Funds From: dcsbx - Davis Appreciation & Income B to cbibx - BlackRock Managed Volatility Inv B


  • Holdings: Intel Cv 3.25% , United States Stl Corp New Cv 2.75% , Nabors Industries Ltd , Allegheny Technologies Inc , Kohl's Corp ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for dcsbx investment picks
  • Holdings: Chevron Corp , Oracle Corporation , Qualcomm Inc , Emerson Electric Co , EMC Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for rvalx investment picks
  • Holdings: Banca Monte dei Paschi di Siena , Pegatron Corp , Leoni AG , Savills PLC , Seven West Media Ltd ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 2 Stars
Sign-up for picrx investment picks
  • Category: Muni California Intermediate
  • Morningstar Rating: 3 Stars
Sign-up for jpcbx investment picks
  • Holdings: Wells Fargo & Co , Johnson & Johnson , Time Warner Inc , JPMorgan Chase & Co , Amdocs Ltd ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for wwlax investment picks
  • Holdings: Wells Fargo & Co , CVS Caremark Corp , American International Group Inc , Chevron Corp , Time Warner Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for secbx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for ebfhx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Monsanto Co , EOG Resources Inc , Schlumberger NV , Dow Chemical Co ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for pgryx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for sstlx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for wstmx investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Visa Inc Class A , CVS Caremark Corp , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for us0155448519 investment picks
  • Holdings: Apple Inc , Hess Corp , American International Group Inc , MetLife Inc , Verizon Communications Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for mrgrx investment picks
  • Holdings: Exxon Mobil Corporation , General Electric Co , Pfizer Inc , Time Warner Inc , Monsanto Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for icanx investment picks
  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , Questcor Pharmaceuticals Inc , Aspen Technology Inc , Cavium Inc , Cognex Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for gsrox investment picks
  • Holdings: PIMCO Total Return Instl , T. Rowe Price New Income , Lord Abbett Core Fixed Income I , iShares MSCI EAFE , SPDR S&P 500 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for hacgx investment picks
  • Holdings: Tencent Holdings Ltd. , Taiwan Semiconductor Manufacturing Co Ltd , AIA Group Ltd , Cheung Kong Holdings Ltd , Hutchison Whampoa Ltd ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
Sign-up for eccgx investment picks
  • Holdings: American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds New Economy R6 , American Funds New World R6 ,
  • Category: World Stock
Sign-up for rglcx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for mrnix investment picks
  • Holdings: TIAA-CREF Equity Index Instl , TIAA-CREF Bond Index Institutional , TIAA-CREF International Eq Idx Instl , TIAA-CREF Emerging Markets Eq Idx Instl , TIAA-CREF Inflation Link Bd Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 5 Stars
Sign-up for tlvpx investment picks
  • Holdings: Republic Services Inc Class A , PPL Corp , Plains GP Holdings LP Class A , Canadian Pacific Railway Ltd , Tyco International Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 1 Stars
Sign-up for jdpax investment picks
  • Category: Intermediate-Term Bond
Sign-up for cenax investment picks
  • Holdings: Apple Inc , Microsoft Corp , Nike Inc Class B , Halliburton Co , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for sdgtx investment picks
  • Holdings: US Treasury Note 1% , Apple Inc , US Treasury Note 1.75% , US Treasury Note 3.5% , US Treasury Note 0.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pgprx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
Sign-up for eiorx investment picks
  • Holdings: Apple Inc , Google Inc Class C , Google Inc Class A , Coca-Cola Co , Facebook Inc Class A ,
  • 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: Samsung Electronics Co Ltd , iShares India 50 , iShares MSCI South Korea Capped , China Mobile Ltd , Taiwan Semiconductor Manufacturing Co Ltd ADR ,
  • Category: Diversified Emerging Mkts
Sign-up for eheax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for acsux investment picks
  • Holdings: iShares Russell 1000 Value , iShares MSCI EAFE , QS Batterymarch Intl Eq IS , ClearBridge International Value IS , ClearBridge Aggressive Growth IS ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for lmyax investment picks
  • Holdings: Technology Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF , iShares 1-3 Year Credit Bond , Kfw Mtn Regs ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cbibx 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: dcsbx - Davis Appreciation & Income B to cbibx - BlackRock Managed Volatility Inv B
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