Funds From: wbalx - Weitz Balanced to aaxax - Adaptive Allocation A Load Waived


  • Holdings: Berkshire Hathaway Inc Class B , US Treasury Note 0.625% , Liberty Interactive Corp Class A , Express Scripts , Liberty Global PLC Class C ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for wbalx investment picks
  • Holdings: Novo Nordisk A/S , Amazon.com Inc , Microsoft Corp , Home Depot Inc , Delta Air Lines Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for npfcx investment picks
  • Holdings: Moody's Corporation , Tiffany & Co , Sealed Air Corp , Hanesbrands Inc , Mead Johnson Nutrition Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for mcmfx investment picks
  • Holdings: E-mini S&P 500 Index Future Dec14 , Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for geqyx investment picks
  • Holdings: Russell 2000 Index Mini TIC , Teledyne Technologies Inc , Triquint Semiconductor , Tyler Technologies Inc , West Pharmaceutical Services Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for psssx investment picks
  • Holdings: ITC Ltd , Universal Robina Corporation , Yes Bank Ltd , Emami Ltd , Jardine Cycle & Carriage Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for memyx investment picks
  • Holdings: West Pharmaceutical Services Inc , Bank of Hawaii Corp , IPG Photonics Corp , Clarcor Inc , MarketAxess Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for bosox investment picks
  • Holdings: Apple Inc , Wells Fargo & Co , US Treasury Note 0.5% , JPMorgan Chase & Co , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for hafcx investment picks
  • Holdings: Deckers Outdoor Corp , Deluxe Corp , Jarden Corp , Hyster-Yale Materials Handling Inc Class A , KapStone Paper And Packaging Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for cmssx investment picks
  • Holdings: Fortinet Inc , Bally Technologies Inc , Icon PLC , Medidata Solutions Inc , Trulia Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for lmpmx investment picks
  • Holdings: China Mobile Ltd , Tencent Holdings Ltd. , China Construction Bank Corp H Shares , Industrial And Commercial Bank Of China Ltd H Shares , CNOOC Ltd ,
  • Category: China Region
  • Morningstar Rating: 4 Stars
Sign-up for chnax investment picks
  • Holdings: BlackRock CoreAlpha Bond Investor A , Active Stock Master Portfolio , International Tilts Master , BlackRock Russell 1000 Index T , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for lprnx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Gilead Sciences Inc , CVS Health Corp , iShares Core MSCI Emerging Markets ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 1 Stars
Sign-up for ltlax investment picks
  • Holdings: Wells Fargo & Co , Pfizer Inc , Hewlett-Packard Co , Chevron Corp , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for jivrx investment picks
  • Holdings: Samsung Electronics Co Ltd , Hana Financial Group Inc , BNP Paribas , Sanofi , Credit Suisse Group ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for teftx investment picks
  • Holdings: Hartford Inflation Plus Y , Hartford World Bond Y , Hartford Total Return Bond Y , Hartford Global Real Asset Y , Hartford Real Total Return Y ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for hcvcx investment picks
  • Holdings: Lord Abbett Developing Growth I , Lord Abbett Value Opportunities I , Lord Abbett Small Cap Value I , Lord Abbett International Opp I , Lord Abbett Micro Cap Growth I ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for alfax investment picks
  • Holdings: Arcadis NV , Arrow Global Group PLC , Altran Technologies , Indiabulls Housing Finance Ltd , Gerresheimer AG ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 4 Stars
Sign-up for linyx investment picks
  • Holdings: Blackrock Total Return Fund 2020 , BlackRock Inflation Prted Bd BlackRock , BlackRock EuroFund Instl , Blackrock Large Cap Growth 2020 , Blackrock Mstr Basic Val Fund 2020 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for bipcx investment picks
  • Holdings: Prudential US Real Estate Z , Prudential Real Assets Cayman Subsidiary Fund (Pdcz) , Prudential Jennison Global Infras Z , Prudential International Real Estate Z , Prudential Jennison MLP Z ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for pudax investment picks
  • Holdings: American Funds Capital Income Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World Gr&Inc R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
Sign-up for gaifx investment picks
  • Holdings: Mitsui Fudosan Co Ltd , Simon Property Group Inc , Mitsubishi Estate Co Ltd , Equity Residential , Health Care REIT, Inc. ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for irgwx investment picks
  • Holdings: Apple Inc , US Treasury Note 0.25% , BlackRock Inc , UnitedHealth Group Inc , Becton Dickinson & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for paxix investment picks
  • Holdings: Bank of America Corporation , JPMorgan Chase & Co , Citigroup Inc , U.S. Bancorp , Berkshire Hathaway Inc Class B ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
Sign-up for ffsix investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for grmsx investment picks
  • Holdings: Northern Trust Corp , Electronic Arts Inc , Intuitive Surgical Inc , Microchip Technology Inc , Mead Johnson Nutrition Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for wnccx investment picks
  • Holdings: Southwest Airlines Co , iShares Russell Mid-Cap , Avago Technologies Ltd , DTE Energy Holding Co , Pinnacle West Capital Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for nccax investment picks
  • Holdings: Nuveen High Yield Municipal Bond I , Vanguard REIT ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 1 Stars
Sign-up for aaxax 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: wbalx - Weitz Balanced to aaxax - Adaptive Allocation A Load Waived
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