Funds From: paadx - Putnam Dynamic Asset Allocation Bal R5 - Large Blend to plfdx - PL Floating Rate Income Advisor


  • Holdings: Fed Natl Mort Assc 4% , Fed Natl Mort Assc 6% , Fed Natl Mort Assc 3.5% , Govt Natl Mtg Asso 3% , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for paadx investment picks
  • Holdings: iShares Russell 1000 Value , Boulder Total Return Common , SPDR® S&P 500 ETF , Adams Express Common , AllianzGI Equity & Conv Inc Common ,
  • Category: Large Blend
Sign-up for rndix investment picks
  • Holdings: Nestle SA , Mini Msci Eafe Dec14 Ifus 20141219 , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
Sign-up for mkryx investment picks
  • Holdings: Nestle SA , Mini Msci Eafe Dec14 Ifus 20141219 , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
Sign-up for mkrsx investment picks
  • Holdings: Nestle SA , Mini Msci Eafe Dec14 Ifus 20141219 , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
Sign-up for mkrix investment picks
  • Holdings: Nestle SA , Mini Msci Eafe Dec14 Ifus 20141219 , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
Sign-up for mkrzx investment picks
  • Holdings: Nestle SA , Mini Msci Eafe Dec14 Ifus 20141219 , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
Sign-up for mkrax investment picks
  • Holdings: Russell 2000 Mini Dec14 Imeq 20141219 , Puma Biotechnology Inc , Isis Pharmaceuticals , WEX Inc , Team Health Holdings Inc ,
  • Category: Small Blend
Sign-up for mcjyx investment picks
  • Holdings: Russell 2000 Mini Dec14 Imeq 20141219 , Puma Biotechnology Inc , Isis Pharmaceuticals , WEX Inc , Team Health Holdings Inc ,
  • Category: Small Blend
Sign-up for mcjsx investment picks
  • Holdings: Russell 2000 Mini Dec14 Imeq 20141219 , Puma Biotechnology Inc , Isis Pharmaceuticals , WEX Inc , Team Health Holdings Inc ,
  • Category: Small Blend
Sign-up for mcjix investment picks
  • Holdings: Russell 2000 Mini Dec14 Imeq 20141219 , Puma Biotechnology Inc , Isis Pharmaceuticals , WEX Inc , Team Health Holdings Inc ,
  • Category: Small Blend
Sign-up for mcjzx investment picks
  • Holdings: Russell 2000 Mini Dec14 Imeq 20141219 , Puma Biotechnology Inc , Isis Pharmaceuticals , WEX Inc , Team Health Holdings Inc ,
  • Category: Small Blend
Sign-up for mcjax investment picks
  • Holdings: S+p Mid 400 Emini Dec14 Xcme 20141219 , Equinix Inc , Skyworks Solutions Inc , Hanesbrands Inc , Endo International PLC ,
  • Category: Mid-Cap Blend
Sign-up for mdkyx investment picks
  • Holdings: S+p Mid 400 Emini Dec14 Xcme 20141219 , Equinix Inc , Skyworks Solutions Inc , Hanesbrands Inc , Endo International PLC ,
  • Category: Mid-Cap Blend
Sign-up for mdksx investment picks
  • Holdings: S+p Mid 400 Emini Dec14 Xcme 20141219 , Equinix Inc , Skyworks Solutions Inc , Hanesbrands Inc , Endo International PLC ,
  • Category: Mid-Cap Blend
Sign-up for mdkix investment picks
  • Holdings: S+p Mid 400 Emini Dec14 Xcme 20141219 , Equinix Inc , Skyworks Solutions Inc , Hanesbrands Inc , Endo International PLC ,
  • Category: Mid-Cap Blend
Sign-up for mdkzx investment picks
  • Holdings: S+p Mid 400 Emini Dec14 Xcme 20141219 , Equinix Inc , Skyworks Solutions Inc , Hanesbrands Inc , Endo International PLC ,
  • Category: Mid-Cap Blend
Sign-up for mdkax investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
Sign-up for psdqx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
Sign-up for psdkx investment picks
  • Holdings: Fed Natl Mort Assc 4% , Vwo Us R Usl3m P 07/14/15 Jp , Vwo Us R Usl3m P 07/01/15 Cs , Fed Natl Mort Assc 6% , Station Pl Securitization Tr Se 144A FRN ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pdrlx investment picks
  • Holdings: Fed Natl Mort Assc 4% , Vwo Us R Usl3m P 07/14/15 Jp , Vwo Us R Usl3m P 07/01/15 Cs , Fed Natl Mort Assc 6% , Station Pl Securitization Tr Se 144A FRN ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pdrgx investment picks
  • Holdings: Fed Natl Mort Assc 4% , Fed Natl Mort Assc 3% , Fed Natl Mort Assc 4.5% , Ubs Ag London Brh FRN , Health Care Select Sector SPDR® ETF ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for pdmex investment picks
  • Holdings: Fed Natl Mort Assc 4% , Fed Natl Mort Assc 3% , Fed Natl Mort Assc 4.5% , Ubs Ag London Brh FRN , Health Care Select Sector SPDR® ETF ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for pdmdx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for ptrex investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for ptrlx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
Sign-up for prrex investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
Sign-up for parvx investment picks
  • Holdings: Fed Natl Mort Assc 4.5% , Ubs Ag London Brh FRN , Fed Natl Mort Assc 4% , Fed Natl Mort Assc 3% , Technology Select Sector SPDR® ETF ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for pjmex investment picks
  • Holdings: Fed Natl Mort Assc 4.5% , Ubs Ag London Brh FRN , Fed Natl Mort Assc 4% , Fed Natl Mort Assc 3% , Technology Select Sector SPDR® ETF ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for pjmlx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
Sign-up for plfdx 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: paadx - Putnam Dynamic Asset Allocation Bal R5 - Large Blend to plfdx - PL Floating Rate Income Advisor
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 Name |  Ticker |  Popularity |  Our Choices |  Most Recent