Funds From: geipx - GE Instl Premier Growth Equity Inv - Large Growth to cnscx - Invesco Convertible Securities C - Convertibles


  • Holdings: Qualcomm Inc , Apple Inc , Gilead Sciences Inc , Schlumberger NV , CME Group Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for geipx investment picks
  • Holdings: Galaxy Entertainment Group Ltd , Vestas Wind Systems A/S , Swiss Re AG , Porsche Automobil Holding SE , Investor AB ,
  • Category: Foreign Large Growth
Sign-up for gfigx investment picks
  • Holdings: Citigroup Inc , Exxon Mobil Corporation , Pfizer Inc , General Electric Co , Comcast Corp Class A ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for plvcx investment picks
  • Holdings: Genesee & Wyoming Inc Class A , Lear Corp , Spirit Airlines Inc , Conn's Inc , Westinghouse Air Brake Technologies Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 1 Stars
Sign-up for pamvx investment picks
  • Holdings: GMO US Treasury , British American Tobacco PLC , Total SA , Peugeot , Eni SpA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for gmofx investment picks
  • Holdings: Total SA , BP PLC , Daimler AG , Royal Dutch Shell PLC Class A , AstraZeneca PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for gmirx investment picks
  • Holdings: Methode Electronics Inc Class A , Akorn Inc , Constant Contact Inc , NetScout Systems Inc , LogMeIn Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for psigx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Pfizer Inc , American International Group Inc , Merck & Co Inc , Novartis AG ADR ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for japcx investment picks
  • Holdings: Exxon Mobil Corporation , General Electric Co , Pfizer Inc , JPMorgan Chase & Co , Devon Energy Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for gsgbx investment picks
  • Holdings: Target Corp , Colony Financial Inc , Cisco Systems Inc , General Motors Co , Qualcomm Inc ,
  • Category: World Stock
Sign-up for pqddx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 1 Stars
Sign-up for etvax investment picks
  • Holdings: PL Managed Bond P , PL Short Duration Bond P , PL Inflation Managed P , PL Emerging Markets Debt P , PL Floating Rate Loan P ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for poabx investment picks
  • Holdings: AXA SA , EDP - Energias de Portugal SA , Novartis AG , AstraZeneca PLC , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for rigbx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for pfuax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for itbrx investment picks
  • Category: Muni Ohio
  • Morningstar Rating: 2 Stars
Sign-up for aohcx investment picks
  • Holdings: Deutsche Global Infrastructure Instl , Deutsche Floating Rate Institutional , SPDR┬« Barclays Convertible Secs ETF , Deutsche Enhanced Commodity Strat Instl , Deutsche Diversified Market Netrl Instl ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for aaaax investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 1 Stars
Sign-up for nmeax investment picks
  • Holdings: iShares Russell 1000 Value , iShares MSCI EAFE , ClearBridge Aggressive Growth IS , QS Batterymarch US Lg Cap Eq IS , ClearBridge Appreciation IS ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for lmjrx investment picks
  • Holdings: Vanguard FTSE Developed Markets ETF , Vanguard S&P 500 ETF , Vanguard International Bond Tr Swap , SPDR Barclays High Yield Bond ETF , iShares 7-10 Year Treasury Bond ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
Sign-up for dxdwx investment picks
  • Holdings: Dow Chemical Co , Merck & Co , Lockheed Martin Corp , PartnerRe Ltd , Altria Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for afaax investment picks
  • Holdings: JPMorgan Chase & Co , Microsoft Corp , Chevron Corp , CVS Health Corp , Eli Lilly and Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for haiax investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , iShares MSCI EAFE , JPMorgan High Yield R6 ,
  • Category: Target Date 2016-2020
Sign-up for jbsrx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares Russell 2000 ,
  • Category: Target Date 2041-2045
Sign-up for jmssx investment picks
  • Holdings: Guggenheim Strategy I , E-mini S&P MidCap 400 Index Future Sept14 ,
  • Category: Bear Market
Sign-up for ryagx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares Russell 2000 ,
  • Category: Target Date 2046-2050
Sign-up for JNABX investment picks
  • Holdings: Simon Property Group Inc , Essex Property Trust Inc , Boston Properties Inc , Prologis Inc , Host Hotels & Resorts Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for prrax 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
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for fltix investment picks
  • Holdings: Gilead Sciences Cv 1.625% , Micron Tech Cv 3% , Bk Amer Pfd , Wells Fargo & Co, San Francisco Ca Pfd , Nvidia 144A Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for cnscx 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: geipx - GE Instl Premier Growth Equity Inv - Large Growth to cnscx - Invesco Convertible Securities C - Convertibles
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