Funds From: wgrix - Wintergreen Institutional to appix - Appleseed Institutional


  • Holdings: Jardine Matheson Holdings Ltd., British American Tobacco PLC, Swatch Group AG, Berkshire Hathaway Inc Class B, Compagnie Financiere Richemont SA
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for wgrix investment picks
  • Holdings: Jardine Matheson Holdings Ltd., British American Tobacco PLC, Swatch Group AG, Berkshire Hathaway Inc Class B, Compagnie Financiere Richemont SA
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for wgrnx investment picks
  • Holdings: Nike, Inc. Class B, TJX Companies, Anheuser-Busch Inbev SA ADR, Ecolab, Inc., Coca-Cola Femsa, S.A.B. de C.V. ADR
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for sgffx investment picks
  • Holdings: Nike, Inc. Class B, TJX Companies, Anheuser-Busch Inbev SA ADR, Ecolab, Inc., Coca-Cola Femsa, S.A.B. de C.V. ADR
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for sgffx.lw investment picks
  • Holdings: Nike, Inc. Class B, TJX Companies, Anheuser-Busch Inbev SA ADR, Ecolab, Inc., Coca-Cola Femsa, S.A.B. de C.V. ADR
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for sgfcx investment picks
  • Holdings: Nike, Inc. Class B, TJX Companies, Anheuser-Busch Inbev SA ADR, Ecolab, Inc., Coca-Cola Femsa, S.A.B. de C.V. ADR
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for sgnfx investment picks
  • Holdings: Altria Group Inc., Philip Morris International, Inc., Lorillard, Inc., MGM Resorts International, Galaxy Entertainment Group Ltd.
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for vicax investment picks
  • Holdings: Altria Group Inc., Philip Morris International, Inc., Lorillard, Inc., MGM Resorts International, Galaxy Entertainment Group Ltd.
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for vicax.lw investment picks
  • Holdings: Altria Group Inc., Philip Morris International, Inc., Lorillard, Inc., MGM Resorts International, Galaxy Entertainment Group Ltd.
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for viccx investment picks
  • Holdings: Altria Group Inc., Philip Morris International, Inc., Lorillard, Inc., MGM Resorts International, Galaxy Entertainment Group Ltd.
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for vicex investment picks
  • Holdings: News Corporation Class A, Procter & Gamble Co, PepsiCo Inc, Microsoft Corporation, Cisco Systems Inc
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for yackx investment picks
  • Holdings: Procter & Gamble Co, Coca-Cola Co, Philip Morris International, Inc., Wal-Mart Stores Inc, PepsiCo Inc
  • Category: Consumer Defensive
  • Morningstar Rating: 4 Stars
Sign-up for vcsax investment picks
  • Holdings: Adidas AG, Shin-Etsu Chemical Co Ltd, Komatsu Ltd., L'Oreal SA, Smith & Nephew PLC
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for disax investment picks
  • Holdings: Adidas AG, Shin-Etsu Chemical Co Ltd, Komatsu Ltd., L'Oreal SA, Smith & Nephew PLC
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for disax.lw investment picks
  • Holdings: Adidas AG, Shin-Etsu Chemical Co Ltd, Komatsu Ltd., L'Oreal SA, Smith & Nephew PLC
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for discx investment picks
  • Holdings: Adidas AG, Shin-Etsu Chemical Co Ltd, Komatsu Ltd., L'Oreal SA, Smith & Nephew PLC
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for disrx investment picks
  • Holdings: Kinder Morgan, Inc., Altria Group Inc., Novartis AG ADR, Total SA ADR, Microsoft Corporation
  • Category: Large Blend
Sign-up for badax investment picks
  • Holdings: Kinder Morgan, Inc., Altria Group Inc., Novartis AG ADR, Total SA ADR, Microsoft Corporation
  • Category: Large Blend
Sign-up for bafdx investment picks
  • Holdings: Kinder Morgan, Inc., Altria Group Inc., Novartis AG ADR, Total SA ADR, Microsoft Corporation
  • Category: Large Blend
Sign-up for BAFDX investment picks
  • Holdings: Kinder Morgan, Inc., Altria Group Inc., Novartis AG ADR, Total SA ADR, Microsoft Corporation
  • Category: Large Blend
Sign-up for biadx investment picks
  • Holdings: British American Tobacco PLC ADR, Procter & Gamble Co, Coca-Cola Co, CVS Caremark Corp, Altria Group Inc.
  • Category: Consumer Defensive
  • Morningstar Rating: 3 Stars
Sign-up for fdagx investment picks
  • Holdings: British American Tobacco PLC ADR, Procter & Gamble Co, Coca-Cola Co, CVS Caremark Corp, Altria Group Inc.
  • Category: Consumer Defensive
  • Morningstar Rating: 3 Stars
Sign-up for fdagx.lw investment picks
  • Holdings: British American Tobacco PLC ADR, Procter & Gamble Co, Coca-Cola Co, CVS Caremark Corp, Altria Group Inc.
  • Category: Consumer Defensive
  • Morningstar Rating: 3 Stars
Sign-up for fdagx.lw investment picks
  • Holdings: British American Tobacco PLC ADR, Procter & Gamble Co, Coca-Cola Co, CVS Caremark Corp, Altria Group Inc.
  • Category: Consumer Defensive
  • Morningstar Rating: 3 Stars
Sign-up for fdbgx investment picks
  • Holdings: British American Tobacco PLC ADR, Procter & Gamble Co, Coca-Cola Co, CVS Caremark Corp, Altria Group Inc.
  • Category: Consumer Defensive
  • Morningstar Rating: 3 Stars
Sign-up for fdcgx investment picks
  • Holdings: British American Tobacco PLC ADR, Procter & Gamble Co, Coca-Cola Co, CVS Caremark Corp, Altria Group Inc.
  • Category: Consumer Defensive
  • Morningstar Rating: 3 Stars
Sign-up for fdigx investment picks
  • Holdings: British American Tobacco PLC ADR, Procter & Gamble Co, Coca-Cola Co, CVS Caremark Corp, Altria Group Inc.
  • Category: Consumer Defensive
  • Morningstar Rating: 3 Stars
Sign-up for fdtgx investment picks
  • Holdings: British American Tobacco PLC ADR, Procter & Gamble Co, Coca-Cola Co, CVS Caremark Corp, Altria Group Inc.
  • Category: Consumer Defensive
  • Morningstar Rating: 3 Stars
Sign-up for fdfax investment picks
  • Holdings: Equity, Bond, Sprott Physical Gold Trust Common, Tesco PLC, Western Union Company, Sealed Air Corporation
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for applx investment picks
  • Holdings: Equity, Bond, Sprott Physical Gold Trust Common, Tesco PLC, Western Union Company, Sealed Air Corporation
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for appix 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 Morningstar Investing Classroom Rewards (earn as you learn and redeem for Morningstar merchandise)
P   Morningstar Fund Analyst Reports (full research on 2,000 funds and ETFs)
P   Morningstar Stock Analyst Reports (full research on 2,000 stocks)
P   Morningstar Stock and Fund Stewardship Grades
P   Portfolio Manager (advanced with 10 x-ray analyses, including guidance)
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 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: wgrix - Wintergreen Institutional to appix - Appleseed Institutional
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