Funds From: hatrx - Highland Alpha Trend Strategies R to meigx - MFS Value R1


  • Holdings: Equity, Bond, PowerShares QQQ, SPDR S&P 500
  • Category: Managed Futures
Sign-up for hatrx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for mrbjx investment picks
  • Holdings: Mattel, Inc., Genuine Parts Company, Hubbell, Inc. Class B, China Petroleum & Chemical Corporation ADR, Bank of Montreal
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for sgisx investment picks
  • Category: Nontraditional Bond
Sign-up for cmmbx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for fhicx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
Sign-up for rshmx.lw investment picks
  • Holdings: General Electric Co, Pfizer Inc, Johnson & Johnson, JPMorgan Chase & Co, Wells Fargo & Co
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for CDOYX investment picks
  • Holdings: Johnson & Johnson, Standard Chartered PLC, AIA Group Ltd., Nestle SA, Luxottica Group S.p.A.
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for hgmbx investment picks
  • Holdings: Nestle SA, Royal Dutch Shell PLC Class A, Novartis AG, Westpac Banking Corp, Roche Holding AG
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for mrsrx investment picks
  • Holdings: Equity, Bond, Acadian Emerging Markets Instl, Aberdeen Emerging Markets Instl, Lazard Emerging Markets Equity Instl, GMO Emerging Markets V, T. Rowe Price Emerging Markets Stock
  • Category: Diversified Emerging Mkts
Sign-up for FLILX investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for ptmix investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for fhnix investment picks
  • Holdings: Equity, Bond
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for dhgax.lw investment picks
  • Holdings: Samsung Electronics Co Ltd, Bank Bradesco ADR, Taiwan Semiconductor Manufacturing Co Ltd, Sberbank Of Russia, Bangkok Bank PCL
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for cekyx investment picks
  • Holdings: Qualcomm, Inc., Apple Inc, Schlumberger NV, eBay Inc, Covidien PLC
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for hpeyx investment picks
  • Holdings: Google, Inc. Class A, Apple Inc, Hewlett-Packard Co, Oracle Corporation, Qualcomm, Inc.
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for mtccx investment picks
  • Holdings: American Beacon Lg Cap Value Inst, Invesco Diversified Dividend A, JPMorgan Value Advantage Select, T. Rowe Price Mid-Cap Value, Fidelity Low-Priced Stock
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for fvsax investment picks
  • Holdings: Equity, Bond
  • Category: Convertibles
  • Morningstar Rating: 5 Stars
Sign-up for annax investment picks
  • Category: Bank Loan
  • Morningstar Rating: 5 Stars
Sign-up for ooscx investment picks
  • Holdings: Equity, Bond, JPMorgan Chase & Co, Wells Fargo & Co, Bank of America Corporation
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for abfax investment picks
  • Holdings: Pfizer Inc, General Electric Co, JPMorgan Chase & Co, Goldman Sachs Group Inc, ACE Ltd
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for ievax.lw investment picks
  • Holdings: Apple Inc, Google, Inc. Class A, Microsoft Corporation, International Business Machines Corp, Qualcomm, Inc.
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for hegfx investment picks
  • Holdings: Comcast Corp, Kinder Morgan, Inc., Edison International, CMS Energy Corp, Time Warner Cable Inc
  • Category: Utilities
  • Morningstar Rating: 4 Stars
Sign-up for mmuix investment picks
  • Holdings: Google, Inc. Class A, Comcast Corp Class A, 3M Co, Gilead Sciences Inc, Discover Financial Services
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for sflcx investment picks
  • Holdings: Equity, Bond
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
Sign-up for eicsx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for imycx investment picks
  • Holdings: Equity, Bond
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for aibcx investment picks
  • Holdings: Nestle SA, Unilever PLC, Diageo PLC, Allianz SE, Swatch Group AG
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
Sign-up for ceezx investment picks
  • Holdings: Roche Holding AG, Market Vectors Russia ETF, Commonwealth Bank of Australia, Turkiye Halk Bankasi A.S.
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for hioax.lw investment picks
  • Holdings: Philip Morris International, Inc., Johnson & Johnson, Pfizer Inc, JPMorgan Chase & Co, Lockheed Martin Corporation
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for meigx 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: hatrx - Highland Alpha Trend Strategies R to meigx - MFS Value R1
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