Funds From: pgeox - George Putnam Balanced A - Morningstar 1 Star Rated Fund to agplx - Appleton Group Plus - Morningstar 1 Star Rated Fund


  • Holdings: Equity, Bond, Exxon Mobil Corporation, Johnson & Johnson, JPMorgan Chase & Co
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for pgeox investment picks
  • Holdings: Cameron International Corporation, Anadarko Petroleum Corp, First Quantum Minerals Ltd, Noble Corporation
  • Category: Natural Res
  • Morningstar Rating: 1 Stars
Sign-up for ignbx investment picks
  • Holdings: Equity, Bond, SunAmerica Focused Dividend Strategy A, SunAmerica Value A, SunAmerica Focused Large Cap Gr A, SunAmerica Strategic Bond A, SunAmerica US Govt Securities A
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for fbaax investment picks
  • Holdings: Ellie Mae Inc, Shutterfly, Inc., LogMeIn, Inc., SINA Corporation, Amarin Corporation PLC ADR
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
Sign-up for jsigx investment picks
  • Holdings: E.I. du Pont de Nemours & Company, Dow Chemical Co, Freeport-McMoRan Copper & Gold Class B, Praxair, Inc., LyondellBasell Industries NV
  • Category: Natural Res
  • Morningstar Rating: 1 Stars
Sign-up for bmpix investment picks
  • Holdings: Equity, Bond, Forward International Dividend Instl, Forward Select EM Dividend Institutional, Forward Global Credit Long/Short Instl, Forward International Small Co Instl, Forward Frontier Strategy Z
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for agrrx investment picks
  • Holdings: Equity, Bond, Underlying Fds Tr, Underlying Fds Tr, Underlying Fds Tr, Underlying Fds Tr, Underlying Fds Tr
  • Category: Multialternative
  • Morningstar Rating: 1 Stars
Sign-up for aphax investment picks
  • Holdings: Equity, Bond, iShares MSCI EAFE Index, iShares Russell Midcap Value Index, iShares S&P MidCap 400 Value Index, PowerShares FTSE RAFI US 1000, iShares Core S&P Mid-Cap ETF
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for remix investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
Sign-up for dsicx investment picks
  • Holdings: Equity, Bond, Fidelity Series Investment Grade Bond, Fidelity Series Inflation-Prtct Bd Idx, Fidelity Series All-Sector Equity, Fidelity Series Commodity Strategy, Fidelity Series High Income
  • Category: Target Date 2016-2020
  • Morningstar Rating: 1 Stars
Sign-up for fdafx investment picks
  • Holdings: Equity, Bond, MFS Value I
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for wbggx investment picks
  • Holdings: Equity, Bond
  • Category: Muni National Interm
  • Morningstar Rating: 1 Stars
Sign-up for eznax investment picks
  • Holdings: Equity, Bond, DWS Equity 500 Index Inst, DWS EAFE Equity Index Inst, DWS Core Equity Institutional, DWS Core Fixed Income Inst, DWS Capital Growth Inst
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for plusx investment picks
  • Category: Short Government
  • Morningstar Rating: 1 Stars
Sign-up for lmtax investment picks
  • Holdings: Equity, Bond, Exxon Mobil Corporation, Market Vectors Gold Miners ETF, Chevron Corp, BP PLC
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
Sign-up for amtox investment picks
  • Holdings: Equity, Bond, Exxon Mobil Corporation, British American Tobacco PLC, Apple Inc, Pfizer Inc
  • Category: Target Date 2041-2045
  • Morningstar Rating: 1 Stars
Sign-up for ltpkx investment picks
  • Holdings: Equity, Bond
  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
Sign-up for mhocx investment picks
  • Holdings: Costco Wholesale Corporation, Philip Morris International, Inc., Coca-Cola Co, Wal-Mart Stores Inc, Kimberly-Clark Corporation
  • Category: Consumer Defensive
  • Morningstar Rating: 1 Stars
Sign-up for iclex investment picks
  • Holdings: Equity, Bond, Federated Prudent Bear Instl
  • Category: Market Neutral
  • Morningstar Rating: 1 Stars
Sign-up for fmbbx investment picks
  • Holdings: Chevron Corp, Pfizer Inc, Johnson & Johnson, Travelers Companies, Inc., Qualcomm, Inc.
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for veinx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
Sign-up for hiifx investment picks
  • Holdings: Intel Corp, Texas Instruments, Inc., Broadcom Corporation, Applied Materials, Inc., Analog Devices Inc
  • Category: Technology
  • Morningstar Rating: 1 Stars
Sign-up for ryelx investment picks
  • Holdings: Cepheid, Hecla Mining Company, Hexcel Corporation, Genesee & Wyoming, Inc. Class A, Neurocrine Biosciences, Inc.
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
Sign-up for fscmx investment picks
  • Holdings: Equity, Bond, Admiral Group PLC, Ashmore Group PLC, EPL Oil & Gas Inc, Asbury Automotive Group Inc, Petroleo Brasileiro SA Petrobras ADR
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for abrwx investment picks
  • Holdings: Equity, Bond, Eaton Vance Floating Rate A
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 1 Stars
Sign-up for earrx investment picks
  • Holdings: Unifi, Inc., NCI Building Systems, Inc., Apogee Enterprises, Kaiser Aluminum Corporation, Jones Group Inc
  • Category: Small Value
  • Morningstar Rating: 1 Stars
Sign-up for rofrx investment picks
  • Holdings: Equity, Bond, Fidelity Series Investment Grade Bond, Fidelity Series All-Sector Equity, Fidelity Series Commodity Strategy, Fidelity Series High Income, Fidelity Series International Growth
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
Sign-up for fbtwx investment picks
  • Holdings: Equity, Bond, iShares MSCI Emerging Markets Index
  • Category: Target Date 2011-2015
  • Morningstar Rating: 1 Stars
Sign-up for lteax investment picks
  • Holdings: Equity, Bond
  • Category: Multialternative
  • Morningstar Rating: 1 Stars
Sign-up for dsfcx investment picks
  • Holdings: Equity, Bond, iShares Russell 1000 Value Index, iShares Dow Jones US Real Estate, PowerShares QQQ, SPDR Barclays High Yield Bond, Materials Select Sector SPDR
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for agplx 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: pgeox - George Putnam Balanced A - Morningstar 1 Star Rated Fund to agplx - Appleton Group Plus - Morningstar 1 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