Funds From: aevyx - Columbia Equity Value K to mspyx - BlackRock PA Municipal Bond Svc


  • Holdings: JPMorgan Chase & Co , Exxon Mobil Corporation , Wells Fargo & Co , Citigroup Inc , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for aevyx investment picks
  • Holdings: Royal Dutch Shell PLC Class B , HSBC Hldgs (UK) (2nd) , Vodafone Group PLC , Sumitomo Mitsui Financial Group Inc , BNP Paribas ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for nivlx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Google, Inc. Class A , Microsoft Corporation , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for spidx investment picks
  • Holdings: Apple Inc , Microsoft Corporation , Pfizer Inc , JPMorgan Chase & Co , Oracle Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for ccrzx investment picks
  • Holdings: Google, Inc. Class A , Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Visa, Inc. Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for pvomx investment picks
  • Holdings: Great-West S&P 500® Index Init , Great-West International Index Init , Great-West Bond Index Init , Great-West S&P Mid Cap 400® Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
Sign-up for mxssx investment picks
  • Holdings: Gilead Sciences Inc , Google Inc Class A , Biogen Idec Inc , Visa, Inc. Class A , Monsanto Company ,
  • Category: Large Growth
  • Morningstar Rating: -1 Stars
Sign-up for ctgrx investment picks
  • Holdings: NextEra Energy Inc , NiSource Inc , ITC Holdings Corp , Westar Energy, Inc. , Northeast Utilities ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
Sign-up for rsrfx investment picks
  • Holdings: SPDR S&P 500 , Vanguard FTSE Developed Markets ETF , Vanguard Total Bond Market ETF , iShares Russell 2000 , Vanguard Total World Stock Index ETF ,
  • Category: Target Date 2036-2040
Sign-up for pzdax investment picks
  • Holdings: Johnson & Johnson , Merck & Co Inc , Nestle SA , Vodafone Group PLC , Roche Holding AG ,
  • Category: World Stock
Sign-up for ibiix investment picks
  • Holdings: Simon Property Group Inc , Host Hotels & Resorts Inc , Public Storage , SL Green Realty Corporation , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for crecx investment picks
  • Holdings: Patriot Transportation Holdings, Inc. , Marten Transport, Ltd. , Shoe Carnival , ATMI, Inc. , Capella Education Company ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for rmcfx investment picks
  • Holdings: NewMarket Corporation , Wells Fargo & Co , CarMax, Inc. , General Dynamics Corp , Bristol-Myers Squibb Company ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for heiix investment picks
  • Holdings: Liberty Interactive Corp Class A , Actavis PLC , Interpublic Group of Companies, Inc , Clean Harbors, Inc. , Iron Mountain Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for rsvax investment picks
  • Holdings: Cempcsvwf Fund Ltd , Compass EMP Ultra Short-Term Fixd Inc I , White Mtns Re Grp 144A 6.375% , Amsouth Bk N A Birmingham Ala 5.2% , Zions Bancorp Mtn 2.75% ,
  • Category: Commodities Broad Basket
Sign-up for ccocx investment picks
  • Holdings: Canadian Pacific Railway Ltd , A.P. Møller-Maersk , AIA Group Ltd. , Keyence Corp , Apple Inc ,
  • Category: World Stock
  • Morningstar Rating: -1 Stars
Sign-up for jdwrx investment picks
  • Holdings: Visa, Inc. Class A , Diageo PLC , Danone , Walt Disney Co , Nestle SA ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for rlgyx investment picks
  • Holdings: Roche Holding AG , Novartis AG , BP PLC , ING Groep N.V. , Royal Dutch Shell PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for rifex investment picks
  • Holdings: Pru Shirt Dur Milti-Sec , Prudential International Value C , Prudential Total Return Bd , Prudential Strategic Value Z , Prudential Large Cap Core Equity A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jdmbx investment picks
  • Holdings: Credit Agricole S A 144a 144A FRN , Keybank Natl Assn FRN , Pnc Bk N A Pittsburgh Pa FRN , Barclays Bk FRN , Fifth Third Bk Cin Ohio Mtn Be FRN ,
  • Category: Managed Futures
Sign-up for WKFIX investment picks
  • Holdings: Croda International PLC , Linde AG , Barclays PLC , Adidas AG , Pearson PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for criix investment picks
  • Holdings: Intel Corp , Texas Instruments, Inc. , Micron Technology, Inc. , Applied Materials, Inc. , Broadcom Corporation ,
  • Category: Technology
  • Morningstar Rating: 1 Stars
Sign-up for rysix investment picks
  • Holdings: Consumer Discretionary Select Sector Spdr® Fund , Health Care Select Sector Spdr® Fund , Neogen Corporation , American Airlines Group Inc , Spdr® S&P Midcap 400® Etf Trust ,
  • Category: Market Neutral
Sign-up for WBLFX investment picks
  • Holdings: Apple Inc , Google, Inc. Class A , Gilead Sciences Inc , Wells Fargo & Co , Time Warner Cable Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for dfmax investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for magmx investment picks
  • Holdings: Google, Inc. Class A , UnitedHealth Group Inc , Berkshire Hathaway Inc Class B , Liberty Global PLC , Laboratory Corporation of America Holdings ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for dgoyx investment picks
  • Holdings: Aryzta AG , Time Warner Inc , CGI Group, Inc. Class A , Teva Pharmaceutical Industries Ltd ADR , Johnson & Johnson ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for dabix 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: aevyx - Columbia Equity Value K to mspyx - BlackRock PA Municipal Bond 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