Funds From: fiubx - First Investors Equity Income B to pgeyx - George Putnam Balanced Y


  • Holdings: Pfizer Inc , Merck & Co Inc , Verizon Communications Inc , Johnson & Johnson , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for fiubx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
Sign-up for fmdix investment picks
  • Holdings: Constellation Brands Inc Class A , Salix Pharmaceuticals Ltd , Cintas Corp , Henry Schein Inc , Newell Rubbermaid Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for cmcix investment picks
  • Holdings: S&P 500 Index Future Dec14 , Lincoln National Corp , American International Group Inc , Capital One Financial Corp , Allstate Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for leibx investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Citigroup Inc , Berkshire Hathaway Inc Class B , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for idebx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for mcwix investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for kstbx investment picks
  • Holdings: Itau Unibanco Holding SA ADR , Taiwan Semiconductor Manufacturing Co Ltd ADR , Alibaba Group Holding Ltd ADR , Baidu Inc ADR , Bank Of China Ltd. H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for mbdcx investment picks
  • Holdings: Dow Chemical Co , General Electric Co , Bank of America Corporation , Cisco Systems Inc , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for inegx investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Nestle SA , Sumitomo Mitsui Financial Group Inc , HSBC Holdings PLC , Bridgestone Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for sciex investment picks
  • Holdings: Micron Tech Cv 1.625% , Gilead Sciences Cv 1.625% , Chesapeake Engy Pfd 144A , Siemens Financier ([Wts/Rts]) , Priceline Grp Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for pcnmx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Sanofi , Roche Holding AG Dividend Right Cert. , Anheuser-Busch Inbev SA , AstraZeneca PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
Sign-up for peubx investment picks
  • Holdings: Fuji Heavy Industries Ltd , Cognizant Technology Solutions Corp Class A , Visa Inc Class A , Teva Pharmaceutical Industries Ltd ADR , Tokyo Electron Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ivinx investment picks
  • Holdings: Apple Inc , FHLMC 5.25% , US Treasury Note 4.25% , JPMorgan Chase & Co , General Electric Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jambx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 1 Stars
Sign-up for smbpx investment picks
  • Holdings: Centene Corp , Humana Inc , HCA Holdings Inc , United Rentals Inc , Mead Johnson Nutrition Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for bteax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for oglvx investment picks
  • Category: World Bond
  • Morningstar Rating: 1 Stars
Sign-up for ftibx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 1 Stars
Sign-up for kntbx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 1 Stars
Sign-up for otbbx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
Sign-up for figyx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for fhicx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for lmscx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for pbtrx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for aazbx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for kstax investment picks
  • Holdings: Edison International , ITC Holdings Corp , Sempra Energy , NextEra Energy Inc , Northeast Utilities ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
Sign-up for evucx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
Sign-up for nmdcx investment picks
  • Holdings: iShares MSCI EAFE , iShares MSCI Emerging Markets , US Treasury Bond 3% , US Treasury Note 2.75% , US Treasury Note 1.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for apbax investment picks
  • Holdings: US Treasury Note 1% , Apple Inc , US Treasury Note 3.5% , US Treasury Note 1.75% , US Treasury Note 0.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pgeyx investment picks
Premium Membership: Features and Benefits
Wide-Moat Screener for Stocks

Put a moat around your portfolio. Sniff out the most promising opportunities that can ride through any market.

Gold Medalist Screener for Funds

Narrow the available universe of 5000 funds to the top rated gold and silver. Then, sort for manager tenure, expense ratio, risk and return to create your own index-beating fund watchlist.

Thousands of Premium Analyst Reports

While many of our competitors measure a stock's worth with a computer program, Morningstar's staff of 150+ analyst sift through company fillings, financial data and a wealth of other sources to deliver an unvarnished review of any investment. In fact, twelve Morningstar analysts have been recognized by WSJ as "Best on the Street" in the US.

Premium Portfolio Monitor

Make decisions with confidence. Load your investments into our research center and automatically connect to all our proprietary tools and data points.

Mobile

Never be without critical research. Free with your active membership, take our Premium data and guidance wherever you go with Morningstar for iPad®, iPhone®, and Android apps.

Morningstar's Guarantee

We're looking out for you. If after your 14-day free trial, you find that a Morningstar Premium membership is not for you, cancel any time and we'll be happy to refund the unused portion - no questions asked.

Go Premium!
Exclusive Premium Member Benefits
Get the best thinking of 150+ disciplined
objective, experienced analysts-dedicated to
specific industries and securities.
+2,500 Analyst Reports
Wide Moat Screener for Stocks
Medalist Screener for Funds
Premium Portfolio Manager with X-Ray & Monitor
Premium eNewsletters
Morningstar Basic Benefits (All)
Sign up now - No charge for the first 14 days
Funds From: fiubx - First Investors Equity Income B to pgeyx - George Putnam Balanced Y
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