Funds From: psoax.lw - JPMorgan Small Cap Value A Load Waived - Morningstar 3 Star Rated Fund to graax.lw - Pioneer Ibbotson Growth Allocation A LW - Morningstar 3 Star Rated Fund


  • Holdings: Ocwen Financial Corporation, Redwood Trust, Inc., Helix Energy Solutions Group Inc, Worthington Industries, Anworth Mortgage Asset Corporation
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for psoax.lw investment picks
  • Holdings: iShares MSCI South Korea Capped Index, Chocoladefabriken Lindt & Spruengli AG, Melrose Industries PLC, Telecity Group PLC, Travis Perkins PLC
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
Sign-up for gisax.lw investment picks
  • Holdings: Google, Inc. Class A, Apple Inc, Hewlett-Packard Co, Oracle Corporation, Qualcomm, Inc.
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for mtcax.lw investment picks
  • Holdings: Citigroup Inc, Verizon Communications Inc, Pfizer Inc, Cisco Systems Inc, ConocoPhillips
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for gtndx.lw investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for miiax.lw investment picks
  • Holdings: JPMorgan Chase & Co, Symantec Corp, AT&T Inc, Wells Fargo & Co, Goldman Sachs Group Inc
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for cmifx.lw investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for prnmx.lw investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for mmcbx.lw investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
Sign-up for geiax.lw investment picks
  • Holdings: Equity, Bond
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mdcpx.lw investment picks
  • Holdings: Qualcomm, Inc., JPMorgan Chase & Co, Apple Inc, International Business Machines Corp, Bristol-Myers Squibb Company
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for oardx.lw investment picks
  • Holdings: Alexion Pharmaceuticals, Inc., Whole Foods Market, Inc., Teradata Corporation, Sherwin-Williams Company, Edwards Lifesciences Corporation
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for cbsax.lw investment picks
  • Holdings: Genesee & Wyoming, Inc. Class A, Tetra Tech, Inc., Cadence Design Systems, Inc., Alaska Air Group, Inc., Actuant Corp Class A
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for almax.lw investment picks
  • Holdings: Apple Inc, Qualcomm, Inc., Google, Inc. Class A, American Tower Corp, Schlumberger NV
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for gcgax.lw investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for ctlax.lw investment picks
  • Holdings: Exxon Mobil Corporation, Apple Inc, CVS Caremark Corp, General Electric Co, Roche Holding AG ADR
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for cgrax.lw investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
Sign-up for aymax.lw investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for srmax.lw investment picks
  • Holdings: Equity, Bond
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for esiyx.lw investment picks
  • Holdings: Equity, Bond
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for hsdax.lw investment picks
  • Holdings: Crown Holdings Inc, United Rentals Inc, XL Group PLC, HCA Holdings Inc, Towers Watson & Co.
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for spmax.lw investment picks
  • Holdings: Equity, Bond
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for ipbax.lw investment picks
  • Holdings: Sanofi, Royal Dutch Shell PLC Class B, Novartis AG, Bayer AG, Sumitomo Mitsui Financial Group Inc
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for dieax.lw investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for rldax.lw investment picks
  • Holdings: Equity, Bond, Chicago Bridge & Iron Company, CMS Energy Corp, Gulfport Energy Corporation, Jarden Corporation, Symantec Corp
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
Sign-up for ognax.lw investment picks
  • Holdings: Oil States International, Inc., Discover Financial Services, Eagle Bancorp Inc, Aaron's, Inc., Ensco PLC Class A
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for pmcax.lw investment picks
  • Holdings: Equity, Bond, CoreAlpha Bond Master Portfolio, Active Stock Master Portfolio, iShares Barclays TIPS Bond, iShares MSCI EAFE Index
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for slrax.lw investment picks
  • Holdings: Philip Morris International, Inc., Lockheed Martin Corporation, Exxon Mobil Corporation, Accenture PLC, International Business Machines Corp
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for oalvx.lw investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for bktax.lw investment picks
  • Holdings: Equity, Bond, Pioneer International Value Y, Pioneer Bond Y, Pioneer Global Equity Y, Pioneer Short Term Income Y, Pioneer Mid-Cap Value Y
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for graax.lw 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: psoax.lw - JPMorgan Small Cap Value A Load Waived - Morningstar 3 Star Rated Fund to graax.lw - Pioneer Ibbotson Growth Allocation A LW - 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