Funds From: pobbx - PL Port Optimization Mod-Cnsrv B - Morningstar 3 Star Rated Fund to nitax - Nuveen Inflation Protected Muni Bd A - Morningstar 3 Star Rated Fund


  • Holdings: PL Managed Bond P , PL Short Duration Bond P , PL Large-Cap Value P , PL Inflation Managed P , PL Floating Rate Loan P ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pobbx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , Verizon Communications Inc , PNC Financial Services Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pcotx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for pfuix investment picks
  • Holdings: Amgen Inc , Gilead Sciences Inc , Verizon Communications Inc , Philip Morris International Inc , Oracle Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for riccx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for ormdx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for hllvx investment picks
  • Holdings: Nuveen Dividend Value R6 , Nuveen Tactical Market Opportunities I , Nuveen Tradewinds International Value I , Nuveen High Yield Municipal Bond I , Nuveen Real Estate Securities R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fagsx investment picks
  • Holdings: Apple Inc , General Electric Co , Microsoft Corp , Procter & Gamble Co , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for gspax investment picks
  • Holdings: Simon Property Group Inc , Equity Residential , Prologis Inc , AvalonBay Communities Inc , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for pwrex investment picks
  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century NT Growth Institutional , American Century NT Intl Gr Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for arwrx 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 cspbx investment picks
  • Holdings: Google Inc Class A , Visa Inc Class A , Facebook Inc Class A , Google Inc Class C , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for f00000j3ne investment picks
  • Holdings: Simon Property Group Inc , Host Hotels & Resorts Inc , Equity Residential , Vornado Realty Trust , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for f00000j3nm investment picks
  • Holdings: PIMCO Income Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO EMG Intl LowVol RAFI®-PLUS AR Inst , PIMCO EM Fdmtl IndexPLUS AR Strat Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pasdx investment picks
  • Holdings: Deutsche Global Infrastructure Instl , Deutsche Floating Rate Institutional , SPDR® Barclays Convertible Secs ETF , Deutsche Enhanced Commodity Strat Instl , Deutsche Diversified Market Netrl Instl ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for aaapx investment picks
  • Holdings: Nestle SA , Roche Holding AG , Novartis AG , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for mxinx investment picks
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
Sign-up for eapcx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Wells Fargo & Co , Chevron Corp , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pcamx investment picks
  • Holdings: United Rentals Inc , Gilead Sciences Inc , Skyworks Solutions Inc , Directv , Snap-on Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for hhrax investment picks
  • Holdings: Roche Holding AG , Novartis AG , Novo Nordisk A/S , Brookfield Asset Management Inc Class A , Canadian National Railway Co ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pinlx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for jhhlx investment picks
  • Holdings: NYSE/Liffe 10 Year US Treasury Note Future Sept14 , Aust 3yr Bond 09/15/2014 , NYSE/Liffe 2 Year US Treasury Note Future Sept14 , 5 Year US Treasury Note Future Sept14 , EURO STOXX 50 Index Future Sept14 ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for bnaax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for jhyzx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Exxon Mobil Corporation , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for ppzpx investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl , Nationwide Bond Index Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for gmdix investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR® Barclays High Yield Bond ETF , Vanguard Dividend Appreciation ETF , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
Sign-up for jrysx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for nshax investment picks
  • Holdings: JPMorgan Chase & Co , Microsoft Corp , Chevron Corp , CVS Health Corp , Eli Lilly and Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for hgicx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Biogen Idec Inc , Nike Inc Class B , Delta Air Lines Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for pcppx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for nitax 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: pobbx - PL Port Optimization Mod-Cnsrv B - Morningstar 3 Star Rated Fund to nitax - Nuveen Inflation Protected Muni Bd A - 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