Funds From: mcnax - Madison Conservative Allocation A LW - Conservative Allocation to ptbix - PNC Intermediate Tax Exempt Bond A LW - Muni National Interm


  • Holdings: Metropolitan West Total Return Bond I , Madison Core Bond Y , iShares 7-10 Year Treasury Bond , Schwab Fdmtl US Lg Co Idx , Madison Corporate Bond Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mcnax investment picks
  • Holdings: Fresenius Medical Care AG & Co. KGaA , Express Scripts , Amphenol Corp Class A , Brookfield Asset Management Inc Class A , Praxair Inc ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for dbibx investment picks
  • Holdings: Touchstone International Value Instl , Touchstone Value Institutional , Touchstone Sands Capital Inst Gr , Touchstone Focused Instl , Touchstone Intl Small Cap Instl ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for tgqix investment picks
  • Holdings: Us 10yr Note Fut Dec14 , Can 10yr Bond Fut Dec14 , Long Gilt Fut Dec14 , Aust 10y Bond Fut Dec14 , Jpn 10y Bond Fut Dec14 ,
  • Category: Tactical Allocation
Sign-up for srpax investment picks
  • Category: Muni New Jersey
  • Morningstar Rating: 3 Stars
Sign-up for lnjix investment picks
  • Holdings: Goldcorp, Inc. , Barrick Gold Corp , Franco-Nevada Corp , Silver Wheaton Corp , Randgold Resources Ltd ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 2 Stars
Sign-up for sgdax investment picks
  • Holdings: Apple Inc , Wells Fargo & Co , US Treasury Note 0.5% , JPMorgan Chase & Co , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ittsx investment picks
  • Holdings: Visa Inc Class A , Google Inc Class A , Google Inc Class C , Nike Inc Class B , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for sggax investment picks
  • Holdings: Lord Abbett Affiliated I , Lord Abbett Growth Leaders I , Lord Abbett Fundamental Equity I , Lord Abbett Growth Opportunities I , Lord Abbett Intl Core Equity I ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for ldsax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ltrax investment picks
  • Holdings: JPMorgan Chase & Co , Chevron Corp , Hewlett-Packard Co , General Dynamics Corp , Capital One Financial Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for lavpx investment picks
  • Holdings: Johnson & Johnson , Exxon Mobil Corporation , Procter & Gamble Co , Chevron Corp , International Business Machines Corp ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for fasdx investment picks
  • Category: Muni California Intermediate
  • Morningstar Rating: 3 Stars
Sign-up for jcbax investment picks
  • Holdings: Twitter Inc , Affiliated Managers Group Inc , Mead Johnson Nutrition Co , Starwood Hotels & Resorts Worldwide Inc , Roper Industries Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for lgopx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for mhitx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for abqux investment picks
  • Holdings: Illumina Inc , Twitter Inc , LinkedIn Corp Class A , Intuitive Surgical Inc , Tesla Motors Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for itsax investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
Sign-up for ftntx investment picks
  • Holdings: Verint Systems Inc , Healthsouth Corp , Belden Inc , CNO Financial Group Inc , Harsco Corp ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for kdsbx investment picks
  • Holdings: Hartford Financial Services Group Inc , XL Group PLC , M&T Bank Corp , Cimarex Energy Co , Invesco Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for lavlx investment picks
  • Holdings: Consolidated Water Co Ltd , Apache Corporation , CVR Refining LP , Calavo Growers Inc , Intel Cv 2.95% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for TWOCX investment picks
  • Holdings: Belden Inc , Helen of Troy, Ltd. , Charles River Laboratories International Inc , Mueller Industries Inc , G & K Services Inc Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for divsx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for deggx investment picks
  • Holdings: Total SA , BP PLC ADR , HSBC Holdings PLC ADR , BHP Billiton Ltd , Royal Dutch Shell PLC ADR Class A ,
  • Category: Foreign Large Value
Sign-up for f00000opqz investment picks
  • Holdings: Treehouse Foods Inc , PrivateBancorp Inc , Centene Corp , Sonic Corp , Akorn Inc ,
  • Category: Small Growth
Sign-up for ISCGX investment picks
  • Category: Nontraditional Bond
Sign-up for RBARX investment picks
  • Holdings: Russell Strategic Bond Y , Russell Short Duration Bond Y , Russell Investment Grade Bond Y , Russell Global Equity Y , Russell Global Opportunistic Credit Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for rclrx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for ptbix 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: mcnax - Madison Conservative Allocation A LW - Conservative Allocation to ptbix - PNC Intermediate Tax Exempt Bond A LW - Muni National Interm
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