Funds From: pfcax - PIMCO Convertible Admin - Large Blend to hacgx - HSBC World Selection Cnsrv Strat A - Large Blend


  • Holdings: Equity, Bond
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for pfcax investment picks
  • Holdings: Equity, Bond, Oppenheimer Short Duration Y, Chevron Corp, Mosaic Co
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for qopnx investment picks
  • Holdings: Equity, Bond, Nuveen Intermediate Term Bond I, Nuveen Core Plus Bond I, Nuveen Tactical Market Opportunities I, Nuveen Short-Term Bond I, Nuveen Strategic Income I
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fsfix investment picks
  • Holdings: Equity, Bond, Goldman Sachs Structured Intl Eq Instl, Goldman Sachs Dynamic Allocation Instl, Goldman Sachs Struct Emerg Mkt Eq Intl, Goldman Sachs Struct Large Cap Val Instl, Goldman Sachs Struct Large Cap Gr Instl
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ggsbx investment picks
  • Holdings: Equity, Bond, Nuveen International Select I, Nuveen Dividend Value R6, Nuveen Tactical Market Opportunities I, Nuveen Quantitative Enhanced Core Eq I, Nuveen Santa Barbara Dividend Growth R6
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fsnbx investment picks
  • Holdings: Equity, Bond, Nuveen International Select I, Nuveen Dividend Value R6, Nuveen Quantitative Enhanced Core Eq I, Nuveen Santa Barbara Dividend Growth R6, Nuveen Tactical Market Opportunities I
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fsayx investment picks
  • Holdings: Equity, Bond, GMO US Flexible Equities VI, GMO Strategic Fixed Income VI, GMO Alpha Only IV, GMO International Core Equity VI, GMO Emerging Markets VI
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for eabfx investment picks
  • Holdings: Equity, Bond, Time Warner Inc, United Technologies Corp, Air Products & Chemicals Inc, Google, Inc. Class A, The Hershey Company
  • Category: Market Neutral
  • Morningstar Rating: 2 Stars
Sign-up for jmnsx investment picks
  • Holdings: Equity, Bond, iShares Barclays TIPS Bond
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mmavx investment picks
  • Holdings: Equity, Bond
  • Category: Market Neutral
  • Morningstar Rating: 1 Stars
Sign-up for mgasx investment picks
  • Holdings: Equity, Bond, American Century NT Diversified Bond I, American Century NT Large Company Val I, American Century NT Equity Growth Instl, American Century NT Growth Institutional, American Century Infl-Adj Bond Instl
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for arncx investment picks
  • Holdings: Equity, Bond, American Century NT Diversified Bond I, American Century NT Growth Institutional, American Century NT Large Company Val I, American Century NT Intl Growth I, American Century NT Equity Growth Instl
  • Category: Target Date 2031-2035
  • Morningstar Rating: 5 Stars
Sign-up for aryax.lw investment picks
  • Holdings: Equity, Bond, American Century NT Diversified Bond I, American Century NT Large Company Val I, American Century NT Growth Institutional, American Century NT Equity Growth Instl, American Century NT Intl Growth I
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for arcmx.lw investment picks
  • Holdings: Equity, Bond, iShares MSCI EAFE Index, iShares MSCI Emerging Markets Index, iShares FTSE EPRA/NAREIT Dev RE ex-US
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for lpckx investment picks
  • Holdings: Equity, Bond, ProShares UltraPro Short QQQ, ProShares Short QQQ, ProShares Short MidCap400, ProShares Ultra Gold
  • Category: World Allocation
Sign-up for bfoax investment picks
  • Holdings: Equity, Bond, Praxis Value Index I, Praxis Growth Index I, Praxis International Index I, Praxis Intermediate Income I, Praxis Small Cap I
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mgafx.lw investment picks
  • Holdings: Equity, Bond, PIMCO Enhanced Short Maturity ETF, Cfc Managed Futures
  • Category: Managed Futures
  • Morningstar Rating: 3 Stars
Sign-up for ryymx investment picks
  • Holdings: Equity, Bond, PIMCO Total Return Instl, PIMCO Real Return Instl, PIMCO Low Duration Instl, PIMCO StocksPLUS Instl, PIMCO Global Advantage Strategy Bd Instl
  • Category: Target Date 2011-2015
Sign-up for ptnwx investment picks
  • Holdings: Equity, Bond, American Century NT Large Company Val I, American Century NT Growth Institutional, American Century NT Equity Growth Instl, American Century NT Diversified Bond I, American Century NT Intl Growth I
  • Category: Target Date 2051+
Sign-up for arenx investment picks
  • Holdings: Equity, Bond, Novartis AG, BP PLC, Amgen Inc, Microsoft Corporation, Altria Group Inc.
  • Category: World Allocation
Sign-up for gblcx investment picks
  • Holdings: Equity, Bond, PIMCO Total Return ETF, SPDR S&P 500, Legg Mason BW Global Opportunities Bd IS
  • Category: World Allocation
Sign-up for hgacx investment picks
  • Holdings: Equity, Bond, iShares MSCI Pacific ex-Japan, WisdomTree Japan Hedged Equity, iShares MSCI EAFE Min Volatility, iShares MSCI ACWI Index, iShares S&P Global 100 Index
  • Category: World Allocation
Sign-up for stogx 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, PIMCO Total Return Instl, PIMCO Real Return Instl, PIMCO StocksPLUS Instl, PIMCO CommoditiesPLUS Strategy Instl, PIMCO Real Estate Real Return Strategy I
  • Category: Target Date 2021-2025
Sign-up for penzx investment picks
  • Holdings: Equity, Bond, PIMCO StocksPLUS Instl, PIMCO CommoditiesPLUS Strategy Instl, PIMCO Small Cap StocksPLUS TR Inst, PIMCO International StocksPLUS TR Str I, PIMCO Real Estate Real Return Strategy I
  • Category: Target Date 2031-2035
Sign-up for pivix investment picks
  • Holdings: Equity, Bond, ProShares UltraPro Short QQQ, ProShares Short QQQ, ProShares Short MidCap400, ProShares Ultra Gold
  • Category: World Allocation
Sign-up for bfoax.lw investment picks
  • Holdings: Equity, Bond, PL Large-Cap Value P, PL Comstock P, PL Main Street Core P, PL International Large-Cap P, PL Small-Cap Value P
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for poeax investment picks
  • Holdings: Equity, Bond, American Century NT Diversified Bond I, American Century NT Growth Institutional, American Century NT Large Company Val I, American Century NT Intl Growth I, American Century NT Equity Growth Instl
  • Category: Target Date 2031-2035
  • Morningstar Rating: 5 Stars
Sign-up for aryrx investment picks
  • Holdings: Equity, Bond, PL Managed Bond P, PL Short Duration Bond P, PL Inflation Managed P, PL Large-Cap Value P, PL Comstock P
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pobax.lw investment picks
  • Holdings: Equity, Bond, PIMCO Total Return Instl, T. Rowe Price New Income, Lord Abbett Core Fixed Income I, iShares MSCI EAFE Index, SPDR S&P 500
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for hacgx 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: pfcax - PIMCO Convertible Admin - Large Blend to hacgx - HSBC World Selection Cnsrv Strat 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