Premium Funds From: dpdex - Delaware Pooled Large-Cap Value Equity to rerfx - American Funds Europacific Growth R5


  • Holdings: Verizon Communications Inc , Edison International , Northrop Grumman Corp , Xerox Corporation , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for dpdex investment picks
  • Holdings: XPO Logistics Inc , Pharmacyclics Inc , Monster Beverage Corp , American Eagle Outfitters , Lands' End, Inc. ,
  • Category: Mid-Cap Growth
Sign-up for vwmax investment picks
  • Holdings: Puma Biotechnology Inc , Isis Pharmaceuticals , WEX Inc , Team Health Holdings Inc , Graphic Packaging Holding Co ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for arscx investment picks
  • Holdings: Cerner Corp , Wells Fargo & Co , U.S. Bancorp , Estee Lauder Cos Inc Class A , Schlumberger NV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for sesix investment picks
  • Holdings: Shire PLC , Li & Fung Ltd , Lenovo Group Ltd , Gannett Co Inc , eBay Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for iwirx investment picks
  • Holdings: Great-West Bond Index Init , Great-West S&P 500® Index Init , Great-West S&P Mid Cap 400® Index Init , Great-West International Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mxshx investment picks
  • Category: Multialternative
Sign-up for cllix investment picks
  • Holdings: Vantagepoint Equity Income T , Vantagepoint International T , Vantagepoint Diversifying Strategies T , Vantagepoint Growth T , Vantagepoint Growth & Income T ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 5 Stars
Sign-up for vprjx investment picks
  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for vtpsx investment picks
  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for vtiax investment picks
  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for vgtsx investment picks
  • Holdings: Sempra Energy , Best Buy Co Inc , Invesco Ltd , Hartford Financial Services Group Inc , Edison International ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for fasex investment picks
  • Holdings: Apple Inc , Microsoft Corp , Google Inc , Gilead Sciences Inc , Johnson & Johnson ,
  • Category: Large Growth
Sign-up for dhamx investment picks
  • Holdings: Master Small Cap Index ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for mdskx investment picks
  • Holdings: Dorman Products Inc , Smith & Wesson Holding Corp , Vitamin Shoppe Inc , Janus Capital Group Inc , PetSmart Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for ofsax investment picks
  • Category: Money Market-Taxable
Sign-up for vmrxx investment picks
  • Category: Money Market-Taxable
Sign-up for vmmxx investment picks
  • Holdings: Longboard , SFE SPI 200 Index Future Sept14 , Euro BUXL Future Sept14 , E-mini NASDAQ 100 Index Future Sept14 , AEX Index Future Sept14 ,
  • Category: Managed Futures
Sign-up for wavix investment picks
  • Holdings: Apple Inc , Shire PLC ADR , Qualcomm Inc , Microsoft Corp , Stifel Financial Corp ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for gcblx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for vbtix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for vbmpx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for vbmfx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for vbtlx investment picks
  • Holdings: Great-West S&P 500® Index Init , Great-West International Index Init , Great-West Bond Index Init , Great-West S&P Mid Cap 400® Index Init , Oppenheimer Developing Markets A ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for mxmlx investment picks
  • Holdings: USAA Income Institutional , USAA Intermediate-Term Bond Instl , USAA Short-Term Bond Institutional , USAA High Income Institutional , USAA International Institutional ,
  • Category: Conservative Allocation
Sign-up for usccx investment picks
  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Prudential PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for rergx investment picks
  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Prudential PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for rerax investment picks
  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Prudential PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for aepgx investment picks
  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Prudential PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for rercx investment picks
  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Prudential PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for rerfx 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: dpdex - Delaware Pooled Large-Cap Value Equity to rerfx - American Funds Europacific Growth R5
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 |  Most Recent