Funds From: mbnrx - MainStay Balanced R1 - Morningstar 4 Star Rated Fund to prvlx - Putnam RetirementReady 2045 A LW - Morningstar 4 Star Rated Fund


  • Holdings: US Treasury Note 0.25% , US Treasury Note 0.25% , US Treasury Note 1.75% , US Treasury Note 2.75% , US Treasury Note 0.375% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mbnrx investment picks
  • Holdings: Amazon.com Inc , Boeing Co , Google, Inc. Class A , Microsoft Corporation , Home Depot, Inc. ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for ancfx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for bjbhx investment picks
  • Holdings: iShares Russell 2000 Value , Rex Energy Corporation , Southwest Gas Corporation , American Equity Investment Life Holding Company , Western Refining Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for gssmx investment picks
  • Holdings: Oracle Corporation , Credit Suisse Group , MasterCard Incorporated Class A , Julius Baer Gruppe AG , General Motors Co ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for oargx investment picks
  • Holdings: Gilead Sciences Inc , Galaxy Entertainment Group Ltd. , Netflix, Inc. , Google, Inc. Class A , Thermo Fisher Scientific Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for anfcx investment picks
  • Holdings: Novo Nordisk A/S , Amazon.com Inc , Google, Inc. Class A , Bayer AG , Naspers Ltd ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for anwpx investment picks
  • Holdings: Apple Inc , Google, Inc. Class A , Qualcomm, Inc. , Amazon.com Inc , SBA Communications Corp ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for gitsx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for himzx investment picks
  • Holdings: Baidu, Inc. ADR , SOFTBANK Corp , ENN Energy Holdings Ltd. , Mail.ru Group Ltd GDR , Samsung Electronics Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for cnwcx investment picks
  • Holdings: Japanese Government Cpi Linked Bond Series 17 , Germany (Federal Republic Of) 1.88573% , Norway(Kingdom Of) 3.75% , Italy(Rep Of) 2.1% , US Treasury TIP ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for cabix investment picks
  • Holdings: Netflix, Inc. , Regeneron Pharmaceuticals, Inc. , ENN Energy Holdings Ltd. , Lions Gate Entertainment Corporation , Incyte Corp Ltd ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for rslcx investment picks
  • Holdings: Nektar Therapeutics, Inc. , Nokia Oyj , Advanced Micro Devices Inc , MorphoSys AG , Tesla Motors, Inc. ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for oginx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
Sign-up for jirrx investment picks
  • Holdings: Putnam Absolute Return 700 Y , Simon Property Group Inc , Cdx Cdx.Na.Hy.21 500.0 12/20/2018 Jp , US Treasury Note 1% , US Treasury Note 2% ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for pisfx investment picks
  • Holdings: Wirecard AG , ASKUL Corporation , Swedish Orphan Biovitrum AB , WuXi PharmaTech (Cayman), Inc. ADR , Bank of Ireland (Governor & Co of) ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
Sign-up for osmax investment picks
  • Holdings: Robeco Boston Partners L/S Rsrch Instl , Gotham Absolute Return Institutional , MainStay Marketfield I , Arbitrage Event-Driven I , Aberdeen Equity Long-Short Inst ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for gasrx investment picks
  • Holdings: S&P 500 Mini Mar 14 , Google, Inc. Class A , Visa, Inc. Class A , Amazon.com Inc , Biogen Idec Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for ggeyx investment picks
  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jtsbx investment picks
  • Holdings: Waste Connections, Inc. , Discover Financial Services , Skyworks Solutions, Inc. , Actavis PLC , Noble Energy Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for opmyx investment picks
  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV , JHancock Short Duration Credit Opps NAV ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jalmx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
Sign-up for wsbix investment picks
  • Holdings: Apple Inc , Wells Fargo & Co , Walt Disney Co , Microsoft Corporation , EOG Resources Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for oyrdx investment picks
  • Holdings: Thrivent Partner Worldwide Allocation I , Thrivent Large Cap Value I , Thrivent Large Cap Growth I , E-mini S&P MidCap 400 Index Future Mar14 , Thrivent Mid Cap Stock I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for tmafx investment picks
  • Holdings: Banco Bilbao Vizcaya Argentaria SA , AXA SA , Roche Holding AG , Lloyds Banking Group PLC , Allianz SE ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for hiinx investment picks
  • Holdings: Regency Energy Partners LP , Williams Partners LP , Energy Transfer Partners, L.P. , Enbridge Energy Partners LP , El Paso Pipeline Partners LP ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
Sign-up for mlpdx investment picks
  • Holdings: S+p 500 Future Mar14 Xcme 20140320 , Us Long Bond(Cbt) Jun14 Xcbt 20140619 , Us 5yr Note (Cbt) Jun14 Xcbt 20140630 , FHLMC CMO 7.5% , FNMA CMO 6.25% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for wfmax investment picks
  • Holdings: Samsung Electronics Co Ltd GDR , Taiwan Semiconductor Manufacturing Co Ltd , MediaTek Inc , AIA Group Ltd. , Hikma Pharmaceuticals PLC ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for hlemx investment picks
  • Holdings: Simon Property Group Inc , Crown Castle International Corp , Weyerhaeuser Co , Health Care REIT, Inc. , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for aarix investment picks
  • Holdings: Putnam Dynamic Asset Allocation Equity Y , Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
Sign-up for prvlx 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.

Funds From: mbnrx - MainStay Balanced R1 - Morningstar 4 Star Rated Fund to prvlx - Putnam RetirementReady 2045 A LW - 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