Funds From: FRUAX - Franklin Utilities Adv - Morningstar 4 Star Rated Fund to mbnax - MainStay Balanced A Load Waived - Morningstar 4 Star Rated Fund


  • Holdings: Duke Energy Corporation , NextEra Energy Inc , Dominion Resources Inc , Sempra Energy , Edison International ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
Sign-up for FRUAX investment picks
  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Contrarian Core I , Columbia Large Value Quantitative I , Columbia Large Core Quantitative Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for nbgpx investment picks
  • Holdings: General Electric Co , Genuine Parts Company , Home Depot, Inc. , Wells Fargo & Co , CVS Caremark Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for gabex investment picks
  • Holdings: Google Inc Class A , Alexion Pharmaceuticals, Inc. , Concho Resources, Inc. , Dollar Tree Stores, Inc. , Whole Foods Market, Inc. ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for ekjax investment picks
  • Holdings: O'Reilly Automotive Inc , Circor International, Inc. , RPC, Inc. , Media General Inc. Class A , Interpublic Group of Companies, Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for gccsx investment picks
  • Holdings: NorthWestern Corporation , PTC Inc , EnerSys, Inc. , Berry Plastics Group Inc , Parexel International Corporation ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for nvsox investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ousnx investment picks
  • Holdings: Illumina, Inc. , SBA Communications Corp , Alexion Pharmaceuticals, Inc. , Avago Technologies Ltd , Alliance Data Systems Corporation ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for nbmtx investment picks
  • Holdings: Microsoft Corporation , Facebook Inc Class A , Google, Inc. Class A , Cisco Systems Inc , Magna International Inc. Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for acghx investment picks
  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
Sign-up for mffix investment picks
  • Holdings: Invesco Ltd. , JPMorgan Chase & Co , Bank of New York Mellon Corp , Citigroup Inc , American Airlines Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for nvaax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for pstpx investment picks
  • Holdings: Google Inc Class A , MasterCard Incorporated Class A , Gilead Sciences Inc , Costco Wholesale Corporation , Allergan, Inc. ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for wbgsx investment picks
  • Holdings: Vanguard Short-Term Bond ETF , Lord Abbett Short Duration Income I , Apple Inc , American Capital Ltd , Western Union Company ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for cprfx investment picks
  • Holdings: Total SA , BP PLC , Banco Santander SA , Vodafone Group PLC , AstraZeneca PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for gmcfx investment picks
  • Holdings: Lincoln National Corp (Radnor, PA) , CVS Caremark Corp , Hanesbrands Inc , MetLife Inc , United Therapeutics Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for gldlx investment picks
  • Holdings: Gilead Sciences Inc , Google, Inc. Class A , Oracle Corporation , Netflix, Inc. , Biogen Idec Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for cafbx investment picks
  • Holdings: Apple Inc , Google, Inc. Class A , Qualcomm, Inc. , Oracle Corporation , Microsoft Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for gspix investment picks
  • Holdings: Tencent Holdings Ltd. , Taiwan Semiconductor Manufacturing Co Ltd ADR , Novo Nordisk A/S ADR , Northern Instl Fds , Hutchison Whampoa Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for wlttx investment picks
  • Holdings: Alliance Data Systems Corporation , B/E Aerospace Inc , Waddell & Reed Financial, Inc. , Hanesbrands Inc , Brinker International, Inc. ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for wsbex investment picks
  • Holdings: Verizon Communications Inc , AbbVie Inc , Amgen Inc , Texas Instruments, Inc. , Home Depot, Inc. ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for rmfex investment picks
  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
Sign-up for bfrix investment picks
  • Holdings: Novo Nordisk A/S , SOFTBANK Corp , Bayer AG , Samsung Electronics Co Ltd , Novartis AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for aegfx investment picks
  • Holdings: CBRE Group Inc , SBA Communications Corp , Equinix, Inc. , Dollar General Corporation , Xilinx Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for ggoax investment picks
  • 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 mbcrx investment picks
  • Holdings: Teradyne Inc , Elizabeth Arden, Inc. , International Rectifier , Microsemi Corp , Clearwater Paper Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for nsmax investment picks
  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century NT Growth Institutional , American Century International Bd Instl ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
Sign-up for arfix investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for mlfbx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for jhyix investment picks
  • 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 mbnax 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: FRUAX - Franklin Utilities Adv - Morningstar 4 Star Rated Fund to mbnax - MainStay Balanced A Load Waived - 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