Funds From: dfvlx - DFA International Value Ex Tobacco - Foreign Large Value to sbbax - QS Legg Mason Lifestyle Allocation A LW - Conservative Allocation


  • Holdings: BP PLC ADR , Royal Dutch Shell PLC ADR Class B , Novartis AG , Daimler AG , Mitsubishi UFJ Financial Group Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for dfvlx investment picks
  • Holdings: Microsoft Corp , Hana Financial Group Inc , Samsung Electronics Co Ltd , Roche Holding AG , Credit Suisse Group ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for tegox investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for CCMPX investment picks
  • Holdings: Royal Dutch Shell PLC ADR Class B , BP PLC ADR , HSBC Holdings PLC ADR , Novartis AG ADR , Nestle SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for DFTWX investment picks
  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Iberdrola SA , Unilever PLC , Sanofi , Novartis AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for liiex investment picks
  • Holdings: Ambev SA , Remgro Ltd , Emaar Properties PJSC , Unilever PLC , Etihad Etisalat ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for teemx investment picks
  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan High Yield R6 , JPMorgan International Equity R6 , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for jttax investment picks
  • Holdings: Jpn 10y Bond Fut Jun14 , Euro-Bund Fut Jun14 , Us 10yr Note Fut Jun14 , Long Gilt Fut Jun14 , Salient Risk Parity Offs ,
  • Category: Tactical Allocation
Sign-up for SRPAX investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Dividend Apprec Idx ETF , Vanguard Emerging Markets Stock Idx ETF , Vanguard Information Technology ETF , Vanguard Consumer Staples ETF ,
  • Category: Target Date 2041-2045
Sign-up for jrlsx investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Merck & Co Inc , US Treasury Note 0.25% , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ittrx investment picks
  • Holdings: Simon Property Group Inc , American Tower Corp , HCP Inc , AvalonBay Communities Inc , Ventas Inc ,
  • Category: Real Estate
  • Morningstar Rating: 5 Stars
Sign-up for lreix investment picks
  • Category: Intermediate-Term Bond
Sign-up for GLBDX investment picks
  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for ffflx investment picks
  • Holdings: US Treasury Note 0.625% , Fidelity Cent Invt Portfolios , US Treasury Note 0.75% , US Treasury Note 0.75% , Fidelity Cent Invt Portfolios ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ffbmx investment picks
  • Holdings: United Insurance Holdings Corp , Global Payments Inc , Discover Financial Services , PNC Financial Services Group Inc , Meta Financial Group Inc ,
  • Category: Financial
  • Morningstar Rating: 5 Stars
Sign-up for sbfax investment picks
  • Holdings: Jpn 10y Bond Fut Jun14 , Euro-Bund Fut Jun14 , Us 10yr Note Fut Jun14 , Long Gilt Fut Jun14 , Salient Risk Parity Offs ,
  • Category: Tactical Allocation
Sign-up for SRPAX investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for magwx investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Growth R5 , MFS® Research R5 , MFS® Value R5 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mamax investment picks
  • Holdings: Gilead Sciences Inc , Amazon.com Inc , Visa Inc Class A , Catamaran Corp , Affiliated Managers Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for thigx investment picks
  • Holdings: Us 10yr Note (Cbt)jun14 Xcbt 20140619 , S+p500 Emini Fut Jun14 Xcme 20140620 , Euro Stoxx 50 Jun14 Xeur 20140620 , Euro-Bund Future Jun14 Xeur 20140606 , 1258843 Trs Usd P E Gscbmhg8 Index ,
  • Category: Multialternative
Sign-up for MMPIX investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for ekhax investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for fcmax investment picks
  • Holdings: Apple Inc , Netflix Inc , Amazon.com Inc , Priceline Group Inc , Amphenol Corp Class A ,
  • Category: Large Growth
Sign-up for LGNHX investment picks
  • Holdings: MasterCard Inc Class A , Partners Group Holding , Galaxy Entertainment Group Ltd , Catamaran Corp , Gildan Activewear Inc ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 5 Stars
Sign-up for tigax investment picks
  • Holdings: Oracle Corporation , Bank of America Corporation , General Motors Co , US TREASURY TIP , US Treasury TIP 1.25% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for OAKBX investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for tacax investment picks
  • Holdings: Gilead Sciences Inc , Thermo Fisher Scientific Inc , JPMorgan Chase & Co , Total SA , Express Scripts ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for tvafx investment picks
  • Holdings: First Eagle Global Cayman Fund , Oracle Corporation , Microsoft Corp , Gold Commodity In Ounces , Cisco Systems Inc ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for SGIIX investment picks
  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Legg Mason Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , Legg Mason Strategic Real Return IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for sbbax 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: dfvlx - DFA International Value Ex Tobacco - Foreign Large Value to sbbax - QS Legg Mason Lifestyle Allocation 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