Funds From: nstax - Neuberger Berman Strategic Income A to jdvax - JPMorgan Diversified A Load Waived


  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for nstax investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for prxcx investment picks
  • Holdings: Nestle SA ADR , Roche Holding AG ADR , Novartis AG ADR , Royal Dutch Shell PLC ADR Class A , HSBC Holdings PLC ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for mppmx investment picks
  • Holdings: General Electric Co , iShares US Preferred Stock , AT&T Inc , Exxon Mobil Corporation , Royal Dutch Shell PLC ADR Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for hdctx investment picks
  • Holdings: Simon Property Group Inc , Equity Residential , Host Hotels & Resorts Inc , Vornado Realty Trust , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for us69447t8392 investment picks
  • Holdings: Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for atfrx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
Sign-up for wfnbx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
Sign-up for nmdmx investment picks
  • Holdings: Dreyfus Research Growth I , BNY Mellon Income Stock M , Dreyfus Strategic Value I , Google Inc Class A , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mtsix investment picks
  • Holdings: Walt Disney Co , Home Depot, Inc. , Comcast Corp Class A , Ross Stores, Inc. , Discovery Communications Inc Class A ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 2 Stars
Sign-up for iccax investment picks
  • Holdings: Apple Inc , General Electric Co , Wells Fargo & Co , Google Inc Class A , Walt Disney Co ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for plecx investment picks
  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for tneix investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
Sign-up for bsiix investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for mbnlx investment picks
  • Holdings: BP PLC , GDF Suez , CRH PLC , Total SA , NKSJ Holdings, Inc. ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for biiex investment picks
  • Holdings: Sanofi , Telenor ASA , Teleperformance , Siemens AG , Sap AG ,
  • Category: Europe Stock
  • Morningstar Rating: 2 Stars
Sign-up for icsex investment picks
  • Holdings: iShares Russell 2000 , Phillips 66 Partners LP , Middleby Corporation , CNO Financial Group, Inc. , DXP Enterprises, Inc. ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for ploix investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ndmax investment picks
  • Holdings: Virtus Global Dividend I , Virtus Senior Floating Rate I , Virtus Global Commodities Stock I , PowerShares DB G10 Currency Harvest , Virtus Real Estate Securities I ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for pdpcx investment picks
  • Category: Muni Ohio
  • Morningstar Rating: 3 Stars
Sign-up for hlomx investment picks
  • Holdings: HCI Group Inc , Universal Insurance Holdings, Inc. , Christopher & Banks Corporation , Green Plains Renewable Energy, Inc. , Quicksilver Resources, Inc. ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for brusx investment picks
  • Holdings: United Technologies Corp , General Electric Co , Union Pacific Corp , W.W. Grainger, Inc. , Genesee & Wyoming, Inc. Class A ,
  • Category: Industrials
  • Morningstar Rating: 1 Stars
Sign-up for ictrx investment picks
  • Holdings: Bank of the Ozarks, Inc. , Portfolio Recovery Associates, Inc. , AmTrust Financial Services, Inc. , Colfax Corporation , EnerSys, Inc. ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for ppccx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
Sign-up for lanyx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 1 Stars
Sign-up for pkbix investment picks
  • Holdings: Apple Inc , Google, Inc. Class A , US Treasury Note 1.375% , Microsoft Corporation , US Treasury Note 1.25% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for twbix investment picks
  • Holdings: Kinder Morgan, Inc. , Altria Group Inc. , Microsoft Corporation , Novartis AG ADR , Automatic Data Processing ,
  • Category: Large Blend
Sign-up for BAFDX investment picks
  • Holdings: UIL Holdings Corporation , Westar Energy, Inc. , CMS Energy Corp , Xcel Energy Inc , SCANA Corp ,
  • Category: Utilities
  • Morningstar Rating: 2 Stars
Sign-up for ictux investment picks
  • Holdings: Interactive Intelligence Group Inc , Belden, Inc. , Acxiom Corporation , Athlon Energy Inc , Team Health Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for mmscx investment picks
  • Holdings: JPMorgan High Yield R6 , JPMorgan Mid Cap Core R6 , JPMorgan Emerging Mkts Eq R6 , JPMorgan Emerging Markets Debt R6 , JPMorgan Realty Income Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jdvax 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: nstax - Neuberger Berman Strategic Income A to jdvax - JPMorgan Diversified A Load Waived
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