Funds From: pueax - Prudential International Real Estate A - Global Real Estate to ccvix - Calamos Convertible A Load Waived - Convertibles


  • Holdings: Mitsui Fudosan Co Ltd , Mitsubishi Estate , Sun Hung Kai Properties Ltd , Unibail-Rodamco SE , Sumitomo Realty & Development Co Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 1 Stars
Sign-up for pueax investment picks
  • Holdings: Biogen Idec Inc , Amgen Inc , Roche Holding AG ADR , American Airlines Group Inc , Bayerische Motoren Werke AG ADR ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for qtrcx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for pghyx investment picks
  • Holdings: US Treasury Note 0.625% , Fidelity Cent Invt Portfolios , US Treasury Note 0.75% , Fidelity Cent Invt Portfolios , US Treasury Note 1.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for FASIX investment picks
  • Holdings: Roche Holding AG , Novartis AG , AstraZeneca PLC , Anheuser-Busch Inbev SA , SOFTBANK Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for brebx investment picks
  • Holdings: Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Dynamic Asset Allocation Equity Y , Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 500 Y ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
Sign-up for prryx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for rgbrx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for evibx investment picks
  • Holdings: American Campus Communities Inc , Westar Energy Inc , Superior Energy Services Inc , Corporate Office Properties Trust Inc , Owens & Minor Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for mdrfx investment picks
  • Holdings: Packaging Corp of America , Raymond James Financial Inc , Jarden Corp , Old Dominion Freight Lines , Mednax Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for hszrx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Floating Rate Income NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for jldfx investment picks
  • Holdings: Franklin Growth R6 , Templeton Global Total Return R6 , Franklin Rising Dividends R6 , Franklin US Government Secs R6 , Franklin Low Duration Total Return R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fmtix investment picks
  • Holdings: Howard Hughes Corp , Icahn Enterprises LP , Liberty Media Corporation Class A , Texas Pacific Land Trust , Sears Holdings Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for lshax 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 2031-2035
  • Morningstar Rating: 2 Stars
Sign-up for jlhax investment picks
  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for evhmx 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: 4 Stars
Sign-up for jljhx investment picks
  • Holdings: Berkshire Hathaway Inc Class A , Aflac Inc , Wells Fargo & Co , Qualcomm Inc , Fiserv Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for bcifx investment picks
  • Holdings: Canadian Pacific Railway Ltd , Makita Corp , Siemens AG , Hutchison Whampoa Ltd , Murata Mfg Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for hieax investment picks
  • Holdings: Exxon Mobil Corporation , General Electric Co , Chevron Corp , Wells Fargo & Co , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for suvcx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for pygfx investment picks
  • Holdings: Coca-Cola Co , Costco Wholesale Corp , Philip Morris International Inc , Reynolds American Inc , Procter & Gamble Co ,
  • Category: Consumer Defensive
  • Morningstar Rating: 2 Stars
Sign-up for iclcx investment picks
  • Holdings: Strayer Education Inc , OFG Bancorp , FactSet Research Systems, Inc. , Nabors Industries Ltd , Dana Holding Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for pcoax investment picks
  • Holdings: British American Tobacco PLC , Banco Santander SA , ProSiebenSat 1 Media AG , Ferrovial SA , Insurance Australia Group Ltd ,
  • Category: Foreign Large Value
Sign-up for mliix investment picks
  • Holdings: Credicorp Ltd , Waddell & Reed Financial, Inc. , Wells Fargo & Co , Discover Financial Services , Encore Capital Group Inc ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
Sign-up for icfax investment picks
  • Category: World Bond
  • Morningstar Rating: 1 Stars
Sign-up for ftbbx investment picks
  • Holdings: Dreyfus Research Growth Y , BNY Mellon Income Stock M , Dreyfus Strategic Value Y , Apple Inc , Wells Fargo & Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mtsmx investment picks
  • Holdings: Visa Inc Class A , Apple Inc , Oracle Corporation , Skyworks Solutions Inc , Google Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for icttx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for shiax investment picks
  • Holdings: Sandisk 144A Cv 0.5% , Gilead Sciences Cv 1.625% , Salesforce Com Cv 0.25% , Wellpoint Cv 2.75% , United Tech ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for ccvix 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: pueax - Prudential International Real Estate A - Global Real Estate to ccvix - Calamos Convertible A Load Waived - Convertibles
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