Funds From: ivbax - Ivy Global Income Allocation A to iclax - Transamerica Asset Allc Cnsrv A


  • Holdings: Johnson & Johnson , Merck & Co Inc , Vodafone Group PLC , Nestle SA , Novartis AG ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ivbax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for fepax investment picks
  • Holdings: Google Inc Class A , Suncor Energy Inc , ExamWorks Group, Inc. , Gap, Inc. , Salesforce.com, Inc. ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for grthx investment picks
  • Category: Short Government
  • Morningstar Rating: 3 Stars
Sign-up for msdax investment picks
  • Holdings: Pfizer Inc , JPMorgan Chase & Co , Exxon Mobil Corporation , Chevron Corp , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for rlcax investment picks
  • Holdings: OM Group, Inc. , First Interstate Bancsystem , American Equity Investment Life Holding Company , Fresh Del Monte Produce, Inc. , Synnex Corporation ,
  • Category: Small Value
Sign-up for bosvx investment picks
  • Holdings: Invesco Core Plus Bond R6 , Invesco Balanced-Risk Allc R6 , PowerShares FTSE RAFI Dev Mkts ex-US , Invesco Diversified Dividend R6 , PowerShares 1-30 Laddered Treasury ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for amkax investment picks
  • Holdings: Comcast Corp Class A , Walt Disney Co , Johnson & Johnson , Occidental Petroleum Corporation , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for stpgx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2046-2050
Sign-up for jlkax investment picks
  • Holdings: US Treasury Note 1.75% , US Treasury Note 1% , US Treasury Note 2.625% , US Treasury Bond 8.125% , Apple Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for strtx investment picks
  • Holdings: American Funds Fundamental Invs R6 , American Funds Capital World G/I R6 , American Funds Intl Gr And Inc R6 , American Funds Invmt Co of Amer R6 , American Funds EuroPacific Gr R6 ,
  • Category: Aggressive Allocation
Sign-up for cthex investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity Advisor® International Discv I , Fidelity® Short-Term Bond ,
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
Sign-up for firrx investment picks
  • Holdings: Molson Coors Brewing Company , Cigna Corp , Lear Corporation , Ameren Corp , Church & Dwight Company, Inc. ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for wfmdx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for gmdzx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for pincx investment picks
  • Holdings: Shire PLC , Total SA , Royal Dutch Shell PLC Class A , GlaxoSmithKline PLC , Daimler AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for ivvyx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for fctcx investment picks
  • Holdings: IntercontinentalExchange Group Inc , Thermo Fisher Scientific Inc , Amdocs Ltd. , Sigma-Aldrich Corporation , U.S. Bancorp ,
  • Category: Large Blend
Sign-up for cuhcx investment picks
  • Holdings: iShares Russell 2000 Value , Curtiss-Wright Corporation , Matrix Service Company , Standard Motor Products , Andersons, Inc. ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for dasvx investment picks
  • Holdings: Merck & Co Inc , Bristol-Myers Squibb Company , Microsoft Corporation , General Electric Co , Pfizer Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ifacx investment picks
  • Holdings: Republic Services Inc Class A , iShares Russell Mid-Cap Value , Northern Trust Corporation , Imperial Oil Ltd , The ADT Corporation ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for acclx investment picks
  • Holdings: Green Mountain Coffee Roasters, Inc. , Henry Schein, Inc. , Cimarex Energy Company , Affiliated Managers Group Inc , Trimble Navigation Ltd. ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for ntiax investment picks
  • Holdings: BlackRock Master Focus Growth LLC ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for mafox investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Microsoft Corporation , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for grmax investment picks
  • Holdings: GuideStone Funds Medium-Duration Bd GS4 , GuideStone Funds Low-Duration Bond GS4 , GuideStone Funds International Eq GS4 , GuideStone Funds Global Bond GS4 , GuideStone Funds Growth Equity GS4 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ggizx investment picks
  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Biogen Idec Inc , Google Inc Class A , Wynn Resorts Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for nmyax investment picks
  • Holdings: PPL Corp , Torchmark Corporation , Raymond James Financial Inc , First Republic Bank (San Francisco, CA) , Tyco International Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for jmvix investment picks
  • Holdings: Bayer AG , Toyota Motor Corp , Baidu, Inc. ADR , BP PLC , Roche Holding AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for silax investment picks
  • Holdings: Delta Electronics, Inc. , Ping An Insurance Group H Shares , AmorePacific Corp , NAVER Corp , Dongbu Insurance Co., Ltd. ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 4 Stars
Sign-up for miptx investment picks
  • Holdings: Transamerica Total Return I2 , Transamerica Core Bond I2 , Transamerica Short-Term Bond I2 , Transamerica Bond I2 , Transamerica Large Cap Value I2 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for iclax 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: ivbax - Ivy Global Income Allocation A to iclax - Transamerica Asset Allc Cnsrv A
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