Funds From: CBAEX - American Funds Balanced Port 529-E - Large Blend to AZUAX - AllianzGI US Equity-Hedged A - Large Blend


  • Holdings: Equity, Bond, 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 CBAEX investment picks
  • Holdings: Equity, Bond, Vanguard S&P 500 ETF, SPDR Dow Jones Intl Real Estate, Vanguard Total Bond Market ETF, iShares MSCI Emerging Mkt Min Vol Index, iShares MSCI USA Min Volatility
  • Category: World Allocation
Sign-up for TTAAX investment picks
  • Holdings: Equity, Bond, Vanguard S&P 500 ETF, SPDR Dow Jones Intl Real Estate, Vanguard Total Bond Market ETF, iShares MSCI Emerging Mkt Min Vol Index, iShares MSCI USA Min Volatility
  • Category: World Allocation
Sign-up for TTAIX investment picks
  • Holdings: Equity, Bond, DWS Equity 500 Index Inst, DWS US Bond Index Inst, DWS Core Fixed Income Inst, DWS Core Equity Institutional, DWS EAFE Equity Index Inst
  • Category: Target Date 2016-2020
  • Morningstar Rating: 1 Stars
Sign-up for SUPBX investment picks
  • Holdings: Equity, Bond, Franklin Growth Adv, Templeton Global Total Return Adv, Franklin US Government Secs Adv, Franklin Rising Dividends Adv, Franklin Total Return Adv
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for FMTIX investment picks
  • Holdings: McDonald's Corporation, HJ Heinz Company, Kinder Morgan, Inc., Williams Companies Inc, ONEOK, Inc.
  • Category: Large Blend
Sign-up for afnix investment picks
  • Holdings: Jardine Strategic Holdings Limited, AIA Group Ltd., Swire Pacific Ltd. Class B, MTR Corporation Ltd., HSBC Holdings PLC
  • Category: China Region
  • Morningstar Rating: 4 Stars
Sign-up for gopax.lw investment picks
  • Holdings: Vodafone Group PLC, Roche Holding AG, British American Tobacco PLC, Philip Morris International, Inc., Taiwan Semiconductor Manufacturing Co Ltd ADR
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for gllax.lw investment picks
  • Holdings: Vale SA ADR, Tenaris SA ADR, Royal Dutch Shell PLC Class B, Schlumberger NV, Eni SpA
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for GGNAX investment picks
  • Holdings: Vale SA ADR, Tenaris SA ADR, Royal Dutch Shell PLC Class B, Schlumberger NV, Eni SpA
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for ggnax.lw investment picks
  • Holdings: Vale SA ADR, Tenaris SA ADR, Royal Dutch Shell PLC Class B, Schlumberger NV, Eni SpA
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for ggncx investment picks
  • Holdings: Vale SA ADR, Tenaris SA ADR, Royal Dutch Shell PLC Class B, Schlumberger NV, Eni SpA
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for ggnsx investment picks
  • Holdings: Apple Inc, Exxon Mobil Corporation, Johnson & Johnson, General Electric Co, Procter & Gamble Co
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for albax.lw investment picks
  • Holdings: Apple Inc, Exxon Mobil Corporation, Johnson & Johnson, General Electric Co, Procter & Gamble Co
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for agizx investment picks
  • Holdings: Equity, Bond, Samsung Electronics Co Ltd, OAO Gazprom ADR, Advanced Info Service Public Company Limited, Banco do Brasil SA BB Brasil
  • Category: Diversified Emerging Mkts
Sign-up for abcex investment picks
  • Holdings: British American Tobacco PLC, HSBC Holdings PLC, Intertek Group PLC, Roche Holding AG, Capita PLC
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for aizax investment picks
  • Holdings: British American Tobacco PLC, HSBC Holdings PLC, Intertek Group PLC, Roche Holding AG, Capita PLC
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for aizax.lw investment picks
  • Holdings: British American Tobacco PLC, HSBC Holdings PLC, Intertek Group PLC, Roche Holding AG, Capita PLC
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for aizbx investment picks
  • Holdings: British American Tobacco PLC, Roche Holding AG, HSBC Holdings PLC, Intertek Group PLC, Capita PLC
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for abxax.lw investment picks
  • Holdings: Equity, Bond, iShares MSCI Emerging Markets Index, Exxon Mobil Corporation, Apple Inc, British American Tobacco PLC
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for awaax.lw investment picks
  • Holdings: Equity, Bond, iShares MSCI Emerging Markets Index, Exxon Mobil Corporation, Apple Inc, British American Tobacco PLC
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for awacx investment picks
  • Holdings: Wal-Mart Stores Inc, Chevron Corp, Exxon Mobil Corporation, AT&T Inc, Verizon Communications Inc
  • Category: Large Blend
Sign-up for azfax.lw investment picks
  • Holdings: Wal-Mart Stores Inc, Chevron Corp, Exxon Mobil Corporation, AT&T Inc, Verizon Communications Inc
  • Category: Large Blend
Sign-up for azfpx investment picks
  • Holdings: Industrial And Commercial Bank Of China Ltd. H Shares, China Everbright International Ltd., Bank Of China Ltd. H Shares, China Life Insurance Co Ltd H Shares, China Construction Bank Corp H Shares
  • Category: China Region
Sign-up for alqax.lw investment picks
  • Holdings: Industrial And Commercial Bank Of China Ltd. H Shares, China Everbright International Ltd., Bank Of China Ltd. H Shares, China Life Insurance Co Ltd H Shares, China Construction Bank Corp H Shares
  • Category: China Region
Sign-up for alqcx investment picks
  • Holdings: Industrial And Commercial Bank Of China Ltd. H Shares, China Everbright International Ltd., Bank Of China Ltd. H Shares, China Life Insurance Co Ltd H Shares, China Construction Bank Corp H Shares
  • Category: China Region
Sign-up for alqpx investment picks
  • Holdings: General Electric Co, Exxon Mobil Corporation, Apple Inc, Boeing Co, Schlumberger NV
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for ardax.lw investment picks
  • Holdings: General Electric Co, Exxon Mobil Corporation, Apple Inc, Boeing Co, Schlumberger NV
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for ardpx investment picks
  • Holdings: Samsung Electronics Co Ltd, Bank Of China Ltd. H Shares, OAO Lukoil ADR, Taiwan Semiconductor Manufacturing Co Ltd ADR, Turk Hava Yollari A.O.
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for aotax.lw investment picks
  • Holdings: Apple Inc, Exxon Mobil Corporation, Microsoft Corporation, Johnson & Johnson, Chevron Corp
  • Category: Large Blend
Sign-up for AZUAX 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: CBAEX - American Funds Balanced Port 529-E - Large Blend to AZUAX - AllianzGI US Equity-Hedged A - 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