Funds From: RCSIX - RBC Small Cap Core I to scbbx - QS Legg Mason Lifestyle Allocation 50% B


  • Holdings: iShares Russell 2000 , Universal Electronics Inc , Tyler Technologies Inc , Interactive Intelligence Group Inc , EnerSys Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for RCSIX investment picks
  • Holdings: Linear Technology , Northern Trust Corp , Progressive Corp , Torchmark Corp , Teradyne Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 1 Stars
Sign-up for gtayx investment picks
  • Holdings: Repligen Corp , Horsehead Holding Corp , Christopher & Banks Corp , Heritage-Crystal Clean Inc , John Bean Technologies Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for RHJSX investment picks
  • Holdings: Apple Inc , Brown-Forman Corp Class B , Red Hat Inc , Roche Holding AG ADR , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for lmgfx investment picks
  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , Prologis Inc , American Tower Corp , Health Care REIT, Inc. ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for iarax investment picks
  • Holdings: Amazon.com Inc , Celgene Corp , Biogen Idec Inc , Schlumberger NV , CVS Caremark Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for SBLGX investment picks
  • Holdings: Alliance Data Systems Corp , International Rectifier , Booz Allen Hamilton Holding Corp , Rovi Corp , Alere Inc ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
Sign-up for atiax investment picks
  • Holdings: PIMCO Total Return Instl , PIMCO Real Return Instl , PIMCO StocksPLUS Instl , PIMCO Foreign Bond (USD-Hedged) I , PIMCO Emerging Markets Bond Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 1 Stars
Sign-up for pfnax investment picks
  • Holdings: Semperit AG Holding , Western Digital Corp , Myriad Genetics Inc , Mayr-Melnhof Karton AG , Kennedy-Wilson Holdings Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for rgvkx investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Mitsubishi Estate , Hammerson PLC , Equity Residential ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for csfbx investment picks
  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Royal Dutch Shell PLC ADR Class A , Chevron Corp , Macy's Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for vvonx investment picks
  • Holdings: JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Blue Chip Growth NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Capital App NAV ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jalgx investment picks
  • Holdings: Bank of America Corporation , Canadian Pacific Railway Ltd , Applied Materials Inc , American International Group Inc , Pentair Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for wceax investment picks
  • Holdings: Packaging Corp of America , Google Inc Class A , McKesson Corp , Hershey Co , Union Pacific Corp ,
  • Category: Market Neutral
  • Morningstar Rating: 2 Stars
Sign-up for zmnax investment picks
  • Holdings: Jardine Lloyd Thompson Group PLC , Neopost , Assura Group Ord , Distribuidora Internacional De Alimentacion SA , Spirax-Sarco Engineering PLC ,
  • Category: Europe Stock
Sign-up for CAECX investment picks
  • Holdings: JPMorgan Chase & Co , Microchip Technology Inc , Anheuser-Busch Inbev SA ADR , Union Pacific Corp , Wynn Resorts Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for ivdcx investment picks
  • Holdings: PIMCO Total Return Instl , PIMCO Real Return Instl , PIMCO StocksPLUS Instl , PIMCO Foreign Bond (USD-Hedged) I , PIMCO Emerging Markets Bond Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 1 Stars
Sign-up for ptypx investment picks
  • Holdings: Dreyfus Emerging Markets I , Dreyfus Natural Resources I , Dreyfus International Bond I , Dreyfus Global Real Estate Securities I , Dreyfus Emerging Markets Debt Lcl Ccy I ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for dsacx investment picks
  • Holdings: Halliburton Co , Schlumberger NV , Dow Chemical Co , Baker Hughes Inc , Rio Tinto PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 1 Stars
Sign-up for ignax investment picks
  • Holdings: Microsoft Corp , Google Inc Class A , Johnson & Johnson , JPMorgan Chase & Co , Swisscom AG ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for rggyx investment picks
  • Holdings: Avis Budget Group Inc , Nordson Corp , Ametek Inc , Extra Space Storage Inc , Mettler-Toledo International Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for lauax investment picks
  • Holdings: Vinci , Shire PLC , Safran SA , Fresenius SE & Co KGaA , Daimler AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ivibx investment picks
  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Growth Institutional , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for arcsx investment picks
  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , QS Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , QS Legg Mason Strategic Real Return IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for scbbx 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: RCSIX - RBC Small Cap Core I to scbbx - QS Legg Mason Lifestyle Allocation 50% B
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