Funds From: snivx - Bernstein Tax-Managed Intl - Morningstar 1 Star Rated Fund to rshcx - RS High Income Municipal Bond C - Morningstar 1 Star Rated Fund


  • Holdings: Roche Holding AG Dividend Right Cert. , British American Tobacco PLC , Japan Tobacco Inc , GlaxoSmithKline PLC , Capita PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for snivx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
Sign-up for ashix investment picks
  • Holdings: Blackrock Large Cap Growth Agr , Blackrock Mstr Basic Val Fund Agr , iShares US Technology , iShares US Financials , BlackRock Capital Appreciation BlackRock ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for baapx investment picks
  • Holdings: AltaGas Ltd , Helmerich & Payne Inc , EQT Corp , Cameron International Corp , Southwestern Energy Co ,
  • Category: Equity Energy
  • Morningstar Rating: 1 Stars
Sign-up for sglsx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 1 Stars
Sign-up for mbarx investment picks
  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Bank of America Corporation , AIA Group Ltd , Charles Schwab Corp ,
  • Category: Financial
  • Morningstar Rating: 1 Stars
Sign-up for pgfox investment picks
  • Holdings: Fidelity Cent Invt Portfolios , Fidelity Garrison Str Tr , US Treasury TIP 1.125% , US Treasury TIP 1.25% , Simon Property Group Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for fsrax investment picks
  • Holdings: Calpine Corp , Edison International , PG&E Corp , National Grid PLC , NRG Energy Inc ,
  • Category: Utilities
  • Morningstar Rating: 1 Stars
Sign-up for pugix investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 1 Stars
Sign-up for otbbx investment picks
  • Holdings: Pioneer International Value Y , Pioneer Bond Y , Pioneer Short Term Income Y , Pioneer Global Equity Y , Pioneer Fundamental Growth Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for pialx investment picks
  • Holdings: SVB Financial Group , Mellanox Technologies Ltd , Cubist Pharmaceuticals Inc , Ciena Corp , Realogy Holdings Corp ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
Sign-up for mmcmx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for vusbx investment picks
  • Holdings: Mini Msci Emg Mkt Dec14 Ifus 20141219 , Korea Electric Power Corp , Komercni Banka AS , CEZ AS , Tencent Holdings Ltd. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
Sign-up for lmrax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
Sign-up for atpyx investment picks
  • Holdings: Franklin Growth R6 , Franklin Intl Small Cap Growth R6 , Franklin Rising Dividends R6 , iShares Core S&P 500 , Franklin DynaTech R6 ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 1 Stars
Sign-up for fttax investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 1 Stars
Sign-up for notbx investment picks
  • Holdings: Acadia Healthcare Co Inc , LKQ Corp , InterXion Holding NV , Vitamin Shoppe Inc , Quanta Services Inc ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
Sign-up for cadgx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 1 Stars
Sign-up for mbmdx investment picks
  • Holdings: Berkshire Hathaway Inc Class A , American Express Co , International Business Machines Corp , ABB Ltd , HCA Holdings Inc ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for awsax investment picks
  • Holdings: Myriad Genetics Inc , MKS Instruments Inc , Buckle, Inc. , Kennedy-Wilson Holdings Inc , Unit Corp ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
Sign-up for rlphx investment picks
  • Holdings: Valero Energy Corp , Google Inc Class A , Comcast Corp Class A , Ford Motor Co , Anadarko Petroleum Corp ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for camox investment picks
  • Holdings: Sanofi , ABB Ltd , Rio Tinto PLC , Novartis AG ADR , Aon PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
Sign-up for ibvax investment picks
  • Category: Muni New York Intermediate
  • Morningstar Rating: 1 Stars
Sign-up for vbntx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
Sign-up for wfnbx investment picks
  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth , iShares S&P 500 Value , iShares Core S&P Small-Cap , iShares Core S&P Mid-Cap ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for us66537u6929 investment picks
  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth , iShares S&P 500 Value , iShares Core S&P Small-Cap , iShares Core S&P Mid-Cap ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for us66537u6358 investment picks
  • Holdings: Energy Transfer Equity LP , United Tech , TAL International Group Inc , Verizon Communications Inc , Regal Entertainment Group ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 1 Stars
Sign-up for smdlx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Wells Fargo & Co , Jacobs Engineering Group Inc , Orion Marine Group Inc , Corning Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for cmfrx investment picks
  • Holdings: Ametek Inc , Donaldson Co Inc , CNO Financial Group Inc , Amphenol Corp Class A , WNS (Holdings) Ltd ADR ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
Sign-up for ltfax investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 1 Stars
Sign-up for rshcx 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: snivx - Bernstein Tax-Managed Intl - Morningstar 1 Star Rated Fund to rshcx - RS High Income Municipal Bond 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 |  Most Recent