Funds From: gillx - Goldman Sachs Flexible Cap Growth Instl - Large Growth to padix - Pacific Advisors Income & Equity A LW - Conservative Allocation


  • Holdings: Apple Inc , Qualcomm Inc , Google Inc Class A , Google Inc Class C , Equinix Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for gillx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , American International Group Inc , Royal Dutch Shell PLC ADR Class A , Merck & Co Inc , Novartis AG ADR ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for japcx investment picks
  • Holdings: Republic Services Inc Class A , PPL Corp , Plains GP Holdings LP Class A , Canadian Pacific Railway Ltd , Tyco International Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 1 Stars
Sign-up for JMVIX investment picks
  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , International Tilts , iShares TIPS Bond , Small Cap Lifepath ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for rawhx investment picks
  • Holdings: American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds New Economy R6 , American Funds New World R6 ,
  • Category: World Stock
Sign-up for rggex investment picks
  • Holdings: Voya Global Bond R6 , Voya Large Cap Value R6 , Voya Large Cap Growth R6 , Voya Multi-Manager International Eq I , Voya High Yield Bond I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for alybx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for fammx investment picks
  • Holdings: HSBC Holdings PLC , Roche Holding AG , BP PLC ADR , British American Tobacco PLC , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for gcitx investment picks
  • Holdings: American Century NT Growth Institutional , American Century NT Large Co Val Instl , American Century NT Diversified Bd Instl , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
Sign-up for aroax investment picks
  • Holdings: Aryzta AG , Jupiter Fund Management PLC , Ashtead Group PLC , en-japan inc. , Ingenico Group SA ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 2 Stars
Sign-up for giscx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
Sign-up for tsyyx investment picks
  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds EuroPacific Gr R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
Sign-up for RGWGX investment picks
  • Holdings: Apple Inc , Verizon Communications Inc , Microsoft Corp , Philip Morris International Inc , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for gcgix investment picks
  • Holdings: Fin Fut Euro$ Cme 09/14/15 , Fin Fut Euro$ Cme 12/14/15 , Efa Up Trs Equity 3ml+30 *Bullet* Bps , Efa Up Trs Equity 3ml+8 Gst , Efa Up Trs Equity 3ml+27 Jpm ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for pplpx investment picks
  • Holdings: AllianzGI Best Styles Global Equity R6 , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl , AllianzGI NFJ Global Dividend Val Instl , PIMCO Floating Income Instl ,
  • Category: Target Date 2051+
Sign-up for glipx 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 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for jliex investment picks
  • Holdings: Netflix Inc , Gilead Sciences Inc , Thermo Fisher Scientific Inc , Alexion Pharmaceuticals Inc , Galaxy Entertainment Group Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for anefx investment picks
  • Holdings: US Treasury Bond 6% , US Treasury Bond 5.25% , Simon Property Group Inc , US Treasury Bond 3% , JPMorgan Chase & Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for adabx investment picks
  • Holdings: Us 2yr Note (Cbt) Sep14 Xcbt 20140930 , US Treasury Note 0.875% , US Treasury Note 1.625% , US Treasury Note 1.625% , US Treasury Note 1.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for mbnrx investment picks
  • Holdings: iShares Russell 2000 Value , PolyOne Corp , Esterline Technologies , Cleco Corp , Spectrum Brands Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for gsqbx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for aldbx investment picks
  • Holdings: Baidu Inc ADR , Hikma Pharmaceuticals PLC , Samsung Electronics Co Ltd , Novo Nordisk A/S , International Container Terminal Services Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for cnwax investment picks
  • Holdings: Apple Inc , American Tower Corp , Amazon.com Inc , Equinix Inc , Costco Wholesale Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for gswbx investment picks
  • Holdings: Apple Inc , Microsoft Corp , United Technologies Corp , MasterCard Inc Class A , CVS Caremark Corp ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for pigfx investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for mlfcx investment picks
  • Holdings: Goodyear Tire & Rubber Co , NCR Corp , Precision Drilling Corp , Skyworks Solutions Inc , NASDAQ OMX Group, Inc. ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for pcgrx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for jhhlx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for hausx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for rsiax investment picks
  • Holdings: Verizon Communications Inc , AT&T Inc , Intel Corp , Cisco Systems Inc , E I du Pont de Nemours & Company ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for padix 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: gillx - Goldman Sachs Flexible Cap Growth Instl - Large Growth to padix - Pacific Advisors Income & Equity A LW - Conservative Allocation
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