley Inst International Eq A , MSCI EAFE Index Future June14 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for filfx investment picks
  • Holdings: Johnson & Johnson , Google Inc Class A , US Treasury TIP 2.5% , Apple Inc , US Treasury Note 1.375% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for acoax investment picks
  • Holdings: Brookfield Asset Management Inc Class A , O'Reilly Automotive Inc , Markel Corporation , Williams Companies Inc , Liberty Media Corporation Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for pmbpx investment picks
  • Holdings: Micron Technology Inc , Alliance Data Systems Corp , Cree Inc , Aspen Technology Inc , Pentair Ltd ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for wstrx investment picks
  • Holdings: Famous Dave's of America Inc , REX American Resources Corp , PowerSecure International Inc , Utah Medical Products Inc , AtriCure Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for brsix investment picks
  • Holdings: Covidien PLC , Boston Scientific Inc , Stryker Corporation , Abbott Laboratories , Medtronic Inc ,
  • Category: Health
  • Morningstar Rating: 2 Stars
Sign-up for fsmex investment picks
  • Holdings: FireEye Inc , Splunk Inc , Dick's Sporting Goods Inc , Yelp Inc Class A , Vince Holding Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
Sign-up for tgsdx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for lexnx investment picks
  • Holdings: PennyMac Mortgage Investment Trust , Starwood Property Trust, Inc. , Daimler AG , Total SA , Swisscom AG ,
  • Category: World Stock
Sign-up for taigx investment picks
  • Holdings: Union Pacific Corp , Visa Inc Class A , Apple Inc , Monsanto Co , Priceline Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mlrrx investment picks
  • Holdings: Johnson & Johnson , Wells Fargo & Co, San Francisco Ca Pfd , Exxon Mobil Corporation , Bk Amer Pfd , PNC Financial Services Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for tweix investment picks
  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2051+
  • Morningstar Rating: 1 Stars
Sign-up for fhftx investment picks
  • Holdings: VF Corp , Sensata Technologies Holding N.V. , Ralph Lauren Corp Class A , Celgene Corp , Precision Castparts Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for wpsgx investment picks
  • Holdings: Lorillard Inc , Wells Fargo & Co , General Dynamics Corp , Hasbro Inc , Albemarle Corp ,
  • Category: Large Value
Sign-up for abcyx investment picks
  • Holdings: Google Inc Class A , Google Inc Class C , Visa Inc Class A , Danaher Corp , Thermo Fisher Scientific Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for mfekx investment picks
  • Holdings: Newfield Exploration Co , Darling Ingredients Inc , Western Union Co , Clean Harbors Inc , Hanesbrands Inc ,
  • Category: Mid-Cap Blend
Sign-up for ssecx investment picks
  • Holdings: USAA International Institutional , USAA Income Stock Institutional , USAA Emerging Markets Institutional , USAA Small Cap Stock Institutional , USAA Value Institutional ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for urfrx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
Sign-up for vficx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
Sign-up for ecfax investment picks
  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds EuroPacific Gr R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
Sign-up for cgpax investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for aftex 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: vascx - Invesco Small Cap Discovery A to aftex - American Funds Tax-Exempt Bond 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