Funds From: rybkx - Rydex Banking A - Financial to pdmyx - Putnam Absolute Return 700 Y - Multialternative


  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Citigroup Inc , Bank of America Corporation , U.S. Bancorp ,
  • Category: Financial
  • Morningstar Rating: 1 Stars
Sign-up for rybkx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 1 Stars
Sign-up for tsscx investment picks
  • Holdings: Procter & Gamble Co , Coca-Cola Co , PepsiCo Inc , Philip Morris International Inc , Altria Group Inc ,
  • Category: Consumer Defensive
  • Morningstar Rating: 4 Stars
Sign-up for rypdx investment picks
  • Holdings: PIMCO StocksPLUS Instl , Vanguard FTSE Emerging Markets ETF , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Total Return Instl , PIMCO CommoditiesPLUS® Strategy Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for pehax investment picks
  • Holdings: Marine Harvest ASA , Teva Pharmaceutical Industries Ltd ADR , Toyota Mtr Cr FRN , Taylor Wimpey PLC , AbbVie Inc ,
  • Category: World Stock
Sign-up for IBIAX investment picks
  • Holdings: Facebook Inc Class A , Amazon.com Inc , Cisco Systems Inc , Google Inc Class A , Google Inc Class C ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for ryinx investment picks
  • Holdings: PIMCO Real Return Instl , PIMCO Total Return Instl , PIMCO StocksPLUS Instl , PIMCO Foreign Bond (USD-Hedged) I , PIMCO Emerging Markets Bond Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 1 Stars
Sign-up for ptyax investment picks
  • Holdings: Tronox Worldwide 6.375% , Hertz 6.25% , Penske Automotive Grp 5.75% , Kraton Polymers Llc / Kraton 6.75% , Rayonier A.M. Prods 144A 5.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for eksbx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for cpbrx investment picks
  • Holdings: American Tower Corp , Crown Castle International Corp , Central Japan Railway Company , East Japan Railway Co , NextEra Energy Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for csuax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for hfbrx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for sftbx investment picks
  • Holdings: Equity Residential , Health Care REIT, Inc. , Vornado Realty Trust , SL Green Realty Corp , Simon Property Group Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for cseix investment picks
  • Holdings: Coronation Fund Managers Ltd , Zee Entertainment Enterprises Ltd , AMVIG Holdings Ltd , Melco Crown(Philippines)Resorts Corp , Koh Young Technology Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for canrx investment picks
  • Holdings: Voya US Bond Index Port I , Voya US Stock Index Port I , Voya Russell Mid Cap Index Port I , Voya International Index Port I , SPDR® Barclays High Yield Bond ETF ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
Sign-up for isxvx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for jdfax investment picks
  • Holdings: Ametek Inc , Donaldson Co Inc , Amphenol Corp Class A , WNS (Holdings) Ltd ADR , Mettler-Toledo International Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for cslrx investment picks
  • Holdings: Kinder Morgan, Inc. , Exxon Mobil Corporation , Valero Energy Corp , Noble Energy Inc , Energen Corp ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for sbmbx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
Sign-up for pnypx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for nbmfx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for pionx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Industrial And Commercial Bank Of China Ltd H Shares , China Pacific Insurance Group , China Construction Bank Corp H Shares ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
Sign-up for jaqtx investment picks
  • Category: Muni California Intermediate
  • Morningstar Rating: 1 Stars
Sign-up for bciax investment picks
  • Holdings: United Continental Holdings Inc , Endo International PLC , Mallinckrodt PLC , Motorola Solutions Inc , St Joe Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for jcnax investment picks
  • Holdings: Apple Inc , Google Inc Class A , Google Inc Class C , Western Digital Corp , Visa Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for stpax investment picks
  • Holdings: Vanguard Total Bond Market ETF , Vanguard Short-Term Bond ETF , Vanguard Short-Term Corporate Bond ETF , SPDR® Barclays Short Term Corp Bd ETF , JHFunds2 Strategic Equity Allc NAV ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 1 Stars
Sign-up for jrfpx investment picks
  • Holdings: Wells Fargo & Co , Berkshire Hathaway Inc Class B , JPMorgan Chase & Co , Citigroup Inc , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for rdeix investment picks
  • Holdings: Sensata Technologies Holding N.V. , Verisk Analytics Inc , Crown Castle International Corp , Celgene Corp , TE Connectivity Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for jdmax investment picks
  • Holdings: SPDR® Barclays 1-3 Month T-Bill ETF , Berry Plastics Group Inc , Brown & Brown Inc , NorthWestern Corp , VWR Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for scuvx investment picks
  • Holdings: Mltrfcf4 R Usl3m P 10/14/15 Ba , Ru10intr P Usl3m R 10/14/15 Ba , Utilities Select Sector SPDR® ETF , FNMA , FNMA 4.5% TBA ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
Sign-up for pdmyx 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: rybkx - Rydex Banking A - Financial to pdmyx - Putnam Absolute Return 700 Y - Multialternative
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