Funds From: mblox - BlackRock Global Allocation Inv B to rsmcx - Royce Special Equity Multi-Cap Invt


  • Holdings: Uk Conv Gilt 2.25 09/07/2023 , Mexico (United Mexican States) 10 12/05/2024 , Australia (Commonwealth Of) 2.75 10/21/2019 , US Treasury Note 2% , US Treasury Note 2.375% ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mblox investment picks
  • Holdings: Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Diversified Intl Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for ptdjx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
Sign-up for medhx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for vsitx investment picks
  • Holdings: Valeant Pharmaceuticals International Inc , Barratt Developments PLC , InterXion Holding NV , Citigroup Inc , Level 3 Communications Inc ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for thocx investment picks
  • Holdings: Hotel Shilla Co Ltd , Pidilite Industries Ltd , Berger Paints India Ltd , Merida Industry Co Ltd , Minor International PLC Shs Foreign Registered ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for waemx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 1 Stars
Sign-up for psrzx investment picks
  • Holdings: Intel Corp , Staples Inc , FirstEnergy Corp , Xilinx Inc , Entergy Corp ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for amdsx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for emkix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for mmcbx investment picks
  • Holdings: Liberty Interactive Corp Class A , Twenty-First Century Fox Inc Class A , Prudential Financial Inc , Microsoft Corp , Actavis PLC ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for rceyx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for csabx investment picks
  • Holdings: US Treasury Note 1.75% , iShares US Preferred Stock , US Treasury Note 1% , iShares iBoxx $ High Yield Corporate Bd , US Treasury Note 0.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for nwqcx investment picks
  • Holdings: US Treasury Bond 3.75% , US Treasury Note 2.75% , US Treasury Note 1.5% , US Treasury Bond 3.875% , US Treasury Note 1.625% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for glrix investment picks
  • Holdings: Celgene Corp , AbbVie Inc , Amgen Inc , Alexion Pharmaceuticals Inc , Merck & Co Inc ,
  • Category: Health
  • Morningstar Rating: 4 Stars
Sign-up for shssx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for vfiux investment picks
  • Holdings: Jardine Strategic Holdings Ltd , Swire Pacific Ltd Class B , AIA Group Ltd , MTR Corp Ltd , HSBC Holdings PLC ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
Sign-up for goprx investment picks
  • Holdings: Chevron Corp , Exxon Mobil Corporation , Cigna Corp , Merck & Co Inc , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for svifx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for fhigx investment picks
  • Holdings: Transurban Group , TransAlta Renewables Inc. , Exelon , Stag Industrial Inc , Colony Financial Inc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for nriax investment picks
  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Prudential PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for aegfx investment picks
  • Holdings: Apple Inc , Union Pacific Corp , Humana Inc , Wells Fargo & Co , TJX Companies ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for utcnx investment picks
  • Holdings: Financial Select Sector SPDR® ETF , Volcano Corporation Cv 1.75% , Google Inc Class C , St Jude Medical Inc , McKesson Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for aiopx investment picks
  • Holdings: American International Group Inc , Salix Pharmaceuticals Ltd , Illumina Inc , DexCom Inc , Samsonite International SA ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for kauax investment picks
  • Holdings: E-L Financial Corp Ltd , Bank of Hawaii Corp , AllianceBernstein Holding L.P. , Erie Indemnity Co Class A , Markel Corporation ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for rytfx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for jliax investment picks
  • Holdings: Bmi28bcs1 Irs Usd P F .75500 2 Cppvanilla , Bmi28bcs1 Irs Usd R V 03mlibor 1 Ccpvanilla , Us 10yr Note (Cbt)dec14 Xcbt 20141219 , S+p500 Emini Fut Dec14 Xcme 20141219 , Bmi2ap2x7 Irs Usd R V 03mlibor 1 Ccpcdx ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for mpbax investment picks
  • Holdings: Apple Inc , Microsoft Corp , Home Depot Inc , PepsiCo Inc , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for ieosx investment picks
  • Holdings: Amgen Inc , Novartis AG , Gilead Sciences Inc , Altria Group Inc , Bayer AG ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for rwifx investment picks
  • Holdings: Nordstrom Inc , Bed Bath & Beyond Inc , Lear Corp , Microsoft Corp , Occidental Petroleum Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for rsmcx 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: mblox - BlackRock Global Allocation Inv B to rsmcx - Royce Special Equity Multi-Cap Invt
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