Funds From: CHSAX - Compass EMP US Sm Cp 500 Volatil Wtd A to RSGAX - Russell US Dynamic Equity A


  • Holdings: Empire District Electric Co , Cleco Corp , Capitol Federal Financial Inc , LifePoint Hospitals Inc , Avista Corp ,
  • Category: Small Blend
Sign-up for CHSAX investment picks
  • Holdings: iShares 7-10 Year Treasury Bond , Vanguard Short-Term Bond Index Signal , SPDR S&P 500 , CNI Charter Corporate Bond Servicing , Vanguard FTSE Europe ETF ,
  • Category: Conservative Allocation
Sign-up for CNIMX investment picks
  • Holdings: CLP Holdings Ltd , Loblaw Companies Ltd , Toronto-Dominion Bank , Tim Hortons Inc , National Bank of Canada ,
  • Category: Foreign Large Blend
Sign-up for CTICX investment picks
  • Category: Ultrashort Bond
Sign-up for PSDQX investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for ESDCX investment picks
  • Holdings: Avis Budget Group Inc , Nordson Corp , Ametek Inc , Mettler-Toledo International Inc , Extra Space Storage Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for CUSAX investment picks
  • Holdings: Underlying Fds Tr ,
  • Category: Managed Futures
Sign-up for HMFIX investment picks
  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2051+
Sign-up for LFIBX investment picks
  • Holdings: Microsoft Corp , International Business Machines Corp , Apple Inc , Verizon Communications Inc , Procter & Gamble Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for CLCRX investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
Sign-up for OFIIX investment picks
  • Category: Muni New York Long
Sign-up for MNOCX investment picks
  • Holdings: Tyson Foods Inc Class A , Markel Corporation , ConocoPhillips , McDonald's Corp , Wal-Mart Stores Inc ,
  • Category: Large Blend
Sign-up for CFLIX investment picks
  • Holdings: Cempclssf Fund Ltd , At&T 2.4% , Goldman Sachs Grp 5.625% , Compass EMP Ultra Short-Term Fixd Inc I ,
  • Category: Managed Futures
Sign-up for CCNIX investment picks
  • Holdings: Kia Motors Corp , OAO Lukoil ADR , Infosys Ltd ADR , Samsung Electnc Pfd , SK Telecom Co Ltd ADR ,
  • Category: Diversified Emerging Mkts
Sign-up for TMGGX investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for CODRX investment picks
  • Holdings: Columbia Dividend Income I , Columbia Select Large Cap Growth I , Columbia Dividend Opportunity I , Columbia Contrarian Core I , Columbia Global Dividend Opportunity I ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for CWPRX investment picks
  • Holdings: Prosperity Bancshares, Inc. , RLJ Lodging Trust , CNO Financial Group Inc , LaSalle Hotel Properties , Esterline Technologies ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for VRTVX investment picks
  • Category: Short Government
Sign-up for BDSTX investment picks
  • Holdings: Gscbpur1 R Usl3m P 06/30/15 Gs , Jpcmptsh P Usl3m R 06/30/15 Jp , Ubsembsk R Usl3m P 05/19/15 Ub , FNMA , FNMA ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for PJMEX investment picks
  • Holdings: Cognizant Technology Solutions Corp Class A , Visa Inc Class A , Helmerich & Payne Inc , Apache Corporation , PNC Financial Services Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for PROVX investment picks
  • Holdings: Manning & Napier Pro-Blend Max Term I ,
  • Category: Target Date 2041-2045
Sign-up for MTUIX investment picks
  • Category: World Bond
Sign-up for CEBIX investment picks
  • Category: Muni New York Long
Sign-up for MNOAX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for MTRTX investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Exxon Mobil Corporation , Roche Holding AG , Johnson & Johnson ,
  • Category: World Stock
Sign-up for FGTNX investment picks
  • Holdings: Cempclssf Fund Ltd , At&T 2.4% , Goldman Sachs Grp 5.625% , Compass EMP Ultra Short-Term Fixd Inc I ,
  • Category: Managed Futures
Sign-up for CCNTX investment picks
  • Holdings: Manning & Napier Pro-Blend Extnd Term I , Manning & Napier Pro-Blend Max Term I ,
  • Category: Target Date 2021-2025
Sign-up for MTOAX investment picks
  • Holdings: Cempcsvwf Fund Ltd , Compass EMP Ultra Short-Term Fixd Inc I , White Mtns Re Grp 144A 6.375% , Macys Retail Hldgs 7.45% , Equitable Life Assurn Soc U S 144A 7.7% ,
  • Category: Commodities Broad Basket
Sign-up for CCOTX investment picks
  • Category: Commodities Broad Basket
Sign-up for NGVAX investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Facebook Inc Class A , Gilead Sciences Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for RSGAX 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: CHSAX - Compass EMP US Sm Cp 500 Volatil Wtd A to RSGAX - Russell US Dynamic Equity 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