Funds From: jdpax - Perkins Mid Cap Value A Load Waived to mtbix - MainStay Tax-Free Bond I


  • Holdings: PPL Corp , Republic Services Inc Class A , Canadian Pacific Railway Ltd , Plains GP Holdings LP Class A , Torchmark Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for jdpax investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
Sign-up for vpalx investment picks
  • Category: Intermediate-Term Bond
Sign-up for cenax investment picks
  • Holdings: Apple Inc , FNMA , US Treasury Note 0.25% , FNMA , Exxon Mobil Corporation ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for wflax investment picks
  • Holdings: US Treasury Note 1% , US Treasury Note 3.5% , Exxon Mobil Corporation , US Treasury Note 0.75% , Johnson & Johnson ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pgprx investment picks
  • Holdings: Apple Inc , Coca-Cola Co , Google Inc Class C , Google Inc Class A , Schlumberger NV ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for VIGRX investment picks
  • Holdings: Dws Cayman Commodity Ii Ltd , B00009381 Irs Usd P F 2.139002 Ccpvanilla , B00009381 Irs Usd R V 03mlibor1 Ccpvanilla , B0009721 Irs Usd P F .96400s00009721 Ccpvanilla , B0009721 Irs Usd R V 03mliborl00009721 Ccpvanilla ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 4 Stars
Sign-up for skirx investment picks
  • Holdings: Fidelity® Total Bond , Fidelity Advisor® International Discv I , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for fittx investment picks
  • Holdings: HCA Holdings Inc , NXP Semiconductors NV , United Rentals Inc , Mylan Inc , Service Corp International Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for atgax investment picks
  • Holdings: SEI Global Managed Volatility A (SIMT) , SEI Multi-Asset Accumulation A (SIMT) , SEI Multi-Asset Cap Stability A (SIMT) , SEI US Managed Volatility A (SIMT) , SEI Multi-Asset Inflation Mgd A (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for smsdx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for lzhyx investment picks
  • Holdings: Verizon Communications Inc , AT&T Inc , T-Mobile US Inc , CenturyLink Inc , American Tower Corp ,
  • Category: Communications
  • Morningstar Rating: 3 Stars
Sign-up for ftucx investment picks
  • Holdings: Russell Global Equity Y , Russell International Developed Mkts Y , Russell Strategic Bond Y , Russell US Core Equity Y , Russell US Defensive Equity Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for raldx investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal Short-Term Income Inst , Principal Bond Market Index Instl , Principal Global Div Inc Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for plsmx investment picks
  • Holdings: E*Trade Financial Corp , Platform Specialty Products Corp , Allegiant Travel Co LLC , Treehouse Foods Inc , Evertec Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for lmsax investment picks
  • Category: Muni New York Intermediate
  • Morningstar Rating: 4 Stars
Sign-up for lmiix investment picks
  • Holdings: Dreyfus Global Emerging Markets Y , Tencent Holdings Ltd. , Samsung Electronics Co Ltd , China Construction Bank Corp H Shares , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for dbecx investment picks
  • Holdings: Lower Neches Valley Auth , Birmingham Ala Wtrwks Brd Wtr Wtr Rev 5% , Mississippi Busn Fin Corp Var Rev B , Connecticut St Go Ref Bd 5% , Citizens Ppty Ins Corp Fla High Risk 5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for agiax investment picks
  • Holdings: Sociedad Quimica Y Minera De Chile SA ADR , Turquoise Hill Resources Ltd , First Quantum Minerals Ltd , Mosaic Co , Cabot Oil & Gas Corp Class A ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for rsnkx investment picks
  • Holdings: E-mini S&P 500 Index Future June14 , McDonald's Corp , Markel Corporation , ConocoPhillips , Wal-Mart Stores Inc ,
  • Category: Long/Short Equity
Sign-up for chlax investment picks
  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Chevron Corp , Exxon Mobil Corporation , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for trmvx investment picks
  • Holdings: E-mini S&P 500 Index Future June14 , E-mini NASDAQ 100 Index Future June14 , ArcelorMittal SA ADR , Vale SA ADR , Citrix Systems Inc ,
  • Category: Bear Market
Sign-up for comvx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for jitix investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for dmusx investment picks
  • Holdings: BP PLC ADR , Royal Dutch Shell PLC ADR Class B , Novartis AG , Daimler AG , Suncor Energy Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for dtmix investment picks
  • Holdings: GMO International Equity IV , GMO US Core Equity VI , GMO Asset Allocation Bond VI , GMO Strategic Fixed Income VI , GMO Alpha Only IV ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for eaifx investment picks
  • Holdings: Core-Mark Holding Co Inc , LogMeIn Inc , Motorcar Parts of America Inc , ShoreTel Inc , Flotek Industries Inc ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
Sign-up for pscgx investment picks
  • Holdings: Apple Inc , S+p500 Emini Fut Sep14 Xcme 20140919 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for stbix investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for ggyix investment picks
  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
Sign-up for mtbix 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: jdpax - Perkins Mid Cap Value A Load Waived to mtbix - MainStay Tax-Free Bond I
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