Funds From: txefx - American Funds Tax-Exempt Presv Port F-2 to dtmax - Dreyfus Total Emerging Markets A LW


  • Holdings: Equity, Bond, American Funds Ltd-Term Tx-Ex Bd R-6, American Funds Tax Exempt Bond R-6
  • Category: Muni National Interm
Sign-up for txefx investment picks
  • Holdings: Apple Inc, Google, Inc. Class A, Verizon Communications Inc, Philip Morris International, Inc., Honeywell International, Inc.
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for dgtcx investment picks
  • Holdings: Tesla Motors, Inc., Affiliated Managers Group Inc, Ametek, Inc., Citrix Systems, Inc., PPG Industries, Inc.
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for vgrax investment picks
  • Holdings: Eaton Corporation PLC, Lazard Ltd, Newell Rubbermaid Inc, NCR Corporation, Boston Scientific, Inc.
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for qscnx investment picks
  • Holdings: General Motors Co, Las Vegas Sands Corp, Delta Air Lines Inc, Facebook Inc Class A, Regeneron Pharmaceuticals, Inc.
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for vempx investment picks
  • Holdings: Equity, Bond, SPDR S&P 500, CBS Corporation Class B, Apple, Inc., Imax Corporation, Equinix, Inc.
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for heoax investment picks
  • Holdings: Equity, Bond
  • Category: High Yield Bond
Sign-up for shoix investment picks
  • Holdings: Equity, Bond, American Funds Capital Inc Bldr R6, American Funds Invmt Co of Amer R6, American Funds Growth Fund of Amer R6, American Funds Capital World G/I R6, American Funds Capital World Bond R6
  • Category: Aggressive Allocation
Sign-up for gaiox investment picks
  • Holdings: iShares Russell 2000 Index, Dana Holding Corp, Jones Group Inc, American Axle & Mfg Holdings, Inc., SVB Financial Group
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for dscvx investment picks
  • Holdings: Simon Property Group Inc, Ventas Inc, American Tower Corp, Macerich Company, Health Care REIT, Inc.
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for iarax investment picks
  • Holdings: Energy Transfer Partners, L.P., Enbridge Energy Partners LP, NuStar Energy, L.P., Buckeye Partners, L.P., Boardwalk Pipeline Partners LP
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
Sign-up for mlpdx investment picks
  • Holdings: Exxon Mobil Corporation, Apple Inc, General Electric Co, Pfizer Inc, Chevron Corp
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for vgiax investment picks
  • Holdings: Equity, Bond, Csfbswap, Brswap, Gsswap, Alaska Air Group, Inc., Pharmacyclics, Inc.
  • Category: Bear Market
Sign-up for ryirx investment picks
  • Holdings: Equity, Bond, TIAA-CREF Enh Lg Cp Val Idx Inst, TIAA-CREF Large-Cap Value Instl, TIAA-CREF Enh Lg Cp Gr Idx Inst, TIAA-CREF Large-Cap Growth Inst, TIAA-CREF Growth & Income Instl
  • Category: Target Date 2051+
Sign-up for ttrpx investment picks
  • Holdings: Equity, Bond
  • Category: World Bond
Sign-up for fgbix investment picks
  • Holdings: Rent-A-Center, Inc., Lender Processing Services, Inc., Iconix Brand Group, Inc., ValueClick, Inc., Nu Skin Enterprises, Inc. Class A
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for dmvax investment picks
  • Holdings: International Rectifier, Rovi Corp, Alliance Data Systems Corporation, Charles River Laboratories International Inc, Alere Inc
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
Sign-up for atiax investment picks
  • Holdings: General Electric Co, Citigroup Inc, JPMorgan Chase & Co, United Technologies Corp, Goldman Sachs Group Inc
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for cgryx investment picks
  • Holdings: Apple Inc, International Business Machines Corp, Microsoft Corporation, Google, Inc. Class A, Oracle Corporation
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for vitax investment picks
  • Category: Short Government
  • Morningstar Rating: 2 Stars
Sign-up for usldx investment picks
  • Category: Intermediate-Term Bond
Sign-up for adlix investment picks
  • Holdings: Equity, Bond, American Funds Bond Fund of Amer R6, American Funds American Balanced R6, American Funds New Perspective R6, American Funds Washington Mutual R6, American Funds Capital World G/I R6
  • Category: Moderate Allocation
Sign-up for blpax investment picks
  • Holdings: Hanesbrands Inc, HollyFrontier Corp, Alaska Air Group, Inc., Mettler-Toledo International, Inc., NV Energy Inc
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for dpscx investment picks
  • Holdings: United Drug PLC, International Rectifier, Alliance Data Systems Corporation, Ipsos, DCC PLC
  • Category: World Stock
Sign-up for izsyx investment picks
  • Holdings: Philip Morris International, Inc., Lockheed Martin Corporation, Exxon Mobil Corporation, Accenture PLC, International Business Machines Corp
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for OCLVX investment picks
  • Holdings: Apple Inc, Exxon Mobil Corporation, General Electric Co, International Business Machines Corp, Chevron Corp
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for vlcsx investment picks
  • Holdings: Equity, Bond
  • Category: Commodities Broad Basket
  • Morningstar Rating: 2 Stars
Sign-up for rymex investment picks
  • Holdings: Equity, Bond, Guggenheim S&P 500 Equal Weight, iShares Barclays 1-3 Year Treasury Bond, iShares High Dividend Equity, iShares Core S&P Total US Stock Mkt ETF, iShares Dow Jones US Real Estate
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for astlx investment picks
  • Holdings: Equity, Bond, Legg Mason Batterymarch US Lg Cap Eq IS, ClearBridge Aggressive Growth IS, Legg Mason BW Diversified Lg Cp Val IS, Legg Mason BW Global Opportunities Bd IS, Western Asset Intermediate Bond IS
  • Category: Moderate Allocation
Sign-up for ldfax investment picks
  • Holdings: Equity, Bond, Great Wall Motor Co., Ltd. H Shares, Hyundai Motor Co Ltd, Bangkok Bank PCL, Arteris SA
  • Category: Diversified Emerging Mkts
Sign-up for dtmax 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: txefx - American Funds Tax-Exempt Presv Port F-2 to dtmax - Dreyfus Total Emerging Markets A LW
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