Funds From: suhax.lw - DWS Health Care A Load Waived to wmbyx - Ivy Municipal Bond Y


  • Holdings: Pfizer Inc, Gilead Sciences Inc, Johnson & Johnson, Amgen Inc, Merck & Co Inc
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for suhax.lw investment picks
  • Holdings: Johnson & Johnson, National Australia Bank Limited, Pfizer Inc, Total SA
  • Category: World Stock
Sign-up for IBIYX investment picks
  • Holdings: Berkshire Hathaway Inc Class B, Vodafone Group PLC ADR, Novartis AG ADR, American International Group Inc, Merck & Co Inc
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for jpltx investment picks
  • Holdings: SBA Communications Corp, Alliance Data Systems Corporation, DaVita HealthCare Partners Inc, Dell Inc, Chesapeake Energy Corp
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for vpaox investment picks
  • Holdings: Equity, Bond, Oracle Corporation, Coca-Cola Co, Qualcomm, Inc., Apple Inc
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for daaix.lw investment picks
  • Holdings: Equity, Bond, Hartford Dividend & Growth Y, Hartford Intl Opportunities Y, Hartford Alternative Strategies Y, Hartford World Bond Y, Hartford Inflation Plus Y
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for htwax.lw investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for TIBDX investment picks
  • Holdings: OAO Lukoil ADR, Teva Pharmaceutical Industries Ltd ADR, AstraZeneca PLC ADR, Itau Unibanco Holding SA ADR, HSBC Holdings PLC ADR
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for dnvsx investment picks
  • Holdings: Unilever PLC, GlaxoSmithKline PLC, Koninklijke Ahold NV, Royal Dutch Shell PLC Class A, Total SA
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for iifbx investment picks
  • Holdings: Hill-Rom Holdings, Inc., Orkla, Kaydon Corporation, Irish Continental Group PLC, Occidental Petroleum Corporation
  • Category: Mid-Cap Value
Sign-up for jsvdx investment picks
  • Holdings: Equity, Bond, Vantagepoint Equity Income T, Vantagepoint Diversifying Strategies, Vantagepoint Low Duration Bond T, Vantagepoint Inflation Prot Secs T, Vantagepoint Growth & Income T
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
Sign-up for vprpx investment picks
  • Holdings: Equity, Bond, Invesco Balanced-Risk Allc R6
  • Category: Target Date 2016-2020
  • Morningstar Rating: 5 Stars
Sign-up for aftsx investment picks
  • Holdings: Equity, Bond, Touchstone International Value Instl, Touchstone Total Return Bond Instl, Touchstone Short Duration Fixed Income Y, Touchstone Value Institutional, Touchstone Sands Capital Inst Gr
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for tbaix investment picks
  • Holdings: Equity, Bond
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for ANAIX investment picks
  • Holdings: Fomento Economico Mexicano SAB de CV Units (1 Series B, 4 Series D), Bank Bradesco ADR, BRF SA, Itau Unibanco Holding S.A., Brazilian Distribution Company Pfd Shs -A-
  • Category: Latin America Stock
  • Morningstar Rating: 3 Stars
Sign-up for slanx.lw investment picks
  • Holdings: Visa, Inc., Gilead Sciences Inc, MasterCard Incorporated Class A, Monsanto Company, Las Vegas Sands Corp
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for iygix investment picks
  • Holdings: Celgene Corporation, HollyFrontier Corp, Gilead Sciences Inc, Wynn Resorts Ltd, Kansas City Southern, Inc.
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for pagrx investment picks
  • Holdings: Nestle SA, HSBC Holdings PLC, Novartis AG, Roche Holding AG, Toyota Motor Corp
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for vpoex investment picks
  • Holdings: Equity, Bond
  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for peblx investment picks
  • Holdings: Equity, Bond, Apple Inc, JPMorgan Chase & Co, Qualcomm, Inc., Gilead Sciences Inc, Yum Brands Inc
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for nainx.lw investment picks
  • Holdings: McDonald's Corporation, HJ Heinz Company, Kinder Morgan, Inc., Williams Companies Inc, ONEOK, Inc.
  • Category: Large Blend
Sign-up for AFNAX.lw investment picks
  • Holdings: Oshkosh Corporation, Lincoln National Corp (Radnor, PA), Valero Energy Corporation, Hartford Financial Services Group Inc
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for midtx investment picks
  • Holdings: Equity, Bond, Ivy Pacific Opportunities I, Ivy International Core Equity I, Ivy International Growth I, Ivy Global Income Allocation I, Ivy European Opportunities I
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for ivtyx investment picks
  • Holdings: Equity, Bond, PIMCO EqS Emerging Markets Instl, PIMCO Emerging Local Bond Instl, PIMCO Emerging Markets Bond Instl, Eem Up Trs Equity 3ml+5 Jpm, PIMCO Emerging Markets Corp Bd Instl
  • Category: World Allocation
Sign-up for pearx investment picks
  • Holdings: Apple Inc, Procter & Gamble Co, Pfizer Inc, Citigroup Inc, Johnson & Johnson
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for grinx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 5 Stars
Sign-up for ltmfx.lw investment picks
  • Holdings: Equity, Bond, Credit Suisse Group, BNP Paribas
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for tzinx investment picks
  • Holdings: Jardine Strategic Holdings Limited, AIA Group Ltd., Swire Pacific Ltd. Class B, MTR Corporation Ltd., HSBC Holdings PLC
  • Category: China Region
  • Morningstar Rating: 4 Stars
Sign-up for gopax.lw investment picks
  • Holdings: Simon Property Group Inc, Ventas Inc, Public Storage, Equity Residential, Health Care REIT, Inc.
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for rrrcx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for wmbyx 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: suhax.lw - DWS Health Care A Load Waived to wmbyx - Ivy Municipal Bond Y
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