Funds From: rgbfx - American Funds Global Balanced R5 to isnnx - ING Solution 2040 Portfolios S2


  • Holdings: Novartis AG , BP PLC , Amgen Inc , Altria Group Inc. , Philip Morris International, Inc. ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for rgbfx investment picks
  • Holdings: SVB Financial Group , Comerica Inc , Huntington Bancshares Inc , Skyworks Solutions, Inc. , American Airlines Group Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for rmvtx investment picks
  • Holdings: Schlumberger NV , Core Laboratories N.V. , National Oilwell Varco, Inc. , Halliburton Company , Cabot Oil & Gas Corporation Class A ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
Sign-up for ieybx investment picks
  • Holdings: StanCorp Financial Group, Inc. , Carbo Ceramics, Inc. , HSN, Inc. , Guess? Inc , Progressive Waste Solutions Ltd ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for scetx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for ccmpx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
Sign-up for shoax investment picks
  • Holdings: SPDR S&P 500 , Vanguard FTSE Developed Markets ETF , Vanguard Total Bond Market ETF , iShares Russell 2000 , Vanguard Total World Stock Index ETF ,
  • Category: Target Date 2036-2040
Sign-up for pzdax investment picks
  • Holdings: Roche Holding AG , Bayer AG , UBS AG , Vodafone Group PLC , Airbus Group Nv ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for cuaix investment picks
  • Holdings: Johnson & Johnson , Merck & Co Inc , Nestle SA , Vodafone Group PLC , Roche Holding AG ,
  • Category: World Stock
Sign-up for ibiix investment picks
  • Holdings: JPMorgan Chase & Co , Amgen Inc , Bny Mellon Cash Reserve Eod Fund , Capital One Financial Corp , Occidental Petroleum Corporation ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for bpavx investment picks
  • Category: Emerging Markets Bond
Sign-up for emfcx investment picks
  • Category: Emerging Markets Bond
Sign-up for hldax investment picks
  • Category: World Bond
Sign-up for agbvx investment picks
  • Holdings: AerCap Holdings N.V. , Sanmina Corp , Dana Holding Corp , Resolute Forest Products Inc , JetBlue Airways Corporation ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for rsvtx investment picks
  • Holdings: Shire PLC , Total SA , Royal Dutch Shell PLC Class A , GlaxoSmithKline PLC , Daimler AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for iceix investment picks
  • Holdings: Federated Investors, Inc. Class B , Circor International, Inc. , Reliance Steel and Aluminum , Pason Systems , Jacobs Engineering Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
Sign-up for rohrx investment picks
  • Holdings: Interest Rate Swap , Interest Rate Swap , Interest Rate Swap , Interest Rate Swap , Interest Rate Swap ,
  • Category: Multialternative
Sign-up for rmssx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: -1 Stars
Sign-up for aabox investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: -1 Stars
Sign-up for bvacx investment picks
  • Holdings: Simon Property Group Inc , Host Hotels & Resorts Inc , Public Storage , SL Green Realty Corporation , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for crecx investment picks
  • Holdings: Ivy Emerging Markets Equity I , Ivy International Core Equity I , Ivy International Growth I , Ivy European Opportunities I , Ivy Global Income Allocation I ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for ivtax investment picks
  • Holdings: Copart, Inc. , DENTSPLY International, Inc. , KKR & Co LP , Reliance Steel and Aluminum , Transocean Ltd ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for rhfhx investment picks
  • Holdings: PIMCO Commodity Real Ret Strat Instl , US Treasury TIP , Enterprise Products Partners LP , 90day Eur$ Futr Sep15 , 90day Eur$ Futr Sep17 ,
  • Category: Conservative Allocation
Sign-up for carex investment picks
  • Holdings: Chevron Corp , General Electric Co , Verizon Communications Inc , Chesapeake Engy Pfd 144A , AbbVie Inc ,
  • Category: Moderate Allocation
Sign-up for cfiax investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 1 Stars
Sign-up for lmicx investment picks
  • Holdings: Google Inc Class A , JPMorgan Chase & Co , Amgen Inc , CVS Caremark Corp , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for clcwx investment picks
  • Holdings: Northern Trust Corporation , Microchip Technology, Inc. , Fastenal Company , First Republic Bank (San Francisco, CA) , Signature Bank ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for iymix investment picks
  • Holdings: Patriot Transportation Holdings, Inc. , Marten Transport, Ltd. , Shoe Carnival , ATMI, Inc. , Capella Education Company ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for rmcfx investment picks
  • Holdings: Deutsche Telekom AG ADR , Intel Corp , Microchip Technology, Inc. , Crosstex Energy, Inc , Cliffs Natural Resources Inc. ,
  • Category: Aggressive Allocation
Sign-up for dnalx investment picks
  • Holdings: ING Large Cap Growth Port I , ING Multi-Manager International Equity I , ING Large Cap Value R6 , ING T. Rowe Price Cap Apprec Port I , ING Mid Cap Value I ,
  • Category: Target Date 2036-2040
Sign-up for isnnx 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: rgbfx - American Funds Global Balanced R5 to isnnx - ING Solution 2040 Portfolios S2
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