Funds From: rliix - RiverFront Dynamic Equity Income I - Large Blend to gaiyx - Gateway International Y - Large Blend


  • Holdings: Equity, Bond, WisdomTree LargeCap Dividend, PowerShares S&P 500 High Beta, iShares MSCI EAFE Index, SPDR Barclays High Yield Bond, WisdomTree Japan Hedged Equity
  • Category: Aggressive Allocation
Sign-up for rliix investment picks
  • Holdings: Equity, Bond, TIAA-CREF Social Choice Bond Instl, PIMCO Income Instl, Access Capital Community Investment I, CRA Qualified Investment Instl, Pax MSCI EAFE ESG Index ETF
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pwmix investment picks
  • Holdings: Equity, Bond, iShares MSCI EAFE Index, iShares Barclays TIPS Bond
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for lpcmx investment picks
  • Holdings: Equity, Bond, iShares Barclays TIPS Bond, iShares MSCI EAFE Index
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for lpcrx investment picks
  • Holdings: Equity, Bond, Time Warner Inc, Google, Inc. Class A, ACE Ltd, United Technologies Corp, The Hershey Company
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for jlssx investment picks
  • Holdings: Equity, Bond, Danaher Corporation, Anadarko Petroleum Corp, BNP Paribas, Coloplast, Schindler Holding AG
  • Category: Market Neutral
Sign-up for aannx investment picks
  • Holdings: Equity, Bond, Cayman
  • Category: Commodities Broad Basket
Sign-up for jcrax investment picks
  • Holdings: Equity, Bond, Nationwide S&P 500 Index Instl, Nationwide International Index Instl, Nationwide Mid Cap Market Index Instl, Nationwide Small Cap Index Instl, Nationwide Alternatives Allc Instl
  • Category: Target Date 2051+
Sign-up for ntdax investment picks
  • Holdings: Equity, Bond, ProShares UltraPro Short QQQ, ProShares Short QQQ, ProShares Short MidCap400, ProShares Short Dow30
  • Category: World Allocation
Sign-up for bfoax investment picks
  • Holdings: Equity, Bond, Ls Marr Cayman Fund Ltd. Mutual Fund
  • Category: Multialternative
Sign-up for marax investment picks
  • Holdings: Equity, Bond, iShares Russell Midcap Value Index, iShares MSCI EMU Index, iPath S&P 500 Dynamic VIX ETN, SPDR S&P China, iShares Russell Midcap Growth Index
  • Category: Long/Short Equity
Sign-up for navcx investment picks
  • Holdings: Equity, Bond
  • Category: Multialternative
Sign-up for cemcx investment picks
  • Holdings: Equity, Bond
  • Category: Multialternative
Sign-up for caewx investment picks
  • Holdings: Equity, Bond
  • Category: Multialternative
Sign-up for carwx investment picks
  • Holdings: Equity, Bond
  • Category: Multialternative
Sign-up for carzx investment picks
  • Holdings: Equity, Bond, IQ Hedge Multi-Strategy Tracker ETF, Technology Select Sector SPDR, Loomis Sayles Strategic Alpha Y, Financial Select Sector SPDR, AQR Risk Parity I
  • Category: Moderate Allocation
Sign-up for fdsfx investment picks
  • Holdings: Equity, Bond, PIMCO Total Return Instl, PIMCO Real Return Instl, PIMCO StocksPLUS Instl, PIMCO Low Duration Instl
  • Category: Target Date 2011-2015
Sign-up for ptnwx investment picks
  • Holdings: Equity, Bond, SPDR S&P 500
  • Category: Long/Short Equity
Sign-up for fteax investment picks
  • Holdings: Equity, Bond, iShares Barclays TIPS Bond, iShares FTSE EPRA/NAREIT Dev RE ex-US
  • Category: Target Date 2026-2030
Sign-up for linix investment picks
  • Holdings: Equity, Bond, Novartis AG, BP PLC, Amgen Inc, Microsoft Corporation, Altria Group Inc.
  • Category: World Allocation
Sign-up for cbfex investment picks
  • Holdings: Equity, Bond, iShares FTSE EPRA/NAREIT Dev RE ex-US, iShares Cohen & Steers Realty Majors, BlackRock Commodity Strategies Instl
  • Category: Target Date 2051+
Sign-up for lpvax investment picks
  • Holdings: Equity, Bond, iShares Barclays TIPS Bond, BlackRock Commodity Strategies Instl
  • Category: Target Date 2021-2025
Sign-up for lpbax investment picks
  • Holdings: Equity, Bond, JHFunds2 Asia Total Return Bond NAV, JHFunds2 Redwood NAV, JHancock2 Currency Strategies NAV, JHancock3 Global Shareholder Yield NAV, JHFunds2 Capital Appreciation Value NAV
  • Category: Conservative Allocation
Sign-up for jdstx investment picks
  • Holdings: Equity, Bond, PIMCO Total Return ETF, SPDR S&P 500, Morgan Stanley Inst Multi-Asst I
  • Category: World Allocation
Sign-up for hgaax investment picks
  • Holdings: Equity, Bond
  • Category: Aggressive Allocation
Sign-up for atbtx investment picks
  • Holdings: Equity, Bond, Sprott Physical Gold Trust Common, iShares Gold Trust, BHP Billiton PLC, Simon Property Group Inc
  • Category: World Allocation
Sign-up for rapzx investment picks
  • Holdings: Equity, Bond
  • Category: Multialternative
Sign-up for pmsax investment picks
  • Holdings: Equity, Bond, Sprott Physical Gold Trust Common, iShares Gold Trust, BHP Billiton PLC, Simon Property Group Inc
  • Category: World Allocation
Sign-up for rapax investment picks
  • Holdings: Equity, Bond, HSBC Holdings PLC, Nestle SA, Fast Retailing Co., Ltd., Sanofi, Novartis AG
  • Category: Long/Short Equity
Sign-up for gaiax investment picks
  • Holdings: Equity, Bond, HSBC Holdings PLC, Nestle SA, Fast Retailing Co., Ltd., Sanofi, Novartis AG
  • Category: Long/Short Equity
Sign-up for gaiyx 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 Morningstar Investing Classroom Rewards (earn as you learn and redeem for Morningstar merchandise)
P   Morningstar Fund Analyst Reports (full research on 2,000 funds and ETFs)
P   Morningstar Stock Analyst Reports (full research on 2,000 stocks)
P   Morningstar Stock and Fund Stewardship Grades
P   Portfolio Manager (advanced with 10 x-ray analyses, including guidance)
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 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: rliix - RiverFront Dynamic Equity Income I - Large Blend to gaiyx - Gateway International Y - Large Blend
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