Funds From: ianax - Invesco Balanced-Risk Retire Now A to ndvvx - MFS New Discovery Value R5


  • Holdings: Invesco Balanced-Risk Allc R6 ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
Sign-up for ianax investment picks
  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Nippon Telegraph & Telephone Corp ADR , Royal Dutch Shell PLC ADR Class B , UBS AG , Sanofi ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for naigx investment picks
  • Holdings: Intel Cv 3.25% , Gilead Sciences Cv 1.625% , Xilinx Cv 2.625% , Danaher Corp Del Cv , Jarden Cv 1.875% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for mccvx investment picks
  • Holdings: Southwest Airlines Co , Chipotle Mexican Grill Inc Class A , Intuit Inc , VF Corp , Ulta Salon Cosmetics & Fragrances Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for imopx investment picks
  • Holdings: Actavis PLC , Silgan Holdings Inc , Coca-Cola Enterprises Inc , American International Group Inc , Tyco International Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for pmvrx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 1 Stars
Sign-up for fzibx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for abtix investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
Sign-up for ptfyx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for oibnx investment picks
  • Holdings: Hartford Financial Services Group Inc , XL Group PLC , M&T Bank Corp , Cimarex Energy Co , Invesco Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for lmcbx investment picks
  • Holdings: Myriad Genetics Inc , Rogers Corp , IPG Photonics Corp , UCB SA , Sierra Wireless Inc ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
Sign-up for rvphx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for pchyx investment picks
  • Holdings: E-mini S&P 500 Index Future Dec14 , MSCI EAFE Index Future Dec14 , Columbia Commodity Strategy I , MSCI Emerging Market Index Future Dec14 , Germany (Federal Republic Of) 0.78921% ,
  • Category: Tactical Allocation
Sign-up for crdrx investment picks
  • Holdings: Agms Fund Limited Cfc , Brevan Howard Inv Emerg Mkts Lcl FI A$ ,
  • Category: Managed Futures
  • Morningstar Rating: 1 Stars
Sign-up for mcrcx investment picks
  • Holdings: BankUnited Inc , Berry Plastics Group Inc , Multi-Color Corp , Evertec Inc , Entravision Communications Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for asvrx investment picks
  • Holdings: Samsung Electronics Co Ltd , Wb China A Shares Fund Ibc9 , Ambev SA ADR , SK Hynix Inc , Naspers Ltd Class N ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for biemx investment picks
  • Holdings: Cepheid , Stryker Corporation , Integrys Energy Group Inc , CoreLogic, Inc. , Panera Bread Co Inc Class A ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
Sign-up for ogncx investment picks
  • Holdings: BlackRock Russell 1000® Index Investor A , BlackRock Bond Index Investor A , iShares Core MSCI Total Intl Stk , Blackrock ACWI Ex-US Index Investor A , iShares Cohen & Steers REIT ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for lihax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for PRCIX investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for notex investment picks
  • Holdings: Celgene Corp , MasterCard Inc Class A , Priceline Group Inc , Visa Inc Class A , EOG Resources Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for plaax investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
Sign-up for jimcx investment picks
  • Holdings: Level 3 Communications Inc , Allison Transmission Holdings Inc , Raymond James Financial Inc , Webster Financial Corp , Ameren Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for sycsx investment picks
  • Holdings: Merck & Co Inc , Novartis AG ADR , JPMorgan Chase & Co , Chevron Corp , Walt Disney Co ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for sfvbx investment picks
  • Holdings: Brunswick Corp , Tutor Perini Corp , Capella Education Co , Korn/Ferry International , Synchronoss Technologies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for aseix investment picks
  • Holdings: Chesapeake Engy Pfd 144A , Verizon Communications Inc , General Electric Co , United Tech , Navistar Intl Corp New 144A Cv 4.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for cfiwx investment picks
  • Holdings: Johnson & Johnson , Apple Inc , Wells Fargo & Co , Schlumberger NV , Occidental Petroleum Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for jcprx investment picks
  • Holdings: Northrop Grumman Corp , Ingredion Inc , Southwest Airlines Co , Norfolk Southern Corp , Avago Technologies Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for predx investment picks
  • Holdings: Citigroup Inc , Suncor Energy Inc , Morgan Stanley , Cardinal Health Inc , Sanofi ADR ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for mceax investment picks
  • Holdings: PrivateBancorp Inc , Everest Re Group Ltd , Cinemark Holdings Inc , Resources Connection Inc , Global Payments Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for ndvvx 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: ianax - Invesco Balanced-Risk Retire Now A to ndvvx - MFS New Discovery Value R5
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