Funds From: pthpx - PIMCO EqS Pathfinder P to vgaax.lw - Virtus Greater Asia ex Japan Opp A LW


  • Holdings: Imperial Tobacco Group PLC, British American Tobacco PLC, Danone, Intel Corp
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for pthpx investment picks
  • Holdings: Hitachi, Ltd., DBS Group Holdings Ltd, AIA Group Ltd., BHP Billiton Ltd, Total SA
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for viafx investment picks
  • Holdings: Equity, Bond, Invesco Balanced-Risk Allc R6
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for tnabx investment picks
  • Holdings: Equity, Bond, MainStay Intermediate Term Bond I, MainStay MAP I, Mainstay US Equity Opportunities I, MainStay Floating Rate I, MainStay Large Cap Growth I
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mmrax.lw investment picks
  • Holdings: Vale SA ADR, Tenaris SA ADR, Royal Dutch Shell PLC Class B, Schlumberger NV, Eni SpA
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for ggncx investment picks
  • Holdings: iShares Russell 2000 Index, Hanesbrands Inc, Omega Healthcare Investors, Inc., Associated Banc-Corp
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for kdsix investment picks
  • Holdings: SVB Financial Group, Affiliated Managers Group Inc, Ultimate Software Group, Inc., Westinghouse Air Brake Technologies Corp, Panera Bread Company, Inc. Class A
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for wsgax.lw investment picks
  • Holdings: Equity, Bond, Efa Up Trs Equity 3ml-7 Bps, Efa Up Trs Equity 3ml+7.5 Jpm, iShares MSCI EAFE Index
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for pipax investment picks
  • Holdings: EMCOR Group, Inc., Anixter International Inc, Kennametal Inc., Brown & Brown, Inc., Steris Corporation
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for ssgsx.lw investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
Sign-up for pshax.lw investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for sahyx.lw investment picks
  • Holdings: Silgan Holdings, Inc., ITC Holdings Corp, RBC Bearings, Inc., Bank of the Ozarks, Inc., Compass Minerals International, Inc.
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for gsxax investment picks
  • Holdings: Enterprise Products Partners LP, Plains All American Pipeline LP, Crescent Point Energy Corp, Whitecap Resources, Inc., Baytex Energy Corp
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
Sign-up for dweix investment picks
  • Holdings: MasterCard Incorporated Class A, Apple Inc, Visa, Inc., Gilead Sciences Inc
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for iyecx investment picks
  • Holdings: Equity, Bond, Trs 1ml+17/Dwrtft Index Boa, Trs 1ml+11/Dwrtft Index Ryl, Trs 1ml-3/Dwrtft Index Ryl
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for petax investment picks
  • Holdings: British American Tobacco PLC, SABMiller PLC, ITC Ltd., Housing Development Finance Corp Ltd., HSBC Holdings PLC
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for hemzx.lw investment picks
  • Holdings: Equity, Bond, Procter & Gamble Co, PepsiCo Inc, UGI Corporation, Microsoft Corporation, PartnerRe Ltd.
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ktrax.lw investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for iditx.lw investment picks
  • Holdings: JPMorgan Chase & Co, Pfizer Inc, XL Group PLC, Procter & Gamble Co, Citigroup Inc
  • Category: Large Value
Sign-up for cdeix investment picks
  • Holdings: JPMorgan Chase & Co, Apple Inc, Chevron Corp, Applied Materials, Inc., Regal Entertainment Group
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for higrx investment picks
  • Holdings: Xerox Corporation, SPDR S&P Bank ETF, Intel Corp, Walgreen Company, Corning Inc
  • Category: Large Value
Sign-up for jbvlx investment picks
  • Category: Bank Loan
Sign-up for psrrx investment picks
  • Holdings: British American Tobacco PLC, MasterCard Incorporated Class A, JPMorgan Chase & Co, Citigroup Inc, Coca-Cola Co
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for nwwox investment picks
  • Holdings: Equity, Bond, PIMCO Income Instl, PIMCO EM Fdmtl IndexPLUS TR ST Instl, PIMCO Emerging Local Bond Instl, PIMCO Emerging Markets Currency Instl, PIMCO Floating Income Instl
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for pasax.lw investment picks
  • Holdings: Equity, Bond, SPDR S&P 500, iShares MSCI EAFE Index, JPMorgan Equity Income Select, Columbia High Yield Bond Z
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for hagrx investment picks
  • Holdings: Michelin, Unilever PLC ADR, Rhoen Klinikum AG, Aker ASA, Novartis AG
  • Category: Foreign Large Value
Sign-up for advex investment picks
  • Holdings: Idex Corporation, Rockwood Holdings Inc, Flowers Foods, Inc., NeuStar, Inc., NICE-Systems, Ltd. ADR
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for hmrrx investment picks
  • Holdings: Samsung Electronics Co Ltd, AIA Group Ltd., Paul Y. Engineering Group Ltd., PC Jeweller Ltd, Taiwan Semiconductor Manufacturing Co Ltd
  • Category: Pacific/Asia ex-Japan Stk
Sign-up for jaqax investment picks
  • Holdings: Equity, Bond, Sptr Trs Equity 3ml-5 Boa
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for psocx investment picks
  • Holdings: HSBC Holdings PLC, Power Assets Holdings Ltd, ITC Ltd., Housing Development Finance Corp Ltd., Standard Chartered PLC
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 4 Stars
Sign-up for vgaax.lw 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: pthpx - PIMCO EqS Pathfinder P to vgaax.lw - Virtus Greater Asia ex Japan Opp 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