Funds From: clccx - AdvisorOne Amerigo C to valdx - Al Frank Dividend Value Inv


  • Holdings: Vanguard Dividend Apprec Idx ETF , iShares MSCI EAFE , Technology Select Sector SPDR® ETF , iShares Russell 1000 Growth , iShares MSCI USA Quality Factor ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for clccx investment picks
  • Holdings: Vanguard Dividend Apprec Idx ETF , iShares MSCI EAFE , Technology Select Sector SPDR® ETF , iShares Russell 1000 Growth , iShares MSCI USA Quality Factor ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for clsax investment picks
  • Holdings: Vanguard Dividend Apprec Idx ETF , iShares TIPS Bond , iShares Floating Rate Bond , PIMCO Enhanced Short Maturity ETF , PowerShares Intl Dividend Achievers ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for clerx investment picks
  • Holdings: iShares Russell 1000 Growth , iShares MSCI EAFE , Vanguard Mega Cap Growth Index ETF , iShares Russell 1000 Value , iShares US Financials ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for cldex investment picks
  • Holdings: SPDR S&P 500 , ProShares Short S&P500 , SPDR Dow Jones Industrial Average , ProShares Short Dow30 , iShares MSCI EAFE ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
Sign-up for cleix investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for clflx investment picks
  • Holdings: iShares 1-3 Year Treasury Bond , iShares 1-3 Year Credit Bond , iShares S&P 500 Growth , iShares S&P 100 , PIMCO Enhanced Short Maturity ETF ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for clhax investment picks
  • Holdings: iShares MSCI EAFE , PowerShares QQQ , SPDR Dow Jones Industrial Average , iShares MSCI ACWI ex US Index , SPDR Barclays Capital Short Term Corp Bd ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for clblx investment picks
  • Holdings: Market Vectors Wide Moat ETF , Guggenheim S&P 500® Equal Weight , iShares US Insurance , iShares International Select Div , PowerShares Dynamic Market ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for clacx investment picks
  • Holdings: Vanguard Value ETF , iShares S&P 500 Value , iShares S&P 500 Growth , Vanguard Growth ETF , iShares MSCI EAFE ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for clshx investment picks
  • Holdings: Union Pacific Corp , H&R Block Inc , CST Brands Inc , Allied World Assurance Co Holdings AG , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for advgx investment picks
  • Holdings: Petroleum Geo-Services ASA , HHGregg Inc , Gulfport Energy Corp , CNH Industrial NV , News Corp Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for advwx investment picks
  • Holdings: Aperam , Michelin , Royal Dutch Shell PLC Class A , Unilever PLC ADR , Novartis AG ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 3 Stars
Sign-up for advex investment picks
  • Holdings: Aperam , Pargesa Holding SA , Delta Lloyd N.V , Cermaq ASA , Investec PLC ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 4 Stars
Sign-up for advix investment picks
  • Holdings: Energy Transfer Equity LP , Plains GP Holdings LP Class A , Williams Companies Inc , Targa Resources Corp , EQT Corp ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
Sign-up for infrx investment picks
  • Holdings: Energy Transfer Equity LP , Plains GP Holdings LP Class A , Williams Companies Inc , Targa Resources Corp , EQT Corp ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
Sign-up for infrx investment picks
  • Holdings: Energy Transfer Equity LP , Plains GP Holdings LP Class A , Williams Companies Inc , Targa Resources Corp , EQT Corp ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
Sign-up for inffx investment picks
  • Holdings: Energy Transfer Equity LP , Plains GP Holdings LP Class A , Williams Companies Inc , Targa Resources Corp , EQT Corp ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 4 Stars
Sign-up for infix investment picks
  • Holdings: Plains GP Holdings LP Class A , Williams Companies Inc , Energy Transfer Equity LP , Targa Resources Corp , EQT Corp ,
  • Category: Energy Limited Partnership
Sign-up for mlppx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for ahyfx investment picks
  • Holdings: WPX Energy Inc Class A , Alliance One International Inc , Photronics Inc , Resolute Forest Products Inc , Tecumseh Products Company A ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for avalx investment picks
  • Holdings: Ais Fund Limited , Dril-Quip Inc , Cameco Corp , Westinghouse Air Brake Technologies Corp , Core Laboratories NV ,
  • Category: World Allocation
Sign-up for tapax investment picks
  • Holdings: Ais Fund Limited , Dril-Quip Inc , Cameco Corp , Westinghouse Air Brake Technologies Corp , Core Laboratories NV ,
  • Category: World Allocation
Sign-up for tapax investment picks
  • Holdings: Ais Fund Limited , Dril-Quip Inc , Cameco Corp , Westinghouse Air Brake Technologies Corp , Core Laboratories NV ,
  • Category: World Allocation
Sign-up for tapcx investment picks
  • Holdings: Ais Fund Limited , Dril-Quip Inc , Cameco Corp , Westinghouse Air Brake Technologies Corp , Core Laboratories NV ,
  • Category: World Allocation
Sign-up for tapix investment picks
  • Holdings: Colfax Corp , American Tower Corp , Moody's Corporation , MasterCard Inc Class A , Markel Corporation ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for akrix investment picks
  • Holdings: Colfax Corp , American Tower Corp , Moody's Corporation , MasterCard Inc Class A , Markel Corporation ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for akrex investment picks
  • Holdings: Walt Disney Co , ManpowerGroup , Aetna Inc , Norfolk Southern Corp , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for valax investment picks
  • Holdings: Eaton Corp PLC , Microsoft Corp , JPMorgan Chase & Co , BB&T Corp , Aetna Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for valex investment picks
  • Holdings: Eaton Corp PLC , Microsoft Corp , JPMorgan Chase & Co , BB&T Corp , Aetna Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for valdx 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: clccx - AdvisorOne Amerigo C to valdx - Al Frank Dividend Value Inv
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