Funds From: awtpx - AllianzGI Global Water P - Morningstar 5 Star Rated Fund to PTTRX - PIMCO Total Return Instl - Morningstar 5 Star Rated Fund


  • Holdings: American Water Works Co Inc, Danaher Corporation, Severn Trent PLC, Andritz AG, Geberit AG
  • Category: Natural Res
  • Morningstar Rating: 5 Stars
Sign-up for awtpx investment picks
  • Holdings: Liberty Media Corporation, Brookfield Asset Management Inc Class A, O'Reilly Automotive Inc, Williams Companies Inc, Markel Corporation
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for pemgx investment picks
  • Holdings: Robert Half International Inc., CBS Corporation Class B, AmerisourceBergen Corp, Lear Corporation, Noble Energy Inc
  • Category: Mid-Cap Value
  • Morningstar Rating: 5 Stars
Sign-up for jvmsx investment picks
  • Holdings: Apple Inc, Adobe Systems Inc, BMC Software, Inc., MasterCard Incorporated Class A, VeriFone Systems, Inc.
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for dvecx investment picks
  • Holdings: Equity, Bond, Home Depot, Inc., Chevron Corp, Berkshire Hathaway Inc Class A, Boeing Co, Wells Fargo & Co
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for rlbfx investment picks
  • Holdings: Aspen Technology, Inc., Micron Technology, Inc., Cree, Inc., Alliance Data Systems Corporation, Tenet Healthcare Corp
  • Category: Technology
  • Morningstar Rating: 5 Stars
Sign-up for wstcx investment picks
  • Holdings: Ascent Capital Group Inc, Epoch Holding Corporation, Cantel Medical Corporation, GenCorp Inc., Steel Excel Inc
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
Sign-up for weimx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
Sign-up for faacx investment picks
  • Holdings: Johnson & Johnson, Apple Inc, Google, Inc. Class A, Berkshire Hathaway Inc Class B, International Business Machines Corp
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for smgix investment picks
  • Holdings: iShares Russell 2000 Value Index, Southwest Gas Corporation, El Paso Electric Company, Healthsouth Corp, Cleco Corporation
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
Sign-up for gsqtx investment picks
  • Holdings: Exxon Mobil Corporation, Chevron Corp, Pfizer Inc, Microsoft Corporation, General Electric Co
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for marnx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
Sign-up for fihbx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for dgccx investment picks
  • Holdings: Liberty Media Corporation, Brookfield Asset Management Inc Class A, O'Reilly Automotive Inc, Williams Companies Inc, Markel Corporation
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for pcbix investment picks
  • Holdings: Amgen Inc, Gilead Sciences Inc, Celgene Corporation, Biogen Idec Inc, Alexion Pharmaceuticals, Inc.
  • Category: Health
  • Morningstar Rating: 5 Stars
Sign-up for fbtix investment picks
  • Holdings: Equity, Bond, Bristol-Myers Squibb Company, Targa Resources Corp, Cheniere Energy Inc, Maxim Integrated Products Inc., GameStop Corp Class A
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for agocx investment picks
  • Holdings: Aspen Technology, Inc., Micron Technology, Inc., Cree, Inc., Alliance Data Systems Corporation, Tenet Healthcare Corp
  • Category: Technology
  • Morningstar Rating: 5 Stars
Sign-up for wstax investment picks
  • Holdings: Pentair Ltd, Waste Management Inc, CH Robinson Worldwide, Inc., Shaw Communications, Inc. Class B, Questar Corp
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for parmx investment picks
  • Holdings: Aspen Technology, Inc., Micron Technology, Inc., Cree, Inc., Alliance Data Systems Corporation, Tenet Healthcare Corp
  • Category: Technology
  • Morningstar Rating: 5 Stars
Sign-up for wstrx investment picks
  • Holdings: Equity, Bond, Royal Dutch Shell PLC ADR Class A, Pfizer Inc, Johnson & Johnson, Berkshire Hathaway Inc Class B, Leucadia National Corporation
  • Category: Long/Short Equity
  • Morningstar Rating: 5 Stars
Sign-up for bplex investment picks
  • Holdings: Equity, Bond
  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
Sign-up for bgnix investment picks
  • Holdings: Equity, Bond, Agnico Eagle Mines, Goldcorp, Inc., Newcrest Mining Limited, Barrick Gold Corporation
  • Category: Equity Precious Metals
  • Morningstar Rating: 5 Stars
Sign-up for sggdx investment picks
  • Holdings: Apple Inc, Google, Inc. Class A, eBay Inc, Cognizant Technology Solutions Corporation Class A, Kansas City Southern, Inc.
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for wgfcx investment picks
  • Holdings: Equity, Bond
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for lausx investment picks
  • Holdings: SunTrust Banks Inc, General Mills, Inc., Heineken N.V., Kimberly-Clark Corporation, Raytheon Company
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for lcefx investment picks
  • Holdings: Nestle SA, Anheuser-Busch Inbev SA, Novo Nordisk A/S ADR, Linde AG, Roche Holding AG
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for fiiix investment picks
  • Holdings: Equity, Bond, Johnson & Johnson, Chevron Corp, Merck & Co Inc
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for VWIAX investment picks
  • Holdings: Apple, Inc., International Business Machines Corp, Sherwin-Williams Company, TJX Companies, Comcast Corp Class A
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for jdrtx investment picks
  • Holdings: Equity, Bond, Efa Up Trs Equity 3ml-7 Bps, Efa Up Trs Equity 3ml+7.5 Jpm, iShares MSCI EAFE Index
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for pipcx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for PTTRX 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: awtpx - AllianzGI Global Water P - Morningstar 5 Star Rated Fund to PTTRX - PIMCO Total Return Instl - Morningstar 5 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