Funds From: rwiex - American Funds Capital World G/I R4 to ptimx - Performance Trust Municipal Bond Instl


  • Holdings: Equity, Bond, Novartis AG, Philip Morris International, Inc., Amgen Inc, Bayer AG, BP PLC
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for rwiex investment picks
  • Holdings: Novo Nordisk A/S, SOFTBANK Corp, Samsung Electronics Co Ltd, Novartis AG, Bayer AG
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for rerbx investment picks
  • Holdings: Equity, Bond, American Funds Invmt Co of Amer R6, American Funds Washington Mutual R6, American Funds American Mutual R6, American Funds Fundamental Investors R6, American Funds Growth Fund of Amer R6
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
Sign-up for rchtx investment picks
  • Holdings: Chevron Corp, Home Depot, Inc., Boeing Co, Merck & Co Inc, Royal Dutch Shell PLC ADR Class B
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for rwmax investment picks
  • Holdings: Melco Crown Entertainment Ltd ADR, Hexagon AB, Far Eastone Telecommunications Co., Ltd., CCL Industries Inc., Eurofins Scientific Group S.A.
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
Sign-up for cairx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
Sign-up for dtfix investment picks
  • Holdings: Apple Inc, Pioneer Natural Resources Company, PulteGroup Inc, Gilead Sciences Inc, Comcast Corp Class A
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for fdfkx investment picks
  • Holdings: Apple Inc, Exxon Mobil Corporation, General Electric Co, Chevron Corp, Johnson & Johnson
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for fsktx investment picks
  • Holdings: Samsung Electronics Co Ltd, MasterCard Incorporated Class A, Qualcomm, Inc., Cisco Systems Inc, Amazon.com Inc
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for hfgix investment picks
  • Holdings: HSBC Holdings PLC, Vodafone Group PLC, BP PLC, Royal Dutch Shell PLC Class A, GlaxoSmithKline PLC
  • Category: Miscellaneous Region
  • Morningstar Rating: 4 Stars
Sign-up for iifpx investment picks
  • Holdings: Equity, Bond, ING US Bond Index Port I, ING US Stock Index Port I, ING Russell Mid Cap Index Port I, ING International Index Port I, SPDR Barclays High Yield Bond
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
Sign-up for isaax investment picks
  • Holdings: Anheuser-Busch Inbev SA ADR, JPMorgan Chase & Co, Harley-Davidson Inc, Pall Corporation, Union Pacific Corp
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for iciex investment picks
  • Holdings: Royal Dutch Shell PLC Class A, HSBC Holdings PLC, Nestle SA, Standard Chartered PLC, Roche Holding AG
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for jierx investment picks
  • Holdings: Apple Inc, Johnson & Johnson, Time Warner Inc, United Technologies Corp, Google, Inc. Class A
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for juezx investment picks
  • Holdings: BT Group PLC, Sap AG, Experian PLC, Heineken N.V., Roche Holding AG
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for mielx investment picks
  • Holdings: Equity, Bond, Citigroup Inc, JPMorgan Chase & Co, Chevron Corp, Pfizer Inc, Merck & Co Inc
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for oyeix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for pcbex investment picks
  • Holdings: Mattel, Inc., ACE Ltd, Digital Realty Trust, Inc., BlackRock Inc, Pfizer Inc
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for peiix investment picks
  • Holdings: Equity, Bond, Ru10intr P Usl3m R 03/14/14 Ba, Mltrfcf2 R Usl3m P 03/14/14 Ba, Cgputql2 R Usl3m P 02/13/14 Ci, Cgputs15 P Usl3m R 03/21/14 Ci
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pdmbx investment picks
  • Holdings: SEI Investments Company, Sothebys Class A, Bio-Reference Labs, Inc., Bancorp, Inc., AZZ, Inc.
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for pcorx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for samix investment picks
  • Holdings: A.O. Smith Corporation, HSN, Inc., Cash America International Inc, HCC Insurance Holdings Inc., Interface, Inc. Class A
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for scetx investment picks
  • Holdings: Equity, Bond, Samsung Electronics Co Ltd, OAO Lukoil ADR, Taiwan Semiconductor Manufacturing Co Ltd, Grupo Financiero Banorte SAB de CV, Shs Genesis Smaller Co.
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for remsx investment picks
  • Holdings: Techtronic Industries Co., Ltd., Huhtamäki Oyj, Amer Sports Oyj, VTech Holdings Ltd., ASICS Corp
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 5 Stars
Sign-up for tfscx investment picks
  • Holdings: Equity, Bond, Vanguard FTSE All-World ex-US ETF, iShares Core S&P Small-Cap ETF, iShares Core S&P Mid-Cap ETF, iShares S&P 500 Growth Index, iShares S&P 500 Value Index
  • Category: Large Blend
Sign-up for us66537u7596 investment picks
  • Holdings: Equity, Bond, Pfizer Inc, Sanofi
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for vglsx investment picks
  • Category: Nontraditional Bond
Sign-up for gszcx investment picks
  • Category: Emerging Markets Bond
Sign-up for emcix investment picks
  • Category: Bank Loan
Sign-up for psrzx investment picks
  • Category: Muni National Interm
Sign-up for ptimx 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: rwiex - American Funds Capital World G/I R4 to ptimx - Performance Trust Municipal Bond 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