Funds From: aadix - Invesco Growth Allocation R5 - Aggressive Allocation to ibobx - Ivy Bond B - Intermediate-Term Bond


  • Holdings: PowerShares FTSE RAFI Dev Mkts ex-US ETF , Invesco Diversified Dividend R6 , Invesco International Growth R6 , Invesco Balanced-Risk Allc R6 , Invesco Developing Markets R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for aadix investment picks
  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst , Principal Diversified Intl Inst ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for pswjx investment picks
  • Holdings: National Bank of Canada , Canadian Imperial Bank of Commerce , ING Groep N.V. , Storebrand ASA , United Overseas Bank Ltd ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
Sign-up for pfszx investment picks
  • Holdings: BlackRock Master Large Cap Core Port ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for mblrx investment picks
  • Holdings: Putnam Dynamic Asset Allocation Equity Y , Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2051+
  • Morningstar Rating: 4 Stars
Sign-up for f00000ll3p investment picks
  • Holdings: SEI Investments Company , eBay Inc , Citigroup Inc , Cubist Pharmaceuticals Inc , Hologic Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
Sign-up for ddmcx investment picks
  • Holdings: Apple Inc , Qualcomm Inc , Susser Holdings Corp , Schlumberger NV , Core Laboratories NV ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for biaox investment picks
  • Holdings: FNMA , US Treasury Note 0.25% , FNMA , US Treasury Note 4.625% , US Treasury Note 4.75% ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
Sign-up for wfbtx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for bncax investment picks
  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for alncx investment picks
  • Holdings: Bank Bradesco ADR , Cielo SA , Kasikornbank Public Co Ltd , BMF Bovespa SA Bolsa Valores Merc Fut , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for gtdcx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , CVS Health Corp , Qualcomm Inc , Coca-Cola Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for csebx investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Wells Fargo & Co , Amgen Inc , McKesson Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for cmicx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Google Inc Class C , Facebook Inc Class A , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for pvobx investment picks
  • Holdings: Land Securities Group PLC , AvalonBay Communities Inc , Unibail-Rodamco SE , LaSalle Hotel Properties , Simon Property Group Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
Sign-up for asrix investment picks
  • Holdings: S&P Mini Index (Fut) , Lorillard Inc , Hewlett-Packard Co , Encana Corp , Intel Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for sccux investment picks
  • Holdings: Actavis PLC , B/E Aerospace Inc , NXP Semiconductors NV , Alexion Pharmaceuticals Inc , PPG Industries Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for vgrcx investment picks
  • Holdings: Manning & Napier Pro-Blend Max Term I , Manning & Napier Pro-Blend Extnd Term I ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for mttrx investment picks
  • Holdings: Gilead Sciences Inc , Apple Inc , Biogen Idec Inc , MasterCard Inc Class A , Las Vegas Sands Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for wlgax investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
Sign-up for fdbax investment picks
  • Holdings: Chevron Corp , Exxon Mobil Corporation , BP PLC , Schlumberger NV , Rio Tinto PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 4 Stars
Sign-up for cerix investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for pyhrx investment picks
  • Holdings: Gilead Sciences Inc , Alexion Pharmaceuticals Inc , Biogen Idec Inc , McKesson Corp , Aetna Inc ,
  • Category: Health
Sign-up for f00000ms5p investment picks
  • Holdings: Guggenheim Strategy II , Guggenheim Strategy I , Cdx Hy22 5% 6/20/2019 , iShares iBoxx $ High Yield Corporate Bd , Russell 2000 INDEX Mini TIC ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for rydtx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Verizon Communications Inc , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for urbix investment picks
  • Holdings: MassMutual Premier Core Bond I , MassMutual Premier Short-Duration Bd I , MassMutual Premier Infl-Prot and Inc I , MassMutual Select PIMCO Total Ret I , MassMutual Select Strategic Bond I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mrclx investment picks
  • Holdings: Cs Cayman Commodity Access Str Mutual Fund , FNMA FRN , FFCB FRN , US Treasury Note 0.5% , US Treasury Note 0.25% ,
  • Category: Commodities Broad Basket
Sign-up for crcax investment picks
  • Holdings: Capita PLC , WPP PLC , Taiwan Semiconductor Manufacturing Co Ltd , AIA Group Ltd , Credit Suisse Group ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for prfex investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for ibobx 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: aadix - Invesco Growth Allocation R5 - Aggressive Allocation to ibobx - Ivy Bond B - Intermediate-Term 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 Name |  Ticker |  Popularity |  Our Choices