Funds From: oarbx - Oakmark Equity & Income II to owrrx - Old Westbury Real Return


  • Holdings: Oracle Corporation , Bank of America Corporation , General Motors Co , Nestle SA ADR , US Treasury TIP ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for oarbx investment picks
  • Holdings: Credit Suisse Group , Julius Baer Gruppe AG , TE Connectivity Ltd , Union Pacific Corp , Oracle Corporation ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for oakgx investment picks
  • Holdings: Credit Suisse Group , Julius Baer Gruppe AG , TE Connectivity Ltd , Union Pacific Corp , Oracle Corporation ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for oargx investment picks
  • Holdings: CNH Industrial NV , Bank of America Corporation , Daimler AG , Oracle Corporation , JPMorgan Chase & Co ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for oakwx investment picks
  • Holdings: Bank of America Corporation , MasterCard Inc Class A , Oracle Corporation , Apache Corporation , American International Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for oakmx investment picks
  • Holdings: Bank of America Corporation , MasterCard Inc Class A , Oracle Corporation , Apache Corporation , American International Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for oarmx investment picks
  • Holdings: Credit Suisse Group , BNP Paribas , CIE FINANCIERE RICHEMONT SA , Allianz SE , Daimler AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for oakix investment picks
  • Holdings: Credit Suisse Group , BNP Paribas , CIE FINANCIERE RICHEMONT SA , Allianz SE , Daimler AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for OAKIX investment picks
  • Holdings: Credit Suisse Group , BNP Paribas , CIE FINANCIERE RICHEMONT SA , Allianz SE , Daimler AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for oarix investment picks
  • Holdings: Credit Suisse Group , BNP Paribas , CIE FINANCIERE RICHEMONT SA , Allianz SE , Daimler AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for OARIX investment picks
  • Holdings: Julius Baer Gruppe AG , Michael Page International PLC , Konecranes Oyj , Sugi Holdings Co., Ltd. , MTU Aero Engines AG ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
Sign-up for oakex investment picks
  • Holdings: Julius Baer Gruppe AG , Michael Page International PLC , Konecranes Oyj , Sugi Holdings Co., Ltd. , MTU Aero Engines AG ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
Sign-up for oarex investment picks
  • Holdings: MasterCard Inc Class A , Apache Corporation , Oracle Corporation , American International Group Inc , Bank of America Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for oaklx investment picks
  • Holdings: MasterCard Inc Class A , Apache Corporation , Oracle Corporation , American International Group Inc , Bank of America Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for oarlx investment picks
  • Holdings: Aurobindo Pharma Ltd , China Gas Holdings Ltd , Tencent Holdings Ltd. , China Mobile Games and Entertainment Group Ltd ADR , iKang Healthcare Group Inc ADR ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 2 Stars
Sign-up for obaox investment picks
  • Holdings: China Everbright International Ltd , Vipshop Holdings Ltd ADR , Huadian Power International Corp Ltd Class -H- , Tencent Holdings Ltd. , China Gas Holdings Ltd ,
  • Category: China Region
  • Morningstar Rating: 4 Stars
Sign-up for obchx investment picks
  • Holdings: Synaptics Inc , Methode Electronics Inc Class A , Vipshop Holdings Ltd ADR , Synchronoss Technologies Inc , Interactive Intelligence Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
Sign-up for obegx investment picks
  • Holdings: Seiko Epson Corp , Ashtead Group PLC , Icon PLC , Ams AG , Seek Ltd ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 5 Stars
Sign-up for obiox investment picks
  • Holdings: Gentherm Inc , China Mobile Games and Entertainment Group Ltd ADR , Pixelworks Inc , Consumer Portfolio Services Inc , PGT Inc ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
Sign-up for obmcx investment picks
  • Holdings: Methode Electronics Inc Class A , Astronics Corp , Synaptics Inc , DexCom Inc , Ring Energy Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for obsox investment picks
  • Holdings: Randgold Resources Ltd ADR , Goldcorp Inc , Silver Wheaton Corp , Royal Gold Inc , Agnico Eagle Mines Ltd ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 4 Stars
Sign-up for ocmax investment picks
  • Holdings: Randgold Resources Ltd ADR , Goldcorp Inc , Silver Wheaton Corp , Royal Gold Inc , Agnico Eagle Mines Ltd ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 4 Stars
Sign-up for ocmgx investment picks
  • Category: Money Market-Taxable
Sign-up for fvusa000dj investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for okmux investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for okmux investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for owfix investment picks
  • Holdings: Apple Inc , American Water Works Co Inc , Aetna Inc , Pfizer Inc , Mylan Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for owlcx investment picks
  • Holdings: iShares Core S&P 500 , Apple Inc , Schlumberger NV , Reed Elsevier NV , Roche Holding AG Dividend Right Cert. ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for owlsx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for owmbx investment picks
  • Holdings: Old Westbury Real Return Fund, Ltd. , iShares US Home Construction , Exxon Mobil Corporation , Chevron Corp , Archer-Daniels Midland Co ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
Sign-up for owrrx 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: oarbx - Oakmark Equity & Income II to owrrx - Old Westbury Real Return
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 |  Most Recent