Funds From: nugix - Nuveen Santa Barbara Global Div Gr I to cpmpx - Changing Parameters


  • Holdings: HKT Trust and HKT Ltd , Westpac Banking Corp , BOC Hong Kong Holdings Ltd , Covidien PLC , Total SA ,
  • Category: World Stock
Sign-up for nugix investment picks
  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Google Inc Class C , EOG Resources Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for cgffx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
Sign-up for actgx investment picks
  • Holdings: Measurement Specialties Inc , Medidata Solutions Inc , Cognex Corp , NetScout Systems Inc , Techne Corp ,
  • Category: Small Growth
Sign-up for nwsax investment picks
  • Holdings: RIB Software AG , Eurofins Scientific Group SA , SOFTBANK Corp , Constellation Software Inc , Grifols SA ADR ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 2 Stars
Sign-up for bigfx investment picks
  • Holdings: NextEra Energy Inc , Edison International , Sempra Energy , ITC Holdings Corp , Northeast Utilities ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
Sign-up for evucx investment picks
  • Holdings: American Airlines Group Inc , Keurig Green Mountain Inc , Lear Corp , Actavis PLC , Cabot Oil & Gas Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for gofcx investment picks
  • Holdings: US Treasury TIP , iShares Core MSCI Emerging Market , Exxon Mobil Corporation , SPDR S&P 500 , US TREASURY TIP ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for lthkx investment picks
  • Holdings: Remgro Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Infosys Ltd ADR , Banco Latinoamericano de Comercio Exterior SA Class E , Sasol Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for twiix investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for mqlix investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
Sign-up for accex investment picks
  • Holdings: Russell International Developed Mkts Y , Russell US Core Equity Y , Russell Global Equity Y , Russell US Dynamic Equity Y , Russell Strategic Bond Y ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
Sign-up for rwlrx investment picks
  • Holdings: Netflix Inc , Gilead Sciences Inc , Thermo Fisher Scientific Inc , Alexion Pharmaceuticals Inc , Galaxy Entertainment Group Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for neffx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
Sign-up for rmubx investment picks
  • Holdings: Wells Fargo & Co , General Electric Co , JPMorgan Chase & Co , AmerisourceBergen Corp , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for dnlvx investment picks
  • Holdings: Shire PLC , Grifols SA Class A , Svenska Handelsbanken Class A , SABMiller PLC , Linde AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for miecx investment picks
  • Holdings: Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for aftcx investment picks
  • Holdings: US Treasury Note 0.875% , US Treasury Note 0.75% , US Treasury Note 0.75% , US Treasury Note 0.5% , Msci Frontier Net Return Usd Swap ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for fromx investment picks
  • Holdings: ICICI Bank Ltd ADR , Infosys Ltd ADR , Commercial International Bank (Egypt) SAE GDR , SK Hynix Inc , OAO Lukoil ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for dnemx investment picks
  • Holdings: Russell Strategic Bond Y , Russell Investment Grade Bond Y , Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Defensive Equity Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rmlex investment picks
  • Holdings: Constellation Brands Inc Class A , Apple Inc , Facebook Inc Class A , American Express Co , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for wfcix investment picks
  • Category: Trading-Inverse Debt
Sign-up for rrpsx investment picks
  • Holdings: Lithia Motors Inc Class A , HFF Inc Class A , Euronet Worldwide Inc , Carrizo Oil & Gas Inc , Visteon Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for mxcix investment picks
  • Holdings: Simon Property Group Inc , Crown Castle International Corp , Ventas Inc , Weyerhaeuser Co , Essex Property Trust Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for aarix investment picks
  • Holdings: Home Depot Inc , Comcast Corp Class A , TJX Companies , Northrop Grumman Corp , Allstate Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for jlcix investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 5 Stars
Sign-up for mgsfx investment picks
  • Category: Money Market- Tax-Free
Sign-up for cnexx investment picks
  • Holdings: NextEra Energy Inc , Dominion Resources Inc , Sempra Energy , Exelon Corp , PPL Corp ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
Sign-up for fugix investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR Barclays High Yield Bond , Vanguard Dividend Appreciation ETF , Vanguard Intermediate-Term Corp Bd ETF ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
Sign-up for jryox investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for cpmpx 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: nugix - Nuveen Santa Barbara Global Div Gr I to cpmpx - Changing Parameters
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