Funds From: pgrix - Putnam Fund for Growth & Income C - Morningstar 3 Star Rated Fund to waurx - Western Asset Total Return Uncons R - 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 pgrix investment picks
  • Holdings: Apple Inc , Microsoft Corp , U.S. Bancorp , Macy's Inc , Genuine Parts Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for ialfx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for csnrx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for ditex investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for ecrrx investment picks
  • Holdings: Facebook Inc Class A , DISH Network Corp , Apple Inc , Gilead Sciences Inc , Sprint Corp Series 1 ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for vafbx investment picks
  • Holdings: Hartford Global Capital Appreciation Y , Hartford Global Equity Income Y , Hartford Multi-Asset Income Y , Hartford Emerging Markets Research Y , Hartford World Bond Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for hrarx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for fkytx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for hwdax investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for frsax investment picks
  • Holdings: US Treasury Note 0.875% , US Treasury Note 1.625% , Fidelity Cent Invt Portfolios , Apple Inc , Fidelity Cent Invt Portfolios ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fasgx investment picks
  • Holdings: Apple Inc , Pandora AS , Google Inc Class A , Novo Nordisk A/S , Google Inc Class C ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for cagex investment picks
  • Holdings: Toyota Motor Corp , Royal Dutch Shell PLC Class A , AstraZeneca PLC , Sanofi , Sumitomo Mitsui Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for povex 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 lcefx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Sanofi , ING Groep N.V. , HSBC Holdings PLC , Suncor Energy Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for pngyx investment picks
  • Holdings: Lord Abbett Intl Dividend Inc I , Lord Abbett Emerging Markets Currency I , Lord Abbett Mid Cap Stock I , Lord Abbett Calibrated Mid Cap Val I , Lord Abbett High Yield I ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for lagex investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
Sign-up for dvtnx investment picks
  • Holdings: Apache Corporation , Anadarko Petroleum Corp , Devon Energy Corp , Schlumberger NV , Chevron Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
Sign-up for ienix 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 pnrax investment picks
  • Holdings: Aozora Bank Ltd , Smurfit Kappa Group PLC , Buzzi Unicem , PureCircle Ltd , Cermaq ASA ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
Sign-up for cioax 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 pslax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for hsdbx investment picks
  • Category: Muni New York Intermediate
  • Morningstar Rating: 3 Stars
Sign-up for psnyx investment picks
  • Holdings: Whiting Petroleum Corp , Informatica Corp , CIT Group Inc , CBS Outdoor Americas Inc , Tesoro Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for cammx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for pmfix investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
Sign-up for mpfdx investment picks
  • Holdings: Land Securities Group PLC , AvalonBay Communities Inc , Unibail-Rodamco SE , LaSalle Hotel Properties , Simon Property Group Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for sarbx investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
Sign-up for spalx 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 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for nwbix investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for waurx 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: pgrix - Putnam Fund for Growth & Income C - Morningstar 3 Star Rated Fund to waurx - Western Asset Total Return Uncons R - 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 Name |  Ticker |  Popularity |  Our Choices