Funds From: bafqx - Brown Advisory Somerset Emgerg Mkts Inst - Diversified Emerging Mkts to hcagx - HSBC World Selection Aggressive Strat C - Tactical Allocation


  • Holdings: AAC Technologies Holdings Inc , Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Sanlam Ltd , Powszechny Zaklad Ubezpieczen SA ,
  • Category: Diversified Emerging Mkts
Sign-up for bafqx investment picks
  • Holdings: VY T. Rowe Price Capital Appreciation I , Voya Multi-Manager Large Cap Core I , Voya US Stock Index I , Voya Large Cap Growth Portfolio I , Voya Multi-Manager Mid Cap Value I ,
  • Category: Target Date 2026-2030
Sign-up for isnjx investment picks
  • Holdings: Toyota Motor Corp , Royal Dutch Shell PLC Class A , AstraZeneca PLC , Sanofi , Sumitomo Mitsui Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for povex investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
Sign-up for flsfx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ffiix investment picks
  • Holdings: Invesco Balanced-Risk Allc R6 ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
Sign-up for ianax investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 2 Stars
Sign-up for evnyx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for fvatx investment picks
  • Holdings: Roche Holding AG , Nestle SA , Royal Dutch Shell PLC Class A , Novartis AG , GlaxoSmithKline PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for lgfex investment picks
  • Holdings: E-L Financial Corp Ltd , Atrion Corp , State Street Corp , Value Partners Group Ltd , Reliance Steel and Aluminum ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for rptrx investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Mitsubishi Estate , Equity Residential , Hammerson PLC ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for grsix investment picks
  • Holdings: US Treasury Note 4.25% , Peru Rep 9.91% , Serbia Treasury Bond, 10.00% Rsd , Romania(Rep Of) 5.75% , Sri Lanka Government Bond, 8.50% Lkr ,
  • Category: Currency
Sign-up for eaiix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for mcblx investment picks
  • Holdings: Apple Inc , General Electric Co , JPMorgan Chase & Co , Oracle Corporation , CVS Health Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for jamex investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for lsdix investment picks
  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , S&P 500 Index Future Dec14 , Chevron Corp , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for trmvx investment picks
  • Holdings: Total SA , AstraZeneca PLC , Royal Dutch Shell PLC Class A , BP PLC , Telefonica SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for gocix investment picks
  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds SMALLCAP World R6 ,
  • Category: Target Date 2051+
  • Morningstar Rating: 4 Stars
Sign-up for ramtx investment picks
  • Category: World Bond
  • Morningstar Rating: 2 Stars
Sign-up for agcix investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
Sign-up for dlhyx investment picks
  • Holdings: Janus Global Bond N , Janus International Equity N , INTECH U.S. Value I , INTECH International I , Janus Diversified Alternatives N ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jmoax investment picks
  • Holdings: Remgro Ltd , Unilever PLC , Brilliance China Automotive Holdings Ltd , Tata Consultancy Services Ltd , Siam Commercial Bank PLC ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for teemx investment picks
  • Holdings: Apple Inc , American Water Works Co Inc , ConocoPhillips , Halliburton Co , American International Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for wesrx investment picks
  • Holdings: General Electric Co , Johnson & Johnson , Wells Fargo & Co , Chevron Corp , Procter & Gamble Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for trcpx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , SABMiller PLC , Credicorp Ltd , Weichai Power Co Ltd Class H ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for temyx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for fgaix investment picks
  • Holdings: American International Group Inc , Occidental Petroleum Corp , Citigroup Inc , Cameron International Corp , UnitedHealth Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for mgwbx investment picks
  • Holdings: Philip Morris International Inc , Exxon Mobil Corporation , Coca-Cola Co , Apple Inc , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for dperx investment picks
  • Holdings: SPDR S&P 500 , iShares MSCI EAFE , JPMorgan Equity Income Select , Hsbc Growth Portfolio , AMG Trilogy Emerging Markets Eq Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for hcagx 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: bafqx - Brown Advisory Somerset Emgerg Mkts Inst - Diversified Emerging Mkts to hcagx - HSBC World Selection Aggressive Strat C - Tactical 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 Name |  Ticker |  Popularity |  Our Choices