Funds From: gsqtx - Goldman Sachs Small Cap Value IR to dfstx - DFA US Small Cap I


  • Holdings: iShares Russell 2000 Value , PolyOne Corp , Esterline Technologies , Cleco Corp , Spectrum Brands Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
Sign-up for gsqtx investment picks
  • Holdings: Clean Harbors Inc , Total System Services Inc , International Game Technology , Synopsys Inc , Cinemark Holdings Inc ,
  • Category: Small Blend
Sign-up for bscvx investment picks
  • Holdings: Citrix Systems Inc , ConAgra Foods Inc , Johnson Controls Inc , Cadence Design Systems Inc , tw telecom inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for msaix investment picks
  • Holdings: Endo International PLC , St Joe Corp , Mallinckrodt PLC , United Continental Holdings Inc , Dresser-Rand Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for jacnx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
Sign-up for drnyx investment picks
  • Holdings: Citigroup Inc , Weatherford International PLC , JPMorgan Chase & Co , Suncor Energy Inc , Royal Dutch Shell PLC ADR Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for acsyx investment picks
  • Holdings: Micron Technology Inc , Southwest Airlines Co , Magna International Inc Class A , Hanesbrands Inc , SanDisk Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for wfllx investment picks
  • Holdings: Southwest Airlines Co , Skyworks Solutions Inc , Level 3 Communications Inc , Pfizer Inc , S+p500 Emini Fut Sep14 Xcme 20140919 ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for bwlcx investment picks
  • Holdings: U.S. Treasury Notes 2.50% , US Treasury Note 1.5% , Newmont Mining Corp , Barrick Gold Corp , Agnico Eagle Mines Ltd ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
Sign-up for hstrx investment picks
  • Holdings: Simon Property Group Inc , Boston Properties Inc , HCP Inc , Public Storage , Essex Property Trust Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for fheix investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for tisix investment picks
  • Holdings: Citrix Systems Inc , Agilent Technologies Inc , Check Point Software Technologies Ltd , Red Hat Inc , PNC Financial Services Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for sopfx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for mgvsx investment picks
  • Category: Long-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for seakx investment picks
  • Holdings: AuRico Gold Inc , Pan American Silver Corp , Sykes Enterprises Inc , New Gold Inc , CSG Systems International Inc ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
Sign-up for arvix investment picks
  • Holdings: Methanex Corp , Reinsurance Group of America Inc , Arrow Electronics Inc , Laboratorios Almirall SA , Wesco International Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for hmvix 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 flcex investment picks
  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , MIP International Tilts Master Portfolio , iShares TIPS Bond , Master Small Cap Index ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 1 Stars
Sign-up for nlwax investment picks
  • Holdings: Level 3 Communications Inc , Graham Holdings Co , OCI NV , Texas Industries Inc , Everest Re Group Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 5 Stars
Sign-up for llscx investment picks
  • Holdings: Russell 2000 Index Mini TIC , Centene Corp , US Silica Holdings Inc , Teledyne Technologies Inc , Triquint Semiconductor ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for psspx investment picks
  • Holdings: Credit Suisse Group , Allianz SE , BNP Paribas , Honda Motor Co Ltd , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for oarix investment picks
  • Holdings: LyondellBasell Industries NV , Merck & Co Inc , Intel Corp , Microsoft Corp , Altria Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for pyvlx investment picks
  • Holdings: Dow Chemical Co , E I du Pont de Nemours & Company , Monsanto Co , LyondellBasell Industries NV , Praxair Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 5 Stars
Sign-up for vmiax investment picks
  • Holdings: Citigroup Inc , Bank of America Corporation , Applied Materials Inc , JPMorgan Chase & Co , Toyota Motor Corp ADR ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for ncgfx investment picks
  • Holdings: American Funds Washington Mutual R6 , American Funds US Government Sec R6 , American Funds American Balanced R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for aadtx investment picks
  • Holdings: FreightCar America Inc , NN Inc , MutualFirst Financial Inc , Jamba Inc , Sifco Industries Inc ,
  • Category: Small Blend
Sign-up for thbvx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
Sign-up for evblx investment picks
  • Holdings: Deluxe Corp , Protective Life Corp , Dillards Inc , Western Digital Corp , UnitedHealth Group Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 5 Stars
Sign-up for jazzx investment picks
  • Holdings: Simon Property Group Inc , Prologis Inc , AvalonBay Communities Inc , Boston Properties Inc , Host Hotels & Resorts Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for urtax investment picks
  • Holdings: Spirit Airlines Inc , RF Micro Devices Inc , ARRIS Group Inc , Zebra Technologies Corp , Avis Budget Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for dfstx 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: gsqtx - Goldman Sachs Small Cap Value IR to dfstx - DFA US Small Cap 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