Funds From: PGRLX - Putnam Fund for Growth & Income R5 - Morningstar 3 Star Rated Fund to fgrex - Invesco Global Real Estate R6 - Morningstar 3 Star Rated Fund


  • Holdings: JPMorgan Chase & Co , Exxon Mobil Corporation , Wells Fargo & Co , Citigroup Inc , Royal Dutch Shell PLC ADR Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for PGRLX investment picks
  • Holdings: Lockheed Martin Corp , Time Warner Inc , United Technologies Corp , AT&T Inc , Avago Technologies Ltd ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
Sign-up for jmnax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for wfbix investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Cairn Energy PLC , Halliburton Co , Genel Energy PLC , Schlumberger NV ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
Sign-up for pgeix investment picks
  • Holdings: Actavis PLC , Apple Inc , International Business Machines Corp , McGraw Hill Financial Inc , Alliance Data Systems Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for JCGCX investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for aioax investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Monsanto Co , EOG Resources Inc , Schlumberger NV , Dow Chemical Co ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for eberx investment picks
  • Holdings: Voya Large Cap Growth Portfolio I , Voya International Index I , Voya Large Cap Value Portfolio I , Voya US Stock Index I , Voya Russell Mid Cap Index I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for isagx investment picks
  • Holdings: Citrix Systems Inc , ConAgra Foods Inc , Johnson Controls Inc , Cadence Design Systems Inc , tw telecom inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for msvcx investment picks
  • Holdings: American Express Co , Sanofi ADR , Berkshire Hathaway Inc Class A , TE Connectivity Ltd , Macy's Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for chrrx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for mdwix investment picks
  • Holdings: General Mills Inc , Heineken NV , Campbell Soup Co , Walgreen Co , Royal Dutch Shell PLC Class B ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for LCEAX investment picks
  • Holdings: Anheuser-Busch Inbev SA , Japan Tobacco Inc , Prudential PLC , Shire PLC , AIA Group Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for pinwx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for shdax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for myhax investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for etorx investment picks
  • Holdings: Synaptics Inc , TRW Automotive Holdings Corp , Polaris Industries Inc , Proto Labs Inc , Gannett Co Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for ccayx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , Wells Fargo & Co , Oracle Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pnvmx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for tboax investment picks
  • Holdings: Ultra Petroleum Corp , International Rectifier , Newalta Corp , Zimmer Holdings Inc , Brookfield Property Partners LP ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for ATDFX investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Google Inc Class A , Facebook Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for pnocx investment picks
  • Category: Muni Ohio
  • Morningstar Rating: 3 Stars
Sign-up for etohx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class C , Wells Fargo & Co , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for PRFMX investment picks
  • Holdings: PNM Resources Inc , Empire District Electric Co , United Financial Bancorp Inc , Allied World Assurance Co Holdings AG , PartnerRe Ltd ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for pysvx investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl , Nationwide Bond Index Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for nwhsx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for vmibx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for khyrx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , S+p500 Emini Fut Sep14 Xcme 20140919 , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for sbspx investment picks
  • Holdings: Akzo Nobel NV , Sanofi , Microsoft Corp , International Consolidated Airlines Group SA , Citigroup Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for cgvvx investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , AvalonBay Communities Inc , Prologis Inc , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for fgrex 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: PGRLX - Putnam Fund for Growth & Income R5 - Morningstar 3 Star Rated Fund to fgrex - Invesco Global Real Estate R6 - Morningstar 3 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 Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry