Funds From: trfax.lw - Patriot A Load Waived - Large Blend to psldx - PIMCO StocksPLUS Long Duration Instl - Large Blend


  • Holdings: Phillips 66, Eli Lilly and Company, Deere & Co, CVS Caremark Corp, ACE Ltd
  • Category: Large Blend
Sign-up for trfax.lw investment picks
  • Holdings: Phillips 66, Eli Lilly and Company, Deere & Co, CVS Caremark Corp, ACE Ltd
  • Category: Large Blend
Sign-up for trfcx investment picks
  • Holdings: Phillips 66, Eli Lilly and Company, Deere & Co, CVS Caremark Corp, ACE Ltd
  • Category: Large Blend
Sign-up for trftx investment picks
  • Holdings: General Dynamics, Sanofi ADR, Cummins Inc, Apple Inc, Vanguard FTSE Emerging Markets ETF
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pbfdx investment picks
  • Holdings: Johnson & Johnson, Oracle Corporation, Coca-Cola Co, Google, Inc. Class A, Microsoft Corporation
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for qgiax investment picks
  • Holdings: Johnson & Johnson, Oracle Corporation, Coca-Cola Co, Google, Inc. Class A, Microsoft Corporation
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for usbox investment picks
  • Holdings: Equity, Bond, Erauslt Trs Equity 1ml+13 Boa, Erauslt Trs Equity 1ml+14 Boa, Erauslt Trs Equity 1ml+20 Jpm
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for pixax investment picks
  • Holdings: Equity, Bond, Erauslt Trs Equity 1ml+13 Boa, Erauslt Trs Equity 1ml+14 Boa, Erauslt Trs Equity 1ml+20 Jpm
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for pixax.lw investment picks
  • Holdings: Equity, Bond, Erauslt Trs Equity 1ml+13 Boa, Erauslt Trs Equity 1ml+14 Boa, Erauslt Trs Equity 1ml+20 Jpm
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for pxtax investment picks
  • Holdings: Equity, Bond, Erauslt Trs Equity 1ml+13 Boa, Erauslt Trs Equity 1ml+14 Boa, Erauslt Trs Equity 1ml+20 Jpm
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for pixcx investment picks
  • Holdings: Equity, Bond, Erauslt Trs Equity 1ml+13 Boa, Erauslt Trs Equity 1ml+14 Boa, Erauslt Trs Equity 1ml+20 Jpm
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for pixdx investment picks
  • Holdings: Equity, Bond, Erauslt Trs Equity 1ml+13 Boa, Erauslt Trs Equity 1ml+14 Boa, Erauslt Trs Equity 1ml+20 Jpm
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for pxtix investment picks
  • Holdings: Equity, Bond, Erauslt Trs Equity 1ml+13 Boa, Erauslt Trs Equity 1ml+14 Boa, Erauslt Trs Equity 1ml+20 Jpm
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for pixpx investment picks
  • Holdings: Equity, Bond, Sptr Trs Equity 3ml-5 Boa
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pspax investment picks
  • Holdings: Equity, Bond, Sptr Trs Equity 3ml-5 Boa
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pspax.lw investment picks
  • Holdings: Equity, Bond, Sptr Trs Equity 3ml-5 Boa
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pspax.lw investment picks
  • Holdings: Equity, Bond, Sptr Trs Equity 3ml-5 Boa
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for ptoax investment picks
  • Holdings: Equity, Bond, Sptr Trs Equity 3ml-5 Boa
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for ptoax.lw investment picks
  • Holdings: Equity, Bond, Sptr Trs Equity 3ml-5 Boa
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for ptobx investment picks
  • Holdings: Equity, Bond, Sptr Trs Equity 3ml-5 Boa
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for psocx investment picks
  • Holdings: Equity, Bond, Sptr Trs Equity 3ml-5 Boa
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for pstdx investment picks
  • Holdings: Equity, Bond, Sptr Trs Equity 3ml-5 Boa
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for psptx investment picks
  • Holdings: Equity, Bond, Sptr Trs Equity 3ml-5 Boa
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for ptopx investment picks
  • Holdings: Equity, Bond, Sptr Trs Equity 3ml-5 Boa
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pplax investment picks
  • Holdings: Equity, Bond, Sptr Trs Equity 3ml-5 Boa
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for pspbx investment picks
  • Holdings: Equity, Bond, Sptr Trs Equity 3ml-5 Boa
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pspcx investment picks
  • Holdings: Equity, Bond, Sptr Trs Equity 3ml-5 Boa
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for PSPCX investment picks
  • Holdings: Equity, Bond, Sptr Trs Equity 3ml-5 Boa
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pspdx investment picks
  • Holdings: Equity, Bond, Sptr Trs Equity 3ml-5 Boa
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pstkx investment picks
  • Holdings: Equity, Bond, Sptr Trs Equity 3ml+24.5 Boa
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for psldx 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: trfax.lw - Patriot A Load Waived - Large Blend to psldx - PIMCO StocksPLUS Long Duration Instl - Large Blend
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