Funds From: twcax - American Century Select A Load Waived - Large Growth to labbx - Lord Abbett Multi-Asset Balanced Opp B - Moderate Allocation


  • Holdings: Apple Inc , Gilead Sciences Inc , Home Depot Inc , Walt Disney Co , UnitedHealth Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for twcax investment picks
  • Holdings: Roche Holding AG , CIE FINANCIERE RICHEMONT SA , Kinnevik Investment AB Class B , Naspers Ltd Class N , Diageo PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for gaigx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
Sign-up for btsax investment picks
  • Holdings: NetScout Systems Inc , Inventure Foods Inc , Eplus Inc , Cardiovascular Systems Inc , Synergy Resources Corp ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for pdfdx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for JEMDX investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Pfizer Inc , American International Group Inc , Procter & Gamble Co , Novartis AG ADR ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for JPLNX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for ptuzx investment picks
  • Holdings: FlexShares iBoxx 3Yr Target Dur TIPS ETF , PIMCO 1-5 Year U.S. TIPS ETF , iShares S&P 500 Value , PowerShares Senior Loan ETF , SPDR Barclays Capital Short Term Corp Bd ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for f00000lnma investment picks
  • Holdings: US Treasury TIP , SPDR® S&P 500 ETF , US Treasury TIP , US Treasury TIP 1.125% , US Treasury Note ,
  • Category: Tactical Allocation
Sign-up for adaex investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for aastx investment picks
  • Holdings: Fin Fut Euro$ Cme 09/14/15 , Erauslt Trs Equity 1ml+35.5 *Bullet* Brc , Fin Fut Euro$ Cme 12/14/15 , Erauslt Trs Equity 1ml+45.5 Jpm , US Treasury Note 2.5% ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for pixax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for f00000np7o investment picks
  • Holdings: China Construction Bank Corp H Shares , Bank Of China Ltd. H Shares , Hon Hai Precision Ind Co Ltd , Itau Unibanco Holding SA ADR , PetroChina Co Ltd H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for gerix investment picks
  • Holdings: Efa Up Trs Equity 3ml-1 *Bullet* Dub , Efa Up Trs Equity 3ml-4 Boa , Irs Usd 1.250 03/18/15-2y Cme , Irs Gbp 1.750 06/17/15-2y* Cme , Irs Usd 1.250 06/17/15-2y Cme ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for pipbx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Google Inc Class A , Google Inc Class C , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for gallx investment picks
  • Holdings: American Funds New Perspective R6 , American Funds Capital World Gr&Inc R6 , American Funds New Economy R6 , American Funds New World R6 ,
  • Category: World Stock
Sign-up for pggbx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , iShares MSCI Japan , Safran SA , Vodafone Group PLC , Mitsubishi UFJ Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for gsisx investment picks
  • Holdings: Total SA , HSBC Holdings PLC , BP PLC ADR , British American Tobacco PLC , Legrand SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for gatmx investment picks
  • Holdings: Microsoft Corp , Apple Inc , Gilead Sciences Inc , Home Depot Inc , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for pindx investment picks
  • Holdings: Tenet Healthcare Corp , Northrop Grumman Corp , Zoetis Inc , Archer-Daniels Midland Co , Accenture PLC Class A ,
  • Category: Market Neutral
  • Morningstar Rating: 2 Stars
Sign-up for ognbx investment picks
  • Holdings: Intel Cv 3.25% , United States Stl Corp New Cv 2.75% , Devon Energy Corp , Allegheny Technologies Inc , Universal Health Services Inc Class B ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for dcsyx investment picks
  • Holdings: HSBC Holdings PLC , Roche Holding AG Dividend Right Cert. , BP PLC ADR , Commonwealth Bank of Australia , British American Tobacco PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for gcisx investment picks
  • Holdings: Valspar Corp , Gorman-Rupp Co , Wells Fargo & Co , U.S. Bancorp , Chubb Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for peqix investment picks
  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
Sign-up for RGWBX investment picks
  • Holdings: Klépierre , Ashtead Group PLC , Ingenico Group SA , Capgemini , St James's Place PLC ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
Sign-up for gissx investment picks
  • Holdings: AXA SA , Novartis AG , Taiwan Semiconductor Manufacturing Co Ltd , EDP - Energias de Portugal SA , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for igibx investment picks
  • Holdings: General Electric Co , Wells Fargo & Co , Johnson & Johnson , Exxon Mobil Corporation , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for gcvax investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for apsbx investment picks
  • Holdings: Gilead Sciences Inc , Amgen Inc , Verizon Communications Inc , Philip Morris International Inc , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for cicfx investment picks
  • Holdings: Lord Abbett High Yield I , Lord Abbett Mid Cap Stock I , Lord Abbett Calibrated Mid Cap Val I , Lord Abbett Intl Dividend Inc I , Lord Abbett Convertible I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for labbx 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: twcax - American Century Select A Load Waived - Large Growth to labbx - Lord Abbett Multi-Asset Balanced Opp B - Moderate 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 Name |  Ticker |  Popularity |  Our Choices |  Most Recent