Funds From: optax - Oppenheimer Rochester AMT-Free Mun A LW to csbrx - Columbia Short Term Bond R


  • Holdings: Actavis PLC , MasterCard Inc Class A , Visa Inc Class A , Biogen Idec Inc , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for fkdnx investment picks
  • Holdings: Semgroup Corp , PacWest Bancorp , Lithia Motors Inc Class A , CommScope Holding Co Inc , Barnes Group Inc ,
  • Category: Small Blend
Sign-up for nssax investment picks
  • Holdings: Alexion Pharmaceuticals Inc , Google Inc Class A , Concho Resources Inc , Google Inc Class C , CarMax Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for ekjax investment picks
  • Holdings: Vanguard Short-Term Bond ETF , Foot Locker Inc , Lorillard Inc , Cobalt Intl Engy Cv 2.625% , Nuance Comms Cv 2.75% ,
  • Category: Moderate Allocation
Sign-up for atbax investment picks
  • Holdings: Nippon Telegraph & Telephone Corp ADR , Teva Pharmaceutical Industries Ltd ADR , Royal Dutch Shell PLC ADR Class B , Carrefour , MS&AD Insurance Group Holdings Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for ngrrx investment picks
  • Holdings: InterOil Corp , Randgold Resources Ltd ADR , Chimera Investment Corp , Delta Air Lines Inc , United Continental Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for smvax investment picks
  • Holdings: Invesco Diversified Dividend R6 , PowerShares FTSE RAFI Dev Mkts ex-US , Invesco International Growth R6 , Invesco Balanced-Risk Allc R6 , Invesco Developing Markets R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for aadsx investment picks
  • Holdings: Prosperity Bancshares, Inc. , InterMune Inc , Aspen Technology Inc , WEX Inc , Isis Pharmaceuticals ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for ascix investment picks
  • Holdings: Asbury Automotive Group Inc , Health Net Inc , ARRIS Group Inc , Sanchez Energy Corp , Western Alliance Bancorp ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for scvfx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for jlkrx investment picks
  • Holdings: Irs Gbp 10y Rec 2.4325 (6m) 20230801 Jpm 0.583 Jul 30 23 , Irs Gbp 10y Rec 2.4325 (6m) 20230801 Jpm 2.432 Jul 30 23 , Citi Usd Irs 0.239 May 29 43 , Citi Usd Irs 3.087 May 29 43 , Db Gbp Irs 0.593 Aug 23 22 ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for dvrhx investment picks
  • Holdings: Illumina Inc , Cerner Corp , Stericycle Inc , Brown-Forman Corp Class B , LKQ Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for stmgx investment picks
  • Holdings: Gilead Sciences Inc , Prudential Financial Inc , Corning Inc , MetLife Inc , Alcoa Inc ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for flvax investment picks
  • Holdings: First Citizens BancShares Inc (DE) Class A , Kadant Inc , Treehouse Foods Inc , Mueller Industries Inc , iShares Russell 2000 Value ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for espcx investment picks
  • Holdings: iShares Russell 1000 Value , iShares MSCI EAFE , QS Batterymarch Intl Eq IS , ClearBridge International Value IS , ClearBridge Aggressive Growth IS ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for lmyfx investment picks
  • Holdings: Microsoft Corp , Medtronic Inc , Twenty-First Century Fox Inc Class B , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for us3540268584 investment picks
  • Holdings: EnLink Midstream Partners LP , Targa Resources Corp , Enterprise Products Partners LP , MarkWest Energy Partners LP , Targa Resources Partners LP ,
  • Category: Energy Limited Partnership
Sign-up for hefax investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for lweax investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
Sign-up for mffrx investment picks
  • Holdings: Acme United Corp , Potash Corp of Saskatchewan Inc , Freeport-McMoRan Copper & Gold , Johnson & Johnson , Intel Corp ,
  • Category: Mid-Cap Value
Sign-up for nsopx investment picks
  • Holdings: Schlumberger NV , Anadarko Petroleum Corp , Exxon Mobil Corporation , Halliburton Co , Occidental Petroleum Corp ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
Sign-up for frnrx investment picks
  • Holdings: Canadian Pacific Railway Ltd , Rio Tinto PLC ADR , Schlumberger NV , Weatherford International PLC , BHP Billiton Ltd ADR ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for WHVAX investment picks
  • Holdings: American Funds Tax Exempt Bond R-6 , American High-Income Municipal Bond R-6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Conservative Allocation
Sign-up for TAICX 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: optax - Oppenheimer Rochester AMT-Free Mun A LW to csbrx - Columbia Short Term Bond R
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