Funds From: pgetx - Putnam Global Energy R - Morningstar 3 Star Rated Fund to acgqx - Invesco Growth and Income R5 - Morningstar 3 Star Rated Fund


  • Holdings: Exxon Mobil Corporation , Royal Dutch Shell PLC Class A , Schlumberger NV , Suncor Energy Inc , Marathon Oil Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
Sign-up for pgetx investment picks
  • Holdings: Chevron Corp , Travelers Companies Inc , Johnson & Johnson , McDonald's Corp , Exxon Mobil Corporation ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mblax investment picks
  • Holdings: Schlumberger NV , Apple Inc , Cisco Systems Inc , SunTrust Banks Inc , Qualcomm Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for bafvx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for igbox investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for tausx investment picks
  • Holdings: General Dynamics Corp , Siemens AG , Northrop Grumman Corp , Anixter International Inc , China Southern Airlines Co Ltd H Shares ,
  • Category: Industrials
  • Morningstar Rating: 3 Stars
Sign-up for pgilx investment picks
  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Global Income Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Lg Cap Gr Insights Instl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for goiax investment picks
  • Category: Short Government
  • Morningstar Rating: 3 Stars
Sign-up for gssdx investment picks
  • Holdings: Heineken NV , General Mills Inc , Walgreen Co , Campbell Soup Co , Raytheon Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for lcevx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for clfcx investment picks
  • Holdings: Apple Inc , CVS Caremark Corp , Gilead Sciences Inc , Qualcomm Inc , Coca-Cola Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ceyix investment picks
  • Holdings: Anheuser-Busch Inbev SA , Prudential PLC , Japan Tobacco Inc , AIA Group Ltd , Sanofi ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for PINOX investment picks
  • Holdings: Invesco Balanced-Risk Allc R6 , Invesco Balanced-Risk Agrsv Allc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for tnaax investment picks
  • Holdings: Occidental Petroleum Corp , Chevron Corp , Anadarko Petroleum Corp , Apache Corporation , Devon Energy Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
Sign-up for ienax investment picks
  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , Wells Fargo & Co , Google Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pnvbx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for ptiix investment picks
  • Holdings: General Electric Co , Time Warner Inc , MetLife Inc , Goldman Sachs Group Inc , Morgan Stanley ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for clvax investment picks
  • Holdings: Google Inc Class A , Apple Inc , Visa Inc Class A , Honeywell International Inc , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for pnopx investment picks
  • Holdings: SPDR S&P 500 , Virtus Premium AlphaSector I , GuideMark World ex-US Instl , Vanguard Total Stock Market ETF , iShares MSCI ACWI ex US Index ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for GITUX investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Wells Fargo & Co , Philip Morris International Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pracx investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
Sign-up for nwlbx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for apbdx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Samsung Electronics Co Ltd , International Business Machines Corp , Microsoft Corp ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for wfqdx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for dugcx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
Sign-up for liiax investment picks
  • Holdings: Roche Holding AG , Nestle SA , Royal Dutch Shell PLC Class A , Novartis AG , GlaxoSmithKline PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for liesx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for shmdx investment picks
  • Holdings: FNMA , FNMA , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-04-01 , CVS Caremark Corp ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for paccx investment picks
  • Holdings: Sensient Technologies Corp , UMB Financial Corp , Clarcor Inc , Treehouse Foods Inc , TriMas Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for cipsx investment picks
  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Morgan Stanley , Viacom Inc Class B , Applied Materials Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for acgqx 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: pgetx - Putnam Global Energy R - Morningstar 3 Star Rated Fund to acgqx - Invesco Growth and Income R5 - 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