Funds From: dscvx - Dreyfus Opportunistic Small Cap to nefrx - Loomis Sayles Core Plus Bond A


  • Holdings: SVB Financial Group , Ciena Corporation , Office Depot Inc , Emergent BioSolutions, Inc. , Questcor Pharmaceuticals, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for dscvx investment picks
  • Holdings: Google Inc Class A , Citigroup Inc , Apple Inc , Chevron Corp , Gilead Sciences Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for suwix investment picks
  • Holdings: Lord Abbett International Opp I , Lord Abbett Small Cap Value I , Lord Abbett Developing Growth I , Lord Abbett Value Opportunities I , Lord Abbett Micro Cap Growth I ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for alfrx investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Moderate Allocation
Sign-up for cbpcx investment picks
  • Holdings: Vinci , Swisscom AG , Total SA , GlaxoSmithKline PLC , Imperial Tobacco Group PLC ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for epspx investment picks
  • Holdings: American Funds Fundamental Invs R6 , American Funds Capital World G/I R6 , American Funds Intl Gr And Inc R6 , American Funds Invmt Co of Amer R6 , American Funds EuroPacific Gr R6 ,
  • Category: Aggressive Allocation
Sign-up for ctycx investment picks
  • Holdings: Starwood Property Trust, Inc. , Webster Financial Corp , Portland General Electric Company , Idacorp, Inc. , Cleco Corporation ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for vsfcx investment picks
  • Holdings: US Treasury TIP 3.625% , US Treasury TIP 2.375% , US Treasury TIP 2% , US TREASURY TIP , US Treasury TIP 2.5% ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for pordx investment picks
  • Holdings: MasterCard Incorporated Class A , Biogen Idec Inc , Bank of America Corporation , Westlake Chemical Corporation , Qualcomm, Inc. ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for gbtfx investment picks
  • Holdings: Danaher Corporation , Emerson Electric Co. , Air Products & Chemicals Inc , Ecolab, Inc. , Eaton Corporation PLC ,
  • Category: Industrials
  • Morningstar Rating: 1 Stars
Sign-up for fslex investment picks
  • Holdings: Market Vectors High-Yield Muni ETF , US Treasury Note 2.625% , US Treasury Note 0.75% , Apple Inc , US Treasury Note 3.125% ,
  • Category: Conservative Allocation
Sign-up for earax investment picks
  • Holdings: ING Groep N.V. ADR , Svenska Cellulosa AB Class B , H.Lundbeck A/S ADR , Aviva PLC , Sumitomo Mitsui Financial Group Inc ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for viiex investment picks
  • Holdings: Novartis AG , Sanofi , BNP Paribas , Bayer AG , Lloyds Banking Group PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for aaipx investment picks
  • Holdings: Manhattan Associates, Inc. , NetScout Systems, Inc. , FEI Company , Cognex Corporation , Measurement Specialties ,
  • Category: Small Growth
Sign-up for nwsax investment picks
  • Holdings: Google Inc Class A , Amazon.com Inc , Constellation Brands Inc. Class A , Facebook Inc Class A , Visa, Inc. Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ekonx investment picks
  • Holdings: NextEra Energy Inc , ITC Holdings Corp , Edison International , Sempra Energy , Visa, Inc. Class A ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
Sign-up for evuyx investment picks
  • Holdings: PL Large-Cap Value P , PL Comstock P , PL Main Street Core P , PL International Large-Cap P , PL Managed Bond P ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for podax investment picks
  • Holdings: iShares Russell 2000 Value , Rex Energy Corporation , Southwest Gas Corporation , American Equity Investment Life Holding Company , Western Refining Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for gsscx investment picks
  • Holdings: Netflix, Inc. , Regeneron Pharmaceuticals, Inc. , ENN Energy Holdings Ltd. , Lions Gate Entertainment Corporation , Incyte Corp Ltd ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for rslfx investment picks
  • Holdings: US Treasury Note 1.25% , US Treasury Note 0.625% , Fidelity Cent Invt Portfolios , US Treasury Note 0.75% , US Treasury Note 1.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ftaax investment picks
  • Holdings: Gilead Sciences Inc , American International Group Inc , CVS Caremark Corp , Google Inc Class A , Aetna Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for ithrx investment picks
  • Holdings: Imerys , Wendel Ord , Azimut Holding SPA , SCSK Corporation , gategroup Holding AG ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
Sign-up for hnsjx investment picks
  • Holdings: Royal Dutch Shell PLC Class B , Roche Holding AG , Imperial Tobacco Group PLC , Bayer AG , Glencore Xstrata PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
Sign-up for maefx investment picks
  • Holdings: GuideStone Funds International Eq GS4 , GuideStone Funds Growth Equity GS4 , GuideStone Funds Value Equity GS4 , GuideStone Funds Global Bond GS4 , GuideStone Funds Emerging Mkts Eq GS4 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 4 Stars
Sign-up for gmhzx 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: dscvx - Dreyfus Opportunistic Small Cap to nefrx - Loomis Sayles Core Plus 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