Funds From: eamtx - MFS Massachusetts Investors Tr 529A to rppgx - American Funds Preservation Port R6


  • Holdings: Google Inc Class A , JPMorgan Chase & Co , Danaher Corporation , Pfizer Inc , Visa, Inc. Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for eamtx investment picks
  • Holdings: Apple Inc , Microsoft Corporation , General Electric Co , JPMorgan Chase & Co , Procter & Gamble Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for gvirx investment picks
  • Holdings: Oppenheimer International Growth I , Oppenheimer International Small Co I , Oppenheimer Master International Value , Oppenheimer Developing Markets I , Oppenheimer International Value I ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for oidyx investment picks
  • Holdings: Apple Inc , Google, Inc. Class A , Facebook Inc Class A , DISH Network Corp , Sprint Corp Series 1 ,
  • Category: Large Growth
  • Morningstar Rating: -1 Stars
Sign-up for vaffx investment picks
  • Holdings: Oppenheimer Value I , Oppenheimer Capital Appreciation I , Oppenheimer International Growth I , Oppenheimer International Value I , Oppenheimer Main Street Sm- & Mid-Cap I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for oaayx investment picks
  • Holdings: Pioneer International Value Y , Pioneer Bond Y , Pioneer Short Term Income Y , Pioneer Global Equity Y , Pioneer Mid-Cap Value Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for imoyx investment picks
  • Holdings: Samsung Electnc Pfd , Mitsui Fudosan Co., Ltd. , Mitsubishi Electric Corp , Hitachi, Ltd. , Nippon Telegraph & Telephone Corp ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 3 Stars
Sign-up for saspx investment picks
  • Holdings: PartnerRe Ltd. , Vantiv Inc , Sealed Air Corporation , Snap-on, Inc. , Life Technologies Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for smdvx investment picks
  • Holdings: Optimal Payments PLC , F@N Communications Inc. , Royal Gold, Inc. , NAVER Corp , Playtech PLC ,
  • Category: Foreign Large Growth
Sign-up for tgibx investment picks
  • Holdings: iShares Russell 1000 Value , iShares MSCI EAFE , ClearBridge Aggressive Growth IS , Legg Mason BW Diversified Lg Cp Val IS , ClearBridge Appreciation IS ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 5 Stars
Sign-up for lmjix investment picks
  • Holdings: Signet Jewelers Ltd , Amdocs Ltd. , Lazard Ltd , EnerSys, Inc. , Crown Holdings Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for smcpx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
Sign-up for fdbcx investment picks
  • Holdings: Google Inc Class A , Visa, Inc. Class A , Apple Inc , Allergan, Inc. , Cognizant Technology Solutions Corporation Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for apgcx investment picks
  • Holdings: Time Warner Inc , Google Inc Class A , United Technologies Corp , Lockheed Martin Corporation , AT&T Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
Sign-up for jpmnx investment picks
  • Holdings: Toyota Motor Corp , AstraZeneca PLC , Sanofi , Deutsche Post AG , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: -1 Stars
Sign-up for povex investment picks
  • Holdings: Exxon Mobil Corporation , Google Inc Class A , JPMorgan Chase & Co , Apple Inc , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for muesx investment picks
  • Holdings: Royal Dutch Shell PLC ADR Class A , Merck & Co Inc , Wells Fargo & Co , BP PLC ADR , Dow Chemical Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for iiftx investment picks
  • Holdings: Key Energy Services, Inc. , Air Lease Corp Class A , Cabot Corporation , Diebold Incorporated , Ann, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
Sign-up for fahmx investment picks
  • Holdings: Toyota Motor Corp , LM Ericsson Telephone Company Class B , Roche Holding AG , BNP Paribas , Safran SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for giesx investment picks
  • Holdings: Novo Nordisk A/S , Nestle SA , Sap AG , Linde AG , InBev ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for eiisx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for fuscx investment picks
  • Holdings: MFA Financial, Inc. , Equity Lifestyle Properties, Inc. , Acadia Realty Trust , Ventas Inc , CBL & Associates Properties, Inc. ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for friqx investment picks
  • Holdings: iShares MSCI EAFE , Woolworths Limited , AstraZeneca PLC , Wesfarmers Ltd , Nestle SA ,
  • Category: Foreign Large Blend
Sign-up for andnx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
Sign-up for jmmcx investment picks
  • Holdings: Samsung Electronics Co Ltd , Tencent Holdings Ltd. , Yandex NV , Infraestructura Energetica Nova SAB de CV , Hiwin Technologies Corp ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for aiemx investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Google, Inc. Class A , PepsiCo Inc , EOG Resources ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for plcix investment picks
  • Category: Inflation-Protected Bond
Sign-up for nifax investment picks
  • Holdings: Gilead Sciences Cv 1.625% , United States Stl Corp New Cv 2.75% , Chesapeake Engy Cv , Crown Castle Intl Pfd , Jarden Cv 1.875% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for cnscx investment picks
  • Holdings: Compass EMP Long/Short Strategies I , Compass EMP Market Neutral Income I , Compass EMP US 500 Enh Volatil Wtd I , Compass EMP Cmdty Strats Volatil Wtd I , Compass EMP Cmdty Strats Enh Vltl Wtd I ,
  • Category: Multialternative
  • Morningstar Rating: 1 Stars
Sign-up for caiax investment picks
  • Category: Intermediate-Term Bond
Sign-up for rppgx 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: eamtx - MFS Massachusetts Investors Tr 529A to rppgx - American Funds Preservation Port R6
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