Funds From: fdyix - Fidelity Advisor Global Strategies I to EVOAX - Altegris Futures Evolution Strategy A


  • Holdings: Equity, Bond, SPDR S&P 500, iShares MSCI EAFE Index, iShares Core Total US Bond Market ETF, Fidelity Investment Grade Bond, SPDR Barclays International Treasury Bd
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fdyix investment picks
  • Holdings: Verizon Communications Inc, Amgen Inc, Home Depot, Inc., Microsoft Corporation, Chevron Corp
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for cmlcx investment picks
  • Holdings: Exxon Mobil Corporation, Berkshire Hathaway Inc Class B, Wells Fargo & Co, General Electric Co, Merck & Co Inc
  • Category: Large Value
Sign-up for frgex investment picks
  • Holdings: Equity, Bond, Vanguard S&P 500 ETF, iShares MSCI EAFE Index, iShares Core Total US Bond Market ETF
  • Category: Target Date 2021-2025
Sign-up for jbbsx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for ptfix investment picks
  • Holdings: Equity, Bond
  • Category: Emerging Markets Bond
Sign-up for JECSX investment picks
  • Holdings: Equity, Bond, iShares Russell 1000 Value Index, iShares MSCI EAFE Index, ClearBridge Aggressive Growth IS, Legg Mason Batterymarch US Lg Cap Eq IS, Legg Mason BW Diversified Lg Cp Val IS
  • Category: Target Date 2041-2045
  • Morningstar Rating: 1 Stars
Sign-up for lmkax investment picks
  • Holdings: American Funds IS Blue Chip Inc&Gr 1
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for hvcbx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd, China Construction Bank Corp H Shares, China Mobile Ltd., Industrial And Commercial Bank Of China Ltd. H Shares
  • Category: Diversified Emerging Mkts
Sign-up for fpadx investment picks
  • Holdings: Equity, Bond
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jsprx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
Sign-up for pazyx investment picks
  • Holdings: Equity, Bond, Talison Lithium Limited, Kraft Foods Group Inc, American Realty Capital Trust Inc, Young Innovations, Inc., Eaton Corporation PLC
  • Category: Long/Short Equity
Sign-up for CEAAX investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for fcttx.lw investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for rcwcx 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 fspsx investment picks
  • Holdings: Equity, Bond, Samsung Electronics Co Ltd GDR, Taiwan Semiconductor Manufacturing Co Ltd ADR, OAO Lukoil ADR, Sberbank Of Russia ADR, Delta Electronics, Inc.
  • Category: Diversified Emerging Mkts
Sign-up for tmgsx investment picks
  • Holdings: Equity, Bond, DISH Network Corp, Apple Inc, EchoStar Corp, Japan Airlines Co Ltd, Elan Corp PLC ADR
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for pvsax investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 5 Stars
Sign-up for PSFAX investment picks
  • Holdings: Equity, Bond, JHFunds2 Strategic Equity Allc NAV, Vanguard Total Bond Market ETF, iShares iBoxx $ Invest Grade Corp Bond, Vanguard Intermediate-Term Bond ETF, Vanguard FTSE Emerging Markets ETF
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for jrhsx investment picks
  • Holdings: Equity, Bond, Novartis AG, Philip Morris International, Inc., Amgen Inc, Bayer AG, BP PLC
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for rwiax investment picks
  • Holdings: Apple Inc, Exxon Mobil Corporation, General Electric Co, Chevron Corp, Johnson & Johnson
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for FSTMX investment picks
  • Holdings: Apple Inc, Johnson & Johnson, Time Warner Inc, United Technologies Corp, Google, Inc. Class A
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for juemx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 1 Stars
Sign-up for pdinx.lw investment picks
  • Holdings: Equity, Bond, Merck & Co Inc, General Electric Co, Wells Fargo & Co, Exelon Corp, Duke Energy Corporation
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for FRIAX investment picks
  • Holdings: Equity, Bond, Johnson & Johnson, Chevron Corp, Merck & Co Inc
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for VWINX investment picks
  • Holdings: Novo Nordisk A/S, SOFTBANK Corp, Samsung Electronics Co Ltd, Novartis AG, Bayer AG
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for aegfx investment picks
  • Holdings: Duke Energy Corporation, Verizon Communications Inc, Comcast Corp Class A, Sempra Energy, American Electric Power Co Inc
  • Category: Utilities
  • Morningstar Rating: 3 Stars
Sign-up for fiuix investment picks
  • Holdings: Time Warner Inc, Apple Inc, Google, Inc. Class A, United Technologies Corp, Chevron Corp
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for jepax.lw investment picks
  • Holdings: Equity, Bond, Cgputql2 R Usl3m P 02/13/14 Ci, Ru10intr P Usl3m R 02/13/14 Ci, Apple Inc
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for pabyx investment picks
  • Holdings: Equity, Bond, Afes Fund Limited Cfc
  • Category: Managed Futures
Sign-up for EVOAX 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: fdyix - Fidelity Advisor Global Strategies I to EVOAX - Altegris Futures Evolution Strategy A
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