Funds From: MARNX - Convergence Core Plus Institutional - Large Blend to vkmmx - Invesco Municipal Income A Load Waived - Muni National Long


  • Holdings: Apple Inc , Microsoft Corporation , General Electric Co , Johnson & Johnson , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for MARNX investment picks
  • Holdings: Eni SpA , Banco Santander SA , Bayer AG , Siemens AG , Basf SE ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for oiicx investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Pfizer Inc , Walt Disney Co , Microsoft Corp ,
  • Category: Large Growth
Sign-up for gcalx investment picks
  • Holdings: Roche Holding AG , Novartis AG , Bayer AG , Royal Dutch Shell PLC Class A , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for jpiox investment picks
  • Holdings: DWS Core Equity Institutional , DWS Equity 500 Index Inst , DWS EAFE® Equity Index Inst , DWS Small Cap Core S , DWS Global Small Cap Institutional ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for plsbx investment picks
  • Holdings: Comcast Corp Class A , Walt Disney Co , Johnson & Johnson , Apple Inc , Occidental Petroleum Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for stwax investment picks
  • Holdings: Wells Fargo & Co , Home Depot, Inc. , Union Pacific Corp , American Tower Corp , CBS Corporation Class B ,
  • Category: Long/Short Equity
Sign-up for asrlx investment picks
  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for fatwx investment picks
  • Holdings: Macy's Inc , EQT Corp , ManpowerGroup , Bunge Ltd , Western Digital Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for pecax investment picks
  • Holdings: Us 10yr Note (Cbt)jun14 Xcbt 20140619 , S+p500 Emini Fut Jun14 Xcme 20140620 , Euro Stoxx 50 Jun14 Xeur 20140620 , Euro-Bund Future Jun14 Xeur 20140606 , 1258843 Trs Usd P E Gscbmhg8 Index ,
  • Category: Multialternative
Sign-up for MMPLX investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for mphnx investment picks
  • Category: Short-Term Bond
Sign-up for PLCSX investment picks
  • Holdings: Calvert Large Cap Core I , Calvert Equity I , Calvert International Equity I , Calvert Small Cap I , Calvert International Opportunities I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for caaax investment picks
  • Holdings: Vanguard FTSE Developed Markets ETF , iShares Russell 2000 , iShares North American Natural Resources , Vanguard Emerging Markets Stock Idx ETF , iShares Russell 1000 ,
  • Category: Tactical Allocation
Sign-up for NIGRX investment picks
  • Holdings: RidgeWorth Total Return Bond I , RidgeWorth Large Cap Growth Stock I , iShares Core US Aggregate Bond , RidgeWorth Large Cap Value Equity I , RidgeWorth Mid-Cap Value Equity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for scclx investment picks
  • Holdings: Calvert Large Cap Core I , Calvert Equity I , Calvert International Equity I , Calvert Small Cap I , Calvert International Opportunities I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for caaax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Samsung Electronics Co Ltd , International Business Machines Corp , Microsoft Corp ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for WFQCX investment picks
  • Holdings: Forward International Dividend Instl , Forward Select EM Dividend Institutional , Forward Investment Grade Fxd-Inc Z , Forward Total MarketPlus Z , Forward Frontier Strategy Z ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for aogax investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
Sign-up for pamfx investment picks
  • Holdings: Simon Property Group Inc , Boston Properties Inc , AvalonBay Communities Inc , Prologis Inc , Health Care REIT, Inc. ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for urtax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for MHHRX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for cmpix investment picks
  • Holdings: FNMA 1.625% , US Treasury Note 1.375% , Microsoft Corp , Gilead Sciences Inc , Thermo Fisher Scientific Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for fitrx investment picks
  • Holdings: Simon Property Group Inc , Sun Hung Kai Properties Ltd , Mitsui Fudosan Co Ltd , General Growth Properties Inc , Boston Properties Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for dlprx investment picks
  • Holdings: Waste Connections Inc , Jarden Corp , Associated Banc-Corp , Proassurance Corp , Idexx Laboratories ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for jsezx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
Sign-up for lubix investment picks
  • Holdings: US Treasury Note 1% , US Treasury Note 3.5% , Exxon Mobil Corporation , US Treasury Note 0.75% , Johnson & Johnson ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pgeox investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Samsung Electronics Co Ltd , International Business Machines Corp , Microsoft Corp ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for WFFRX investment picks
  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for vkmmx 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: MARNX - Convergence Core Plus Institutional - Large Blend to vkmmx - Invesco Municipal Income A Load Waived - Muni National Long
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