Funds From: mcbix - BMO TCH Core Plus Bond I - Morningstar 5 Star Rated Fund to actdx - Invesco High Yield Muni Y - Morningstar 5 Star Rated Fund


  • Holdings: Equity, Bond
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for mcbix investment picks
  • Holdings: Equity, Bond, American Funds Invmt Co of Amer R6, American Funds Washington Mutual R6, American Funds American Mutual R6, American Funds Fundamental Investors R6, American Funds SMALLCAP World R6
  • Category: Target Date 2051+
  • Morningstar Rating: 5 Stars
Sign-up for rcmtx investment picks
  • Holdings: Intel Corp, Occidental Petroleum Corporation, Walgreen Company, General Mills, Inc., Sabra Health Care REIT, Inc.
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for aridx investment picks
  • Holdings: Equity, Bond, DISH Network Corp, Apple Inc, EchoStar Corp, Japan Airlines Co Ltd, Elan Corp PLC ADR
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for pvsax investment picks
  • Category: World Bond
  • Morningstar Rating: 5 Stars
Sign-up for mxgbx investment picks
  • Holdings: Apple Inc, Microsoft Corporation, Google, Inc. Class A, Oracle Corporation, United Technologies Corp
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for prgyx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 5 Stars
Sign-up for onyyx investment picks
  • Category: Short Government
  • Morningstar Rating: 5 Stars
Sign-up for figtx investment picks
  • Holdings: Tencent Holdings Ltd., China Construction Bank Corp H Shares, Industrial And Commercial Bank Of China Ltd. H Shares, China Life Insurance Co Ltd H Shares, Shenzhou International Group Holdings Ltd.
  • Category: China Region
  • Morningstar Rating: 5 Stars
Sign-up for chnax investment picks
  • Holdings: Equity, Bond, Laudus Growth Investors US Large Cap Gr, Schwab Core Equity Inv, Schwab S&P 500 Index, Laudus International MarketMasters Sel, Schwab Small-Cap Equity
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
Sign-up for swdrx investment picks
  • Holdings: Equity, Bond, Alaska Air Group, Inc.
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for glrix investment picks
  • Holdings: Equity, Bond
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for mcybx investment picks
  • Holdings: Equity, Bond, JPMorgan Disciplined Equity R6, JPMorgan Intl Opp R6, JPMorgan International Equity R6, JPMorgan Value Advantage Instl, JPMorgan Intrepid America R5
  • Category: Target Date 2041-2045
  • Morningstar Rating: 5 Stars
Sign-up for jsaix investment picks
  • Holdings: Equity, Bond
  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
Sign-up for nmvax investment picks
  • Holdings: Verizon Communications Inc, Philip Morris International, Inc., Pfizer Inc, Microsoft Corporation, AT&T Inc
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for cvirx investment picks
  • Holdings: Equity, Bond
  • Category: World Bond
  • Morningstar Rating: 5 Stars
Sign-up for fibzx investment picks
  • Holdings: Berkshire Hathaway Inc Class B, Wells Fargo & Co, Pfizer Inc, Exxon Mobil Corporation, Citigroup Inc
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for jvlix investment picks
  • Holdings: British American Tobacco PLC, SABMiller PLC, ITC Ltd., Housing Development Finance Corp Ltd., HSBC Holdings PLC
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for hiemx investment picks
  • Holdings: Chevron Corp, International Business Machines Corp, Verizon Communications Inc, PepsiCo Inc, Procter & Gamble Co
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for sdvsx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 5 Stars
Sign-up for ntfix investment picks
  • Holdings: Equity, Bond
  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
Sign-up for fibix investment picks
  • Holdings: Apple Inc, Best Buy Co Inc, Pitney Bowes Inc, HollyFrontier Corp, Lorillard, Inc.
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for wvlvx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 5 Stars
Sign-up for ltmix 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 gsqrx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
Sign-up for ncoix investment picks
  • Holdings: Equity, Bond, Johnson & Johnson, Google, Inc. Class A, Philip Morris International, Inc., Apple Inc
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for clrfx investment picks
  • Holdings: Equity, Bond, American Century NT Diversified Bond I, American Century NT Large Company Val I, American Century NT Growth Institutional, American Century NT Equity Growth Instl, American Century NT Intl Growth I
  • Category: Target Date 2021-2025
  • Morningstar Rating: 5 Stars
Sign-up for arwix investment picks
  • Holdings: Equity, Bond
  • Category: High Yield Muni
  • Morningstar Rating: 5 Stars
Sign-up for abtyx investment picks
  • Holdings: ARM Holdings PLC, Visa, Inc., ASML Holding NV ADR, Naspers Ltd, Amazon.com Inc
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for scmgx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 5 Stars
Sign-up for actdx 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: mcbix - BMO TCH Core Plus Bond I - Morningstar 5 Star Rated Fund to actdx - Invesco High Yield Muni Y - 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