Funds From: PCBAX - BlackRock Managed Volatility Inv A - Morningstar 2 Star Rated Fund to fgbax - Fidelity Advisor Investment Gr Bd A - Morningstar 2 Star Rated Fund


  • Holdings: Equity, Bond, iShares Barclays 1-3 Year Credit Bond, Health Care Select Sector SPDR, Financial Select Sector SPDR, Technology Select Sector SPDR, iShares MSCI Mexico Capped Invstbl Mkt
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for PCBAX investment picks
  • Holdings: Imperial Tobacco Group PLC, Porsche Automobil Holding SE, Swisscom AG, Sanofi, Zurich Insurance Group AG
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for ibvcx investment picks
  • Holdings: Equity, Bond
  • Category: Commodities Broad Basket
  • Morningstar Rating: 2 Stars
Sign-up for rymjx investment picks
  • Holdings: Equity, Bond
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
Sign-up for stnrx investment picks
  • Holdings: Apple Inc, Google, Inc. Class A, Qualcomm, Inc., Honeywell International, Inc., Philip Morris International, Inc.
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for gspcx investment picks
  • Holdings: Equity, Bond, PIMCO Total Return Instl, PIMCO Real Return Instl, PIMCO StocksPLUS Instl, PIMCO CommoditiesPLUS Strategy Instl, PIMCO Global Advantage Strategy Bd Instl
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for ptyax investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for rtbex investment picks
  • Holdings: Gilead Sciences Inc, Bristol-Myers Squibb Company, Biogen Idec Inc, eBay Inc, Google, Inc. Class A
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for ngibx investment picks
  • Holdings: Staples, Inc., Bank of America Corporation, Raytheon Company, Boeing Co, Best Buy Co Inc
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for hcmax investment picks
  • Holdings: Qualcomm, Inc., Apple Inc, Google, Inc. Class A, American Tower Corp, Schlumberger NV
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for hrccx investment picks
  • Holdings: Exxon Mobil Corporation, Procter & Gamble Co, Chevron Corp, General Electric Co, JPMorgan Chase & Co
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for plecx investment picks
  • Holdings: Equity, Bond
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for dsfyx investment picks
  • Holdings: United Rentals Inc, Cabela's, Inc., Sun Communities, Domino's Pizza, Inc., Westinghouse Air Brake Technologies Corp
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for fnsyx investment picks
  • Holdings: Equity, Bond
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for drgmx investment picks
  • Holdings: Kimberly-Clark Corporation, Altria Group Inc., Mattel, Inc., Waste Management Inc, Johnson & Johnson
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for eplpx investment picks
  • Holdings: OAO Lukoil ADR, Teva Pharmaceutical Industries Ltd ADR, AstraZeneca PLC ADR, Itau Unibanco Holding SA ADR, HSBC Holdings PLC ADR
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for dnvax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for pbijx investment picks
  • Holdings: JPMorgan Chase & Co, Oracle Corporation, Exxon Mobil Corporation, 3M Co, Intel Corp
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for bjgqx investment picks
  • Holdings: Equity, Bond
  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
Sign-up for gejbx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for mmcbx investment picks
  • Holdings: Apple Inc, Qualcomm, Inc., International Business Machines Corp, PepsiCo Inc, Microsoft Corporation
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for mlgix investment picks
  • Holdings: Equity, Bond, SPDR S&P Oil & Gas Exploration & Prod, iShares Russell 2000 Index, Semgroup Corp
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for aofox investment picks
  • Holdings: Genesee & Wyoming, Inc. Class A, Semtech Corporation, Wesco International, Inc., XL Group PLC, TriMas Corporation
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for tcagx investment picks
  • Holdings: Icahn Enterprises LP, Jarden Corporation, Howard Hughes Corp, Equity Lifestyle Properties, Inc., Texas Pacific Land Trust
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for kscyx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for gijax investment picks
  • Holdings: AmTrust Financial Services, Inc., Beacon Roofing Supply, Inc., Onyx Pharmaceuticals, Inc., Avago Technologies Ltd, Jazz Pharmaceuticals PLC
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for rsmox investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for cfaex investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for ddfcx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
Sign-up for nncix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for fgbax 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: PCBAX - BlackRock Managed Volatility Inv A - Morningstar 2 Star Rated Fund to fgbax - Fidelity Advisor Investment Gr Bd A - 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