Funds From: irsbx - Ivy Real Estate Securities B to pstdx - PIMCO StocksPLUS Absolute Return D


  • Holdings: Simon Property Group Inc, Public Storage, Ventas Inc, Equity Residential, Boston Properties Inc
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for irsbx investment picks
  • Holdings: Imperial Tobacco Group PLC, British American Tobacco PLC, Danone, Intel Corp
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for pthrx investment picks
  • Holdings: Hitachi, Ltd., DBS Group Holdings Ltd, AIA Group Ltd., BHP Billiton Ltd, Total SA
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for viafx.lw investment picks
  • Holdings: Equity, Bond, Invesco Balanced-Risk Allc R6
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for tnacx investment picks
  • Holdings: Equity, Bond, Thrivent Limited Maturity Bond I, Thrivent Income I, Thrivent Partner Worldwide Allocation I, Thrivent Large Cap Value I
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for tcaax.lw investment picks
  • Holdings: Vale SA ADR, Tenaris SA ADR, Royal Dutch Shell PLC Class B, Schlumberger NV, BHP Billiton PLC
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for ggnix 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 kdssx 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: 3 Stars
Sign-up for wsgbx 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 pipbx investment picks
  • Holdings: EMCOR Group, Inc., Anixter International Inc, Kennametal Inc., Brown & Brown, Inc., Steris Corporation
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for vsoix investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
Sign-up for frhix.lw investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for hahax.lw investment picks
  • Holdings: Silgan Holdings, Inc., Compass Minerals International, Inc., RBC Bearings, Inc., Casey's General Stores, Inc., Canadian Western Bank
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for gsxax.lw investment picks
  • Holdings: Papillon Resources Ltd., New Gold, Inc., Osisko Mining Corporation, Regis Resources Limited, Belo Sun Mining Corp
  • Category: Equity Precious Metals
  • Morningstar Rating: 2 Stars
Sign-up for dwgox investment picks
  • Holdings: MasterCard Incorporated Class A, Apple Inc, Visa, Inc., Gilead Sciences Inc
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for wytmx 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 petbx 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 investment picks
  • Category: Short Government
  • Morningstar Rating: 3 Stars
Sign-up for gssdx.lw investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
Sign-up for lbndx.lw investment picks
  • Holdings: Tyler Technologies, Inc., Proto Labs Inc, CoStar Group, Inc., ACI Worldwide, Inc., EMCOR Group, Inc.
  • Category: Small Growth
Sign-up for cscex 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 higsx 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: Ultrashort Bond
  • Morningstar Rating: 3 Stars
Sign-up for ptsrx 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.lw investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for miiax.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 hsbgx investment picks
  • Holdings: Azbil Corp, Rhoen Klinikum AG, Leoni AG, Cermaq ASA, Yue Yuen Industrial holdings
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 4 Stars
Sign-up for advix 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 hmrsx 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.lw investment picks
  • Holdings: Equity, Bond, Sptr Trs Equity 3ml-5 Boa
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for pstdx 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: irsbx - Ivy Real Estate Securities B to pstdx - PIMCO StocksPLUS Absolute Return D
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