Funds From: fibtx - Frost Strategic Balanced Inst - Morningstar 3 Star Rated Fund to gemmx - GMO Emerging Markets VI - Morningstar 3 Star Rated Fund


  • Holdings: Equity, Bond, SPDR S&P 500, Vanguard Large Cap ETF, PIMCO Total Return Instl, iShares MSCI EAFE Index
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fibtx investment picks
  • Holdings: Apple Inc, Exxon Mobil Corporation, General Electric Co
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for muxkx investment picks
  • Holdings: Lincoln Electric Holdings, Inc., Westlake Chemical Corporation, Alleghany Corp DEL, Reliance Steel and Aluminum, Nu Skin Enterprises, Inc. Class A
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for rprcx investment picks
  • Holdings: Equity, Bond, Exxon Mobil Corporation, Apple Inc, Chevron Corp, International Business Machines Corp, General Electric Co
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for gatex.lw investment picks
  • Holdings: JPMorgan Chase & Co, Chevron Corp, Wells Fargo & Co, Exxon Mobil Corporation, Comcast Corp Class A
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for pvlix investment picks
  • Holdings: Randgold Resources Ltd ADR, New Gold, Inc., Osisko Mining Corporation, Goldcorp, Inc., Silver Wheaton Corporation
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
Sign-up for inivx.lw investment picks
  • Holdings: United Continental Holdings Inc, St. Joe Corporation, Motorola Solutions, Inc., Canadian Pacific Railway Ltd, Dresser-Rand Group, Inc.
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for JSVAX investment picks
  • Holdings: Equity, Bond, ING US Stock Index Port I, ING International Index Port I, ING Russell Mid Cap Index Port I, ING US Bond Index Port I, ING Emerging Markets Index I
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
Sign-up for isesx investment picks
  • Holdings: Equity, Bond, PIMCO Floating Income Instl, AllianzGI NFJ International Value Instl, AllianzGI Emerging Markets Opps Instl, AllianzGI NFJ Small-Cap Value Instl, AllianzGI Income & Growth Institutional
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for asacx investment picks
  • Holdings: Ametek, Inc., Mettler-Toledo International, Inc., Donaldson Company, Inc., Crown Castle International Corp, Amphenol Corp
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for lacbx investment picks
  • Holdings: Marathon Petroleum Corp, Sprint Nextel Corp, Principal Financial Group, Edison International, Packaging Corporation of America
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for cmucx investment picks
  • Holdings: Alliance Data Systems Corporation, Honeywell International, Inc., CVS Caremark Corp, AmerisourceBergen Corp, Stericycle, Inc.
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for bsrix investment picks
  • Holdings: Mitsubishi Estate, Mitsui Fudosan Co., Ltd., Sun Hung Kai Properties, Ltd., Sumitomo Realty & Development Co., Ltd., Unibail-Rodamco SE
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for iirix investment picks
  • Holdings: Equity, Bond, Philip Morris International, Inc., Altria Group Inc., Novartis AG, Verizon Communications Inc, National Grid PLC
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cirbx investment picks
  • Holdings: Equity, Bond
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for jimix investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for rfbsx investment picks
  • Holdings: Biogen Idec Inc, Kansas City Southern, Inc., Google, Inc. Class A, Cameron International Corporation, MasterCard Incorporated Class A
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for jdgsx investment picks
  • Holdings: Equity, Bond
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for pmuax.lw investment picks
  • Holdings: A.O. Smith Corporation, Cleco Corporation, Maximus, Inc., Netgear, Inc., Portland General Electric Company
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for esvax investment picks
  • Holdings: Apple Inc, Philip Morris International, Inc., Exxon Mobil Corporation, JPMorgan Chase & Co, Google, Inc. Class A
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for prsrx investment picks
  • Holdings: Accenture PLC, PNC Financial Services Group Inc, International Business Machines Corp, Sanofi, Swiss Re AG
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for ediix investment picks
  • Holdings: Equity, Bond, Great-West S&P 500® Index Init, Great-West International Index Init, Great-West S&P Mid Cap 400® Index Init, Great-West S&P SmallCap 600® Index Init, Great-West Federated Bond Init
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
Sign-up for mxlrx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for csivx investment picks
  • Holdings: Equity, Bond
  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for ffrax.lw investment picks
  • Holdings: ITC Holdings Corp, Visa, Inc., Sempra Energy, Northeast Utilities, Wisconsin Energy Corporation
  • Category: Utilities
  • Morningstar Rating: 3 Stars
Sign-up for evubx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for ltefx investment picks
  • Holdings: Nestle SA, Royal Dutch Shell PLC Class B, Roche Holding AG, Novartis AG, Vodafone Group PLC
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for jiizx investment picks
  • Holdings: Equity, Bond, MassMutual Select Overseas Z, MM MSCI EAFE® International Index Z, MassMutual Premier Disciplined Value S, MassMutual Premier Disciplined Growth S, MassMutual Select Fundamental Value Z
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for mrfyx investment picks
  • Holdings: JPMorgan Chase & Co, Biogen Idec Inc, Amgen Inc, Boeing Co, Wells Fargo & Co
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for adgbx investment picks
  • Holdings: OAO Gazprom ADR, China Mobile Ltd., OAO Lukoil ADR, Industrial And Commercial Bank Of China Ltd. H Shares, Astra International Tbk
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for gemmx 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: fibtx - Frost Strategic Balanced Inst - Morningstar 3 Star Rated Fund to gemmx - GMO Emerging Markets VI - 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