Funds From: hmvcx - Hartford MidCap Value C - Mid-Cap Value to diasx - Dreyfus Inflation Adjusted Sec I - Inflation-Protected Bond


  • Holdings: NXP Semiconductors NV , Methanex Corp , Unum Group , Arrow Electronics Inc , Reinsurance Group of America Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for hmvcx investment picks
  • Holdings: SEI Tax-Managed Large Cap A (SIMT) , SEI International Equity A (SIT) , SEI Tax-Managed Small/Mid Cap A (SIMT) , SEI High Yield Bond A (SIMT) , SEI Emerging Markets Debt A (SIT) ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for sktax investment picks
  • Holdings: ING T. Rowe Price Cap Apprec Port I , ING Mid Cap Value I , ING Multi-Manager Lg Cap Core Port I , ING Global Bond R6 , ING Large Cap Growth Port I ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
Sign-up for isztx investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for anagx investment picks
  • Holdings: Royal Dutch Shell PLC Class B , Roche Holding AG , Total SA , Bayer AG , Imperial Tobacco Group PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 2 Stars
Sign-up for mdefx investment picks
  • Holdings: Us 10yr Note (Cbt)jun14 Xcbt 20140619 , Can 10yr Bond Fut Jun14 Xmod 20140619 , Long Gilt Future Jun14 Xlif 20140626 , S+p500 Emini Fut Jun14 Xcme 20140620 , Euro-Bund Future Jun14 Xeur 20140606 ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for pasyx investment picks
  • Holdings: BlackRock Master International Portfolio ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for mcilx investment picks
  • Holdings: Johnson & Johnson , Gilead Sciences Inc , Celgene Corp , Cigna Corp , UnitedHealth Group Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for ichex investment picks
  • Holdings: iShares 7-10 Year Treasury Bond , Vanguard Short-Term Bond Index Signal , SPDR S&P 500 , CNI Charter Corporate Bond Servicing , Eaton Vance Floating-Rate Advantage I ,
  • Category: Conservative Allocation
Sign-up for cnimx investment picks
  • Category: Multisector Bond
Sign-up for isiax investment picks
  • Holdings: Google Inc Class A , Apple Inc , Visa Inc Class A , Gilead Sciences Inc , Priceline Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for pogcx investment picks
  • Holdings: Toyota Motor Corp , AstraZeneca PLC , Sanofi , Deutsche Post AG , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pigcx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , Exxon Mobil Corporation , Google Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for pmyax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for todcx investment picks
  • Holdings: Intel Cv 3.25% , Gilead Sciences Cv 1.625% , Wells Fargo & Co, San Francisco Ca Pfd , Wellpoint Cv 2.75% , Metlife ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for vicix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for oniax investment picks
  • Holdings: Express Scripts , Molson Coors Brewing Co , Apache Corporation , Enbridge Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for castx investment picks
  • Holdings: IGB Corp Bhd , MorphoSys AG , Aryzta AG , DCC PLC , First Gen Corporation ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 4 Stars
Sign-up for iegix 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 ecacx investment picks
  • Holdings: Altria Group Inc. , Philip Morris International, Inc. , Novartis AG , National Grid PLC , AbbVie Inc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for rirfx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for jhbix investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for eagwx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for abnyx investment picks
  • Holdings: BlackRock Russell 1000 Index T , BlackRock Bond Index Investor A , Blackrock ACWI Ex-US Index Investor A , iShares Core MSCI Total Intl Stk , iShares International Dev Rel Est ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for likax investment picks
  • Holdings: NCR Corp , HCA Holdings Inc , Skyworks Solutions Inc , Crown Holdings Inc , Graphic Packaging Holding Co ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for smipx investment picks
  • Holdings: Verizon Communications Inc , Applied Materials Inc , Citigroup Inc , Anadarko Petroleum Corp , Freeport-McMoRan Copper & Gold ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for slvax investment picks
  • Holdings: Tencent Holdings Ltd. , China State Construction International Holdings Ltd , Bank Of China Ltd. H Shares , China Construction Bank Corp H Shares , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: China Region
  • Morningstar Rating: 2 Stars
Sign-up for sgcfx investment picks
  • Holdings: Johnson & Johnson , Chevron Corp , Microsoft Corp , JPMorgan Chase & Co , Honeywell International Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for sdvsx investment picks
  • Holdings: Apple Inc , Google Inc Class A , Wells Fargo & Co , First Republic Bank (San Francisco, CA) , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for dfmax investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for diasx 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: hmvcx - Hartford MidCap Value C - Mid-Cap Value to diasx - Dreyfus Inflation Adjusted Sec I - Inflation-Protected 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