Funds From: dboax - Dreyfus Balanced Opportunity A LW - Moderate Allocation to crmrx - Columbia Absolute Ret Multi-Strat R5 - Multialternative


  • Holdings: US Treasury Note 0.25% , Occidental Petroleum Corp , US Treasury Note 1.5% , Apple Inc , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for dboax investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for clmpx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for haubx investment picks
  • Category: Muni Ohio
  • Morningstar Rating: 2 Stars
Sign-up for poxax investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Bond Market Index Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for plibx investment picks
  • Holdings: Pfizer Inc , Exxon Mobil Corporation , Johnson & Johnson , Bank of America Corporation , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for abvcx investment picks
  • Holdings: ARRIS Group Inc , Verint Systems Inc , Rovi Corp , Crown Holdings Inc , Spirit AeroSystems Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for ninax investment picks
  • Holdings: Northern Trust Corp , Electronic Arts Inc , Microchip Technology Inc , Fastenal Co , Signature Bank ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for unecx investment picks
  • Holdings: US Treasury Note 0.875% , US Treasury Bond 4.5% , US Treasury Note 3.125% , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for eatrx investment picks
  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst , Principal Diversified Intl Inst ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for ptcax investment picks
  • Holdings: Us Long Bond(Cbt) Sep14 Xcbt 20140919 , S+p500 Emini Fut Jun14 Xcme 20140620 , Nikkei 225 (Ose) Jun14 Xose 20140612 , Hang Seng Idx Fut Jun14 Xhkf 20140627 , Russell 2000 Mini Jun14 Imeq 20140620 ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for gtfwx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for missx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for oggax investment picks
  • Category: Muni New Jersey
  • Morningstar Rating: 3 Stars
Sign-up for ptnjx investment picks
  • Holdings: Ecolab Inc , EOG Resources Inc , Marathon Petroleum Corp , Concho Resources Inc , Royal Dutch Shell PLC Class A ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for armcx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for emkcx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for lcrqx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
Sign-up for ftlax investment picks
  • Holdings: Bank of New York Mellon Corp , Cisco Systems Inc , JPMorgan Chase & Co , American Airlines Group Inc , Lincoln National Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for nvaax investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for acasx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
Sign-up for pazcx investment picks
  • Holdings: WellPoint Inc , AstraZeneca PLC ADR , Hewlett-Packard Co , Western Union Co , Humana Inc ,
  • Category: World Stock
Sign-up for FGLLX investment picks
  • Holdings: State Street Corp , Crown Holdings Inc , JPMorgan Chase & Co , Devon Energy Corp , RenaissanceRe Holdings Ltd ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for cbeax investment picks
  • Holdings: American Century NT Large Co Val Instl , American Century NT Growth Institutional , American Century NT Equity Growth Instl , American Century NT Diversified Bd Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2051+
  • Morningstar Rating: 4 Stars
Sign-up for aremx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for kusax investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for msncx investment picks
  • Holdings: Xerox Corporation , Hewlett-Packard Co , Allstate Corp , Trinity Industries Inc , Northrop Grumman Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for pnfbx investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Constellation Brands Inc Class A , Google Inc Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for wfcdx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for ledix investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , Johnson & Johnson , Philip Morris International Inc ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for crmrx 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: dboax - Dreyfus Balanced Opportunity A LW - Moderate Allocation to crmrx - Columbia Absolute Ret Multi-Strat R5 - Multialternative
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