Funds From: iiesx - American Indep Intl Alpha Strat A LW - Foreign Large Blend to ryabx - Rydex Government Long Bd 1.2x Strat A LW - Trading-Leveraged Debt


  • Holdings: BT Group PLC , Novartis AG , Sanofi , Bayer AG , Allianz SE ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for iiesx investment picks
  • Holdings: Marathon Oil Corp , Exxon Mobil Corporation , MetLife Inc , Johnson & Johnson , Royal Dutch Shell PLC ADR Class A ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for mxqix investment picks
  • Holdings: AllianzGI Best Styles Global Eq R6 , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl , PIMCO Floating Income Instl , AllianzGI NFJ Global Dividend Val Instl ,
  • Category: Target Date 2041-2045
Sign-up for gbvpx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for pdlix 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 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for jliex investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for rsbex investment picks
  • Holdings: Eli Lilly and Co , Lockheed Martin Corp , NTT DoCoMo Inc , ConocoPhillips , Itochu Corp ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for seqax investment picks
  • Holdings: Ais Fund Limited , Westinghouse Air Brake Technologies Corp , Anadarko Petroleum Corp , Ensco PLC Class A , Potash Corp of Saskatchewan Inc ,
  • Category: World Allocation
Sign-up for tapax investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
Sign-up for nmeix investment picks
  • Holdings: Level 3 Communications Inc , BioMed Realty Trust Inc , Raymond James Financial Inc , Atmos Energy Corp , Ameren Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for sycsx 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 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for lmkfx investment picks
  • Holdings: Roche Holding AG , Novartis AG , Novo Nordisk A/S , Brookfield Asset Management Inc Class A , Canadian National Railway Co ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for prwlx investment picks
  • Holdings: Hartford Capital Appreciation Y , Hartford Dividend and Growth Y , Hartford Total Return Bond Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for hcktx investment picks
  • Holdings: Universal Health Services Inc Class B , Foot Locker Inc , Walt Disney Co , AECOM Technology Corp , Molson Coors Brewing Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for hhgax investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for mdffx 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: 4 Stars
Sign-up for lmjax investment picks
  • Holdings: Nestle SA , Novartis AG , HSBC Holdings PLC , Roche Holding AG , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for piipx investment picks
  • Holdings: US Treasury TIP , US TREASURY TIP , US Treasury TIP , iShares S&P GSCI Commodity-Indexed Trust , Us 5yr Note (Cbt) Sep14 Xcbt 20140930 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for asizx investment picks
  • Holdings: MFS® High Yield Pooled , Simon Property Group Inc , AvalonBay Communities Inc , Public Storage , US Treasury Note 0.375% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for difhx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for uasbx investment picks
  • Holdings: Apple Inc , PepsiCo Inc , E-mini S&P 500 Index Future Sept14 , Visa Inc Class A , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ppljx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR® Barclays High Yield Bond ETF , Vanguard Dividend Appreciation ETF , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
Sign-up for jryrx investment picks
  • Holdings: Huntington World Income Instl , Huntington Dividend Capture Instl , Huntington International Equity Instl , Huntington EcoLogical Strategy ETF , Huntington US Equity Rotation Strat ETF ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for hbafx investment picks
  • Holdings: Apple Inc , United Tech , Johnson & Johnson , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for dnaix investment picks
  • Holdings: iShares Core MSCI Emerging Markets , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Petroleo Brasileiro SA Petrobras , Hana Financial Group Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for hercx investment picks
  • Holdings: Berkshire Hathaway Inc Class A , Kinnevik Investment AB , Protective Life Corp , Gencorp Cv 4.0625% , Nestle SA ,
  • Category: Convertibles
  • Morningstar Rating: 1 Stars
Sign-up for gagax investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for cmmzx investment picks
  • Holdings: Bristol-Myers Squibb Company , Merck & Co Inc , American International Group Inc , Activision Blizzard Inc , AstraZeneca PLC ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for hctax investment picks
  • Holdings: Wells Fargo & Co , ConocoPhillips , Pfizer Inc , Exxon Mobil Corporation , Intel Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for plvsx investment picks
  • Holdings: US Treasury Bond 3.125% , Guggenheim Strategy I , Us Ultra Bond(Cbt) Dec14 ,
  • Category: Trading-Leveraged Debt
Sign-up for ryabx 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: iiesx - American Indep Intl Alpha Strat A LW - Foreign Large Blend to ryabx - Rydex Government Long Bd 1.2x Strat A LW - Trading-Leveraged Debt
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