Funds From: tapax - AIS Tactical Asset Allocation A to ivwax - IVA Worldwide A


  • Holdings: Ais Fund Limited , Westinghouse Air Brake Technologies Corp , Anadarko Petroleum Corp , Ensco PLC Class A , Potash Corp of Saskatchewan Inc ,
  • Category: World Allocation
Sign-up for tapax investment picks
  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R5 , JPMorgan Intrepid America R5 , JPMorgan Value Advantage Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for jsmax investment picks
  • Holdings: Simon Property Group Inc , Crown Castle International Corp , Ventas Inc , Weyerhaeuser Co , Essex Property Trust Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for arfcx investment picks
  • Holdings: JPMorgan Inflation Managed Bond R6 , JPMorgan Floating Rate Income R6 , JPMorgan Realty Income R5 , iShares Global Infrastructure , JPMorgan Commodities Strategy R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for jrnax investment picks
  • Holdings: Dreyfus Intermediate Term Income I , Dreyfus Bond Market Index Basic , Dreyfus Short Duration Bond Z , Dreyfus Research Growth Z , Dreyfus High Yld I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for scalx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , Vanguard Intermediate-Term Corp Bd ETF , Vanguard Short-Term Bond ETF , Vanguard Short-Term Corporate Bond ETF ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for jrwox investment picks
  • Holdings: Providence Service Corp , John Wiley & Sons Inc Class A , OFG Bancorp , Air Methods Corp , Belden Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for sscex investment picks
  • Holdings: iShares MSCI EAFE , Acom Co Ltd , Nippon Meat Packers Inc , ACS Actividades de Construccion y Servicios SA , Precision Drilling Corp ,
  • Category: Foreign Large Blend
Sign-up for tmrfx investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , Schlumberger NV , Halliburton Co , EOG Resources Inc ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
Sign-up for fagnx 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 aesgx investment picks
  • Holdings: iShares Floating Rate Bond , iShares 1-3 Year Credit Bond , iShares MBS , iShares Intermediate Credit Bd , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Multialternative
Sign-up for sttix investment picks
  • Holdings: Hewlett-Packard Co , Royal Dutch Shell PLC ADR Class A , BP PLC ADR , Intel Corp , Cigna Corp ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for pzfvx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
Sign-up for trusx investment picks
  • Holdings: SPDR S&P 500 , iShares MSCI EAFE , HSBC Emerging Markets Debt I , JPMorgan High Yield Select , Columbia High Yield Bond Z ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for hcgrx investment picks
  • Holdings: Us Bk Natl Assn FRN , Western Un FRN , Citigroup FRN , Qvc 144A 7.375% , Plains Expl& Prodtn 7.625% ,
  • Category: Currency
Sign-up for ldmax investment picks
  • Holdings: Nestle SA , Royal Dutch Shell PLC ADR Class B , BP PLC ADR , HSBC Holdings PLC ADR , Novartis AG ADR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for dfiex investment picks
  • Holdings: Wells Fargo & Co , Hewlett-Packard Co , Intel Corp , EMC Corp , Boardwalk Pipeline Partners LP ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for toryx investment picks
  • Holdings: Indiabulls Housing Finance Ltd , United Phosphorus Ltd , Divi's Laboratories Ltd , Aurobindo Pharma Ltd , Motherson Sumi Systems Ltd ,
  • Category: India Equity
Sign-up for diimx investment picks
  • Holdings: Voya US Stock Index I , Voya International Index I , Voya Russell Mid Cap Index I , Voya US Bond Index I , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
Sign-up for iseax investment picks
  • Holdings: Underlying Fds Tr , Underlying Fds Tr , Underlying Fds Tr , Underlying Fds Tr ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for hhsix investment picks
  • Holdings: Fin Fut Euro$ Cme 09/14/15 , Fin Fut Euro$ Cme 12/14/15 , Efa Up Trs Equity 3ml+30 *Bullet* Bps , Efa Up Trs Equity 3ml+8 Gst , Efa Up Trs Equity 3ml+27 Jpm ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for ppuax investment picks
  • Holdings: Netflix Inc , Gilead Sciences Inc , Thermo Fisher Scientific Inc , Alexion Pharmaceuticals Inc , Galaxy Entertainment Group Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for rngfx investment picks
  • Holdings: Novo Nordisk A/S , Amazon.com Inc , Delta Air Lines Inc , Microsoft Corp , Home Depot Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for rnpbx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for physx investment picks
  • Holdings: Micron Technology Inc , SanDisk Corp , Workday Inc Class A , KLA-Tencor Corp , T-Mobile US Inc ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
Sign-up for htecx investment picks
  • Holdings: VY T. Rowe Price Capital Appreciation I , Voya US Stock Index I , Voya Multi-Manager International Eq I , Voya Large Cap Growth Portfolio I , Voya International Core I ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
Sign-up for isqax investment picks
  • Holdings: Nationwide Bond Index Instl , Nationwide S&P 500 Index Instl , Nationwide HighMark Short Term Bd Instl , Nationwide Portfolio Complt Instl , Nationwide International Index Instl ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for gmmrx investment picks
  • Holdings: Astellas Pharma Inc , Nestle SA , Gold Bullion , Devon Energy Corp , Berkshire Hathaway Inc Class A ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ivwax 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: tapax - AIS Tactical Asset Allocation A to ivwax - IVA Worldwide A
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