Funds From: ebrix - MFS Research International 529B - Morningstar 3 Star Rated Fund to ngwcx - AllianzGI US Managed Volatility C - Morningstar 3 Star Rated Fund


  • Holdings: Nestle SA, Royal Dutch Shell PLC Class A, Novartis AG, Westpac Banking Corp, Roche Holding AG
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for ebrix investment picks
  • Holdings: Philip Morris International, Inc., Johnson & Johnson, Pfizer Inc, JPMorgan Chase & Co, Lockheed Martin Corporation
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for ecvlx investment picks
  • Holdings: Bunzl PLC, Croda International PLC, Amadeus IT Holding SA, Bellway PLC, Aberdeen Asset Management PLC
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
Sign-up for eaidx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for earbx investment picks
  • Holdings: CMS Energy Corp, AmerisourceBergen Corp, Northeast Utilities, Delphi Automotive PLC, Stanley Black & Decker Inc
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for ebcvx investment picks
  • Holdings: CMS Energy Corp, AmerisourceBergen Corp, Northeast Utilities, Delphi Automotive PLC, Stanley Black & Decker Inc
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for eacvx investment picks
  • Holdings: CMS Energy Corp, AmerisourceBergen Corp, Northeast Utilities, Delphi Automotive PLC, Stanley Black & Decker Inc
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for eccvx investment picks
  • Holdings: Equity, Bond, MFS Research Bond R5, MFS Government Securities R5, MFS Growth R5, MFS Value R5, MFS Research R5
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ecmax investment picks
  • Holdings: Equity, Bond, MFS Growth R5, MFS Value R5, MFS Mid Cap Value R5, MFS Mid Cap Growth R5, MFS Research R5
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for eagwx investment picks
  • Holdings: Equity, Bond, MFS Research Bond R5, MFS Government Securities R5, MFS Inflation-Adjusted Bond R5, MFS Limited Maturity R5, MFS Value R5
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for eclax investment picks
  • Holdings: Equity, Bond, MFS Research Bond R5, MFS Government Securities R5, MFS Inflation-Adjusted Bond R5, MFS Limited Maturity R5, MFS Value R5
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ebcax investment picks
  • Holdings: Google, Inc. Class A, Qualcomm, Inc., Apple Inc, Microsoft Corporation
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for ktcix 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 esvcx investment picks
  • Holdings: Apple Inc, JPMorgan Chase & Co, Google, Inc. Class A, Schlumberger NV
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for rsgex investment picks
  • Holdings: Vertex Pharmaceuticals, Kansas City Southern, Inc., Equinix, Inc., HollyFrontier Corp, Ametek, Inc.
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for fdxcx investment picks
  • Holdings: Johnson & Johnson, International Business Machines Corp, Apple Inc, Chevron Corp, Qualcomm, Inc.
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for soiix investment picks
  • Holdings: Alaska Air Group, Inc., HollyFrontier Corp, Mettler-Toledo International, Inc., Hanesbrands Inc, Lennox International, Inc.
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for dpscx investment picks
  • Holdings: Canadian Pacific Railway Ltd, Hertz Global Holdings Inc, Mohawk Industries, Inc., Quanta Services, Inc., Discover Financial Services
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for dimgx investment picks
  • Holdings: Equity, Bond, Johnson & Johnson, General Motors Co
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for wbcbx investment picks
  • Holdings: Equity, Bond, Johnson & Johnson, General Motors Co
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for wbccx investment picks
  • Holdings: Roche Holding AG, Royal Dutch Shell PLC Class A, Novartis AG, Vodafone Group PLC, Siemens AG
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for niivx investment picks
  • Holdings: Compagnie Financiere Richemont SA, Jardine Matheson Holdings Ltd., Diageo PLC, Rio Tinto PLC, Roche Holding AG
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for gaigx investment picks
  • Holdings: Equity, Bond, Transamerica Partners Core Bond, Transamerica Partners Instl Core Bond, Transamerica Partners IPS, Transamerica Partners High Quality Bond, Transamerica Partners High Yield Bond
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for dishx investment picks
  • Holdings: Johnson & Johnson, Occidental Petroleum Corporation, Microsoft Corporation, Cisco Systems Inc, Wells Fargo & Co
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for weqcx investment picks
  • Holdings: Equity, Bond
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for ccwex investment picks
  • Holdings: Home Depot, Inc., Amazon.com Inc, Google, Inc. Class A, Boeing Co, Citigroup Inc
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for cfnax investment picks
  • Holdings: Genpact Ltd., Robert Half International Inc., Lennox International, Inc., Actavis Inc, Mylan Inc
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for hbmcx investment picks
  • Holdings: Exxon Mobil Corporation, Chevron Corp, Schlumberger NV, Occidental Petroleum Corporation, ConocoPhillips
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
Sign-up for ryecx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for siidx investment picks
  • Holdings: PepsiCo Inc, General Mills, Inc., Wal-Mart Stores Inc, PPL Corp, Southern Co
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for ngwcx 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: ebrix - MFS Research International 529B - Morningstar 3 Star Rated Fund to ngwcx - AllianzGI US Managed Volatility C - 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