Funds From: aivsx - American Funds Invmt Co of Amer A LW - Large Blend to stfsx - Federated Strategic Income F - Multisector Bond


  • 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 aivsx investment picks
  • Holdings: America Movil SAB de CV ADR , Samsung Electronics Co Ltd , Grupo Financiero Banorte SAB de CV Class O , Cemex SAB de CV ADR , Commercial International Bank (Egypt) SAE ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for gsyax investment picks
  • Holdings: MassMutual Select Overseas I , MM MSCI EAFE® International Index I , MassMutual Premier Disciplined Value I , MassMutual Premier Disciplined Gr I , MassMutual Select Diversified Value I ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for mmarx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for mbcmx investment picks
  • Holdings: Novo Nordisk A/S , Amazon.com Inc , Microsoft Corp , Home Depot Inc , Delta Air Lines Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for cnpbx investment picks
  • Holdings: Russell 2000 Mini Sep14 Imeq 20140919 , Aspen Technology Inc , Graphic Packaging Holding Co , Isis Pharmaceuticals , RF Micro Devices Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for gstox investment picks
  • Holdings: JPMorgan Chase & Co , CVS Health Corp , Wells Fargo & Co , DISH Network Corp , Time Warner Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for f00000j3ng investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 2 Stars
Sign-up for ftpdx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for vmpix investment picks
  • Holdings: PRA Group Inc , Affiliated Managers Group Inc , Bank of the Ozarks Inc , OSI Systems Inc , Eagle Bancorp Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for pmcax investment picks
  • Holdings: AllianzGI Best Styles Global Eq R6 , PIMCO Income Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl , PIMCO Floating Income Instl ,
  • Category: Target Date 2031-2035
Sign-up for gvrax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for piiax investment picks
  • Holdings: Lclscsdb Fund Limited , FNMA 0.375% , FHLBA 0.375% , Chase Issuance Tr 2013-5a 0.47% , Cap One Cc Tr 2006-11a FRN ,
  • Category: Managed Futures
Sign-up for lcsax investment picks
  • Holdings: General Electric Co , Apple Inc , Bank of America Corporation , Microsoft Corp , JPMorgan Chase & Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for girgx investment picks
  • Holdings: GMO Benchmark-Free Allocation MF ,
  • Category: World Allocation
Sign-up for warax investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR® Barclays High Yield Bond ETF , Vanguard Dividend Appreciation ETF , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
Sign-up for jryqx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for pdlix investment picks
  • Holdings: Citigroup Inc , Verizon Communications Inc , Johnson & Johnson , Occidental Petroleum Corp , United Technologies Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for isfsx investment picks
  • Holdings: Magellan Financial Group Ltd , RPS Group PLC , Melexis , Clinigen Group PLC , CETIP SA Mercados Organizados ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 5 Stars
Sign-up for gpiix investment picks
  • Holdings: Intel Corp , Schlumberger NV , Verizon Communications Inc , Cisco Systems Inc , ConocoPhillips ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for piecx investment picks
  • Holdings: United Rentals Inc , Westinghouse Air Brake Technologies Corp , Trinity Industries Inc , Jarden Corp , Red Hat Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
Sign-up for bwafx investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , Novo Nordisk A/S Class B , Brookfield Asset Management Inc Class A , Canadian National Railway Co ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for pdncx investment picks
  • Holdings: American High-Income Municipal Bond R-6 , American Funds Tax Exempt Bond R-6 , American Funds Capital World Gr&Inc R6 , American Funds Washington Mutual R6 ,
  • Category: Conservative Allocation
Sign-up for TAICX investment picks
  • Holdings: Actavis PLC , Walt Disney Co , American Tower Corp , Ecolab Inc , Alliance Data Systems Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mtgvx investment picks
  • Holdings: Hon Hai Precision Ind Co Ltd , Sasol Ltd , Swiss Life Holding AG , China Resources Power Holdings Co Ltd , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for pinix investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for wgbyx investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
Sign-up for mmbmx investment picks
  • Holdings: Microsoft Corp , Apple Inc , International Business Machines Corp , Willis Group Holdings PLC , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for gmopx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for stfsx 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: aivsx - American Funds Invmt Co of Amer A LW - Large Blend to stfsx - Federated Strategic Income F - Multisector Bond
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