Funds From: eplpx - MainStay Epoch US Equity Yield A LW - Morningstar 2 Star Rated Fund to mbcax - MFS CA Municipal Bond B - Morningstar 2 Star Rated Fund


  • Holdings: Kimberly-Clark Corporation , AbbVie Inc , Lockheed Martin Corporation , Raytheon Company , Altria Group Inc. ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for eplpx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for atgix investment picks
  • Holdings: Miller Convertible Bond Fund , Spansion 144A 2% , Ticc Cap Cv 7.5% , Ias Oper Partnership 144A Cv 5% , Sandisk 144A Cv 0.5% ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
Sign-up for mcfcx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
Sign-up for omibx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for gnmtx investment picks
  • Holdings: Daimler AG , Toto, Ltd. , Samsung Electronics Co Ltd , Siemens AG , Statoil ASA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for rimax investment picks
  • Holdings: Unilever PLC , Imperial Tobacco Group PLC , British American Tobacco PLC , Total SA , Crescent Point Energy Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for ivfax investment picks
  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for vrgax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for dsbfx investment picks
  • Holdings: Bank of America Corporation , General Electric Co , PNC Financial Services Group Inc , JPMorgan Chase & Co , Hewlett-Packard Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for msyax investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for cgtax investment picks
  • Holdings: Generac Holdings, Inc. , Western Refining Inc , Ubiquiti Networks Inc , Nu Skin Enterprises, Inc. Class A , Deluxe Corporation ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for qasgx investment picks
  • Holdings: Microsoft Corporation , Google, Inc. Class A , Apple Inc , Oracle Corporation , Boeing Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for tdeix investment picks
  • Holdings: Illumina, Inc. , Solera Holdings, Inc. , Motorola Solutions, Inc. , AthenaHealth, Inc. , Yandex NV ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for itsax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for tbirx investment picks
  • Holdings: Apple Inc , Google, Inc. Class A , Biogen Idec Inc , Facebook Inc Class A , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for mcalx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for pbinx investment picks
  • Holdings: Intel Corp , Broadcom Corporation , Analog Devices Inc , Altera Corp. , Maxim Integrated Products Inc. ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
Sign-up for felax investment picks
  • Holdings: Baidu, Inc. ADR , Tencent Holdings Ltd. , OAO Novatek GDR , Yandex NV , Magnit Common Stock Rub.01 ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for mpzsx investment picks
  • Holdings: Active Stock Master Portfolio , International Tilts Master , BlackRock Russell 1000 Index T , BlackRock CoreAlpha Bond Investor A , iShares International Dev Rel Est ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
Sign-up for lpcpx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for rmaax investment picks
  • Holdings: Msussfdt Index Trs Ms Smartfocus , Msusvalu Index Trs Ms Smartfocus Value , Msiqsmdt Index Trs Ms Smartinvest Eqt , Csusram1 Index Trs Cs International , Msusspin Index Trs Ms Spin-Off Index ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for rdrax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for mfaax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for OBOCX investment picks
  • Holdings: JPMorgan Chase & Co , Chevron Corp , Exxon Mobil Corporation , General Electric Co , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for feirx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for IBOBX investment picks
  • Holdings: Google Inc Class A , Quindell PLC , Argan, Inc. , Super Micro Computer, Inc. , Priceline Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for feucx investment picks
  • Holdings: BG Group PLC , Koninklijke DSM NV , AIA Group Ltd. , Nordea Bank AB , Check Point Software Technologies, Ltd. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for bnuex investment picks
  • Holdings: Ubs Relationship Fds , Apple Inc , Citigroup Inc , Amazon.com Inc , Morgan Stanley ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
Sign-up for bmncx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
Sign-up for mbcax 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: eplpx - MainStay Epoch US Equity Yield A LW - Morningstar 2 Star Rated Fund to mbcax - MFS CA Municipal Bond B - 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