Funds From: RAIIX - Rainier International Discovery Instl - Foreign Small/Mid Growth to stisx - Federated Strategic Income Instl - Multisector Bond


  • Holdings: Ashtead Group PLC , Pigeon Corporation , Pandora AS , Dollarama Inc , Techtronic Industries Co Ltd ,
  • Category: Foreign Small/Mid Growth
Sign-up for RAIIX investment picks
  • Holdings: Sandisk Cv 0.5% , Salesforce Com Cv 0.25% , Wellpoint Cv 2.75% , Priceline Grp Cv 1% , Nvidia 144A Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for ccvix investment picks
  • Holdings: Denbury Resources Inc , ADT Corp , BOK Financial Corp , Dick's Sporting Goods Inc , Corrections Corp of America ,
  • Category: Mid-Cap Value
Sign-up for RPMMX investment picks
  • Holdings: Comcast Corp Class A , Home Depot Inc , Actavis PLC , Diversified Real Asset Income , Prudential Ins Co Amer 144A 8.3% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for iocax investment picks
  • Holdings: Sandisk Cv 0.5% , Salesforce Com Cv 0.25% , Wellpoint Cv 2.75% , Priceline Grp Cv 1% , Nvidia 144A Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 1 Stars
Sign-up for ccvrx investment picks
  • Holdings: Samsung Electronics Co Ltd , Sanlam Ltd , China Mobile Ltd , iShares MSCI India Index , OTP Bank PLC ,
  • Category: Diversified Emerging Mkts
Sign-up for BIAQX investment picks
  • Holdings: Pike Corp , Ultra Petroleum Corp , Newalta Corp , Brookfield Property Partners LP , Zimmer Holdings Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for atdbx investment picks
  • Holdings: Ambev SA ADR , BRF SA ADR , Profunds Swap Security Ub , Itau Unibanco Holding SA ADR , Bank Bradesco ADR ,
  • Category: Trading-Leveraged Equity
Sign-up for ubpix investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 1 Stars
Sign-up for fpabx investment picks
  • Holdings: Apple Inc , Alexion Pharmaceuticals Inc , Visa Inc Class A , Facebook Inc Class A , Mylan Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for sxsax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for phigx investment picks
  • Holdings: Acadia Healthcare Co Inc , LKQ Corp , InterXion Holding NV , Quanta Services Inc , AMC Networks Inc Class A ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for crdgx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
Sign-up for forcx investment picks
  • Holdings: Gilead Sciences Inc , Apple Inc , Teva Pharmaceutical Industries Ltd ADR , Reed Elsevier PLC , EMC Corp ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for AGGFX investment picks
  • Holdings: Travelers Companies Inc , Procter & Gamble Co , Pfizer Inc , Johnson & Johnson , Chevron Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mblnx investment picks
  • Holdings: New World Department Store China Ltd , Mayr-Melnhof Karton AG , Television Broadcasts Ltd , Alten , Value Partners Group Ltd ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for rgvrx 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: 2 Stars
Sign-up for jljax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for weaix investment picks
  • Holdings: Reliance Steel and Aluminum , Ritchie Bros Auctioneers Inc , Genesco Inc , Buckle, Inc. , Thor Industries Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for rpmkx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for tacax investment picks
  • Holdings: Invesco Intl Core Equity R6 , PowerShares Intl Div Achiev ETF , Invesco International Growth R6 , Invesco International Small Company R6 , Invesco Emerging Markets Equity R6 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for inaix investment picks
  • Holdings: Bed Bath & Beyond Inc , Nordstrom Inc , Lear Corp , Emerson Electric Co , Quest Diagnostics Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for rmuix investment picks
  • Holdings: Fidelity National Financial Inc , McKesson Corp , CIT Group Inc , Facebook Inc Class A , Rackspace Hosting Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for heoax investment picks
  • Holdings: Sterling Capital Behavioral Intl Eq Inst , Sterling Capital Total Return Bond I , Sterling Capital Special Opps Inst , Sterling Capital Equity Income Instl ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for bcmax investment picks
  • Holdings: E-mini S&P 500 Index Future Dec14 , MSCI EAFE Index Future Dec14 , Columbia Commodity Strategy I , MSCI Emerging Market Index Future Dec14 , Germany (Federal Republic Of) 0.78921% ,
  • Category: Tactical Allocation
Sign-up for carrx investment picks
  • Holdings: Brookfield Asset Management Inc Class A , Wells Fargo & Co , Amgen Inc , Apple Inc , Whole Foods Market Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for ciaox investment picks
  • Holdings: Invesco Balanced-Risk Allc R6 , Invesco Balanced-Risk Agrsv Allc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for tnabx investment picks
  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Celgene Corp , Apple Inc , Google Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for rsgkx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for frorx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for stisx 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: RAIIX - Rainier International Discovery Instl - Foreign Small/Mid Growth to stisx - Federated Strategic Income Instl - Multisector Bond
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