Funds From: prfdx - T. Rowe Price Equity Income - Large Value to aabnx - American Beacon Balanced AMR - Moderate Allocation


  • Holdings: General Electric Co , JPMorgan Chase & Co , Wells Fargo & Co , Chevron Corp , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for prfdx investment picks
  • Holdings: NYSE/Liffe 10 Year US Treasury Note Future Sept14 , Euro BUND Future June14 , E-mini S&P 500 Index Future June14 , US Treasury TIP , Lme Copper Future Sep14 ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for aqrix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for geslx investment picks
  • Holdings: Aetna Inc , Microsoft Corp , Directv , JPMorgan Chase & Co , National Oilwell Varco Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for bvefx investment picks
  • Holdings: Microsoft Corp , Google Inc Class A , Oracle Corporation , Qualcomm Inc , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for tadax investment picks
  • Holdings: Nestle SA , Mini Msci Eafe Jun14 Xnli 20140620 , Roche Holding AG , Novartis AG , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for swisx investment picks
  • Holdings: Visa Inc Class A , MasterCard Inc Class A , Cognizant Technology Solutions Corp Class A , Accenture PLC Class A , Fidelity National Information Services Inc ,
  • Category: Technology
  • Morningstar Rating: 5 Stars
Sign-up for fbsox investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for sdlax investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for padax investment picks
  • Holdings: eBay Inc , Abcam PLC , Ocwen Financial Corp , Google Inc Class A , Altisource Portfolio Solutions SA ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for wagtx investment picks
  • Holdings: Raytheon Co , AMCOL International Corp , RPM International Inc , United Technologies Corp , Illinois Tool Works Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for dripx investment picks
  • Holdings: Tesla Motors Inc , Amazon.com Inc , Netflix Inc , Zillow Inc , LinkedIn Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for scatx investment picks
  • Holdings: Chicago Bridge & Iron Company , TRW Automotive Holdings Corp , Medivation Inc , Macquarie Infrastructure Co LLC , Domtar Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for etilx investment picks
  • Holdings: Cimarex Energy Co , Helmerich & Payne Inc , Consol Energy Inc , Superior Energy Services Inc , Pioneer Natural Resources Co ,
  • Category: Equity Energy
  • Morningstar Rating: 1 Stars
Sign-up for ssgrx investment picks
  • Holdings: Alliance Data Systems Corp , International Rectifier , Booz Allen Hamilton Holding Corp , Rovi Corp , Alere Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for atiax investment picks
  • Holdings: Gilead Sciences Inc , Aetna Inc , Express Scripts , Johnson & Johnson , Celgene Corp ,
  • Category: Health
  • Morningstar Rating: 4 Stars
Sign-up for jaglx investment picks
  • Holdings: Alexion Pharmaceuticals Inc , Google Inc Class A , Google Inc Class C , Concho Resources Inc , CarMax Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for sgrkx investment picks
  • Holdings: S+p500 Emini Fut Jun14 Xcme 20140620 , Us 10yr Note (Cbt)sep14 Xcbt 20140919 , PVH Corp , Brookfield Infrastructure Partners LP , Delta Air Lines Inc ,
  • Category: Long/Short Equity
Sign-up for nlsix investment picks
  • Holdings: Amgen Inc , Gilead Sciences Inc , Verizon Communications Inc , Philip Morris International Inc , Oracle Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for aiccx investment picks
  • Holdings: Altria Group Inc , Philip Morris International Inc , Verizon Communications Inc , National Grid PLC , AbbVie Inc ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for caibx investment picks
  • Holdings: Pentair Ltd , Johnson & Johnson , Roper Industries Inc , Air Products & Chemicals Inc , Praxair Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for frdpx investment picks
  • Holdings: United Technologies Corp , Procter & Gamble Co , Johnson & Johnson , Pfizer Inc , PepsiCo Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for trulx investment picks
  • Holdings: iShares MSCI EAFE , US Treasury Note 1.75% , iShares MSCI United Kingdom , iShares Core S&P Mid-Cap , iShares Core MSCI Emerging Market ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for usbsx investment picks
  • Holdings: FNMA , US Treasury Note 0.25% , Apple Inc , FNMA , US Treasury Note 2.75% ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 1 Stars
Sign-up for wfffx investment picks
  • Holdings: Howard Hughes Corp , Valeant Pharmaceuticals International Inc , Unit Corp , Cracker Barrel Old Country Store Inc , Lear Corp ,
  • Category: Mid-Cap Growth
Sign-up for dddix investment picks
  • Holdings: Reed Elsevier PLC , Compass Group PLC , Roche Holding AG , British American Tobacco PLC , Sap AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for aievx investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Government Securities R5 , MFS® Limited Maturity R5 , MFS® Growth R5 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for macfx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for ustex investment picks
  • Holdings: US Treasury Bond 2.875% , S+p500 Emini Fut Jun14 Xcme 20140620 , JPMorgan Chase & Co , Citigroup Inc , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for aabnx 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: prfdx - T. Rowe Price Equity Income - Large Value to aabnx - American Beacon Balanced AMR - Moderate Allocation
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