Funds From: clvcx - Calvert Large Cap Value C to rspox - State Farm S&P 500 Index R1


  • Holdings: General Electric Co , Marathon Oil Corp , CVS Caremark Corp , Time Warner Inc , Devon Energy Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for clvcx investment picks
  • Holdings: Jazz Pharmaceuticals PLC , Cubist Pharmaceuticals Inc , Manhattan Associates Inc , ITT Educational Services, Inc. , Generac Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for psgrx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd ADR , OAO Gazprom ADR , Sasol, Ltd. , Hon Hai Precision Ind. Co., Ltd. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for cemvx investment picks
  • Holdings: Franco-Nevada Corp , SPDR Gold Shares , Goldcorp Inc , Agnico Eagle Mines Ltd , Turquoise Hill Resources Ltd ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 4 Stars
Sign-up for igdcx investment picks
  • Holdings: FNMA , FNMA , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-04-01 , CVS Caremark Corp ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pacax investment picks
  • Holdings: Vanguard European Stock Index ETF , iShares MSCI All Country Asia ex Jpn Idx , WisdomTree Japan Hedged Equity , iShares MSCI EMU Index , Vanguard FTSE Developed Markets ETF ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for rltax investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal Bond Market Index Instl , Principal Short-Term Income Inst , Principal LargeCap Growth I Inst ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
Sign-up for ptajx investment picks
  • Holdings: Copart, Inc. , DENTSPLY International, Inc. , KKR & Co LP , Reliance Steel and Aluminum , Ritchie Bros. Auctioneers, Inc. ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for rgfax investment picks
  • Holdings: Gilead Sciences Cv 1.625% , Jpmorgan Chase & Co Exch 144a 144A , Salix Pharmaceuticals Cv 1.5% , United Tech , Danaher Corp Del Cv ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for mccvx investment picks
  • Holdings: Royal Dutch Shell PLC , Roche Holding AG , Novartis AG , BP PLC , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for rinyx investment picks
  • Holdings: Great-West Bond Index Init , Great-West S&P 500® Index Init , Great-West International Index Init , Great-West S&P Mid Cap 400® Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for mxlhx investment picks
  • Holdings: NYSE/Liffe 10 Year US Treasury Note Future June14 , PIMCO Income Instl , Irs Gbp 2.250 09/17/14-5y Cme , Irs Jpy 1.000 09/18/13-10y Cme , PIMCO StocksPLUS Instl ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
Sign-up for pgaax investment picks
  • Holdings: Astellas Pharma Inc , Nestle SA , Gold Bullion , Devon Energy Corp , Berkshire Hathaway Inc Class A ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ivwax investment picks
  • Holdings: Reliance Industries Ltd , Li & Fung Ltd , United Continental Holdings Inc , Petroleo Brasileiro SA Petrobras ADR , Adani Enterprises Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for jdiax investment picks
  • Holdings: Wal-Mart Stores Inc , Amazon.com Inc , Home Depot Inc , CVS Caremark Corp , Walgreen Co ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 3 Stars
Sign-up for ryrix investment picks
  • Holdings: GAF CORP , US Treasury Note 1% , Vereinigte Mexikanische 5% , Apple Inc , Roche Holding AG ,
  • Category: World Allocation
Sign-up for us35361f7419 investment picks
  • Holdings: Columbia European Equity I , Columbia Pacific/Asia I , Columbia Acorn International I , Columbia Emerging Markets I ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for cmtzx investment picks
  • Holdings: TIAA-CREF Bond Plus Inst , TIAA-CREF Short-Term Bond Inst , TIAA-CREF Bond Instl , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Large-Cap Value Instl ,
  • Category: Conservative Allocation
Sign-up for tcsix investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for hipax investment picks
  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Short Fxd-Inc I , Fidelity Advisor® Ser Equity-Income , Fidelity® Series High Income , Fidelity® Series International Value ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
Sign-up for fcftx investment picks
  • Holdings: Pru Shirt Dur Milti-Sec , Prudential Total Return Bd , Prudential International , Prudential Government Income A , Prudential Absolute Return Bond Q ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jdabx investment picks
  • Holdings: Synchronoss Technologies Inc , Align Technology Inc , Bottomline Technologies Inc , Hain Celestial Group Inc , The Advisory Board Co ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
Sign-up for spvax investment picks
  • Holdings: Actuant Corp Class A , Riverbed Technology Inc , Select Comfort Corp , NICE-Systems Ltd ADR , BioMed Realty Trust Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for sscox investment picks
  • Holdings: American Financial Group Inc , ARRIS Group Inc , Graphic Packaging Holding Co , Old Dominion Freight Lines , LifePoint Hospitals Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for jhsox investment picks
  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity® Series High Income ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
Sign-up for ffvbx investment picks
  • Holdings: iShares Russell 1000 Growth , SunAmerica Strategic Value A , SunAmerica Alternative Strategies A , SunAmerica Focused Alpha Large-Cap A , SunAmerica Focused Dividend Strategy A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for fmatx investment picks
  • Holdings: US Treasury TIP , iShares Core MSCI Emerging Market , US Treasury TIP , US TREASURY TIP , US Treasury TIP 0.125% ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
Sign-up for lteax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Microsoft Corporation , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for rspox 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: clvcx - Calvert Large Cap Value C to rspox - State Farm S&P 500 Index R1
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