Funds From: liefx - Laudus Mondrian Intl Equity Select - Foreign Large Value to bgfyx - UBS Asset Growth P - World Allocation


  • Holdings: Royal Dutch Shell PLC Class A , Iberdrola SA , Sanofi , Teva Pharmaceutical Industries Ltd ADR , ABB Ltd ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for liefx investment picks
  • Holdings: Simon Property Group Inc , Starwood Hotels & Resorts Worldwide Inc , DDR Corp , Public Storage , American Realty Capital Properties Inc Class A ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for litox investment picks
  • Holdings: Apple Inc , Celgene Corp , Intuit Inc , Facebook Inc Class A , Adobe Systems Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for tilpx investment picks
  • Holdings: Apple Inc , Nike Inc Class B , Visa Inc Class A , Microsoft Corp , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for sdgtx investment picks
  • Holdings: Apple Inc Jan15 71.43 Call , Delta Air Lines Inc , United Continental Holdings Inc , American Airlines Group Inc , Qualcomm Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for lmofx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
Sign-up for iobcx investment picks
  • Category: Muni New Jersey
  • Morningstar Rating: 4 Stars
Sign-up for lnjix investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
Sign-up for mfpyx investment picks
  • Holdings: Apple Inc , Wells Fargo & Co , US Treasury Note 0.5% , JPMorgan Chase & Co , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ittsx investment picks
  • Holdings: California Water Service Group , Dean Foods Co , Blackbaud Inc , Infinity Property and Casualty Corp , Kronos Worldwide Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for tvoax investment picks
  • Holdings: TIAA-CREF Bond Instl , TIAA-CREF Bond Plus Inst , TIAA-CREF Short-Term Bond Inst , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Enh Lg Cp Gr Idx Inst ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 5 Stars
Sign-up for tctix investment picks
  • Holdings: BP PLC ADR , Royal Dutch Shell PLC ADR Class B , Novartis AG , Daimler AG , Suncor Energy Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for divtx investment picks
  • Category: Muni New Jersey
  • Morningstar Rating: 2 Stars
Sign-up for fniix investment picks
  • Holdings: CVS Health Corp , UnitedHealth Group Inc , Microsoft Corp , Anheuser-Busch Inbev SA , Apple Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for epacx investment picks
  • Holdings: SPDR┬« S&P 500 ETF , iShares MSCI EAFE , HSBC Emerging Markets Debt I , Columbia High Yield Bond Z , JPMorgan High Yield Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for hsbgx investment picks
  • Holdings: American Funds Washington Mutual R6 , American Funds American Balanced R6 , American Funds Invmt Co of Amer R6 , American Funds AMCAP R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 4 Stars
Sign-up for rcftx investment picks
  • Holdings: General Electric Co , Pfizer Inc , Boeing Co , Comcast Corp Class A , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for icavx investment picks
  • Holdings: HCC Insurance Holdings Inc , Convergys Corporation , Investors Bancorp Inc , Piedmont Natural Gas Co , First Niagara Financial Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for ubvbx investment picks
  • Holdings: US Treasury Bond 3% , Guggenheim Strategy I , Us Ultra Bond(Cbt) Mar15 ,
  • Category: Trading-Leveraged Debt
Sign-up for rygbx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for cpmpx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for shibx investment picks
  • Holdings: MasterCard Inc Class A , CR Bard Inc , Celgene Corp , Gilead Sciences Inc , Paychex Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for dpuix investment picks
  • Holdings: Baidu Inc ADR , Housing Development Finance Corp Ltd , Magnit PJSC , Petroleo Brasileiro SA Petrobras ADR , Infosys Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for mpasx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for rfatx investment picks
  • Holdings: iShares Russell 2000 Value , Curtiss-Wright Corp , Greatbatch Inc , Standard Motor Products Inc , Marriott Vacations Worldwide Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for dcsvx investment picks
  • Holdings: Hain Celestial Group Inc , Hanesbrands Inc , Quanta Services, Inc. , CommVault Systems Inc , NICE-Systems Ltd ADR ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for hmrux investment picks
  • Holdings: Great-West MFS International Value Init , Great-West Goldman Sachs MidCap Val Init , Great-West T. Rowe Price Equity Inc Init , Great-West Putnam Equity Income Init , Great-West MFS International Growth Init ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mxbpx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for ibrax investment picks
  • Holdings: Ubs Relationship Fds , E-mini S&P 500 Index Future Dec14 , EURO STOXX 50 Index Future Dec14 , MSCI Emerging Market Index Future Dec14 , FTSE 100 Index (New Style) Future Dec14 ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for bgfyx 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: liefx - Laudus Mondrian Intl Equity Select - Foreign Large Value to bgfyx - UBS Asset Growth P - World 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 |  Most Recent