Funds From: ioccx - ICON Risk-Managed Balanced C - Morningstar 1 Star Rated Fund to sfvcx - ClearBridge All Cap Value C - Morningstar 1 Star Rated Fund


  • Holdings: Clearwire Comm 144A 14.75% , Signature Bank , Alliance Data Systems Corp , LyondellBasell Industries NV , Oceaneering International ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for ioccx investment picks
  • Holdings: SunAmerica Select Dividend Growth A , SunAmerica Strategic Value A , SunAmerica Focused Alpha Large-Cap A , SunAmerica Focused Alpha Growth A , SunAmerica Focused Dividend Strategy A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for fasax investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
Sign-up for nnitx investment picks
  • Holdings: Hewlett-Packard Co , Walter Investment Management Corp , Spectrum Brands Holdings Inc , Microsoft Corp , Dundee Corporation Class A ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for goodx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for mqlbx investment picks
  • Holdings: Apple Inc , United Rentals Inc , Facebook Inc Class A , Synchronoss Technologies Inc , RF Micro Devices Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
Sign-up for brwix investment picks
  • Holdings: SPDR® Gold Shares , Switzerland (Govt) 2.5% , Switzerland (Govt) 3% , iShares Silver Trust , Microsoft Corp ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
Sign-up for mperx investment picks
  • Holdings: Huntington World Income Instl , Federated Short-Interm Ttl Ret Bd Instl , Federated Total Return Bond Instl , Federated Mortgage Instl , Huntington Dividend Capture Instl ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for hcafx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for ansax investment picks
  • Holdings: Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 500 Y , Putnam Dynamic Asset Allocation Cnsrv Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 300 Y ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 1 Stars
Sign-up for prrmx investment picks
  • Holdings: Superior Energy Services Inc , Helmerich & Payne Inc , AltaGas Ltd , Cameron International Corp , Southwestern Energy Co ,
  • Category: Equity Energy
  • Morningstar Rating: 1 Stars
Sign-up for ssgdx investment picks
  • Holdings: Sinclair Broadcast Group Inc , Japan Airlines Co Ltd , SPDR® Gold Shares , Nexstar Broadcasting Group Inc Class A , Suncor Energy Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for cmvix investment picks
  • Holdings: Mitsui Fudosan Co Ltd , Sun Hung Kai Properties Ltd , Unibail-Rodamco SE , Mitsubishi Estate Co Ltd , Westfield Corp ,
  • Category: Global Real Estate
  • Morningstar Rating: 1 Stars
Sign-up for pueax investment picks
  • Holdings: Health Care Select Sector SPDR® ETF , Akre Focus Instl , Third Avenue Focused Credit Instl , Hotchkis & Wiley Value Opps Instl , Invesco Global Low Volatility Eq Yld A ,
  • Category: Tactical Allocation
  • Morningstar Rating: 1 Stars
Sign-up for sfeox investment picks
  • Holdings: Clearwire Comm 144A 14.75% , Oceaneering International , LyondellBasell Industries NV , Home Depot Inc , Avery Dennison Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for iocax investment picks
  • Holdings: iShares MBS , SPDR Barclays International Treasury Bd , Walgreen Co , CVS Caremark Corp , Germany (Federal Republic Of) 3.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for lcrix investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
Sign-up for pwrax investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Bank of America Corporation , Sumitomo Mitsui Financial Group Inc , AIA Group Ltd ,
  • Category: Financial
  • Morningstar Rating: 1 Stars
Sign-up for pgfyx investment picks
  • Category: Muni Single State Short
  • Morningstar Rating: 1 Stars
Sign-up for pcdax investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 1 Stars
Sign-up for pymcx investment picks
  • Holdings: Calpine Corp , NRG Energy Inc , Edison International , PG&E Corp , National Grid PLC ,
  • Category: Utilities
  • Morningstar Rating: 1 Stars
Sign-up for putcx investment picks
  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
Sign-up for tneax investment picks
  • Holdings: Johnson Controls Inc , Cosan Ltd , Eaton Corp PLC , Covanta Holding Corp , Quanta Services Inc ,
  • Category: Equity Energy
  • Morningstar Rating: 1 Stars
Sign-up for caeix investment picks
  • Category: World Bond
  • Morningstar Rating: 1 Stars
Sign-up for ftiix investment picks
  • Holdings: Korea Electric Power Corp , Tencent Holdings Ltd. , Tupras-Turkiye Petrol Rafineleri A.S. , Komercni Banka AS , OTP Bank PLC ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
Sign-up for LGFMX investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
Sign-up for dsicx investment picks
  • Holdings: Questcor Pharmaceuticals Inc , UnitedHealth Group Inc , Hewlett-Packard Co , Apple Inc , Qualcomm Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for cggax investment picks
  • Holdings: Nationwide Bond Index Instl , Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , iShares Intermediate Credit Bond ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 1 Stars
Sign-up for nwdax investment picks
  • Category: Muni National Long
  • Morningstar Rating: 1 Stars
Sign-up for lmsbx investment picks
  • Holdings: Merck & Co Inc , Novartis AG ADR , Chevron Corp , Walt Disney Co , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for sfvcx 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: ioccx - ICON Risk-Managed Balanced C - Morningstar 1 Star Rated Fund to sfvcx - ClearBridge All Cap Value C - 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 Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Popularity |  Our Choices