Funds From: ancfx - American Funds Fundamental Invs A - Morningstar 3 Star Rated Fund to atafx - American Trust Allegiance - Morningstar 3 Star Rated Fund


  • Holdings: Microsoft Corp , Amazon.com Inc , Comcast Corp Class A , Boeing Co , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for ancfx investment picks
  • Holdings: Exxon Mobil Corporation , General Electric Co , Pfizer Inc , JPMorgan Chase & Co , Devon Energy Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for gsgrx investment picks
  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for fatwx investment picks
  • Holdings: Total SA , HSBC Holdings PLC , BP PLC ADR , British American Tobacco PLC , Legrand SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for gatmx investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
Sign-up for JHMAX investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for bbsgx investment picks
  • Holdings: Aryzta AG , Jupiter Fund Management PLC , Ashtead Group PLC , en-japan inc. , Ingenico Group SA ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
Sign-up for gisix investment picks
  • Category: Muni Minnesota
  • Morningstar Rating: 3 Stars
Sign-up for deffx 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 hraax investment picks
  • Holdings: American Funds IS® Growth-Income 1 ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for hvnbx investment picks
  • Holdings: TIAA-CREF Bond Plus Inst , TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Enh Lg Cp Val Idx Inst , TIAA-CREF Large-Cap Value Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for timrx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for nsmix investment picks
  • Holdings: EOG Resources Inc , VF Corp , Perrigo Co PLC , Roche Holding AG ADR , Canadian National Railway Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for gsrax investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for gsdax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for itbix investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for pfidx investment picks
  • Holdings: GuideStone Funds International Eq Inv , GuideStone Funds Growth Equity Investor , GuideStone Funds Value Equity Investor , GuideStone Funds Medium-Duration Bd Inv , GuideStone Funds Global Natrl Res Eq Inv ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for gcoyx investment picks
  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for ffflx investment picks
  • Holdings: Apple Inc , American Tower Corp , Amazon.com Inc , Equinix Inc , Costco Wholesale Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for gstix investment picks
  • Category: Preferred Stock
  • Morningstar Rating: 3 Stars
Sign-up for npscx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for mcnlx investment picks
  • Holdings: Hartford Capital Appreciation Y , Hartford Dividend and Growth Y , Hartford Total Return Bond Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for hckax investment picks
  • Holdings: Netflix Inc , Incyte Corp Ltd , Synageva BioPharma Corp , Domino's Pizza Inc , Myriad Genetics Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for rslbx investment picks
  • Holdings: Vanguard Mid-Cap ETF , Guggenheim Mid-Cap Core ETF , JPMorgan Alerian MLP ETN , Schwab US Mid-Cap ETF™ , Mid-America Apartment Communities ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for gvmcx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for avefx investment picks
  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Intrepid America R5 , JPMorgan Growth Advantage R5 , JPMorgan US Equity R6 , JPMorgan Value Advantage Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for jtsax investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for rlvsx investment picks
  • Holdings: Waddell & Reed Vanguard Y , Waddell & Reed International Gr Y , Waddell & Reed New Concepts Y , Waddell & Reed Small Cap Y , Toyota Mtr Cr FRN ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for wagrx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for sstbx investment picks
  • Holdings: Williams Companies Inc , Schlumberger NV , MetLife Inc , Applied Materials Inc , Berkshire Hathaway Inc Class B ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for atafx 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: ancfx - American Funds Fundamental Invs A - Morningstar 3 Star Rated Fund to atafx - American Trust Allegiance - 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