Funds From: txefx - American Funds TaxExempt Presv Port F2 to jcixx - JPMorgan Current Yield MM Instl


  • Category: Muni National Interm
Sign-up for txefx investment picks
  • Category: Multisector Bond
Sign-up for walax investment picks
  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World G/I R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
Sign-up for gaiox investment picks
  • Category: World Bond
Sign-up for fintx investment picks
  • Holdings: AT&T Inc , Verizon Communications Inc , Crown Castle International Corp , CenturyLink Inc , SBA Communications Corp ,
  • Category: Trading-Leveraged Equity
Sign-up for tcpix investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Moderate Allocation
Sign-up for blpax investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares Core Total US Bond Market ETF , iShares MSCI EAFE , JPMorgan Core Bond R6 , JPMorgan High Yield R6 ,
  • Category: Target Date 2016-2020
Sign-up for jsyrx investment picks
  • Holdings: Legg Mason Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , ClearBridge Aggressive Growth IS , Legg Mason BW Global Opportunities Bd IS , Western Asset Intermediate Bond IS ,
  • Category: Moderate Allocation
Sign-up for ldfax investment picks
  • Holdings: Apple Inc , Microsoft Corporation , Broadcom Corporation , F5 Networks, Inc. , Newmont Mining Corporation ,
  • Category: Large Blend
Sign-up for epusx investment picks
  • Holdings: Elbit Systems Ltd. , Given Imaging, Ltd. , Bank Hapoalim B.M. ADR , Frutarom Industries Ltd , Jerusalem Economy Ltd. ,
  • Category: Miscellaneous Region
Sign-up for tpaix investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , iShares Russell 2000 , JPMorgan High Yield R6 ,
  • Category: Target Date 2041-2045
Sign-up for jmbrx investment picks
  • Category: Emerging Markets Bond
Sign-up for ilcdx investment picks
  • Category: Intermediate-Term Bond
Sign-up for tsbbx investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds Invmt Co of Amer R6 , American Funds US Government Sec R6 , American Funds Global Balanced R6 , American Funds Intl Gr And Inc R6 ,
  • Category: Moderate Allocation
Sign-up for ccfbx investment picks
  • Holdings: American Funds Interm Bd Fd of Amer R6 , American Funds Mortgage R6 , American Funds Bond Fund of Amer R6 , American Funds Inc Fund of Amer R6 ,
  • Category: Conservative Allocation
Sign-up for cffcx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares Core Total US Bond Market ETF , iShares MSCI EAFE , JPMorgan Core Bond R6 , JPMorgan High Yield R6 ,
  • Category: Target Date 2016-2020
Sign-up for JSYRX investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Government Securities R5 , MFS® Global Bond R5 ,
  • Category: Target Date 2011-2015
Sign-up for lftbx investment picks
  • Category: Emerging Markets Bond
Sign-up for IWDEX investment picks
  • Category: Emerging Markets Bond
Sign-up for IIDEX investment picks
  • Holdings: Unisys Corporation , Meritor Inc , Goodyear Tire & Rubber Co , Tesoro Corporation , Valero Energy Corporation ,
  • Category: Small Value
Sign-up for tdvfx investment picks
  • Holdings: American Funds Fundamental Invs R6 , American Funds Invmt Co of Amer R6 , American Funds US Government Sec R6 , American Funds Capital World G/I R6 , American Funds Global Balanced R6 ,
  • Category: Moderate Allocation
Sign-up for CTSEX investment picks
  • Holdings: Royal Bank Of Canada , Toronto-Dominion Bank , Valeant Pharmaceuticals International Inc , Bank of Nova Scotia , Canadian National Railway Co ,
  • Category: Miscellaneous Region
Sign-up for fccnx investment picks
  • Holdings: PennyMac Mortgage Investment Trust , Kinder Morgan Energy Partners LP , Daimler AG , Total SA , Regal Entertainment Group ,
  • Category: World Stock
Sign-up for TAIGX investment picks
  • Holdings: American Funds Fundamental Invs R6 , American Funds Capital World G/I R6 , American Funds Intl Gr And Inc R6 , American Funds Invmt Co of Amer R6 , American Funds EuroPacific Gr R6 ,
  • Category: Aggressive Allocation
Sign-up for CTHAX investment picks
  • Holdings: Maximus, Inc. , PrivateBancorp Inc , EnerSys, Inc. , Healthcare Services Group , Advisory Board Company ,
  • Category: Small Growth
Sign-up for csgtx investment picks
  • Category: Intermediate-Term Bond
Sign-up for HQBAX investment picks
  • Holdings: MM MSCI EAFE® International Index Z , MassMutual Select Overseas Z , MassMutual Premier Disciplined Growth S , MassMutual Premier Disciplined Value S , MassMutual Select Fundamental Value Z ,
  • Category: Large Blend
Sign-up for mrrax investment picks
  • Holdings: SPDR S&P 500 , Vanguard FTSE Developed Markets ETF , Vanguard Total Bond Market ETF , iShares Russell 2000 , iShares Core S&P Mid-Cap ,
  • Category: Target Date 2046-2050
Sign-up for pzeax investment picks
  • Category: Money Market-Taxable
Sign-up for jcixx 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: txefx - American Funds TaxExempt Presv Port F2 to jcixx - JPMorgan Current Yield MM Instl
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