Funds From: atnnx - AQR Tax-Managed Intl Momentum N to LBAFX - Legg Mason BW Absolute Return Opp FI


  • Holdings: Royal Dutch Shell PLC Class A , Novartis AG , Toronto-Dominion Bank , AstraZeneca PLC , Total SA ,
  • Category: Foreign Large Growth
Sign-up for atnnx investment picks
  • Holdings: Berkshire Hathaway Inc Class A , Google Inc Class C , Google Inc Class A , Wells Fargo & Co , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for FCNTX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for PTTRX investment picks
  • Holdings: Wells Fargo & Co , Merck & Co Inc , Microsoft Corp , Comcast Corp Class A , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for VWELX investment picks
  • Holdings: United Parcel Service Inc (UPS) Class B , Lockheed Martin Corp , UnitedHealth Group Inc , Wal-Mart Stores Inc , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for VDIGX investment picks
  • Holdings: Microsoft Corp , Wells Fargo & Co , US Treasury Note 1.375% , Merck & Co Inc , Johnson & Johnson ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for VWINX investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for LWORX investment picks
  • Category: Inflation-Protected Bond
Sign-up for VTAPX investment picks
  • Holdings: LyondellBasell Industries NV , US Treasury Note 1.375% , E I du Pont de Nemours & Company , Apple Inc , Nike Inc Class B ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for JABNX investment picks
  • Holdings: Kinder Morgan Management LLC , General Dynamics Corp , Wells Fargo & Co , Lorillard Inc , Hasbro Inc ,
  • Category: Large Value
Sign-up for ABCIX investment picks
  • Holdings: American High-Income Municipal Bond R-6 , American Funds Tax Exempt Bond R-6 , American Funds Capital World Gr&Inc R6 , American Funds Washington Mutual R6 ,
  • Category: Conservative Allocation
Sign-up for TAICX investment picks
  • Category: World Bond
  • Morningstar Rating: 1 Stars
Sign-up for MGBOX investment picks
  • Category: High Yield Bond
Sign-up for HYSCX investment picks
  • Holdings: Apple Inc , Johnson & Johnson , JPMorgan Chase & Co , Amgen Inc , Roche Holding AG Dividend Right Cert. ,
  • Category: World Stock
Sign-up for FGILX investment picks
  • Holdings: iShares Russell 2000 , Global X FTSE Greece 20 ETF , iShares MSCI Ireland Capped , iShares MSCI Italy Capped , iShares MSCI Austria Capped ,
  • Category: Long/Short Equity
Sign-up for BCLSX investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for LWOCX investment picks
  • Holdings: Alerian MLP ETF , Yorkville High Income MLP ETF , BlackRock Floating Rate Income Instl , BlackRock High Yield Bond Instl , PowerShares Preferred ETF ,
  • Category: Tactical Allocation
Sign-up for HHICX investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for LWOAX investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds Mortgage R6 , American Funds American Mutual R6 , American Funds Washington Mutual R6 , American Funds Global Balanced R6 ,
  • Category: Conservative Allocation
Sign-up for CTOCX investment picks
  • Holdings: Highwoods Properties Inc , Idacorp Inc , Esterline Technologies , Southwest Gas Corp , Greif Inc Class A ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for CUURX investment picks
  • Category: High Yield Bond
Sign-up for PLCHX investment picks
  • Category: Intermediate-Term Bond
Sign-up for HQBIX investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds Mortgage R6 , American Funds American Mutual R6 , American Funds Washington Mutual R6 , American Funds Global Balanced R6 ,
  • Category: Conservative Allocation
Sign-up for CTOBX investment picks
  • Holdings: iShares MSCI ACWI , Vanguard Total Bond Market ETF , SPDR® Barclays Short Term Hi Yld Bd ETF , Vanguard Growth ETF , Vanguard Value ETF ,
  • Category: Tactical Allocation
Sign-up for TTACX investment picks
  • Holdings: Energy Transfer Partners LP , Starwood Property Trust, Inc. , BAE Systems PLC , Belgacom SA , AT&T Inc ,
  • Category: World Stock
Sign-up for US89355J5737 investment picks
  • Holdings: Sigma-Aldrich Corp , Stericycle Inc , McDonald's Corp , Wal-Mart Stores Inc , Markel Corporation ,
  • Category: Large Blend
Sign-up for CFLCX investment picks
  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Schlumberger NV , Walt Disney Co , Biogen Idec Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for CTFRX investment picks
  • Category: Muni California Long
Sign-up for PCTGX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for CPBFX investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
Sign-up for LBAFX 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: atnnx - AQR Tax-Managed Intl Momentum N to LBAFX - Legg Mason BW Absolute Return Opp FI
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