Funds From: aaccx - American Century Strat Allc: Cnsrv C - Conservative Allocation to lcoix - ClearBridge International Small Cap I - Foreign Small/Mid Value


  • Holdings: US Treasury Note 0.375% , US Treasury Note 1.25% , US Treasury Note 1.375% , US Treasury Note 0.5% , US Treasury Bond 2.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for aaccx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for elbix investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for bchix investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
Sign-up for ncnbx investment picks
  • Holdings: MSCI EAFE Index Future Mar14 , Roche Holding AG , Novartis AG , Toyota Motor Corp , Nestle SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for fienx investment picks
  • Holdings: Devon Energy Corp , Jones Lang LaSalle, Inc. , Patterson Companies, Inc. , KLA-Tencor Corporation , Allison Transmission Holdings Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for vetax investment picks
  • Holdings: Emaar Properties PJSC , YPF Sociedad Anonima ADR , Qatar National Bank SAQ , Afren PLC , Gulf International Services QSC ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: -1 Stars
Sign-up for mfmlx investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
Sign-up for mppix investment picks
  • Holdings: Randgold Resources Ltd ADR , Evergreen Special Invts Cayman , Goldcorp, Inc. , Royal Gold, Inc. , Eldorado Gold Corp ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 4 Stars
Sign-up for ekwcx investment picks
  • Holdings: Eli Lilly and Company , St Jude Medical, Inc. , Bristol-Myers Squibb Company , Illinois Tool Works Inc , Stryker Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for gavix investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for jincx investment picks
  • Holdings: JPMorgan Inflation Managed Bond R6 , JPMorgan Floating Rate Income Select , JPMorgan Realty Income R5 , iShares Global Infrastructure , JPMorgan Commodities Strategy R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for jrnax investment picks
  • Holdings: iShares Russell 2000 Value , Rex Energy Corporation , Southwest Gas Corporation , American Equity Investment Life Holding Company , Western Refining Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for gssmx investment picks
  • Holdings: S&P 500 Mini Mar 14 , Apple Inc , Exxon Mobil Corporation , Google, Inc. Class A , Microsoft Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for geqzx investment picks
  • Holdings: Apple Inc , Wells Fargo & Co , Walt Disney Co , Microsoft Corporation , EOG Resources Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for onrdx investment picks
  • Holdings: Steinhoff International Holdings Ltd , Smiles SA , Kroton Educacional S.A. , Kia Motors Corp , CETIP SA Mercados Organizados ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for bexix investment picks
  • Holdings: Itau Unibanco Holding SA ADR , Taiwan Semiconductor Manufacturing Co Ltd ADR , Hyundai Motor Co Ltd , Samsung Electronics Co Ltd , Sands China Ltd. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for madcx investment picks
  • Holdings: BlackRock Master International Portfolio ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for mailx investment picks
  • Holdings: Fin Fut Euro$ Cme 12/14/15 , Irs Usd 1.500 03/18/15-1y (Red) Cme , Fin Fut Euro$ Cme 09/14/15 , Sptr Trs Equity 3ml+32 *Bullet* Jpm , Sptr Trs Equity 3ml+32.25 *Bullet* Brc ,
  • Category: Bear Market
Sign-up for pssdx investment picks
  • Holdings: Avis Budget Group Inc , Huntington Ingalls Industries Inc , American Equity Investment Life Holding Company , Alliant Techsystems Inc , Genworth Financial Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for himdx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for ipyax investment picks
  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for jfiix investment picks
  • Category: Muni Ohio
  • Morningstar Rating: 2 Stars
Sign-up for aohcx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
Sign-up for hymfx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for apbdx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for vsitx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corporation , Google, Inc. Class A , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for iirlx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 1 Stars
Sign-up for gamdx investment picks
  • Holdings: Teleperformance , Greencore Group PLC , Opap S.A. , Indra Sistemas, S.A., Serie A Class A , u-Blox Holding AG ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 5 Stars
Sign-up for lcoix 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: aaccx - American Century Strat Allc: Cnsrv C - Conservative Allocation to lcoix - ClearBridge International Small Cap I - Foreign Small/Mid Value
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