Funds From: Symbol/Ticker: OTFTX to Symbol/Ticker: paaax


  • Holdings: Equity, Bond, Vanguard Total Stock Market ETF, General Electric Co
  • Category: Moderate Allocation
Sign-up for OTFTX investment picks
  • Holdings: Apple Inc, Qualcomm, Inc., Google, Inc. Class A, Monsanto Company, Walt Disney Co
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for otgbx investment picks
  • Holdings: Apple Inc, Microsoft Corporation, Google, Inc. Class A, Oracle Corporation
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for otpix investment picks
  • Holdings: Apple Inc, Microsoft Corporation, Google, Inc. Class A, Oracle Corporation
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for otpsx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for ouscx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for ousgx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for ousgx.lw investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for ousnx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for ousyx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for ovbbx investment picks
  • Holdings: Leucadia National Corporation, Omnicom Group, Inc., Interpublic Group of Cos Inc, Viacom, Inc. Class B, Aspen Insurance Holdings Ltd.
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for oveax investment picks
  • Holdings: Leucadia National Corporation, Omnicom Group, Inc., Interpublic Group of Cos Inc, Viacom, Inc. Class B, Aspen Insurance Holdings Ltd.
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for oveax.lw investment picks
  • Holdings: Leucadia National Corporation, Omnicom Group, Inc., Interpublic Group of Cos Inc, Viacom, Inc. Class B, Aspen Insurance Holdings Ltd.
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for ovebx investment picks
  • Holdings: Leucadia National Corporation, Omnicom Group, Inc., Interpublic Group of Cos Inc, Viacom, Inc. Class B, Aspen Insurance Holdings Ltd.
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for ovecx investment picks
  • Holdings: Leucadia National Corporation, Omnicom Group, Inc., Interpublic Group of Cos Inc, Viacom, Inc. Class B, Aspen Insurance Holdings Ltd.
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for oveix investment picks
  • Holdings: Leucadia National Corporation, Omnicom Group, Inc., Interpublic Group of Cos Inc, Viacom, Inc. Class B, Aspen Insurance Holdings Ltd.
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for overx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for owfix investment picks
  • Holdings: Equity, Bond, SPDR Gold Shares
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for owgox investment picks
  • Holdings: Zimmer Holdings Inc, KDDI Corp. ADR, Dollar General Corporation, Walgreen Company, International Business Machines Corp
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for owlcx investment picks
  • Holdings: Reed Elsevier NV, Schlumberger NV, iShares MSCI Emerging Markets Index, Roche Holding AG, Union Pacific Corp
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for owlsx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for owmbx investment picks
  • Holdings: Equity, Bond, iShares FTSE China 25 Index Fund
  • Category: Commodities Broad Basket
  • Morningstar Rating: 5 Stars
Sign-up for owrrx investment picks
  • Holdings: iShares MSCI Emerging Markets Index, iShares MSCI EAFE Small Cap Index, SPDR S&P Emerging Markets Small Cap, Vanguard FTSE All-Wld ex-US SmCp Idx ETF, SPDR S&P International Small Cap
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for owsmx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
Sign-up for owvax investment picks
  • Holdings: Equity, Bond, Oppenheimer International Growth Y, Oppenheimer Value Y, Oppenheimer International Value Y, Oppenheimer Capital Appreciation Y, Oppenheimer Developing Markets Y
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for oyaix investment picks
  • Holdings: Equity, Bond, Oppenheimer Core Bond Y, Oppenheimer Limited-Term Government Y, Oppenheimer International Bond Y, Oppenheimer Value Y, Oppenheimer Capital Appreciation Y
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for oycix investment picks
  • Holdings: Equity, Bond, Citigroup Inc, JPMorgan Chase & Co, Chevron Corp, Pfizer Inc, Merck & Co Inc
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for oyeix investment picks
  • Holdings: Equity, Bond, Oppenheimer Value Y, Oppenheimer Capital Appreciation Y, Oppenheimer Core Bond Y, Oppenheimer International Growth Y, Oppenheimer Limited-Term Government Y
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for oymix investment picks
  • Holdings: Qualcomm, Inc., JPMorgan Chase & Co, Apple Inc, International Business Machines Corp, Bristol-Myers Squibb Company
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for oyrdx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for paaax 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: Symbol/Ticker: OTFTX to Symbol/Ticker: paaax
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