Funds From: mxfix - MainStay Floating Rate I to wfmax - Wells Fargo Advantage Mod Balanced A


  • Holdings: Equity, Bond
  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for mxfix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for mbsyx investment picks
  • Holdings: Platinum Underwriters Holdings, Ltd., JetBlue Airways Corporation, Dana Holding Corp, Terex Corp, Oshkosh Corporation
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for asvax.lw investment picks
  • Holdings: Equity, Bond, Merck & Co Inc, Wells Fargo & Co, Duke Energy Corporation, Johnson & Johnson
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for iifax investment picks
  • Holdings: Protector Forsikring ASA, ACE Ltd, PartnerRe Ltd., CNO Financial Group, Inc., First Pacific Co., Ltd.
  • Category: Financial
  • Morningstar Rating: 4 Stars
Sign-up for tefax investment picks
  • Holdings: Equity, Bond, Hartford Dividend & Growth Y, Hartford Intl Opportunities Y, Hartford Alternative Strategies Y, Hartford Capital Appreciation Y, Hartford Strategic Income Y
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for htmrx investment picks
  • Category: Emerging Markets Bond
Sign-up for sarnx investment picks
  • Holdings: Equity, Bond, HighMark Short Term Bond Fiduciary, HighMark Large Cap Core Equity Fid, HighMark Value Fiduciary, HighMark Small Cap Core Fid, HighMark International Opportunities Fid
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for hmrcx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
Sign-up for wmfdx investment picks
  • Holdings: Samsung Electronics Co Ltd, Toyota Motor Corp, Taiwan Semiconductor Manufacturing ADR, Australia and New Zealand Banking Group Limited, Sumitomo Mitsui Financial Group Inc
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 3 Stars
Sign-up for cascx investment picks
  • Holdings: Bristol-Myers Squibb Company, Microsoft Corporation, General Electric Co, MetLife Inc, Novartis AG
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for iagex investment picks
  • Holdings: Equity, Bond, British American Tobacco PLC, Imperial Tobacco Group PLC, Vodafone Group PLC, CIT Group Inc, American International Group Inc
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for temqx investment picks
  • Holdings: Forest City Enterprises Inc Class A, Cheung Kong Holdings, Ltd., Brookfield Asset Management Inc Class A, Weyerhaeuser Co, Wheelock and Co., Ltd.
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for TVRVX investment picks
  • Holdings: Equity, Bond
  • Category: Nontraditional Bond
Sign-up for subfx investment picks
  • Holdings: Equity, Bond, Invesco Core Plus Bond R6, PowerShares 1-30 Laddered Treasury, Invesco Balanced-Risk Allc R6, Invesco Floating Rate R6, Invesco High Yield R6
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cmaix investment picks
  • Holdings: Equity, Bond, Oppenheimer Value Y, Oppenheimer Capital Appreciation Y, Oppenheimer International Growth Y, Oppenheimer International Value Y, Oppenheimer Core Bond Y
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for oaacx investment picks
  • Holdings: United Continental Holdings Inc, Ford Motor Co, KBR, Inc., Chicago Bridge & Iron Company, Delta Air Lines Inc
  • Category: Mid-Cap Blend
  • Morningstar Rating: 1 Stars
Sign-up for rriax investment picks
  • Holdings: Novartis AG, Amgen Inc, Yum Brands Inc, Boeing Co, Mead Johnson Nutrition Company
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for iffwx investment picks
  • Holdings: Equity, Bond, Nationwide Alternatives Allc Instl, Nationwide S&P 500 Index Instl, Nationwide Bond Index Instl, Nationwide International Index Instl, Nationwide Inflation-Protected Secs Inst
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
Sign-up for nwerx investment picks
  • Holdings: Samsung Electronics Co Ltd, Jardine Strategic Holdings Limited, Toyota Motor Corp, Sanofi, Companhia De Saneamento Basico Do Estado De Sao Paulo
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for twwdx investment picks
  • Holdings: Equity, Bond, Invesco Convertible Securities Y, Driehaus Select Credit
  • Category: Managed Futures
Sign-up for efsix investment picks
  • Holdings: Equity, Bond, Pioneer International Value Y, Pioneer Bond Y, Pioneer Global Equity Y, Pioneer Short Term Income Y, Pioneer Mid-Cap Value Y
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for grabx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for dmbzx investment picks
  • Holdings: Celgene Corporation, FMC Technologies, Inc., Michael Kors Holdings Ltd, LinkedIn Corp, Edwards Lifesciences Corporation
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for cspix investment picks
  • Holdings: Equity, Bond
  • Category: Commodities Broad Basket
  • Morningstar Rating: 4 Stars
Sign-up for isgmx investment picks
  • Holdings: Equity, Bond, Nationwide S&P 500 Index Instl, Nationwide International Index Instl, Nationwide Mid Cap Market Index Instl, Nationwide Small Cap Index Instl, Nationwide Alternatives Allc Instl
  • Category: Target Date 2051+
Sign-up for ntdrx investment picks
  • Holdings: Valeant Pharmaceuticals International Inc, InterXion Holding N.V., EchoStar Corp, Google, Inc. Class A, Level 3 Communications Inc
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for thoax investment picks
  • Holdings: Equity, Bond, GuideStone Funds International Eq GS4, GuideStone Funds Growth Equity GS4, GuideStone Funds Value Equity GS4, GuideStone Funds Real Estate Secs GS4, GuideStone Funds Small Cap Equity GS4
  • Category: Target Date 2051+
Sign-up for gmgzx investment picks
  • Holdings: Equity, Bond, Lord Abbett High Yield I, Lord Abbett Short Duration Income I, Lord Abbett Convertible I, Lord Abbett Mid Cap Stock I, Lord Abbett Intl Dividend Inc I
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for isfcx investment picks
  • Holdings: Equity, Bond, Apple Inc
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for wfmax 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: mxfix - MainStay Floating Rate I to wfmax - Wells Fargo Advantage Mod Balanced A
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