Funds From: alnyx - AllianceBern Muni Income NY A to parmx - Parnassus Mid-Cap


  • Category: Muni New York Intermediate
  • Morningstar Rating: 4 Stars
Sign-up for alnyx investment picks
  • Holdings: MassMutual Select Overseas I , MM MSCI EAFEĀ® International Index I , MassMutual Premier Disciplined Value I , MassMutual Premier Disciplined Gr I , MassMutual Premier Core Bond I ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for mryax investment picks
  • Holdings: Wells Fargo & Co , Capital One Financial Corp , JPMorgan Chase & Co , Bank of America Corporation , Amdocs Ltd ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for whglx investment picks
  • Holdings: Netflix Inc , Thermo Fisher Scientific Inc , Alexion Pharmaceuticals Inc , Gilead Sciences Inc , Hologic Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for rngex investment picks
  • Holdings: US Treasury TIP , US Treasury Note , US Treasury TIP 1.125% , US Treasury TIP , US Treasury TIP 1.25% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for adaax investment picks
  • Holdings: T. Rowe Price Instl Emerging Mkts Bond , T. Rowe Price Instl High Yield , T. Rowe Price Instl Emerging Mkts Eq , T. Rowe Price Instl Intl Bond , T. Rowe Price Real Assets ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for trpbx investment picks
  • Holdings: Home Depot Inc , Altria Group Inc , Wells Fargo & Co , Pfizer Inc , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for noiex investment picks
  • Holdings: Novo Nordisk A/S Class B , Novartis AG , AIA Group Ltd , KONE Oyj Class B , Compass Group PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for disrx investment picks
  • Holdings: Danone , Nestle SA , Reckitt Benckiser Group PLC , KDDI Corp , Kao Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for mxivx investment picks
  • Holdings: Pioneer International Value Y , Pioneer Bond K , Pioneer Short Term Income Y , Pioneer Global Equity Y , Pioneer Fundamental Growth Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for pialx investment picks
  • Holdings: Nationwide Bond Index Instl , Nationwide S&P 500 Index Instl , Nationwide HighMark Short Term Bd Instl , Nationwide Portfolio Complt Instl , Nationwide International Index Instl ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for nsdcx investment picks
  • Holdings: General Electric Co , Apple Inc , Bank of America Corporation , Microsoft Corp , JPMorgan Chase & Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for gingx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for jgbax investment picks
  • Holdings: Fin Fut Euro$ Cme (Red) 03/14/16 , Fin Fut Euro$ Cme (Red) 06/13/16 , Fin Fut Euro$ Cme (Grn) 06/19/17 , Fin Fut Euro$ Cme (Grn) 03/13/17 , PIMCO Income Instl ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
Sign-up for pgmax investment picks
  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds SMALLCAP World R6 ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 5 Stars
Sign-up for rfhtx investment picks
  • Holdings: Berkshire Hathaway Inc Class A , Comcast Corp Class A , U.S. Bancorp , Wells Fargo & Co , Novartis AG ADR ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for bbtrx investment picks
  • Holdings: Mednax Inc , Avnet Inc , Comerica Inc , Parker Hannifin Corp , Regal-Beloit Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for dvlcx investment picks
  • Holdings: Universal Health Services Inc Class B , Precision Castparts Corp , EOG Resources Inc , MasterCard Inc Class A , Check Point Software Technologies Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for wpfrx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for mdbsx investment picks
  • Holdings: Actavis PLC , Gilead Sciences Inc , Biogen Idec Inc , Facebook Inc Class A , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for fdnrx investment picks
  • Holdings: MainStay Total Return Bond I , MainStay MAP I , MainStay Common Stock I , MainStay Large Cap Growth I , MainStay Epoch US All Cap I ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for mrttx investment picks
  • Holdings: Baidu Inc ADR , Hikma Pharmaceuticals PLC , International Container Terminal Services Inc , Naspers Ltd Class N , Novo Nordisk A/S Class B ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for rnwcx investment picks
  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Priceline Group Inc , Google Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for tplgx investment picks
  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Home Depot Inc , Google Inc Class C , UnitedHealth Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for rgaax investment picks
  • Holdings: Simon Property Group Inc , Public Storage , Prologis Inc , Equity Residential , Essex Property Trust Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for phrax investment picks
  • Holdings: 10 Year US Treasury Note Future Mar15 , 10 Year US Treasury Note Future Mar15 , Euro BUND Future Dec14 , E-mini S&P 500 Index Future Dec14 , Aqr Risk Parity Ii Mv Off ,
  • Category: Tactical Allocation
Sign-up for qrmix investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
Sign-up for rowsx investment picks
  • Holdings: Apple Inc , Visa Inc Class A , Google Inc Class A , Facebook Inc Class A , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for mfejx investment picks
  • Holdings: Visa Inc Class A , Gilead Sciences Inc , Danaher Corp , Apple Inc , Intuitive Surgical Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ppusx investment picks
  • Holdings: Motorola Solutions Inc , First Horizon National Corp , Pentair PLC , Xylem Inc , Iron Mountain Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for parmx 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: alnyx - AllianceBern Muni Income NY A to parmx - Parnassus Mid-Cap
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