Funds From: gsgix - Goldman Sachs Global Income A LW to shfvx - ClearBridge All Cap Value A Load Waived


  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for gsgix investment picks
  • Holdings: NextEra Energy Inc , Dominion Resources Inc , Sempra Energy , Exelon Corp , PG&E Corp ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
Sign-up for fugax investment picks
  • Holdings: iShares Russell 2000 Value , Esterline Technologies , Spectrum Brands Holdings Inc , Chesapeake Lodging Trust , CNO Financial Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for gssmx 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 pgeox investment picks
  • Holdings: Apple Inc , Roche Holding AG Dividend Right Cert. , Toyota Motor Corp , Novo Nordisk A/S Class B , CVS Health Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for cfipx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for clfax investment picks
  • Holdings: Simon Property Group Inc , Alexandria Real Estate Equities Inc , Acadia Realty Trust , Post Properties Inc , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for rpfrx investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Gilead Sciences Inc , Google Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for pnopx investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , CVS Health Corp , DISH Network Corp , Time Warner Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for sinax investment picks
  • Holdings: Energy Transfer Equity LP , United Tech , TAL International Group Inc , Verizon Communications Inc , Regal Entertainment Group ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for cflgx 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 peugx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for fkytx investment picks
  • Holdings: Gilead Sciences Inc , Morgan Stanley , Lennar Corp , DR Horton Inc , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for nefgx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for bnbdx investment picks
  • Holdings: Bank Bradesco ADR , Kasikornbank Public Co Ltd Shs Foreign Registered , BMF Bovespa SA Bolsa Valores Merc Fut , Industrial And Commercial Bank Of China Ltd H Shares , PT Bank Mandiri Persero Tbk ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for gtddx investment picks
  • Holdings: Waste Connections Inc , National Oilwell Varco Inc , Western Refining Inc , Fidelity National Financial Inc , Noble Energy Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for opmsx investment picks
  • Holdings: BlackRock Master Basic Value LLC ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for mdbax investment picks
  • Holdings: 2 Year US Treasury Note Future Dec14 , 5 Year US Treasury Note Future Dec14 , Fed Natl Mort Assc 4% , E-mini S&P 500 Index Future Dec14 , Fed Natl Mort Assc 4.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for aahyx investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
Sign-up for frpax investment picks
  • Holdings: California Republic Bancorp , Bank of the Ozarks Inc , PacWest Bancorp , Signature Bank , ConnectOne Bancorp Inc ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
Sign-up for hssax investment picks
  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Canadian Pacific Railway Ltd , Union Pacific Corp , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for nmgix investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Google Inc Class A , Google Inc Class C , Baidu Inc ADR ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for fadtx investment picks
  • Holdings: 2 Year US Treasury Note Future Dec14 , S&P 500 Index Future Dec14 , 5 Year US Treasury Note Future Dec14 , Apple Inc , Comcast Corp Class A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for aabfx investment picks
  • Holdings: Guggenheim Strategy III , Guggenheim Strategy Ii , Guggenheim Strategy I , Msswap3 , Hsi Asset Sec Tr 2007-Wf1 FRN ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for secex investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Wells Fargo & Co , Citigroup Inc , Goldman Sachs Group Inc , JPMorgan Chase & Co ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
Sign-up for sfpax investment picks
  • Holdings: United Rentals Inc , Manhattan Associates Inc , Meritor Inc , Insys Therapeutics Inc , Core-Mark Holding Co Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for arpax investment picks
  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
Sign-up for ltcax investment picks
  • Holdings: JPMorgan Core Bond Select , JPMorgan Core Plus Bond Select , JPMorgan Limited Duration Bd Sel , JPMorgan Intrepid America Sel , JPMorgan US Equity Sel ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for oicax investment picks
  • Holdings: Sensient Technologies Corp , Group 1 Automotive Inc , Thor Industries Inc , Steris Corp , Bristow Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for frvlx investment picks
  • Holdings: Merck & Co Inc , Novartis AG ADR , JPMorgan Chase & Co , Chevron Corp , Walt Disney Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for shfvx 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: gsgix - Goldman Sachs Global Income A LW to shfvx - ClearBridge All Cap Value A Load Waived
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