Funds From: ittax - Hartford Balanced A Load Waived to altfx - AllianceBern Global Thematic Gr A LW


  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , US Treasury Note 0.25% , Merck & Co Inc , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ittax investment picks
  • Holdings: Wells Fargo & Co , Union Pacific Corp , Chevron Corp , Apple Inc , Procter & Gamble Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for nwfax investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 5 Stars
Sign-up for masax investment picks
  • Holdings: Anheuser-Busch Inbev SA , Japan Tobacco Inc , Prudential PLC , Shire PLC , AIA Group Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for pinox investment picks
  • Holdings: PTC Inc , Synchronoss Technologies Inc , Swift Transportation Co , Euronet Worldwide Inc , MasTec Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for emgrx investment picks
  • Holdings: BT Group PLC , British American Tobacco PLC , Sumitomo Corp , Anheuser-Busch Inbev SA , AXA SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for sciix investment picks
  • Holdings: The Middleby Corp , Acuity Brands Inc , Old Dominion Freight Lines , Watsco Inc , Envestnet Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for vscox investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for fivax investment picks
  • Holdings: International Business Machines Corp , Google Inc Class C , Verizon Communications Inc , Apple Inc , Suncor Energy Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for fdtox investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Gilead Sciences Inc , Biogen Idec Inc , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for frgwx investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 4 Stars
Sign-up for slmmx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for mfsmx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
Sign-up for fcamx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 5 Stars
Sign-up for cxhyx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for dvtax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for noamx investment picks
  • Holdings: iShares Russell 2000 , Energy XXI (Bermuda) Ltd , Healthsouth Corp , H.B. Fuller Company , Brady Corp Class A ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for aesax investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for ltebx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for etsix investment picks
  • Holdings: Amgen Inc , Gilead Sciences Inc , Verizon Communications Inc , Philip Morris International Inc , Oracle Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for aivsx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for mfwvx investment picks
  • Holdings: Wells Fargo & Co , Berkshire Hathaway Inc Class B , JPMorgan Chase & Co , AT&T Inc , ConocoPhillips ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for mviax investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for szmax investment picks
  • Holdings: Bayer AG , Baidu Inc ADR , BP PLC , Toyota Motor Corp , Zurich Insurance Group AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for silax investment picks
  • Holdings: Applied Materials Inc , Verizon Communications Inc , Citigroup Inc , Freeport-McMoRan Inc , Anadarko Petroleum Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for slvax investment picks
  • Holdings: Thor Industries Inc , New Jersey Resources Corporation , NorthWestern Corp , Lithia Motors Inc Class A , Heartland Express Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for tplnx investment picks
  • Holdings: Lord Abbett Intl Dividend Inc I , Lord Abbett High Yield I , Lord Abbett Mid Cap Stock I , Lord Abbett Calibrated Mid Cap Val I , Lord Abbett Convertible I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for labfx investment picks
  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Royal Dutch Shell PLC ADR Class A , Chevron Corp , Macy's Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for vvoax investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
Sign-up for alnyx investment picks
  • Holdings: Schlumberger NV , Monsanto Co , CIE FINANCIERE RICHEMONT SA , Visa Inc Class A , Apple Inc ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for altfx 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: ittax - Hartford Balanced A Load Waived to altfx - AllianceBern Global Thematic Gr 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