Funds From: Symbol/Ticker: nyvbx to Symbol/Ticker: oaklx


  • Holdings: Bank of New York Mellon Corp , Wells Fargo & Co , American Express Co , Berkshire Hathaway Inc Class A , Canadian Natural Resources Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for nyvbx investment picks
  • Holdings: Bank of New York Mellon Corp , Wells Fargo & Co , American Express Co , Berkshire Hathaway Inc Class A , Canadian Natural Resources Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for nyvcx investment picks
  • Holdings: Bank of New York Mellon Corp , Wells Fargo & Co , American Express Co , Berkshire Hathaway Inc Class A , Canadian Natural Resources Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for NYVCX investment picks
  • Holdings: Bank of New York Mellon Corp , Wells Fargo & Co , American Express Co , Berkshire Hathaway Inc Class A , Canadian Natural Resources Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for nyvrx investment picks
  • Holdings: Bank of New York Mellon Corp , Wells Fargo & Co , American Express Co , Berkshire Hathaway Inc Class A , Canadian Natural Resources Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for nyvtx investment picks
  • Holdings: Bank of New York Mellon Corp , Wells Fargo & Co , American Express Co , Berkshire Hathaway Inc Class A , Canadian Natural Resources Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for nyvtx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Biogen Idec Inc , Walt Disney Co , Facebook Inc Class A ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for oaaax investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Biogen Idec Inc , Walt Disney Co , Facebook Inc Class A ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for oaaax investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Biogen Idec Inc , Walt Disney Co , Facebook Inc Class A ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for oaabx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Biogen Idec Inc , Walt Disney Co , Facebook Inc Class A ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for oaacx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Walt Disney Co , Biogen Idec Inc , Facebook Inc Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for oaaix investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Walt Disney Co , Biogen Idec Inc , Facebook Inc Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for oaaix investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Biogen Idec Inc , Walt Disney Co , Facebook Inc Class A ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for oaanx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Biogen Idec Inc , Walt Disney Co , Facebook Inc Class A ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for oaayx investment picks
  • Holdings: US Treasury Note 0.625% , US Treasury Note 0.5% , US Treasury Note 0.875% , US Treasury Note 1.375% , US TREASURY TIP ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for oacix investment picks
  • Holdings: US Treasury Note 0.625% , US Treasury Note 0.5% , US Treasury Note 0.875% , US Treasury Note 1.375% , US TREASURY TIP ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for oacix investment picks
  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Apple Inc , Chevron Corp , Ford Motor Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for oaeix investment picks
  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Apple Inc , Chevron Corp , Ford Motor Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for oaeix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for oafix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for oafix investment picks
  • Holdings: Roche Holding AG , Core Laboratories NV , ARM Holdings PLC ADR , Novartis AG , Shire PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for oaiex investment picks
  • Holdings: Roche Holding AG , Core Laboratories NV , ARM Holdings PLC ADR , Novartis AG , Shire PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for oaiex investment picks
  • Holdings: PowerShares Senior Loan Port , Csn Resources Sa 144A 6.5% , Banco Bmg S A 144A 8.875% , FTSE 100 Index (New Style) Future June14 , Tenet Healthcare 8.125% ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for oaiix investment picks
  • Holdings: Oracle Corporation , General Motors Co , Bank of America Corporation , US TREASURY TIP , US Treasury TIP 1.25% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for oakbx investment picks
  • Holdings: Oracle Corporation , General Motors Co , Bank of America Corporation , US TREASURY TIP , US Treasury TIP 1.25% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for OAKBX investment picks
  • Holdings: Julius Baer Gruppe AG , Sugi Holdings Co., Ltd. , DGB Financial Group Co Ltd , Kaba Holding AG , Michael Page International PLC ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
Sign-up for oakex investment picks
  • Holdings: Oracle Corporation , Credit Suisse Group , TE Connectivity Ltd , General Motors Co , Julius Baer Gruppe AG ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for oakgx investment picks
  • Holdings: Credit Suisse Group , Allianz SE , BNP Paribas , Honda Motor Co Ltd , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for oakix investment picks
  • Holdings: Credit Suisse Group , Allianz SE , BNP Paribas , Honda Motor Co Ltd , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for OAKIX investment picks
  • Holdings: TRW Automotive Holdings Corp , TE Connectivity Ltd , Apache Corporation , MasterCard Inc Class A , Bank of America Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for oaklx 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: Symbol/Ticker: nyvbx to Symbol/Ticker: oaklx
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