Funds From: fsttx - American Funds Shrt-Term Tx-Exmpt Bd F1 to psgax - Virtus Small-Cap Sustainable Growth A


  • Holdings: Deluxe Corp , Parexel International Corp , Pharmerica Corp , Sanmina Corp , Basic Energy Services Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for QCSCX investment picks
  • Holdings: JPMorgan Chase & Co , Danaher Corp , EMC Corp , Visa Inc Class A , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mittx investment picks
  • Holdings: PNC Large Cap Core I , PNC Bond I , PNC Limited Maturity Bond I , PNC International Equity I , Vanguard Inflation-Protected Secs Adm ,
  • Category: Target Date 2016-2020
Sign-up for PDTCX investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds US Government Sec R6 , American Funds Global Balanced R6 , American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
Sign-up for CTFFX investment picks
  • Holdings: Transamerica Dividend Focused I2 , Transamerica Select Equity I2 , Transamerica Large Cap Value I2 , Transamerica Growth I2 , Transamerica US Growth I2 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for tagix investment picks
  • Holdings: Walt Disney Co , Home Depot Inc , Priceline Group Inc , TJX Companies , Directv ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 3 Stars
Sign-up for fcnax investment picks
  • Holdings: British American Tobacco PLC , Philip Morris International Inc , MasterCard Inc Class A , Housing Development Finance Corp Ltd , Wells Fargo & Co ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for wwocx investment picks
  • Holdings: Compass EMP Enhanced Fixed Inc I , Compass EMP Market Neutral Income I , Compass EMP Intl 500 Enh Volatil Wtd I , Compass EMP US 500 Enh Volatil Wtd I , Compass EMP Intl 500 Volatil Wtd I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for ctmtx investment picks
  • Holdings: Johnson & Johnson , Apple Inc , Verizon Communications Inc , ConocoPhillips , Lockheed Martin Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for pdiax investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2031-2035
Sign-up for LFEUX investment picks
  • Holdings: Sirona Dental Systems Inc , Dollar Tree Stores Inc , Monster Beverage Corp , Edwards Lifesciences Corp , Intuit Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for vmccx investment picks
  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research International R5 ,
  • Category: Target Date 2051+
Sign-up for LFIBX investment picks
  • Holdings: Yue Yuen Industrial holdings , Uni-President Enterprises Corp , Astral Foods Ltd , KEPCO Plant Service & Engineering Co Ltd , Container Corp of India ,
  • Category: Diversified Emerging Mkts
Sign-up for fedgx investment picks
  • Holdings: Google Inc Class A , Apple Inc , Oracle Corporation , Hewlett-Packard Co , Google Inc Class C ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for mtchx investment picks
  • Holdings: Applied Materials Inc , PNC Financial Services Group Inc , Apple Inc , American Express Co , Travelers Companies Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for pptax investment picks
  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
Sign-up for vriax investment picks
  • Holdings: Vanguard Total Bond Market ETF , Vanguard FTSE Europe ETF , Vanguard S&P 500 ETF , Vanguard Short-Term Bond ETF , iShares MSCI EAFE Minimum Volatility ,
  • Category: Tactical Allocation
Sign-up for TTAAX investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , Schlumberger NV , Halliburton Co , EOG Resources Inc ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
Sign-up for fanax investment picks
  • Holdings: JPMorgan Chase & Co , Johnson & Johnson , Philip Morris International Inc , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for ecvlx investment picks
  • Holdings: Hittite Microwave Corp , The Chefs' Warehouse Inc , Mercadolibre Inc , NVE Corp , Hibbett Sports Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for psgax 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: fsttx - American Funds Shrt-Term Tx-Exmpt Bd F1 to psgax - Virtus Small-Cap Sustainable Growth 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 Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Popularity |  Our Choices