Funds From: sbalx - Victory Balanced A Load Waived - Morningstar 3 Star Rated Fund to eitmx - Eaton Vance Tx-Mgd Growth 1.1 I - Morningstar 3 Star Rated Fund


  • Holdings: EMC Corporation , Intel Corp , US Treasury Bond 8.875% , Apple Inc , Merck & Co Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sbalx investment picks
  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal Overseas Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for ltsnx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for cboax investment picks
  • Holdings: Google Inc Class A , Apple Inc , Microsoft Corporation , Visa, Inc. Class A , priceline.com Incorporated ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for ktcsx investment picks
  • Holdings: Hana Financial Group Inc , Samsung Electronics Co Ltd , Microsoft Corporation , Roche Holding AG , Sprint Corp Series 1 ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for tegpx investment picks
  • Holdings: ING Intermediate Bond Port Adv , ING High Yield Bond I , ING Large Cap Value R6 , ING Large Cap Growth R6 , ING Multi-Manager International Equity I ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for igpax investment picks
  • Holdings: ING Groep N.V. , BNP Paribas , Morgan Stanley , Roche Holding AG , Citigroup Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for temwx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for srmax investment picks
  • Holdings: Cubist Pharmaceuticals, Inc. , NCR Corporation , Aspen Technology, Inc. , On Assignment, Inc. , Dycom Industries Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for egeax investment picks
  • Holdings: Lord Abbett International Opp I , Lord Abbett Small Cap Value I , Lord Abbett Developing Growth I , Lord Abbett Value Opportunities I , Lord Abbett Micro Cap Growth I ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for alfyx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for lhycx investment picks
  • Holdings: Japan(Govt Of) 1.3% , Illumina, Inc. , Google Inc Class A , McGraw Hill Financial Inc , Bank of America Corporation ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fglix investment picks
  • Holdings: Tencent Holdings Ltd. , Taiwan Semiconductor Manufacturing Co Ltd , AIA Group Ltd. , Sands China Ltd. , Cheung Kong Holdings, Ltd. ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
Sign-up for evcgx investment picks
  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Exxon Mobil Corporation , Comcast Corp Class A , Gilead Sciences Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for gilax investment picks
  • Holdings: GMO International Equity IV , GMO US Core Equity VI , GMO Asset Allocation Bond VI , GMO Strategic Fixed Income VI , GMO Alpha Only IV ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for eabfx investment picks
  • Holdings: Great-West S&P 500® Index Init , Great-West International Index Init , Great-West S&P Mid Cap 400® Index Init , Oppenheimer Developing Markets A , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for mxrlx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for fsigx investment picks
  • Holdings: Apple Inc , Google Inc Class A , Occidental Petroleum Corporation , Gilead Sciences Inc , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for ecerx investment picks
  • Holdings: Affiliated Managers Group Inc , Ametek, Inc. , Perrigo Company PLC , Stericycle, Inc. , Agilent Technologies Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for lbmgx investment picks
  • Holdings: U.S. Bancorp , AutoZone Inc , Exxon Mobil Corporation , Chevron Corp , Target Corp ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for fvalx investment picks
  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity® Series All-Sector Equity , Fidelity Advisor® Series Growth & Income ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for faffx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for stgix investment picks
  • Holdings: Euronet Worldwide, Inc. , Balchem Corporation , RBC Bearings, Inc. , Mentor Graphics Corporation , Church & Dwight Company, Inc. ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for etegx investment picks
  • Holdings: Kirby Corp. , Alaska Air Group, Inc. , Proassurance Corporation , West Pharmaceutical Services, Inc. , SVB Financial Group ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for aalvx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for fkusx investment picks
  • Holdings: Sanofi , United Technologies Corp , PPG Industries, Inc. , Roche Holding AG , Adidas AG ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for ebdix investment picks
  • Holdings: Mentor Graphics Corporation , PacWest Bancorp , First Financial Holdings Inc , Barnes Group, Inc. , Stifel Financial Corp. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for lrsyx investment picks
  • Holdings: Exxon Mobil Corporation , Wells Fargo & Co , JPMorgan Chase & Co , Pfizer Inc , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for tevix investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for crvtx investment picks
  • Holdings: Google Inc Class A , United Technologies Corp , Qualcomm, Inc. , Walt Disney Co , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for eitmx 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: sbalx - Victory Balanced A Load Waived - Morningstar 3 Star Rated Fund to eitmx - Eaton Vance Tx-Mgd Growth 1.1 I - 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