Funds From: qsvcx - Quaker Small-Cap Value C - Small Value to ligqx - Lord Abbett Multi-Asset Income R2 - Conservative Allocation


  • Holdings: Take-Two Interactive Software Inc , Radian Group Inc , Everest Re Group Ltd , Ryman Hospitality Properties Inc , Huntington Ingalls Industries Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for qsvcx investment picks
  • Holdings: Bank Nederlandse Gemeenten Nv , Kingdom Of Sweden , Canada 0.875% , eBay Inc , Hologic Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
Sign-up for ddmix investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHFunds2 Alpha Opportunities NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for jlfox investment picks
  • Category: Small Value
Sign-up for rsvix investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for jljgx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 1 Stars
Sign-up for wbabx investment picks
  • Holdings: Apache Corporation , Devon Energy Corp , Chevron Corp , Exxon Mobil Corporation , Anadarko Petroleum Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
Sign-up for ienbx investment picks
  • Holdings: Apogee Enterprises Inc , GP Strategies Corp , Echo Global Logistics Inc , Eplus Inc , Natus Medical Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for RHJSX investment picks
  • Holdings: Us Bk Natl Assn FRN , Amgen, Inc. , Qvc 144A 7.375% , Plains Expl& Prodtn 7.625% , Host Hotels & Resorts 6% ,
  • Category: Currency
Sign-up for ldmax investment picks
  • Category: Muni New Jersey
  • Morningstar Rating: 1 Stars
Sign-up for finkx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for fahdx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Floating Rate Income NAV , JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for jleax investment picks
  • Holdings: Exxon Mobil Corporation , Raytheon Co , Chevron Corp , JPMorgan Chase & Co , Goldman Sachs Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for cvaax investment picks
  • Holdings: Berkshire Hathaway Inc Class A , American Express Co , International Business Machines Corp , ABB Ltd , HCA Holdings Inc ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for awsyx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
Sign-up for prtnx investment picks
  • Holdings: Guggenheim Strategy II , Guggenheim Strategy III , Guggenheim Strategy I , Cfc Managed Futures , Guggenheim Enhanced Short Dur ETF ,
  • Category: Managed Futures
  • Morningstar Rating: 3 Stars
Sign-up for rymtx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for fgcax investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 1 Stars
Sign-up for fpabx investment picks
  • Holdings: Brazil(Fed Rep Of) 10% , Bk Ned Gemeenten 1.85% , Mexico(Utd Mex St) 8% , EUROPEAN UNION 3.625% , EURO INV BANK ,
  • Category: Currency
Sign-up for jciax investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
Sign-up for sduax investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
Sign-up for notcx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co , Procter & Gamble Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for csxax investment picks
  • Holdings: National Healthcare Corp , Village Super Market Inc Class A , Miller Industries Inc. , Utah Medical Products Inc , Comtech Telecommunications Corp ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
Sign-up for RYDFX investment picks
  • Holdings: Fed Natl Mort Assc 4% , Apple Inc , Fed Natl Mort Assc 6% , JPMorgan Chase & Co , Johnson & Johnson ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for paeax investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 1 Stars
Sign-up for fprtx investment picks
  • Holdings: UnitedHealth Group Inc , Hewlett-Packard Co , Apple Inc , Kinder Morgan Management LLC , Mallinckrodt PLC ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for cggax investment picks
  • Holdings: Sanofi , ABB Ltd , Rio Tinto PLC , Novartis AG ADR , Aon PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for ibvix investment picks
  • Category: Long Government
  • Morningstar Rating: 5 Stars
Sign-up for pfgax investment picks
  • Holdings: Lord Abbett High Yield I , Lord Abbett Short Duration Income I , Lord Abbett Convertible I , Lord Abbett Intl Dividend Inc I , Lord Abbett Emerging Markets Currency I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ligqx 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: qsvcx - Quaker Small-Cap Value C - Small Value to ligqx - Lord Abbett Multi-Asset Income R2 - 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