Funds From: oclvx - Optimum Large Cap Value C to phiax - PACE High Yield A Load Waived


  • Holdings: Lockheed Martin Corp , Philip Morris International Inc , JPMorgan Chase & Co , International Business Machines Corp , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for oclvx investment picks
  • Holdings: Lockheed Martin Corp , Philip Morris International Inc , JPMorgan Chase & Co , International Business Machines Corp , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for OCLVX investment picks
  • Holdings: Lockheed Martin Corp , Philip Morris International Inc , JPMorgan Chase & Co , International Business Machines Corp , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for oilvx investment picks
  • Holdings: Mobileye Series F2 Preferred , WNS (Holdings) Ltd ADR , Donaldson Co Inc , Nordson Corp , Ametek Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for oasgx investment picks
  • Holdings: Mobileye Series F2 Preferred , WNS (Holdings) Ltd ADR , Donaldson Co Inc , Nordson Corp , Ametek Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for OASGX investment picks
  • Holdings: Mobileye Series F2 Preferred , WNS (Holdings) Ltd ADR , Donaldson Co Inc , Nordson Corp , Ametek Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for oasgx investment picks
  • Holdings: Mobileye Series F2 Preferred , WNS (Holdings) Ltd ADR , Donaldson Co Inc , Nordson Corp , Ametek Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for ocsgx investment picks
  • Holdings: Mobileye Series F2 Preferred , WNS (Holdings) Ltd ADR , Donaldson Co Inc , Nordson Corp , Ametek Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for oisgx investment picks
  • Holdings: Flextronics International Ltd , Fairchild Semiconductor International Inc , Myriad Genetics Inc , Trueblue Inc , VAALCO Energy Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for oasvx investment picks
  • Holdings: Flextronics International Ltd , Fairchild Semiconductor International Inc , Myriad Genetics Inc , Trueblue Inc , VAALCO Energy Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for oasvx investment picks
  • Holdings: Flextronics International Ltd , Fairchild Semiconductor International Inc , Myriad Genetics Inc , Trueblue Inc , VAALCO Energy Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for ocsvx investment picks
  • Holdings: Flextronics International Ltd , Fairchild Semiconductor International Inc , Myriad Genetics Inc , Trueblue Inc , VAALCO Energy Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for oisvx investment picks
  • Holdings: Valeant Pharmaceuticals International Inc , Cinemark Holdings Inc , Magellan Midstream Partners, L.P. , Crown Holdings Inc , Air Lease Corp Class A ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for ostfx investment picks
  • Holdings: Valeant Pharmaceuticals International Inc , Charter Communications Inc Class A , Johnson & Johnson , Owens-Illinois Inc , Digital Realty Trust Inc ,
  • Category: Large Blend
Sign-up for ostex investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for ostix investment picks
  • Holdings: Digital Realty Trust Inc , NRG Yield Inc , Valeant Pharmaceuticals International Inc , Liberty Interactive Corp Class A , Magellan Midstream Partners, L.P. ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for ostvx investment picks
  • Holdings: General Electric Co , Wal-Mart Stores 5.25% , Expedia Inc Del 5.95% , General Elec Cap 5.3% , Belo 7.25% ,
  • Category: Moderate Allocation
Sign-up for otftx investment picks
  • Holdings: General Electric Co , Wal-Mart Stores 5.25% , Expedia Inc Del 5.95% , General Elec Cap 5.3% , Belo 7.25% ,
  • Category: Moderate Allocation
Sign-up for OTFTX investment picks
  • Holdings: S+p500 Emini Fut Dec14 Xcme 20141219 , Us 10yr Note (Cbt)dec14 Xcbt 20141219 , Euro-Bund Future Dec14 Xeur 20141208 , Mini Msci Eafe Dec14 Ifus 20141219 , Can 10yr Bond Fut Dec14 Xmod 20141218 ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for pasix investment picks
  • Holdings: S+p500 Emini Fut Dec14 Xcme 20141219 , Us 10yr Note (Cbt)dec14 Xcbt 20141219 , Euro-Bund Future Dec14 Xeur 20141208 , Mini Msci Eafe Dec14 Ifus 20141219 , Can 10yr Bond Fut Dec14 Xmod 20141218 ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for pasix investment picks
  • Holdings: S+p500 Emini Fut Dec14 Xcme 20141219 , Us 10yr Note (Cbt)dec14 Xcbt 20141219 , Euro-Bund Future Dec14 Xeur 20141208 , Mini Msci Eafe Dec14 Ifus 20141219 , Can 10yr Bond Fut Dec14 Xmod 20141218 ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for pasox investment picks
  • Holdings: S+p500 Emini Fut Dec14 Xcme 20141219 , Us 10yr Note (Cbt)dec14 Xcbt 20141219 , Euro-Bund Future Dec14 Xeur 20141208 , Mini Msci Eafe Dec14 Ifus 20141219 , Can 10yr Bond Fut Dec14 Xmod 20141218 ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for paspx investment picks
  • Holdings: S+p500 Emini Fut Dec14 Xcme 20141219 , Us 10yr Note (Cbt)dec14 Xcbt 20141219 , Euro-Bund Future Dec14 Xeur 20141208 , Mini Msci Eafe Dec14 Ifus 20141219 , Can 10yr Bond Fut Dec14 Xmod 20141218 ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for pasyx investment picks
  • Holdings: Simon Property Group Inc , Mitsubishi Estate Co Ltd , Unibail-Rodamco SE , SL Green Realty Corp , AvalonBay Communities Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for preax investment picks
  • Holdings: Simon Property Group Inc , Mitsubishi Estate Co Ltd , Unibail-Rodamco SE , SL Green Realty Corp , AvalonBay Communities Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for preax investment picks
  • Holdings: Simon Property Group Inc , Mitsubishi Estate Co Ltd , Unibail-Rodamco SE , SL Green Realty Corp , AvalonBay Communities Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for preex investment picks
  • Holdings: Simon Property Group Inc , Mitsubishi Estate Co Ltd , Unibail-Rodamco SE , SL Green Realty Corp , AvalonBay Communities Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for preqx investment picks
  • Holdings: Simon Property Group Inc , Mitsubishi Estate Co Ltd , Unibail-Rodamco SE , SL Green Realty Corp , AvalonBay Communities Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for preyx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for phiax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for phiax 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: oclvx - Optimum Large Cap Value C to phiax - PACE High Yield A Load Waived
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