Funds From: dtlvx - Wilshire Large Company Value Invmt to ryaax - Rydex Inverse NASDAQ-100 Strategy Adv


  • Holdings: Exxon Mobil Corporation , Hewlett-Packard Co , Bank of America Corporation , JPMorgan Chase & Co , Royal Dutch Shell PLC ADR Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for dtlvx investment picks
  • Holdings: JPMorgan Intrepid International Inst , JPMorgan High Yield R6 , JPMorgan Emerging Markets Debt R6 , JPMorgan Mid Cap Equity R6 , JPMorgan Realty Income Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jdvbx investment picks
  • Holdings: Legg Mason BW Global Opportunities Bd IS , iShares MSCI EAFE , Western Asset Core Bond IS , iShares Russell 1000 Value , QS Batterymarch Intl Eq IS ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for lmvax investment picks
  • Holdings: Facebook Inc Class A , Roche Holding AG , Monsanto Co , Schlumberger NV , Home Depot Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for aglcx investment picks
  • Holdings: MasterCard Inc Class A , Sands China Ltd , Experian PLC , Toyota Motor Corp , Novartis AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for fitnx investment picks
  • Holdings: PIMCO Total Return Instl , PIMCO StocksPLUS Instl , PIMCO Real Return Instl , PIMCO CommoditiesPLUS Strategy Instl , PIMCO Foreign Bond (USD-Hedged) I ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
Sign-up for penpx investment picks
  • Holdings: PIMCO Emerging Markets Currency Instl , Fin Fut Euro$ Cme 12/14/15 , US Treasury TIP , US TREASURY TIP , US Treasury TIP ,
  • Category: Tactical Allocation
  • Morningstar Rating: 1 Stars
Sign-up for pqrmx investment picks
  • Holdings: Forward Investment Grade Fxd-Inc Z , Forward International Dividend Instl , Forward EM Corporate Debt Institutional , Forward Select EM Dividend Institutional , Forward Commodity L/S Strategy Z ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for abafx investment picks
  • Holdings: Roche Holding AG , Nestle SA , Royal Dutch Shell PLC Class B , GlaxoSmithKline PLC , HSBC Holdings PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for acikx investment picks
  • Holdings: Randgold Resources Ltd ADR , Franco-Nevada Corp , Agnico Eagle Mines Ltd , Fresnillo PLC , Goldcorp Inc ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 4 Stars
Sign-up for gldix investment picks
  • Holdings: iShares Core MSCI Emerging Markets , US Treasury TIP , Exxon Mobil Corporation , Apple Inc , Gilead Sciences Inc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for ltjcx investment picks
  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for fatwx investment picks
  • Holdings: PowerShares DB Gold ETF , iShares Russell 1000 , Vanguard FTSE Emerging Markets ETF , iShares North American Natural Resources , Vanguard FTSE Developed Markets ETF ,
  • Category: Tactical Allocation
Sign-up for NIDAX investment picks
  • Holdings: CIE FINANCIERE RICHEMONT SA , Precision Castparts Corp , Schlumberger NV , Roche Holding AG , Christian Dior SA ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for gloix investment picks
  • Holdings: Suncor Energy Inc , Citigroup Inc , Apple Inc , Morgan Stanley , Cardinal Health Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for cgryx investment picks
  • Holdings: Clearwire Comm 144A 8.25% , Mgic Invt Corp Wis Cv 5% , Salesforce Com Cv 0.25% , Wells Fargo & Co, San Francisco Ca Pfd , Omnicare Cv 3.5% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for lacfx investment picks
  • Holdings: Forward Investment Grade Fxd-Inc Z , Forward International Dividend Instl , Forward EM Corporate Debt Institutional , Forward Select EM Dividend Institutional , Forward Commodity L/S Strategy Z ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for aobax investment picks
  • Holdings: 5 Year US Treasury Note Future Sept14 , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , Euro BUND Future Sept14 , Credit Default Swap Cdx.Em.21 , Kospi 200 Index Future ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for HLACX investment picks
  • Holdings: Roche Holding AG , CIE FINANCIERE RICHEMONT SA , Kinnevik Investment AB Class B , Naspers Ltd Class N , Diageo PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for giigx investment picks
  • Holdings: Tronox Worldwide 6.375% , Seagate Hdd Cayman 144A 4.75% , Kraton Polymers Llc / Kraton 6.75% , Hornbeck Offshore Svcs Inc New 5.875% , Hertz 6.25% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for eksax investment picks
  • Holdings: Simon Property Group Inc , Mitsubishi Estate , Equity Residential , Sun Hung Kai Properties Ltd , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for preex investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , General Electric Co , Pfizer Inc , Procter & Gamble Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for avlix investment picks
  • Holdings: KAR Auction Services Inc , AerCap Holdings NV , Office Depot Inc , Redwood Trust Inc , Cimarex Energy Co ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for pveyx 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: dtlvx - Wilshire Large Company Value Invmt to ryaax - Rydex Inverse NASDAQ-100 Strategy Adv
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