Funds From: gsgsx - Goldman Sachs Growth and Inc Svc - Large Value to sbclx - QS Legg Mason Lifestyle Allocation 30% C - Conservative Allocation


  • Holdings: General Electric Co , Exxon Mobil Corporation , JPMorgan Chase & Co , Pfizer Inc , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for gsgsx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Qualcomm Inc , Verizon Communications Inc , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for jbawx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
Sign-up for MEDHX investment picks
  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Google Inc Class C , Google Inc Class A , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for AGTHX investment picks
  • Holdings: HSBC Holdings PLC , Nestle SA , Banco Santander SA , Novartis AG , GlaxoSmithKline PLC ADR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for gidax investment picks
  • Holdings: NCR Corp , Goodyear Tire & Rubber Co , Hartford Financial Services Group Inc , Cardinal Health Inc , Voya Financial Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for pcgrx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for wltax investment picks
  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
Sign-up for cgpex investment picks
  • Holdings: Citigroup Inc , JPMorgan Chase & Co , General Electric Co , Carnival Corp , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for f00000j3nf investment picks
  • Holdings: Wilmington Intermediate-Term Bond Instl , Wilmington Multi-Manager Intl Instl , Federated Ultrashort Bond Instl , Gateway Y , AQR Managed Futures Strategy I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for wcaax investment picks
  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
Sign-up for RGWFX investment picks
  • Holdings: Atmos Energy Corp , KeyCorp , Hartford Financial Services Group Inc , DTE Energy Holding Co , Computer Sciences Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for f00000j3ni investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for tisrx investment picks
  • Holdings: General Electric Co , Wells Fargo & Co , Johnson & Johnson , Exxon Mobil Corporation , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for gclsx investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for pggix investment picks
  • Holdings: Netflix Inc , Gilead Sciences Inc , Thermo Fisher Scientific Inc , Alexion Pharmaceuticals Inc , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for anefx investment picks
  • Holdings: Russell 2000 Mini Sep14 Imeq 20140919 , Aspen Technology Inc , RF Micro Devices Inc , Graphic Packaging Holding Co , JetBlue Airways Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for gdsrx investment picks
  • Holdings: Bank of the Ozarks Inc , PRA Group Inc , AmTrust Financial Services Inc , OSI Systems Inc , Manhattan Associates Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for ppcax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for norcx investment picks
  • Holdings: Lord Abbett Intl Dividend Inc I , Lord Abbett Emerging Markets Currency I , Lord Abbett High Yield I , Lord Abbett Mid Cap Stock I , Lord Abbett Calibrated Mid Cap Val I ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for lagbx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for mshax investment picks
  • Holdings: Novo Nordisk A/S , Amazon.com Inc , Microsoft Corp , Home Depot Inc , Delta Air Lines Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for cnpex investment picks
  • Holdings: Novartis AG ADR , Roche Holding AG ADR , Toyota Motor Corp ADR , Taiwan Semiconductor Manufacturing Co Ltd ADR , Tencent Holdings Ltd ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for mplax investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for mdmtx investment picks
  • Holdings: Baidu Inc ADR , Hikma Pharmaceuticals PLC , Novo Nordisk A/S , Samsung Electronics Co Ltd , International Container Terminal Services Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for cnwax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Wells Fargo & Co , Microsoft Corp , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for cmnbx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for fshax investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , Toyota Motor Corp , Brookfield Asset Management Inc Class A , Novo Nordisk A/S Class B ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pdvix investment picks
  • Holdings: General Electric Co , Apple Inc , Bank of America Corporation , Microsoft Corp , JPMorgan Chase & Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for grgvx investment picks
  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Western Asset High Yield IS , QS Legg Mason Strategic Real Return IS , QS Batterymarch Intl Eq IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sbclx 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: gsgsx - Goldman Sachs Growth and Inc Svc - Large Value to sbclx - QS Legg Mason Lifestyle Allocation 30% C - Conservative 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