Funds From: hacgx - HSBC World Selection Cnsrv Strat A - Morningstar 2 Star Rated Fund to mmdcx - Madison Moderate Allocation C - Morningstar 2 Star Rated Fund


  • Holdings: PIMCO Total Return Instl , Lord Abbett Core Fixed Income I , T. Rowe Price New Income , SPDR® S&P 500 ETF , iShares MSCI EAFE ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for hacgx investment picks
  • Holdings: HSBC Holdings PLC ADR , Nestle SA , Royal Dutch Shell PLC ADR Class B , BP PLC ADR , Royal Dutch Shell PLC ADR Class A ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 2 Stars
Sign-up for dfvqx investment picks
  • Holdings: Citigroup Inc , Oracle Corporation , Exxon Mobil Corporation , American International Group Inc , Twenty-First Century Fox Inc Class A ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for mgwax investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for FLSLX investment picks
  • Holdings: US Treasury Note , US Treasury Note 0.375% , US Treasury TIP , US Treasury TIP , iShares Core MSCI Emerging Markets ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
Sign-up for ltbax investment picks
  • Holdings: Lennar Corp , EOG Resources Inc , B/E Aerospace Inc , Expedia Inc , Cognizant Technology Solutions Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for tviax investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
Sign-up for tshtx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for mhnyx investment picks
  • Holdings: Apple Inc , Citigroup Inc , Mondelez International Inc Class A , Philip Morris International Inc , Comcast Corp Class A ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for beaax investment picks
  • Holdings: Protective Life Corp , American Axle & Mfg Holdings Inc , Brinker International Inc , Aircastle Ltd , Microsemi Corp ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for drsax investment picks
  • Holdings: Svenska Handelsbanken Class A , Perrigo Co PLC , SABMiller PLC , Grifols SA Class A , Fresenius Medical Care AG & Co. KGaA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for mseax investment picks
  • Holdings: Dreyfus Global Emerging Markets Y , Samsung Electronics Co Ltd , China Construction Bank Corp H Shares , Tencent Holdings Ltd , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for dbeax investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Floating Rate Income NAV , JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
Sign-up for jleax investment picks
  • Holdings: Reynolds American Inc , Microsoft Corp , Philip Morris International Inc , Sysco Corp , Sanofi ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for deqax investment picks
  • Holdings: Boeing Co , General Electric Co , Monsanto Co , Apple Inc , Comcast Corp Class A ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for mmapx investment picks
  • Holdings: Baidu Inc ADR , Samsung Electronics Co Ltd , Pacific Rubiales Energy Corp Common Stock , Petroleo Brasileiro SA Petrobras ADR , Banco do Brasil SA BB Brasil ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for uiemx investment picks
  • Holdings: Iconix Brand Group Inc , WellCare Health Plans Inc , Vectren Corp , BankUnited Inc , Investors Bancorp Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for moinx investment picks
  • Holdings: Apple Inc , CVS Health Corp , Exxon Mobil Corporation , Gilead Sciences Inc , Visa Inc Class A ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
Sign-up for ltqvx investment picks
  • Holdings: Apple Inc , Intercontinental Exchange Inc , State Street Corp , JPMorgan Chase & Co , Intel Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for deycx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd ADR , China Mobile Ltd , China Construction Bank Corp H Shares , Bank Of China Ltd. H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for vcgex investment picks
  • Holdings: Cepheid , iShares Russell 2000 , Exact Sciences Corp , Ultimate Software Group Inc , Insulet Corp ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for dsgax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for mkhcx investment picks
  • Holdings: US Treasury Note 0.875% , US Treasury Note 0.875% , Fidelity Cent Invt Portfolios , Fidelity Cent Invt Portfolios , Fannie Mae 3% 30 Year ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ftbnx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
Sign-up for jtevx investment picks
  • Holdings: Toyota Motor Corp , Samsung Electronics Co Ltd , Commonwealth Bank of Australia , Westpac Banking Corp , Mitsubishi UFJ Financial Group Inc ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 2 Stars
Sign-up for vpkix investment picks
  • Holdings: Landstar System Inc , Wintrust Financial Corp , Genesee & Wyoming Inc Class A , Kirby Corp , LaSalle Hotel Properties ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for msvzx investment picks
  • Holdings: iShares MSCI Emerging Markets , Technology Select Sector SPDR® ETF , Consumer Staples Select Sector SPDR® ETF , iShares 7-10 Year Treasury Bond , iShares MBS ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
Sign-up for vaaax investment picks
  • Holdings: Monsanto Co , Apple Inc , Gilead Sciences Inc , Costco Wholesale Corp , Schlumberger NV ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for eaalx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for rrnax investment picks
  • Holdings: Madison Core Bond Y , Metropolitan West Total Return Bond I , Schwab Fdmtl US Lg Co Idx , Madison Large Cap Value Y , Madison Large Cap Growth Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for mmdcx 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: hacgx - HSBC World Selection Cnsrv Strat A - Morningstar 2 Star Rated Fund to mmdcx - Madison Moderate Allocation 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 |  Most Recent