Funds From: cfipx - QS Batterymarch Global Eq A Load Waived to imnyx - Western Asset Interm Maturity NY Mu A LW


  • Holdings: Apple Inc , Roche Holding AG , Valero Energy Corp , ITV PLC , Lockheed Martin Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for cfipx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for clfax investment picks
  • Holdings: Simon Property Group Inc , American Tower Corp , AvalonBay Communities Inc , American Campus Communities Inc , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for rpfrx investment picks
  • Holdings: Google Inc Class A , Apple Inc , Visa Inc Class A , Honeywell International Inc , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for pnopx investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , DISH Network Corp , CVS Caremark Corp , U.S. Bancorp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for sinax investment picks
  • Holdings: Energy Transfer Equity LP , United Tech , Och-Ziff Capital Management Group LLC , Nextera Engy Pfd , Verizon Communications Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for cflgx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Sanofi , AstraZeneca PLC , BNP Paribas , Siemens AG ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
Sign-up for peugx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for fkytx investment picks
  • Holdings: Delta Air Lines Inc , Morgan Stanley , DR Horton Inc , Toll Brothers Inc , Lennar Corp ,
  • 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 , Grupo Televisa SAB ADR , PT Bank Mandiri Persero Tbk , Industrial And Commercial Bank Of China Ltd H Shares , BMF Bovespa SA Bolsa Valores Merc Fut ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for gtddx investment picks
  • Holdings: Skyworks Solutions Inc , Waste Connections Inc , Actavis PLC , National Oilwell Varco Inc , Fidelity National Financial Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 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: 5 Year US Treasury Note Future June14 , FNMA , MSCI EAFE Index Future June14 , Fannie Mae Single Family TBA 3.5% 2029-05-01 , Ultra Treasury Bond Future June14 ,
  • 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 , PacWest Bancorp , Bank of the Ozarks Inc , Signature Bank , SVB Financial Group ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
Sign-up for hssax investment picks
  • Holdings: Apple Inc , Microsoft Corp , Google Inc Class A , Google Inc Class C , Facebook Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for fadtx investment picks
  • Holdings: 5 Year US Treasury Note Future June14 , S&P 500 Index Future June14 , Apple Inc , Comcast Corp Class A , Total SA ADR ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for aabfx investment picks
  • Holdings: Guggenheim Strategy III , Guggenheim Strategy I , Guggenheim BulletShares 2016 HY C Bd ETF , Guggenheim BulletShares 2015 HY C Bd ETF , Guggenheim Floating Rate Strats Instl ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for secex investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Wells Fargo & Co , Citigroup Inc , U.S. Bancorp , JPMorgan Chase & Co ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
Sign-up for sfpax investment picks
  • Holdings: Manhattan Associates Inc , Maximus Inc , CorVel Corp , Primoris Services Corp , Exponent Inc ,
  • Category: Small Growth
  • Morningstar Rating: 1 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: Merck & Co Inc , Novartis AG ADR , Chevron Corp , JPMorgan Chase & Co , Walt Disney Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for shfvx investment picks
  • Holdings: Sempra Energy , Invesco Ltd , Host Hotels & Resorts Inc , Unum Group , Hartford Financial Services Group Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for fasex investment picks
  • Holdings: Wells Fargo & Co , CVS Caremark Corp , American International Group Inc , Time Warner Inc , Parker Hannifin Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for secix investment picks
  • Holdings: Casey's General Stores Inc , Multi-Color Corp , RBC Bearings Inc , Littelfuse Inc , Worthington Industries ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for gsxax investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for bvaax investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
Sign-up for ptpax investment picks
  • Category: Muni New York Intermediate
  • Morningstar Rating: 4 Stars
Sign-up for imnyx 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: cfipx - QS Batterymarch Global Eq A Load Waived to imnyx - Western Asset Interm Maturity NY Mu A LW
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