Funds From: iibex - Ivy Global Income Allocation E to agtix - AllianceBern Global Thematic Gr I


  • Holdings: Equity, Bond, Johnson & Johnson, Telstra Corp Ltd, National Australia Bank Limited, American Capital Agency Corp., GlaxoSmithKline PLC
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for iibex investment picks
  • Holdings: Equity, Bond, iShares MSCI Emerging Markets Index
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for apwkx investment picks
  • Holdings: Equity, Bond, Walt Disney Co, Exxon Mobil Corporation, Apple Inc, JPMorgan Chase & Co, Wells Fargo & Co
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for eaeax investment picks
  • Holdings: Apple Inc, TE Connectivity Ltd, Google, Inc. Class A, Oracle Corporation, Colgate-Palmolive Company
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for jnrfx investment picks
  • Category: Inflation-Protected Bond
Sign-up for f00000j3na investment picks
  • Holdings: Apple Inc, ConocoPhillips, T. Rowe Price Group, Emerson Electric Co., Illinois Tool Works Inc
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for wsefx investment picks
  • Holdings: Equity, Bond
  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for pelax.lw investment picks
  • Holdings: Equity, Bond, American Tower Corp, Health Care REIT, Inc., Williams Companies Inc, Phillips 66, Plum Creek Timber Co Inc
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ekbax.lw investment picks
  • Holdings: Robert Half International Inc., United Rentals Inc, Kirby Corp., Genesee & Wyoming, Inc. Class A, Cadence Design Systems, Inc.
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for chckx investment picks
  • Holdings: Team, Inc., Church & Dwight Company, Inc., Valmont Industries, Inc., LKQ Corporation, Analogic Corporation
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for etmgx.lw investment picks
  • Holdings: Polypore International, Inc., Dresser-Rand Group, Inc., Sensata Technologies Holding N.V., Carter's, Inc., Wolverine World Wide
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for JGMNX investment picks
  • Holdings: Motorola Solutions, Inc., Edenred SA, Solera Holdings, Inc., Brookfield Infrastructure Partners LP, Illumina, Inc.
  • Category: Mid-Cap Growth
Sign-up for f00000j3nl investment picks
  • Holdings: Gruh Finance Ltd., Mahindra & Mahindra Financial Services Ltd., Amara Raja Batteries Ltd., Jubilant Foodworks Ltd., Cognizant Technology Solutions Corporation Class A
  • Category: India Equity
Sign-up for wainx investment picks
  • Holdings: Equity, Bond, Manning & Napier Pro-Blend Max Term I
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for mtykx investment picks
  • Holdings: Equity, Bond, T. Rowe Price Growth Stock, T. Rowe Price Equity Index 500, T. Rowe Price Value, T. Rowe Price New Income, T. Rowe Price International Stock Fd
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for rrtnx investment picks
  • Holdings: Equity, Bond, Samsung Electronics Co Ltd, OAO Gazprom ADR, Advanced Info Service Public Company Limited, Banco do Brasil SA BB Brasil
  • Category: Diversified Emerging Mkts
Sign-up for abrex investment picks
  • Holdings: Roche Holding AG, Sanofi, Gilead Sciences Inc, Pfizer Inc, HCA Holdings Inc
  • Category: Health
  • Morningstar Rating: 2 Stars
Sign-up for eihsx investment picks
  • Holdings: PepsiCo Inc, 3M Co, United Technologies Corp, Procter & Gamble Co, Oracle Corporation
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for jenix investment picks
  • Category: Multisector Bond
Sign-up for plsfx investment picks
  • Holdings: Copart, Inc., Polypore International, Inc., Icon PLC, Yes Bank Ltd., Portfolio Recovery Associates, Inc.
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for wmcvx investment picks
  • Holdings: Equity, Bond
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for kmdax investment picks
  • Holdings: Equity, Bond
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for prfcx investment picks
  • Holdings: Simon Property Group Inc, Mitsubishi Estate, Mitsui Fudosan Co., Ltd., Unibail-Rodamco SE, Westfield Group
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for arecx investment picks
  • Holdings: Bank of the Ozarks, Inc., Signature Bank, ConnectOne Bancorp Inc, EverBank Financial Corp, SVB Financial Group
  • Category: Financial
  • Morningstar Rating: 3 Stars
Sign-up for hssax investment picks
  • Holdings: Hewlett-Packard Co, BP PLC ADR, Royal Dutch Shell PLC ADR Class A, Axis Capital Holdings Ltd, Omnicom Group, Inc.
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for jcvrx investment picks
  • Holdings: Exxon Mobil Corporation, Procter & Gamble Co, Chevron Corp, General Electric Co, JPMorgan Chase & Co
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for pleax.lw investment picks
  • Holdings: Samsung Electronics Co Ltd, Mizuho Financial Group Inc, Mitsui Fudosan Co., Ltd., Hitachi, Ltd., Orix Corporation
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 2 Stars
Sign-up for wfaax investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 1 Stars
Sign-up for gamdx.lw investment picks
  • Holdings: Equity, Bond, MainStay MAP I, MainStay Common Stock I, MainStay Intermediate Term Bond I, MainStay S&P 500 Index I, MainStay Epoch US All Cap I
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for mrttx investment picks
  • Holdings: Illumina, Inc., NVIDIA Corporation, Fusion-io Inc, Mellanox Technologies, Ltd., Red Hat, Inc.
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for agtix 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: iibex - Ivy Global Income Allocation E to agtix - AllianceBern Global Thematic Gr I
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