Funds From: wsmix - William Blair Small-Mid Cap Value I to alhrx - AllianceBern Limited Dur Hi Inc R


  • Holdings: Cadence Design Systems Inc , CMS Energy Corp , American Water Works Co Inc , PolyOne Corp , Curtiss-Wright Corp ,
  • Category: Small Blend
Sign-up for wsmix investment picks
  • Holdings: PIMCO Emerging Markets Currency Instl , Fin Fut Euro$ Cme 12/14/15 , US Treasury TIP , US TREASURY TIP , US Treasury TIP ,
  • Category: Tactical Allocation
Sign-up for pdrmx investment picks
  • Holdings: iShares Core MSCI Emerging Market , Vanguard Small Cap ETF , Vanguard Mid-Cap ETF , US Treasury TIP 1.25% , US Treasury TIP 1.125% ,
  • Category: Tactical Allocation
Sign-up for adacx investment picks
  • Holdings: iShares Russell 1000 Value , iShares MSCI EAFE , QS Batterymarch Intl Eq IS , ClearBridge International Value IS , ClearBridge Aggressive Growth IS ,
  • Category: Target Date 2036-2040
Sign-up for lmysx investment picks
  • Holdings: Exxon Mobil Corporation , AT&T Inc , Johnson & Johnson , Waste Management Inc , Verizon Communications Inc ,
  • Category: Market Neutral
Sign-up for eprax investment picks
  • Holdings: Enterprise Products Partners LP , Energy Transfer Equity LP , Plains All American Pipeline LP , Regency Energy Partners LP , Sunoco Logistics Partners ,
  • Category: Energy Limited Partnership
Sign-up for mlplx investment picks
  • Holdings: Canadian Pacific Railway Ltd , A P Møller-Maersk Class B , Apple Inc , AIA Group Ltd , NGK Spark Plug Co., Ltd. ,
  • Category: World Allocation
Sign-up for jggdx investment picks
  • Holdings: Colgate-Palmolive Co , Nestle SA , Yum Brands Inc , Abbott Laboratories , HDFC Bank Ltd ,
  • Category: Diversified Emerging Mkts
Sign-up for gedsx investment picks
  • Holdings: GMO Global Equity Allocation III ,
  • Category: World Stock
Sign-up for ggasx investment picks
  • Holdings: Guggenheim Strategy I , Nestle SA ADR , Novartis AG ADR , HSBC Holdings PLC ADR , Roche Holding AG ADR ,
  • Category: Trading-Leveraged Equity
Sign-up for ryaex investment picks
  • Holdings: Total SA , BP PLC , Chevron Corp , Exxon Mobil Corporation , Statoil ASA ,
  • Category: Natural Resources
Sign-up for gofix investment picks
  • Holdings: Apple Inc , Equinix Inc , PVH Corp , Yum Brands Inc , EMC Corp ,
  • Category: Large Growth
Sign-up for gfgrx investment picks
  • Holdings: American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds New Economy R6 , American Funds New World R6 ,
  • Category: World Stock
Sign-up for pggbx investment picks
  • Holdings: Casey's General Stores Inc , Irish Continental Group PLC , Abbott Laboratories , Merck & Co Inc , Plains GP Holdings LP Class A ,
  • Category: Mid-Cap Value
Sign-up for jsvsx investment picks
  • Category: Short-Term Bond
Sign-up for faudx investment picks
  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds EuroPacific Gr R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
Sign-up for rgwax investment picks
  • Holdings: iShares Floating Rate Bond , iShares 1-3 Year Credit Bond , iShares MBS , iShares Intermediate Credit Bd , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Multialternative
Sign-up for sttgx investment picks
  • Holdings: AllianzGI Best Styles Global Equity R6 , PIMCO Income Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Floating Income Instl , AllianzGI US Managed Volatility Instl ,
  • Category: Target Date 2031-2035
Sign-up for gvlax investment picks
  • Holdings: Irs Libo/3.5 Gbp0944 , Ubs 07 15 Zero 07/15 , Ubs 07/15 0% , Irs Libo/3 Gbp0924 , Jpm 07/15 Zero ,
  • Category: Managed Futures
Sign-up for gmsax investment picks
  • Holdings: Nasdaq 100 E-Mini Sep14 Xcme 20140919 , Russell 2000 Mini Sep14 Imeq 20140919 , S+p500 Emini Fut Sep14 Xcme 20140919 , S80895211 Irs Aud R F 4.20000 Sl_1480895211_fixed Ccpvanill , S80895211 Irs Aud P V 06mbbsw Sl_1480895211_float Ccpvanilla ,
  • Category: Multialternative
Sign-up for jharx investment picks
  • Category: Money Market-Taxable
Sign-up for vmmxx investment picks
  • Category: Money Market-Taxable
Sign-up for cnfxx investment picks
  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Israel Chemicals Ltd , Check Point Software Technologies Ltd , Perrigo Co PLC , Amdocs Ltd ,
  • Category: Miscellaneous Region
Sign-up for amdcx investment picks
  • Holdings: Guggenheim Strategy I , Russell 2000 INDEX Mini TIC ,
  • Category: Bear Market
Sign-up for ryafx investment picks
  • Holdings: E-mini S&P 500 Index Future Sept14 , Johnson & Johnson , Wells Fargo & Co , McDonald's Corp , Colgate-Palmolive Co ,
  • Category: Large Blend
Sign-up for auenx investment picks
  • Holdings: Mini DJ Industrial Avg ($5) Future Sept14 ,
  • Category: Trading-Inverse Equity
Sign-up for rycwx investment picks
  • Holdings: Irs Brl Zcs R 11.32/Cdi 09/05/13 Boa , Sb Cap Sa 5.499% , Irs Brl Zcs R 12.255/Cdi 12/02/13 Bps , Brazil(Fed Rep Of) 10% , Indonesia (Rep Of) Bd Regs ,
  • Category: Currency
Sign-up for plmdx investment picks
  • Category: Bank Loan
Sign-up for hfhcx investment picks
  • Holdings: EOG Resources Inc , CF Industries Holdings Inc , Exxon Mobil Corporation , Occidental Petroleum Corp , Chevron Corp ,
  • Category: Natural Resources
Sign-up for nrgix investment picks
  • Category: High Yield Bond
Sign-up for alhrx 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: wsmix - William Blair Small-Mid Cap Value I to alhrx - AllianceBern Limited Dur Hi Inc R
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