Funds From: igiix - Ivy Global Growth I to rmvsx - Royce SMid-Cap Value Svc


  • Holdings: Fuji Heavy Industries Ltd , Visa Inc Class A , Tokyo Electron Ltd , Teva Pharmaceutical Industries Ltd ADR , L Brands Inc ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for igiix investment picks
  • Holdings: MFS® Government Securities R5 , MFS® Research R5 , MFS® Growth R5 , MFS® Value R5 , MFS® Research Bond R5 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for marrx investment picks
  • Holdings: Samsung Electronics Co Ltd , Microsoft Corp , Citigroup Inc , Comcast Corp Class A , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for tegrx investment picks
  • Holdings: Chevron Corp , JPMorgan Chase & Co , Intel Corp , McKesson Corp , Hartford Financial Services Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for lavyx investment picks
  • Holdings: Samsung Electronics Co Ltd , China Construction Bank Corp H Shares , Industrial And Commercial Bank Of China Ltd H Shares , China Mobile Ltd ADR , Samsung Electronics Co Ltd GDR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for dfesx investment picks
  • Holdings: Intel Cv 3.25% , Gilead Sciences Cv 1.625% , Wells Fargo & Co, San Francisco Ca Pfd , Wellpoint Cv 2.75% , United Tech ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
Sign-up for sbfcx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , E-mini S&P 500 Index Future Mar15 , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for vpskx investment picks
  • Holdings: Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
Sign-up for ltrix investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for grmsx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 5 Stars
Sign-up for ffhfx investment picks
  • Holdings: E-mini S&P 500 Index Future Mar15 , Johnson & Johnson , Exxon Mobil Corporation , Wells Fargo & Co, San Francisco Ca Pfd , Wal-Mart Stores Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for gdmzx investment picks
  • Holdings: Nidec Corp , Toyota Motor Corp , Roche Holding AG Dividend Right Cert. , AIA Group Ltd , Continental AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for gieix investment picks
  • Holdings: SPDR® Barclays Short Term Hi Yld Bd ETF , SPDR® Barclays High Yield Bond ETF , Vanguard Total Bond Market ETF , Vanguard Growth ETF , iShares Core High Dividend ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for igtcx investment picks
  • Holdings: Intesa Sanpaolo , Vodafone Group PLC , Target Corp , Lloyds Banking Group PLC , PG&E Corp ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for pqdcx investment picks
  • Holdings: Apple Inc , Costco Wholesale Corp , American Tower Corp , Equinix Inc , Whole Foods Market Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for gcrix investment picks
  • Holdings: Triumph Group Inc , Hornbeck Offshore Services Inc , Genpact Ltd , Bed Bath & Beyond Inc , Enpro Industries Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for grtvx investment picks
  • Holdings: Guggenheim Strategy II , Guggenheim Strategy I ,
  • Category: Trading-Miscellaneous
Sign-up for rywdx investment picks
  • Holdings: Novartis AG , Anheuser-Busch Inbev SA , Baidu Inc ADR , AstraZeneca PLC , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for bisix investment picks
  • Holdings: Protective Life Corp , Berkshire Hathaway Inc Class A , Vodafone Group PLC ADR , Jazztel PLC , Kinnevik Investment AB Class A ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for gagix investment picks
  • Holdings: Hawaiian Holdings Inc , Sanmina Corp , ACCO Brands Corp , Fresh Del Monte Produce Inc , PHI Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for botsx investment picks
  • Holdings: Thor Industries Inc , Cirrus Logic Inc , AGCO Corp , Western Digital Corp , Kennedy-Wilson Holdings Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 1 Stars
Sign-up for rmvsx 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: igiix - Ivy Global Growth I to rmvsx - Royce SMid-Cap Value Svc
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 |  Most Recent