Premium Funds From: lisox - Lazard International Strategic Eq Open to oisvx - Optimum Small-Mid Cap Value Instl


  • Holdings: Sampo Oyj Class A , Lloyds Banking Group PLC , Novartis AG , Makita Corp , Don Quijote Holdings Co.,Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for lisox 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 rerfx investment picks
  • Holdings: PPL Corp , Republic Services Inc Class A , Canadian Pacific Railway Ltd , Plains GP Holdings LP Class A , Torchmark Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for jmcvx investment picks
  • Holdings: Seattle Genetics Inc , Roche Holding AG , Amgen Inc , Biogen Idec Inc , Eli Lilly and Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for pogrx investment picks
  • Holdings: TRW Automotive Holdings Corp , TE Connectivity Ltd , Apache Corporation , MasterCard Inc Class A , Bank of America Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for oaklx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Google Inc Class C ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for wfivx investment picks
  • Holdings: United Rentals Inc , Jarden Corp , Westinghouse Air Brake Technologies Corp , Kate Spade & Co , American Tower Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
Sign-up for brwix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for pttcx investment picks
  • Holdings: Carbo Ceramics Inc , Darling Ingredients Inc , Iconix Brand Group Inc , Diebold Inc , Chicago Bridge & Iron Company ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
Sign-up for sssix investment picks
  • Holdings: Cigna Corp , Agilent Technologies Inc , Cardinal Health Inc , Principal Financial Group , Lincoln National Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for gsmcx investment picks
  • Holdings: JPMorgan Chase & Co , Citigroup Inc , eBay Inc , Viacom Inc Class B , General Electric Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for acerx investment picks
  • Holdings: Synopsys Inc , Lam Research Corp , Apple Inc , Teradyne Inc , Check Point Software Technologies Ltd ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for slmcx investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Exxon Mobil Corporation , Wells Fargo & Co , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for vslix investment picks
  • Holdings: Johnson & Johnson , Pfizer Inc , Merck & Co Inc , AbbVie Inc , Novartis AG ,
  • Category: Health
  • Morningstar Rating: 4 Stars
Sign-up for swhfx investment picks
  • Holdings: MFA Financial Inc , Equity Lifestyle Properties Inc , Acadia Realty Trust , Ventas Inc , Mid-America Apartment Communities ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for frifx investment picks
  • Category: World Bond
Sign-up for finux investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for vbinx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for abndx investment picks
  • Holdings: United States Natural Gas , Lorillard Inc , ETFS Physical Swiss Gold Shares , Boeing Co , iPath S&P GSCI Crude Oil TR Index ETN ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for gwgfx investment picks
  • Holdings: SPDR S&P 500 , B/E Aerospace Inc , Michael Kors Holdings Ltd , Stanley Black & Decker Inc , Whiting Petroleum Corp ,
  • Category: Large Growth
Sign-up for tvrcx investment picks
  • Holdings: Gannett Co Inc , Walgreen Co , Cabela's Inc , Merck & Co Inc , eBay Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for smvlx investment picks
  • Holdings: Apple Inc , Biogen Idec Inc , Facebook Inc Class A , Gilead Sciences Inc , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for optfx investment picks
  • Holdings: Union Pacific Corp , United Parcel Service Inc (UPS) Class B , FedEx Corp , Delta Air Lines Inc , American Airlines Group Inc ,
  • Category: Industrials
  • Morningstar Rating: 4 Stars
Sign-up for fsrfx investment picks
  • Holdings: NextEra Energy Inc , Dominion Resources Inc , Sempra Energy , PPL Corp , Edison International ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
Sign-up for fsutx investment picks
  • Holdings: JPMorgan Chase & Co , Royal Dutch Shell PLC ADR Class A , Walgreen Co , Total SA , Novartis AG ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for tibix investment picks
  • Holdings: S&P Mini Index (Fut) , First Solar Inc , United States Steel Corp , Frontier Communications Corp Class B , Newfield Exploration Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for vadax investment picks
  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R5 , JPMorgan International Equity R6 , JPMorgan Intl Opp R6 , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for smtax investment picks
  • Holdings: Merck & Co Inc , Lorillard Inc , Lockheed Martin Corp , Eli Lilly and Co , Reynolds American Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for fdsax investment picks
  • Holdings: Exterran Holdings Inc , Textron Inc , E*Trade Financial Corp , Northern Trust Corp , Southwest Airlines Co ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for trmcx investment picks
  • Holdings: Flextronics International Ltd , Timken Co , Trueblue Inc , Synaptics Inc , Plexus Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for oisvx investment picks
Premium Membership: Features and Benefits
Wide-Moat Screener for Stocks

Put a moat around your portfolio. Sniff out the most promising opportunities that can ride through any market.

Gold Medalist Screener for Funds

Narrow the available universe of 5000 funds to the top rated gold and silver. Then, sort for manager tenure, expense ratio, risk and return to create your own index-beating fund watchlist.

Thousands of Premium Analyst Reports

While many of our competitors measure a stock's worth with a computer program, Morningstar's staff of 150+ analyst sift through company fillings, financial data and a wealth of other sources to deliver an unvarnished review of any investment. In fact, twelve Morningstar analysts have been recognized by WSJ as "Best on the Street" in the US.

Premium Portfolio Monitor

Make decisions with confidence. Load your investments into our research center and automatically connect to all our proprietary tools and data points.

Mobile

Never be without critical research. Free with your active membership, take our Premium data and guidance wherever you go with Morningstar for iPad®, iPhone®, and Android apps.

Morningstar's Guarantee

We're looking out for you. If after your 14-day free trial, you find that a Morningstar Premium membership is not for you, cancel any time and we'll be happy to refund the unused portion - no questions asked.

Go Premium!
Exclusive Premium Member Benefits
Get the best thinking of 150+ disciplined
objective, experienced analysts-dedicated to
specific industries and securities.
+2,500 Analyst Reports
Wide Moat Screener for Stocks
Medalist Screener for Funds
Premium Portfolio Manager with X-Ray & Monitor
Premium eNewsletters
Morningstar Basic Benefits (All)
Sign up now - No charge for the first 14 days
Premium Funds From: lisox - Lazard International Strategic Eq Open to oisvx - Optimum Small-Mid Cap Value Instl
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