Funds From: bpglx - UBS Global Allocation P - Morningstar 2 Star Rated Fund to bgfcx - UBS Asset Growth C - Morningstar 2 Star Rated Fund


  • Holdings: Ubs Relationship Fds , Aust 3yr Bond 09/15/2014 , NYSE/Liffe 2 Year US Treasury Note Future Sept14 , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , Ubs Relationship Fds ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for bpglx investment picks
  • Holdings: Fidelity Cent Invt Portfolios , Fidelity Garrison Str Tr , US Treasury TIP 1.125% , US Treasury TIP 1.25% , Simon Property Group Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fsirx investment picks
  • Holdings: American Airlines Group Inc , Delta Air Lines Inc , Genworth Financial Inc , Apple Inc Jan15 71.43 Call , MGIC Investment Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for lmopx investment picks
  • Holdings: Roche Holding AG , Novartis AG , Total SA , Mitsubishi UFJ Financial Group Inc , Sumitomo Mitsui Trust Holdings Inc ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for thgcx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for sghcx investment picks
  • Holdings: CR Bard Inc , Cardinal Health Inc , McKesson Corp , AstraZeneca PLC ADR , Becton Dickinson & Co ,
  • Category: Health
  • Morningstar Rating: 2 Stars
Sign-up for logsx investment picks
  • Holdings: Thrivent Partner Worldwide Allocation I , S&P 500 Index Future Sept14 , E-mini S&P MidCap 400 Index Future Sept14 , Thrivent Partner Small Cap Growth I , Thrivent Large Cap Growth I ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for taaix investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Oracle Corporation , Schlumberger NV , US Treasury TIP ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for allbx investment picks
  • Holdings: Hanesbrands Inc , Polaris Industries Inc , Intuit Inc , HCA Holdings Inc , Mead Johnson Nutrition Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for smcbx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
Sign-up for iktex investment picks
  • Holdings: EMCOR Group, Inc. , DST Systems, Inc. , NorthWestern Corp , Market Vectors® Oil Services ETF , Broadridge Financial Solutions ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for tscsx investment picks
  • Holdings: Providence Service Corp , Centene Corp , Ducommun Inc , Pantry Inc , Unifi Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for szccx investment picks
  • Holdings: British American Tobacco PLC , Procter & Gamble Co , PepsiCo Inc , CH Robinson Worldwide Inc , UGI Corp ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for serax investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
Sign-up for frmtx investment picks
  • Holdings: US Treasury Note 0.875% , US Treasury Note 1.625% , Fidelity Cent Invt Portfolios , Fidelity Cent Invt Portfolios , US Treasury Note 2% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ffcmx investment picks
  • Holdings: SPDR S&P 500 , iShares MSCI EAFE , HSBC Emerging Markets Debt I , JPMorgan High Yield Select , Columbia High Yield Bond Z ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for hsbgx investment picks
  • Holdings: Universal Health Services Inc Class B , SanDisk Corp , Affiliated Managers Group Inc , IHS Inc Class A , VF Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for lgofx investment picks
  • Holdings: Shire PLC ADR , Smith & Nephew PLC ADR , Valeo SA ADR , Magna International Inc Class A , Fresenius Medical Care AG & Co. KGaA ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for tpiax investment picks
  • Holdings: Lincoln National Corp , Delta Air Lines Inc , Helix Energy Solutions Group Inc , JPMorgan Chase & Co , Invesco Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for dgacx investment picks
  • Category: World Bond
  • Morningstar Rating: 2 Stars
Sign-up for rgbwx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for cpmpx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for fritx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for cbugx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for accqx investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Unibail-Rodamco SE , Boston Properties Inc , Sumitomo Realty & Development Co Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for drlax investment picks
  • Holdings: Apple Inc , Microsoft Corp , Boeing Co , Time Warner Inc , Oracle Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for mawbx investment picks
  • Holdings: Novo Nordisk A/S , Suncor Energy Inc , Reckitt Benckiser Group PLC , Hong Kong and China Gas Co Ltd , CNOOC Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for disax investment picks
  • Holdings: General Electric Co , Pfizer Inc , Comcast Corp Class A , Citigroup Inc , Boeing Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for icaux investment picks
  • Holdings: Svenska Handelsbanken Class A , SABMiller PLC , Grifols SA Class A , Shire PLC , Linde AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for minex investment picks
  • Holdings: E-mini S&P 500 Index Future Sept14 , EURO STOXX 50 Index Future Sept14 , Ubs Relationship Fds , MSCI Emerging Market Index Future Sept14 , FTSE 100 Index (New Style) Future Sept14 ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for bgfcx 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: bpglx - UBS Global Allocation P - Morningstar 2 Star Rated Fund to bgfcx - UBS Asset Growth C - Morningstar 2 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