Funds From: rlbbx - American Funds American Balanced R2 to pvfyx - Pioneer Core Equity Y


  • Holdings: Microsoft Corporation , Wells Fargo & Co , Amazon.com Inc , Home Depot, Inc. , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for rlbbx investment picks
  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corporation , General Electric Co , Chevron Corp ,
  • Category: Large Blend
Sign-up for fglgx investment picks
  • Holdings: Roche Holding AG ADR , Express Scripts , McKesson Corp , Bristol-Myers Squibb Company , DepoMed, Inc. ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
Sign-up for tmsex investment picks
  • Holdings: Medidata Solutions, Inc. , MarketAxess Holdings, Inc. , SPS Commerce, Inc. , DexCom, Inc. , Financial Engines, Inc. ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for wemix investment picks
  • Holdings: FNMA 0.875% , Hess Corp , Juniper Networks, Inc. , EMC Corporation , FHLMC 3.75% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mnmcx investment picks
  • Holdings: Oppenheimer International Growth I , Oppenheimer International Small Co I , Oppenheimer Master International Value , Oppenheimer Developing Markets I , Oppenheimer International Value I ,
  • Category: Foreign Large Growth
  • Morningstar Rating: -1 Stars
Sign-up for oidix investment picks
  • Holdings: Apple Inc , Wells Fargo & Co , FedEx Corporation , Johnson & Johnson , Amgen Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for csgcx investment picks
  • Holdings: iShares iBoxx $ High Yield Corporate Bd , SPDR Barclays High Yield Bond , iShares US Preferred Stock , iShares iBoxx $ Invst Grade Crp Bond , Verizon Comms 6.55% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 5 Stars
Sign-up for biicx investment picks
  • Holdings: Nippon Telegraph & Telephone Corp ADR , EMC Corporation , Mitsubishi UFJ Financial Group, Inc. ADR , Tivo, Inc. , Google Inc Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for camax investment picks
  • Holdings: Cigna Corp , Hartford Financial Services Group Inc , NetApp, Inc. , NRG Energy Inc , Intersil Corporation ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for samvx investment picks
  • Holdings: MassMutual Premier Core Bond Z , MassMutual Premier Short-Duration Bd Z , MassMutual Premier Infl-Prot and Inc Z , MassMutual Premier Disciplined Growth S , MassMutual Premier Disciplined Value S ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for mrdax investment picks
  • Holdings: T. Rowe Price Equity Index 500 , T. Rowe Price New Income , T. Rowe Price Inflation Focused Bond , T. Rowe Price High-Yield , T. Rowe Price Intl Gr & Inc ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 4 Stars
Sign-up for parax investment picks
  • Holdings: Apple Inc , Microsoft Corporation , Google Inc Class A , Amazon.com Inc , Qualcomm, Inc. ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ryatx investment picks
  • Holdings: Naspers Ltd , Emaar Properties PJSC , Aspen Pharmacare Holdings PLC , Qatar National Bank SAQ , Mtn Group Limited ,
  • Category: Miscellaneous Region
Sign-up for triax investment picks
  • Holdings: American Tower Corp , National Grid PLC , TransCanada Corp , Crown Castle International Corp , Pembina Pipeline Corp ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for tolsx investment picks
  • Holdings: Dairy Farm International Holdings Ltd , China Petroleum & Chemical Corporation H Shares , CNOOC, Ltd. , Taiwan Semiconductor Manufacturing Co Ltd , China Mobile Ltd. ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
Sign-up for tcwcx investment picks
  • Holdings: Roche Holding AG , Regeneron Pharmaceuticals, Inc. , Gilead Sciences Inc , Mylan Inc , HCA Holdings Inc ,
  • Category: Health
  • Morningstar Rating: 2 Stars
Sign-up for erhsx investment picks
  • Holdings: HFF Inc Class A , Charles River Laboratories International Inc , Lithia Motors Inc Class A , Cracker Barrel Old Country Store Inc , Visteon Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for mxaix investment picks
  • Holdings: Microsoft Corporation , Google, Inc. Class A , Apple Inc , Oracle Corporation , Boeing Co ,
  • Category: Large Growth
  • Morningstar Rating: -1 Stars
Sign-up for twmtx investment picks
  • Holdings: IHS, Inc. Class A , Fiserv, Inc. , Pall Corporation , Textron Inc , CarMax, Inc. ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for mgrfx investment picks
  • Holdings: E-mini S&P MidCap 400 Index Future Mar14 , Russell Mini Future , South Carolina Jobs-Economic D Var Rev B , Hamilton Cnty Ohio Pkg Sys Rev Pkg Sys R , Michigan St Strategic Fd Ltd O Var Rate ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for thsmx investment picks
  • Holdings: Google Inc Class A , JPMorgan Chase & Co , Danaher Corporation , Pfizer Inc , Visa, Inc. Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mittx investment picks
  • Holdings: Gilead Sciences Cv 1.625% , Illumina 144A Cv 0.25% , Sandisk 144A Cv 0.5% , Salesforce Com 144A Cv 0.25% , United Tech ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for cicvx investment picks
  • Holdings: Templeton Growth R6 , Mutual Shares R6 , Franklin Income R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ffaax investment picks
  • Holdings: Lord Abbett High Yield I , Lord Abbett Short Duration Income I , Lord Abbett Convertible I , Lord Abbett Intl Dividend Inc I , Lord Abbett Emerging Markets Currency I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for isfcx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Google, Inc. Class A , Microsoft Corporation , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pvfyx 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: rlbbx - American Funds American Balanced R2 to pvfyx - Pioneer Core Equity Y
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