Funds From: ailax - Forward Income Builder A to roimx - Royce International Micro-Cap Service


  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Amdocs Ltd , Bank of America Corporation , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for weswx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Nike Inc Class B , Visa Inc Class A , PepsiCo Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for sdgax investment picks
  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Lg Cap Gr Insights Instl , Goldman Sachs Em Mkts Eq Insights Intl ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ggscx investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Bond Index Instl , Nationwide Mid Cap Market Index Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for nsdmx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Kia Motors Corp , Naspers Ltd Class N , Samsung Electronics Co Ltd , Housing Development Finance Corp Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for memcx investment picks
  • Holdings: Aust 10y Bond Fut Jun14 Xsfe 20140616 , Long Gilt Future Jun14 Xlif 20140626 , Us 10yr Note (Cbt)jun14 Xcbt 20140619 , Jpn 10y Bond(Ose) Jun14 Xose 20140611 , Can 10yr Bond Fut Jun14 Xmod 20140619 ,
  • Category: Multialternative
  • Morningstar Rating: 1 Stars
Sign-up for dsfyx investment picks
  • Holdings: Berkshire Hathaway Inc Class A , General Electric Co , Teva Pharmaceutical Industries Ltd ADR , Novo Nordisk A/S ADR , Alcoa Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for favlx investment picks
  • Holdings: Allstate Corp , Lincoln National Corp , Nordstrom Inc , M&T Bank Corp , Brunswick Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for vpsvx investment picks
  • Holdings: Bayer AG , Orix Corp , NOVO-NORDISK A S , Sanofi , Anheuser-Busch Inbev SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for fadix investment picks
  • Holdings: Grant Park Mfs Fund Ltd ,
  • Category: Managed Futures
  • Morningstar Rating: 3 Stars
Sign-up for gpfax investment picks
  • Holdings: Apple Inc , Tesla Motors Inc , Oracle Corporation , ServiceNow Inc , SanDisk Corp ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for dgtnx investment picks
  • Holdings: British American Tobacco PLC , Philip Morris International Inc , Nestle SA , Unilever NV DR , UBS AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for fiinx investment picks
  • Holdings: Nestle SA , Roche Holding AG , Novartis AG , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for aiiix investment picks
  • Holdings: Fin Fut Euro$ Cme 09/14/15 , Ru20intr Trs Equity 3ml-35 *Bullet* Boa , Fin Fut R2000 Mini Nyf 06/20/14 , Fin Fut Euro$ Cme 12/14/15 , Ru20intr Trs Equity 3ml-40 *Bullet* Fbf ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
Sign-up for pckpx investment picks
  • Holdings: Intel Corp , Royal Dutch Shell PLC ADR Class A , Encana Corp , Schlumberger NV , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for ptfdx investment picks
  • Holdings: HCA Holdings Inc , NXP Semiconductors NV , United Rentals Inc , Mylan Inc , Service Corp International Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for atgcx investment picks
  • Holdings: Apple Inc , NYSE/Liffe 2 Year US Treasury Note Future June14 , FedEx Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for csifx investment picks
  • Holdings: SEI Large Cap A (SIMT) , SEI Multi-Asset Accumulation A (SIMT) , SEI International Equity A (SIT) , SEI Multi-Asset Inflation Mgd A (SIMT) , SEI US Fixed Income A (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for srwax investment picks
  • Holdings: Royal Dutch Shell PLC Class B , Roche Holding AG , Total SA , Bayer AG , Imperial Tobacco Group PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 2 Stars
Sign-up for mcefx investment picks
  • Holdings: Alaska Air Group Inc , Westar Energy Inc , Piedmont Office Realty Trust Inc , Fifth Third Bancorp , Polaris Industries Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for htscx investment picks
  • Holdings: Master Value Opportunities Llc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for mcspx investment picks
  • Holdings: Ultra Petroleum Corp , Orion Marine Group Inc , International Rectifier , Newalta Corp , Zimmer Holdings Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for atdcx investment picks
  • Holdings: Bny Mellon Cash Reserve Eod Fund , World Fuel Services Corp , EnerSys Inc , Finish Line Inc , Graphic Packaging Holding Co ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for bpscx investment picks
  • Holdings: Magellan Aerospace Corp , Zuiko Corp , Pico Far East Holdings Ltd. , Huvis Corp , Eugene Technology Co., Ltd. ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 1 Stars
Sign-up for roimx 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: ailax - Forward Income Builder A to roimx - Royce International Micro-Cap Service
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