Funds From: dhmux - Centre Multi-Asset Rl Ret Instl to aspzx - Alger Spectra Z


  • Holdings: Centre American Select Equity Instl , Centre Global Select Equity Instl , Centre Active US Treasury Institutional , iShares US Real Estate , iShares MSCI ACWI ,
  • Category: Moderate Allocation
Sign-up for dhmux investment picks
  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for fdbfx investment picks
  • Holdings: Waste Connections Inc , Jarden Corp , Taminco Corp , Brinker International Inc , Spectrum Brands Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for vsebx investment picks
  • Holdings: Portland General Electric Co , CYS Investments Inc , Iconix Brand Group Inc , Helix Energy Solutions Group Inc , Spansion Inc Class A ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for osvcx investment picks
  • Holdings: Microsoft Corp , Samsung Electronics Co Ltd , Citigroup Inc , Comcast Corp Class A , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for tgadx investment picks
  • Holdings: CVS Health Corp , Southwest Airlines Co , Discover Financial Services , HCA Holdings Inc , Capital One Financial Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for lsltx investment picks
  • Holdings: JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Blue Chip Growth NAV , JHFunds2 Equity-Income NAV , JHancock Strategic Growth NAV ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jtlgx investment picks
  • Holdings: Fed Natl Mort Assc 4% , Fed Natl Mort Assc 6% , Fed Natl Mort Assc 3.5% , Govt Natl Mtg Asso 3% , Station Pl Securitization Tr Se 144A FRN ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for paccx investment picks
  • Holdings: Belden Inc , Mueller Industries Inc , Helen of Troy, Ltd. , Charles River Laboratories International Inc , G & K Services Inc Class A ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for masvx investment picks
  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Lg Cap Gr Insights Instl , Goldman Sachs Em Mkts Eq Insights Intl ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ggsax investment picks
  • Holdings: MassMutual Select Overseas I , MM MSCI EAFE® International Index I , MassMutual Premier Disciplined Value I , MassMutual Premier Disciplined Gr I , MassMutual Select Diversified Value I ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for mrrsx investment picks
  • Category: Short Government
  • Morningstar Rating: 1 Stars
Sign-up for padgx investment picks
  • Holdings: Manning & Napier Pro-Blend Extnd Term I , Manning & Napier Pro-Blend Max Term I ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for mtpkx investment picks
  • Holdings: Vodafone Group PLC , GlaxoSmithKline PLC , Imperial Tobacco Group PLC , Nestle SA , Unilever PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for ivfix investment picks
  • Holdings: Gilead Sciences Inc , Amgen Inc , Facebook Inc Class A , Nike Inc Class B , eBay Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for iwclx investment picks
  • Holdings: JPMorgan Chase & Co , Pfizer Inc , Wells Fargo & Co , Merck & Co Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for iedcx investment picks
  • Holdings: Amazon.com Inc , Facebook Inc Class A , Priceline Group Inc , MasterCard Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mgeix investment picks
  • Holdings: Micron Tech Cv 3% , Gilead Sciences Cv 1.625% , Intel Cv 3.25% , Salix Pharmaceuticals Cv 1.5% , Omnicare Cv 3.5% ,
  • Category: Convertibles
  • Morningstar Rating: 5 Stars
Sign-up for ancmx investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Google Inc , Gilead Sciences Inc , HCA Holdings Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for aspzx 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: dhmux - Centre Multi-Asset Rl Ret Instl to aspzx - Alger Spectra Z
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