Funds From: tibrx - Thornburg Investment Income Builder R3 - World Allocation to cfbnx - Commerce Bond - Intermediate-Term Bond


  • Holdings: JPMorgan Chase & Co , China Mobile Ltd , Royal Dutch Shell PLC ADR Class A , Novartis AG , Roche Holding AG Dividend Right Cert. ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for tibrx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
Sign-up for fmhtx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
Sign-up for vicsx investment picks
  • Holdings: American Water Works Co Inc , Danaher Corp , Xylem Inc , Suez Environnement Co SA , Pentair PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 4 Stars
Sign-up for awtpx investment picks
  • Holdings: SBA Communications Corp , Whole Foods Market Inc , Intercontinental Exchange Inc , Mylan Inc , Xilinx Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for ggorx investment picks
  • Holdings: Gilead Sciences Inc , Bristol-Myers Squibb Company , Actavis PLC , McKesson Corp , Covidien PLC ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for hiahx investment picks
  • Holdings: Apple Inc , Royal Dutch Shell PLC ADR Class A , Citigroup Inc , Anheuser-Busch Inbev SA , JPMorgan Chase & Co ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for broax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for pinhx investment picks
  • Holdings: Affiliated Managers Group Inc , Chipotle Mexican Grill Inc Class A , Jazz Pharmaceuticals PLC , Hexcel Corp , Keurig Green Mountain Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for rsmox investment picks
  • Holdings: Facebook Inc Class A , Gilead Sciences Inc , Biogen Idec Inc , Schlumberger NV , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for nmtax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for tiqrx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
Sign-up for psfax investment picks
  • Holdings: Timothy Plan Fixed Income A , Timothy Plan Defensive Strategies A , Timothy Plan Large/Mid Cap Value A , Timothy Plan Growth & Income A , Timothy Plan Large/Mid Cap Growth A ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for tcvcx investment picks
  • Category: Muni Minnesota
  • Morningstar Rating: 2 Stars
Sign-up for fmnix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ptrrx investment picks
  • Holdings: Simon Property Group Inc , Public Storage , Prologis Inc , Equity Residential , General Growth Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for phrix investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Merck & Co Inc , CBS Corp Class B , Gilead Sciences Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for evifx investment picks
  • Holdings: Tsuruha Holdings Inc. , Nitori Holdings Co., Ltd. , GUD Holdings Ltd , Meggitt PLC , Grand City Properties SA ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 2 Stars
Sign-up for ficsx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Wells Fargo & Co , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for mallx investment picks
  • Holdings: Microsoft Corp , Wells Fargo & Co , Amazon.com Inc , Home Depot Inc , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for balbx investment picks
  • Category: High Yield Bond
Sign-up for auyax investment picks
  • Holdings: Apple Inc , Microsoft Corp , Exxon Mobil Corporation , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for plbjx investment picks
  • Holdings: Microsoft Corp , Occidental Petroleum Corp , Intel Corp , National Fuel Gas Co , Dr Pepper Snapple Group Inc ,
  • Category: Large Value
Sign-up for adivx investment picks
  • Holdings: Wal-Mart Stores Inc , American Capital Ltd , Seattle Genetics Inc , Continental Resources Inc , Citigroup Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 2 Stars
Sign-up for ddmax investment picks
  • Holdings: Active Stock Master Portfolio , MIP International Tilts Master Portfolio , Russell 1000 Index Master , BlackRock CoreAlpha Bond Master Port , iShares International Dev Rel Est ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
Sign-up for nlpax investment picks
  • Holdings: Citigroup Inc , American International Group Inc , Popular Inc , Willis Group Holdings PLC , JPMorgan Chase & Co ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
Sign-up for dhfsx investment picks
  • Holdings: S+p 500 Future Sep14 Xcme 20140918 , US Treasury Bond 4.375% , US Treasury Bond 3.75% , US Treasury Bond 4.25% , US Treasury Bond 4.625% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for wfalx investment picks
  • Holdings: Samsung Electronics Co Ltd , Pacific Rubiales Energy Corp Common Stock , Sberbank Of Russia , Petroleo Brasileiro SA Petrobras ADR , Baidu Inc ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for usemx investment picks
  • Holdings: BlackRock Bond Index Investor A , BlackRock Russell 1000® Index Investor A , iShares Core MSCI Total Intl Stk , Blackrock ACWI Ex-US Index Investor A , iShares TIPS Bond ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for libix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for cfbnx 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 Access Your Portfolio Anytime, Anywhere via Your Mobile Device
P   Morningstar Fund Analyst Reports (full research on 1,700 funds, ETFs, and CEFs)
P   Morningstar Stock Analyst Reports (full research on more than 1,100 stocks)
P   Portfolio Manager (advanced with 10 X-Ray analyses, including recommendations)
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 5-Star 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: tibrx - Thornburg Investment Income Builder R3 - World Allocation to cfbnx - Commerce Bond - Intermediate-Term Bond
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 Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Popularity |  Our Choices