Funds From: opebx - Oppenheimer Capital Income B to tsmyx - Touchstone Moderate Growth Allc Y


  • Holdings: Mstr Loan Feeder , Oppenheimer Ultra-Short Duration Y , US Treasury Note 0.875% , Roche Holding AG , Starwood Property Trust, Inc. ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for opebx investment picks
  • Holdings: Touchstone Total Return Bond Instl , Touchstone International Value Instl , Touchstone Ultra Short Dur F/I Instl , Touchstone Value Institutional , Touchstone Sands Capital Inst Gr ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for tbacx investment picks
  • Holdings: Amazon.com Inc , Apple Inc , Google Inc Class A , JPMorgan Chase & Co , Bank of America Corporation ,
  • Category: Large Growth
  • Morningstar Rating: -1 Stars
Sign-up for jlcyx investment picks
  • Holdings: Sanofi , Royal Dutch Shell PLC Class A , Iberdrola SA , Novartis AG , BP PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for delpx investment picks
  • Holdings: S&P 500 Index Future June14 , Johnson & Johnson , Clorox Company , EDP - Energias de Portugal SA , Canadian Tire Corp Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for sgmix investment picks
  • Holdings: JPMorgan High Yield R6 , JPMorgan Mid Cap Core R6 , JPMorgan Emerging Mkts Eq R6 , JPMorgan Emerging Markets Debt R6 , JPMorgan Realty Income Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jpdvx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , HSBC Holdings PLC , Roche Holding AG , Nestle SA , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for jsebx investment picks
  • Holdings: Roche Holding AG , Novartis AG , Bayer AG , HSBC Holdings PLC , British American Tobacco PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for jiosx investment picks
  • Holdings: FHLMC 3.75% , JPMorgan Chase & Co , FNMA 5% , US TREASURY TIP , Johnson & Johnson ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for webcx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Microsoft Corporation , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for sliax investment picks
  • Holdings: Novartis AG , Royal Dutch Shell PLC Class A , HSBC Holdings PLC , Sanofi , Total SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for dvlax investment picks
  • Holdings: E*Trade Financial Corp , Nabors Industries Ltd , New York Times Company Class A , Raymond James Financial Inc , Alaska Air Group, Inc. ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for dsecx investment picks
  • Holdings: Comcast Corp Class A , Walt Disney Co , Johnson & Johnson , Occidental Petroleum Corporation , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for stwax investment picks
  • Holdings: Simon Property Group Inc , Prologis Inc , General Growth Properties Inc , Boston Properties Inc , Equity Residential ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for dnrex investment picks
  • Holdings: Time Warner Inc , Google Inc Class A , United Technologies Corp , Lockheed Martin Corporation , AT&T Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
Sign-up for jpmnx investment picks
  • Category: Muni Single State Short
  • Morningstar Rating: 3 Stars
Sign-up for aicax investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , China Construction Bank Corp H Shares , Samsung Electronics Co Ltd , Itau Unibanco Holding S.A. , Hyundai Mobis Co., Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
Sign-up for sekbx investment picks
  • Holdings: Gilead Sciences Cv 1.625% , Micron Tech 144A Cv 1.625% , Chesapeake Engy Pfd 144A , United Tech , Priceline Com Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for pcgyx investment picks
  • Holdings: Google Inc Class A , Visa, Inc. Class A , Express Scripts , Danaher Corporation , Qualcomm, Inc. ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for talgx investment picks
  • Holdings: Touchstone International Value Instl , Touchstone Total Return Bond Instl , Touchstone Sands Capital Inst Gr , Touchstone Value Institutional , Touchstone Emerging Markets Equity Inst ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for tsmyx 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: opebx - Oppenheimer Capital Income B to tsmyx - Touchstone Moderate Growth Allc 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