Funds From: ambyx - Invesco Municipal Bond Y - Morningstar 4 Star Rated Fund to npfbx - American Funds New Perspective B - Morningstar 4 Star Rated Fund


  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for ambyx investment picks
  • Holdings: Equity, Bond, MFS Research Bond R5, MFS Limited Maturity R5, MFS Government Securities R5, MFS Inflation-Adjusted Bond R5, MFS Global Bond R5
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for mllex investment picks
  • Holdings: Equity, Bond
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ppsax investment picks
  • Holdings: Equity, Bond, Principal LargeCap Growth I Inst, Principal Large Cap Value I Inst, Principal Diversified Intl Inst, Principal Overseas Instl, Principal Large Cap S&P 500 Index Inst
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for ptdix investment picks
  • Holdings: Genpact Ltd., Actavis Inc, Vertex Pharmaceuticals, Mylan Inc, Lennox International, Inc.
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for hfmcx investment picks
  • Holdings: Google, Inc. Class A, Berkshire Hathaway Inc Class B, Walt Disney Co, PACCAR Inc, Wells Fargo & Co
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for dgoyx investment picks
  • Holdings: Equity, Bond, Merck & Co Inc, Wells Fargo & Co, Duke Energy Corporation, Johnson & Johnson
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for iifix investment picks
  • Holdings: Stepan Company, Deluxe Corporation, Chicago Bridge & Iron Company, Hyster-Yale Materials Handling Inc, Deckers Outdoor Corporation
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for cmssx investment picks
  • Holdings: Google, Inc. Class A, Apple Inc, Gilead Sciences Inc, Home Depot, Inc., Qualcomm, Inc.
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for fbcfx investment picks
  • Holdings: Sanderson Farms, Inc., Prestige Brands Holdings Inc, Calumet Specialty Products Partners LP, CoreSite Realty Corp, DXP Enterprises, Inc.
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for ploax investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for SDGIX investment picks
  • Holdings: Equity, Bond, American Funds Washington Mutual R6, American Funds American Balanced R6, American Funds AMCAP R6, American Funds Growth Fund of Amer R6, American Funds Invmt Co of Amer R6
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for reetx investment picks
  • Holdings: Gilead Sciences Inc, Celgene Corporation, Aetna Inc, Express Scripts, Medivation, Inc.
  • Category: Health
  • Morningstar Rating: 4 Stars
Sign-up for jfnax investment picks
  • Holdings: Smurfit Kappa Group PLC
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 4 Stars
Sign-up for gmisx investment picks
  • Holdings: Equity, Bond, Principal Core Plus Bond I Institutional, Principal Bond & Mtg Securities Inst, Principal Short-Term Income Inst, Principal Bond Market Index Instl, Principal Inflation Protection Inst
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for plsix investment picks
  • Holdings: SBA Communications Corp, CBRE Group Inc, Agilent Technologies Inc, Dollar General Corporation, Equinix, Inc.
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for GGOIX investment picks
  • Holdings: Equity, Bond, AllianzGI US Managed Volatility Instl, PIMCO Floating Income Instl, AllianzGI Behavioral Advtg Lg Cp Instl, AllianzGI NFJ International Value Instl, AllianzGI Emerging Markets Opps Instl
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for agfax investment picks
  • Holdings: Equity, Bond
  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for bnmdx investment picks
  • Holdings: Team Health Holdings Inc, Financial Engines, Inc., Cree, Inc., CoStar Group, Inc., Axiall Corp
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for ladbx investment picks
  • Holdings: Blinkx PLC, Viacom, Inc. Class B, Telephone and Data Systems, Inc., Swedish Match AB, Google, Inc. Class A
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for glvyx investment picks
  • Holdings: Ramco-Gershenson Properties Trust, PacWest Bancorp, Sapient Corporation, Nuance Communications, Inc., Waddell & Reed Financial, Inc.
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for fsopx investment picks
  • Holdings: Equity, Bond, American International Group Inc, Valassis Communications Inc, Capital One Financial Corp, Bank of America Corporation, JPMorgan Chase & Co
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for hwaax investment picks
  • Holdings: Equity, Bond, Simon Property Group Inc, Equity Residential
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for cidpx investment picks
  • Holdings: Equity, Bond, Ivy High Income I, Federated Instl High Yield Bond Instl, PIMCO High Yield Instl, DWS High Income Instl, TIAA-CREF High-Yield Inst
  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
Sign-up for irnix investment picks
  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
Sign-up for ntsmx investment picks
  • Holdings: Equity, Bond
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for fbdax investment picks
  • Holdings: Equity, Bond, Merck & Co Inc, General Electric Co, Wells Fargo & Co, Exelon Corp, Duke Energy Corporation
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for FRIAX investment picks
  • Holdings: Reliance Steel and Aluminum, Helmerich & Payne, Inc., Oil States International, Inc., Alleghany Corp DEL, Tetra Tech, Inc.
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for rysfx investment picks
  • Holdings: Verizon Communications Inc, Amgen Inc, Home Depot, Inc., Microsoft Corporation, Chevron Corp
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for cmlex investment picks
  • Holdings: Novo Nordisk A/S, Amazon.com Inc, Google, Inc. Class A, Home Depot, Inc., Nestle SA
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for npfbx 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: ambyx - Invesco Municipal Bond Y - Morningstar 4 Star Rated Fund to npfbx - American Funds New Perspective B - Morningstar 4 Star Rated Fund
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