Funds From: cghax - Crow Point Defined Risk Global Eq I A LW - Long/Short Equity to nhiax - Neuberger Berman High Income Bond A LW - High Yield Bond


  • Holdings: Novartis AG ADR , Reynolds American Inc , Newcastle Invt Corp New Pfd , Consolidated Communications Inc , CSX Corp ,
  • Category: Long/Short Equity
Sign-up for cghax investment picks
  • Holdings: Lam Research Corp , Synopsys Inc , Apple Inc , Check Point Software Technologies Ltd , Teradyne Inc ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for shgtx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Google Inc Class C , Biogen Idec Inc ,
  • Category: Large Growth
Sign-up for f00000n3ex investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
Sign-up for lbiix investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
Sign-up for cptix investment picks
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
Sign-up for ccsax investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for psrbx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for hahbx investment picks
  • Holdings: iShares Russell 1000 Value , SPDR Barclays 1-3 Month T-Bill , iShares Core US Aggregate Bond , Vanguard FTSE Europe ETF , SPDR S&P Dividend ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for dhaax investment picks
  • Holdings: Nestle SA , Roche Holding AG , Novartis AG , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for siiax investment picks
  • Holdings: Principal Income Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sbbpx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for emdqx investment picks
  • Holdings: Samsung Electronics Co Ltd , Commonwealth Bank of Australia , BHP Billiton Ltd , Tencent Holdings Ltd. , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
Sign-up for JAPFX investment picks
  • Category: Muni Single State Short
  • Morningstar Rating: 2 Stars
Sign-up for ccstx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for emhcx investment picks
  • Holdings: The Middleby Corp , Acuity Brands Inc , Acadia Healthcare Co Inc , Envestnet Inc , Old Dominion Freight Lines ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for vscox investment picks
  • Holdings: United Rentals Inc , Oasis Petroleum Inc , B/E Aerospace Inc , NXP Semiconductors NV , Pioneer Energy Services Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for sfsax investment picks
  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-07-01 , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for paaex investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for hypsx investment picks
  • Holdings: SPDR S&P 500 , Vanguard Total Bond Market ETF , Vanguard FTSE Developed Markets ETF , iShares TIPS Bond , SPDR Barclays International Treasury Bd ,
  • Category: Target Date 2000-2010
Sign-up for pzaax investment picks
  • Holdings: WisdomTree India Earnings ETF , Taiwan Cooperative Financial Holding Co Ltd , First Financial Holding Company Ltd , Axiata Group Bhd , Hua Nan Financial Holdings Co Ltd ,
  • Category: Diversified Emerging Mkts
Sign-up for cmkax investment picks
  • Holdings: Wells Fargo & Co , Johnson & Johnson , ConocoPhillips , Pfizer Inc , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for oieix investment picks
  • Holdings: CLP Holdings Ltd , Loblaw Companies Ltd , Toronto-Dominion Bank , Canadian Imperial Bank of Commerce , National Bank of Canada ,
  • Category: Foreign Large Blend
Sign-up for ctiax investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Johnson & Johnson , Verizon Communications Inc , Roche Holding AG , Microsoft Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for jeirx investment picks
  • Holdings: Green Plains Inc , Greenbrier Companies Inc , REX American Resources Corp , JetBlue Airways Corp , CNO Financial Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
Sign-up for spsbx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for cbfrx investment picks
  • Holdings: Markel Corporation , Hillshire Brands Co , ConocoPhillips , McDonald's Corp , Wal-Mart Stores Inc ,
  • Category: Large Blend
Sign-up for CUHAX investment picks
  • Holdings: Google Inc Class C , Gilead Sciences Inc , Facebook Inc Class A , Apple Inc , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for vhibx investment picks
  • Holdings: HollyFrontier Corp , US Silica Holdings Inc , Salix Pharmaceuticals Ltd , Questcor Pharmaceuticals Inc , Endo International PLC ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for trdfx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for nhiax 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: cghax - Crow Point Defined Risk Global Eq I A LW - Long/Short Equity to nhiax - Neuberger Berman High Income Bond A LW - High Yield 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