Funds From: tvfdx - Transparent Value Large-Cap Defensive F1 to foscx - Tributary Small Company Instl


  • Holdings: B/E Aerospace Inc, Health Care REIT, Inc., CVS Caremark Corp, Sprint Nextel Corp, National Retail Properties Inc
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for tvfdx investment picks
  • Holdings: B/E Aerospace Inc, Health Care REIT, Inc., CVS Caremark Corp, Sprint Nextel Corp, National Retail Properties Inc
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for tvidx investment picks
  • Holdings: iShares S&P 500 Growth Index, Oil States International, Inc., Dollar Tree Stores, Inc., CH Robinson Worldwide, Inc., IAC/InterActiveCorp
  • Category: Large Growth
Sign-up for tvgax investment picks
  • Holdings: iShares S&P 500 Growth Index, Oil States International, Inc., Dollar Tree Stores, Inc., CH Robinson Worldwide, Inc., IAC/InterActiveCorp
  • Category: Large Growth
Sign-up for tvgax investment picks
  • Holdings: iShares S&P 500 Growth Index, Oil States International, Inc., Dollar Tree Stores, Inc., CH Robinson Worldwide, Inc., IAC/InterActiveCorp
  • Category: Large Growth
Sign-up for tvgcx investment picks
  • Holdings: iShares S&P 500 Growth Index, Oil States International, Inc., Dollar Tree Stores, Inc., CH Robinson Worldwide, Inc., IAC/InterActiveCorp
  • Category: Large Growth
Sign-up for tvgfx investment picks
  • Holdings: iShares S&P 500 Growth Index, Oil States International, Inc., Dollar Tree Stores, Inc., CH Robinson Worldwide, Inc., IAC/InterActiveCorp
  • Category: Large Growth
Sign-up for tvgix investment picks
  • Holdings: B/E Aerospace Inc, CVS Caremark Corp, LinkedIn Corp, Global Payments, Inc., Trimble Navigation Ltd.
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for tvmax investment picks
  • Holdings: B/E Aerospace Inc, CVS Caremark Corp, LinkedIn Corp, Global Payments, Inc., Trimble Navigation Ltd.
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for tvmax investment picks
  • Holdings: B/E Aerospace Inc, CVS Caremark Corp, LinkedIn Corp, Global Payments, Inc., Trimble Navigation Ltd.
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for tvmcx investment picks
  • Holdings: B/E Aerospace Inc, CVS Caremark Corp, LinkedIn Corp, Global Payments, Inc., Trimble Navigation Ltd.
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for tvfmx investment picks
  • Holdings: B/E Aerospace Inc, CVS Caremark Corp, LinkedIn Corp, Global Payments, Inc., Trimble Navigation Ltd.
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for tvimx investment picks
  • Holdings: iShares S&P 500 Value Index, Seagate Technology PLC, Health Care REIT, Inc., National Retail Properties Inc, Equity Residential
  • Category: Large Value
Sign-up for tvvax investment picks
  • Holdings: iShares S&P 500 Value Index, Seagate Technology PLC, Health Care REIT, Inc., National Retail Properties Inc, Equity Residential
  • Category: Large Value
Sign-up for tvvax investment picks
  • Holdings: iShares S&P 500 Value Index, Seagate Technology PLC, Health Care REIT, Inc., National Retail Properties Inc, Equity Residential
  • Category: Large Value
Sign-up for tvvcx investment picks
  • Holdings: iShares S&P 500 Value Index, Seagate Technology PLC, Health Care REIT, Inc., National Retail Properties Inc, Equity Residential
  • Category: Large Value
Sign-up for tvvfx investment picks
  • Holdings: iShares S&P 500 Value Index, Seagate Technology PLC, Health Care REIT, Inc., National Retail Properties Inc, Equity Residential
  • Category: Large Value
Sign-up for tvvix investment picks
  • Holdings: Equity, Bond, Apple Inc, Google, Inc. Class A, Celgene Corporation, Exxon Mobil Corporation, Thermo Fisher Scientific Inc
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for fobax investment picks
  • Holdings: Equity, Bond, Apple Inc, Google, Inc. Class A, Celgene Corporation, Exxon Mobil Corporation, Thermo Fisher Scientific Inc
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for fobpx investment picks
  • Holdings: Exxon Mobil Corporation, PepsiCo Inc, Chevron Corp, Novartis AG ADR, Procter & Gamble Co
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for foeqx investment picks
  • Holdings: Exxon Mobil Corporation, PepsiCo Inc, Chevron Corp, Novartis AG ADR, Procter & Gamble Co
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for foepx investment picks
  • Holdings: ValueClick, Inc., Portfolio Recovery Associates, Inc., Valeant Pharmaceuticals International Inc, Discovery Communications Inc, Questcor Pharmaceuticals, Inc.
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for fogrx investment picks
  • Holdings: ValueClick, Inc., Portfolio Recovery Associates, Inc., Valeant Pharmaceuticals International Inc, Discovery Communications Inc, Questcor Pharmaceuticals, Inc.
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for fogpx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for foinx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for foipx investment picks
  • Holdings: Comcast Corp Class A, Stryker Corporation, Google, Inc. Class A, Cognizant Technology Solutions Corporation Class A, Illinois Tool Works Inc
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for folcx investment picks
  • Holdings: Comcast Corp Class A, Stryker Corporation, Google, Inc. Class A, Cognizant Technology Solutions Corporation Class A, Illinois Tool Works Inc
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for folpx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for fosix investment picks
  • Holdings: Equity, Bond
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for fospx investment picks
  • Holdings: West Pharmaceutical Services, Inc., Ann, Inc., Littelfuse Inc., Carlisle Companies, Inc., Hubbell, Inc. Class B
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for foscx 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: tvfdx - Transparent Value Large-Cap Defensive F1 to foscx - Tributary Small Company Instl
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