Funds From: anfcx - American Funds New Economy C - Large Growth to mamhx - MFS Moderate Allocation R3 - Moderate Allocation


  • Holdings: Netflix Inc , Gilead Sciences Inc , Thermo Fisher Scientific Inc , Alexion Pharmaceuticals Inc , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for anfcx investment picks
  • Holdings: Simon Property Group Inc , Ventas Inc , Mitsubishi Estate Co Ltd , SL Green Realty Corp , AvalonBay Communities Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
Sign-up for blrax investment picks
  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R6 , JPMorgan Intrepid America R5 , JPMorgan Value Advantage Instl , JPMorgan US Equity R6 ,
  • Category: Target Date 2051+
Sign-up for jffix investment picks
  • Holdings: Russell Strategic Bond Y , Select US Equity Y , Select International Equity Y , Russell Global Equity Y , Russell Emerging Markets Y ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for rrlsx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for ghyyx investment picks
  • Holdings: Genesco Inc , Huntsman Corp , Waste Connections Inc , Vitamin Shoppe, Inc. , Colfax Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for hrscx investment picks
  • Holdings: CVS Health Corp , Gilead Sciences Inc , Delta Air Lines Inc , McKesson Corp , Southwest Airlines Co ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for wfllx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for vmbsx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
Sign-up for orncx investment picks
  • Holdings: Wells Fargo & Co , Microsoft Corp , Amdocs Ltd , Raytheon Co , Charles Schwab Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for pogsx investment picks
  • Holdings: Intercontinental Exchange Inc , Mylan Inc , Xilinx Inc , Whole Foods Market Inc , SBA Communications Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for ggoax 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 spfix investment picks
  • Holdings: AmorePacific Corp , Dongbu Insurance Co Ltd , Tata Power Co Ltd , Ping An Insurance Group H Shares , Kotak Mahindra Bank Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 4 Stars
Sign-up for maptx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for fibax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for jasbx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for vscsx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for fltmx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for gibax investment picks
  • Holdings: Exxon Mobil Corporation , Occidental Petroleum Corp , Merck & Co Inc , Bank of America Corporation , Eli Lilly and Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for eilvx investment picks
  • Holdings: Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
Sign-up for ltrlx 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 feiix investment picks
  • Holdings: American Century NT Growth Institutional , American Century NT Large Co Val Instl , American Century NT Diversified Bd Instl , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 5 Stars
Sign-up for aroix investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Wells Fargo & Co , Microsoft Corp , Honeywell International Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for juezx investment picks
  • Holdings: NXP Semiconductors NV , Check Point Software Technologies Ltd , A P Moller Maersk AS Class B , Taiwan Semiconductor Manufacturing Co Ltd ADR , KDDI Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for bniex investment picks
  • Holdings: Aegerion Pharmaceuticals Inc , Lands' End Inc , Opko Health Inc , DXP Enterprises Inc , Herbalife Ltd ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
Sign-up for stvax investment picks
  • Holdings: iShares Russell 2000 Growth , Manhattan Associates Inc , Tyler Technologies Inc , Casey's General Stores Inc , PolyOne Corp ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for hslyx investment picks
  • Holdings: United States Steel Corp , Texas Pacific Land Trust , Home Depot Inc , United Continental Holdings Inc , CSX Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for hdpbx investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Growth R5 , MFS® Value R5 , MFS® Research R5 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mamhx 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: anfcx - American Funds New Economy C - Large Growth to mamhx - MFS Moderate Allocation R3 - 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