Funds From: us66537u5285 - BCM Decathlon Moderate 2 to bscvx - Bernzott US Small Cap Value


  • Holdings: Equity, Bond, iShares MSCI Malaysia Index, iShares Russell Midcap Growth Index, iShares Cohen & Steers Realty Majors, iShares S&P U.S. Preferred Stock Index, iShares Dow Jones US Consumer Services
  • Category: World Allocation
Sign-up for us66537u5285 investment picks
  • Holdings: Equity, Bond, iShares MSCI Malaysia Index, iShares Russell Midcap Growth Index, iShares Cohen & Steers Realty Majors, iShares S&P U.S. Preferred Stock Index, iShares Dow Jones US Consumer Services
  • Category: World Allocation
Sign-up for f00000nqhe investment picks
  • Holdings: American International Group Inc, Genworth Financial Inc, Bank of America Corporation, Whirlpool Corporation, ProShares UltraShort 20+ Year Treasury
  • Category: Large Growth
Sign-up for brblx investment picks
  • Holdings: Equity, Bond, Huntingdon Capital Corp, Leucadia National Corporation, Fanuc Corp, Dufry AG, PT Panin Financial Tbk
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for bmgex investment picks
  • Holdings: Leucadia National Corporation, International Business Machines Corp, Noble Corporation, PICO Holdings, Inc., Dover Corporation
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for bmpex investment picks
  • Holdings: Southwest Airlines Co, Merck & Co Inc, Vodafone Group PLC ADR, Johnson Controls Inc, JPMorgan Chase & Co
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for bveix investment picks
  • Holdings: Southwest Airlines Co, Merck & Co Inc, Vodafone Group PLC ADR, Johnson Controls Inc, JPMorgan Chase & Co
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for BVEIX investment picks
  • Holdings: Southwest Airlines Co, Merck & Co Inc, Vodafone Group PLC ADR, Johnson Controls Inc, JPMorgan Chase & Co
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for bvefx investment picks
  • Holdings: Equity, Bond, Sanofi ADR, Qualcomm, Inc., Pfizer Inc
  • Category: Moderate Allocation
Sign-up for bhtax investment picks
  • Holdings: Equity, Bond, Sanofi ADR, Qualcomm, Inc., Pfizer Inc
  • Category: Moderate Allocation
Sign-up for bhtax investment picks
  • Holdings: Equity, Bond, Sanofi ADR, Qualcomm, Inc., Pfizer Inc
  • Category: Moderate Allocation
Sign-up for bhtcx investment picks
  • Holdings: Equity, Bond, ProShares UltraPro Short QQQ, ProShares Short QQQ, ProShares Short MidCap400, ProShares Short Dow30
  • Category: World Allocation
Sign-up for bfoax investment picks
  • Holdings: Equity, Bond, ProShares UltraPro Short QQQ, ProShares Short QQQ, ProShares Short MidCap400, ProShares Short Dow30
  • Category: World Allocation
Sign-up for bfoax investment picks
  • Holdings: Equity, Bond, ProShares UltraPro Short QQQ, ProShares Ultra Gold, ProShares Short QQQ, ProShares Short MidCap400, ProShares Short Dow30
  • Category: World Allocation
Sign-up for bfnax investment picks
  • Holdings: Equity, Bond, ProShares UltraPro Short QQQ, ProShares Ultra Gold, ProShares Short QQQ, ProShares Short MidCap400, ProShares Short Dow30
  • Category: World Allocation
Sign-up for bfnax investment picks
  • Holdings: Apple Inc, Google, Inc. Class A, Salesforce.com, Inc., LinkedIn Corp, Cabela's, Inc.
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for bfocx investment picks
  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
Sign-up for sncax investment picks
  • Category: Muni National Short
  • Morningstar Rating: 5 Stars
Sign-up for sndpx investment picks
  • Holdings: Samsung Electronics Co Ltd, Petroleo Brasileiro SA Petrobras ADR, Banco do Brasil SA BB Brasil, Vale SA ADR, Taiwan Semiconductor Manufacturing Co Ltd
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for snemx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for siidx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for snidx investment picks
  • Holdings: British American Tobacco PLC, Roche Holding AG, Japan Tobacco Inc., Intertek Group PLC, HSBC Holdings PLC
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for simtx investment picks
  • Category: Muni Single State Short
  • Morningstar Rating: 5 Stars
Sign-up for snnyx investment picks
  • Category: Muni Single State Short
  • Morningstar Rating: 1 Stars
Sign-up for sdcmx investment picks
  • Holdings: Equity, Bond
  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
Sign-up for sddmx investment picks
  • Holdings: Equity, Bond
  • Category: Muni Single State Short
  • Morningstar Rating: 2 Stars
Sign-up for sdnyx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for snsdx investment picks
  • Holdings: British American Tobacco PLC, Roche Holding AG, Japan Tobacco Inc., Intertek Group PLC, GlaxoSmithKline PLC
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for snivx investment picks
  • Holdings: Equity, Bond
  • Category: Short Government
  • Morningstar Rating: 2 Stars
Sign-up for sngsx investment picks
  • Holdings: Teleflex Inc., International Game Technology, Hillenbrand, Inc., Dresser-Rand Group, Inc., Synopsys
  • Category: Small Blend
Sign-up for bscvx 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: us66537u5285 - BCM Decathlon Moderate 2 to bscvx - Bernzott US Small Cap Value
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