Funds From: caiox - Cornerstone Advisors Income Opps Instl to sneax - State Farm Equity A


  • Holdings: AllianzGI Convertible Institutional , PIMCO Emerging Local Bond Instl , Regency Energy Partners LP , Enbridge Energy Management LLC , Williams Partners LP ,
  • Category: World Allocation
Sign-up for caiox investment picks
  • Holdings: Intel Cv 3.25% , Liberty Interactive 144A 0.75% , Wellpoint Cv 2.75% , Medivation Cv 2.625% , Verisign Cv 3.25% ,
  • Category: Convertibles
Sign-up for rgcbx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for smllx investment picks
  • Holdings: Providence Service Corp , Air Methods Corp , Staar Surgical , OFG Bancorp , John Wiley & Sons Inc Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for cpoix investment picks
  • Holdings: General Electric Co , JPMorgan Chase & Co , Chevron Corp , Wells Fargo & Co , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for jheix investment picks
  • Holdings: Shire PLC ADR , Novartis AG ADR , Wolters Kluwer NV , Novo Nordisk A/S ADR , ASML Holding NV ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for ssifx investment picks
  • Holdings: Altegris Equity Long Short I , Altegris Fixed Income Long Short I , Altegris Futures Evolution Strategy I , Altegris Managed Futures Strategy I , Altegris Macro Strategy I ,
  • Category: Multialternative
Sign-up for giamx investment picks
  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R5 , JPMorgan International Equity R6 , JPMorgan Intl Opp R6 , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2051+
Sign-up for jffrx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for srbox investment picks
  • Holdings: The Middleby Corp , Align Technology Inc , CoStar Group Inc , Domino's Pizza Inc , Kate Spade & Co ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for chhrx investment picks
  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , Public Storage , Essex Property Trust Inc , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for jhazx investment picks
  • Holdings: iShares Short Treasury Bond , First Trust Europe AlphaDEX , First Trust Japan AlphaDEX , First Trust Consumer Staples AlphaDEX , First Trust Health Care AlphaDEX ,
  • Category: World Stock
Sign-up for spgcx investment picks
  • Holdings: Equinox Chesapeake Strategy ,
  • Category: Managed Futures
Sign-up for eqchx investment picks
  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for fdafx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
Sign-up for bmaax investment picks
  • Holdings: Greif Inc Class A , Esterline Technologies , Dana Holding Corp , Stone Energy Corp , Highwoods Properties Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for csvrx investment picks
  • Holdings: Nestle SA ADR , Chevron Corp , Royal Dutch Shell PLC ADR Class A , Coca-Cola Co , ConocoPhillips ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for jeqix investment picks
  • Holdings: SanDisk Corp , Kroger Co , Helmerich & Payne Inc , Alaska Air Group Inc , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for BSLGX investment picks
  • Holdings: Cayman Entity , Msusvxti Index Trs Ms Volatility Term P , Ubciv24 Index Trs Ubs V24 Carry , Ubemacs Index Trs Ubs Emacs , Befsedhs Index Trs Barclays Enhanced ,
  • Category: Bear Market
Sign-up for rvoax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for obfix investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for waocx investment picks
  • Holdings: Constellium NV Class A , Kindred Healthcare Inc , Deluxe Corp , Avista Corp , AMERISAFE Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for CRRRX investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Tencent Holdings Ltd. , AIA Group Ltd , China Construction Bank Corp H Shares , China Petroleum & Chemical Corp H Shares ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
Sign-up for jchsx investment picks
  • Holdings: Apple Inc , Walt Disney Co , Actavis PLC , Wells Fargo & Co , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for soavx investment picks
  • Holdings: ALPS Alerian MLP ETF , Yorkville High Income MLP ETF , BlackRock High Yield Bond Instl , PowerShares Senior Loan Port , SPDR Wells Fargo Preferred Stock ETF ,
  • Category: Tactical Allocation
Sign-up for hhiax investment picks
  • Holdings: Pru Shirt Dur Milti-Sec , Prudential International Value C , Prudential Total Return Bd , Prudential Strategic Value Z , Prudential Large Cap Core Equity A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for jdtax investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Global Bond R5 ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for mllhx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Procter & Gamble Co , Verizon Communications Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for cvrix investment picks
  • Holdings: Samsung Electronics Co Ltd , Itau Unibanco Holding SA ADR , China Mobile Ltd , China Construction Bank Corp H Shares , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for jeesx investment picks
  • Holdings: Apple Inc , Wells Fargo & Co , Johnson & Johnson , Union Pacific Corp , Capital One Financial Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for sneax 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: caiox - Cornerstone Advisors Income Opps Instl to sneax - State Farm Equity 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 Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry