Premium Funds From: kscvx - Keeley Small Cap Value A to sbplx - ClearBridge Equity Income C


  • Holdings: Core-Mark Holding Co Inc , Mitel Networks Corp , Bonanza Creek Energy Inc , Denny's Corp , Triangle Petroleum Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for kscvx investment picks
  • Holdings: Novo Nordisk A/S , Roche Holding AG , Google Inc Class A , MetLife Inc , Toronto-Dominion Bank ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for porix investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for pubax investment picks
  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity Advisor® Series Growth & Income , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for faffx investment picks
  • Holdings: Signet Jewelers Ltd , Newfield Exploration Co , Owens-Illinois Inc , Crown Holdings Inc , Foot Locker Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for sbmax investment picks
  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity Advisor® Series Growth & Income , Fidelity Advisor® Ser Stk Sel Lg Cp Val ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for fafex investment picks
  • Holdings: Barclays ETN+ FI Enhanced Glb Hi Yld ETN , UBS Fisher Enhanced Big Cap Growth ETN , Johnson & Johnson , Apple Inc , Wells Fargo & Co ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for purix investment picks
  • Holdings: International Flavors & Fragrances , Church & Dwight Company, Inc. , Under Armour Inc Class A , Whiting Petroleum Corp , National Fuel Gas Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for ibsmx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for ombax investment picks
  • Holdings: Nestle SA , HSBC Holdings PLC , Bayer AG , Novartis AG , Roche Holding AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for oeiax investment picks
  • Holdings: JPMorgan Chase & Co , Chevron Corp , Cisco Systems Inc , General Electric Co , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for feirx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
Sign-up for nfrcx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for pgbox investment picks
  • Holdings: Russell 2000 Fut Jun14 Rtam4 , Community Health Systems Inc , Darling Ingredients Inc , VeriFone Systems Inc , Global Payments Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for fsctx investment picks
  • Holdings: Fidelity® Series Equity-Income F , Fidelity® Series International Value F , Fidelity® Series International Growth F , Fidelity® Series Growth & Income F , Fidelity® Series All-Sector Equity F ,
  • Category: Target Date 2051+
  • Morningstar Rating: 2 Stars
Sign-up for fdenx investment picks
  • Holdings: Legg Mason Opportunity I , Oppenheimer International Small Co Y , PRIMECAP Odyssey Aggressive Growth , Dodge & Cox International Stock , DFA International Small Cap Value I ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for smifx investment picks
  • Holdings: Facebook Inc Class A , Apple Inc , Biogen Idec Inc , Schlumberger NV , Applied Materials Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for ptwax investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Bank of America Corporation , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for fmgkx investment picks
  • Holdings: Unit Corp , Ultra Petroleum Corp , Intrepid Potash Inc , Granite Construction Inc. , WPX Energy Inc Class A ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for hnvix investment picks
  • Holdings: PacWest Bancorp , Stone Energy Corp , DXP Enterprises Inc , Associated Banc-Corp , Targa Resources Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for fdscx investment picks
  • Holdings: InterOil Corp , Randgold Resources Ltd ADR , Chimera Investment Corp , Delta Air Lines Inc , United Continental Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for ssmvx investment picks
  • Holdings: JPMorgan Chase & Co , Cisco Systems Inc , KLA-Tencor Corp , U.S. Bancorp , ACE Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for wogsx investment picks
  • Holdings: Apple Inc , Western Digital Corp , Lockheed Martin Corp , Discover Financial Services , Marathon Petroleum Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for aalix investment picks
  • Holdings: Franklin Growth R6 , Templeton Global Total Return R6 , Franklin Rising Dividends R6 , Franklin US Government Secs R6 , Franklin Low Duration Total Return R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ftmtx investment picks
  • Holdings: Toyota Motor Corp , Samsung Electronics Co Ltd , Commonwealth Bank of Australia , BHP Billiton Ltd , Westpac Banking Corp ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 2 Stars
Sign-up for vpacx investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Gilead Sciences Inc , Yelp Inc Class A , DISH Network Corp ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
Sign-up for ftchx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for myhcx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for pubcx investment picks
  • Holdings: Apple Inc , Johnson & Johnson , United Tech , Priceline Grp Cv 1% , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for cvtrx investment picks
  • Holdings: Schlumberger NV , Berkshire Hathaway Inc Class B , Exxon Mobil Corporation , General Electric Co , United Technologies Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for sbplx 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.

Premium Funds From: kscvx - Keeley Small Cap Value A to sbplx - ClearBridge Equity Income C
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol |  Title 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 |  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