Funds From: iocax - ICON Risk-Managed Balanced A LW to pdpax - Virtus Alternatives Diversifier A LW


  • Holdings: Lender Processing Svcs 5.75% , Comcast Corp Class A , LyondellBasell Industries NV , Oceaneering International , Western Asset Inflation Manage Common ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for iocax investment picks
  • Holdings: Itau Unibanco Holding SA ADR , Bank Bradesco ADR , BB Seguridade Participacoes SA , Ambev SA ADR , Petroleo Brasileiro SA Petrobras ADR ,
  • Category: Latin America Stock
  • Morningstar Rating: 3 Stars
Sign-up for mcltx investment picks
  • Holdings: Liberty Ventures Class A , LinkedIn Corp Class A , Schibsted ASA , Netflix Inc , Moody's Corporation ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for bmgbx investment picks
  • Holdings: Simon Property Group Inc , Boston Properties Inc , Ventas Inc , AvalonBay Communities Inc , Equity Residential ,
  • Category: Real Estate
Sign-up for BIREX investment picks
  • Holdings: Templeton Global Total Return R6 , Franklin US Government Secs R6 , Franklin Growth R6 , Franklin Low Duration Total Return R6 , Franklin Rising Dividends R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ftcix investment picks
  • Holdings: Kennedy-Wilson Holdings Inc , Sequential Brands Group Inc , SBA Communications Corp , BankUnited Inc , United Rentals Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for bmeax investment picks
  • Holdings: AdvisorShares Peritus High Yield ETF , Ares Capital Corporation , New Residential Investment Corp , Apollo Investment Corp , Fifth Street Finance Corporation ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for apiux investment picks
  • Holdings: Cigna Corp , Delta Air Lines Inc , Humana Inc , Southwest Airlines Co , Western Digital Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for pmvqx investment picks
  • Holdings: Invesco Dividend Income R6 , Invesco Core Plus Bond R6 , Invesco Premium Income R6 , Invesco High Yield R6 , Invesco Diversified Dividend R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for alaax investment picks
  • Holdings: Samsung Electronics Co Ltd , China Construction Bank Corp H Shares , CNOOC Ltd , Hyundai Motor Co , iShares MSCI Emerging Markets ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for miegx investment picks
  • Holdings: Exxon Mobil Corporation , General Electric Co , Wells Fargo & Co , Chevron Corp , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for suvcx investment picks
  • Holdings: Strayer Education Inc , OFG Bancorp , Brocade Communications Systems Inc , Spirit Airlines Inc , Oshkosh Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for pcoax investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for jljax investment picks
  • Holdings: Johnson & Johnson , McKesson Corp , Celgene Corp , Gilead Sciences Inc , UnitedHealth Group Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for ichax investment picks
  • Holdings: Monsanto Co , LyondellBasell Industries NV , International Paper Co , Dow Chemical Co , FMC Corporation ,
  • Category: Natural Resources
  • Morningstar Rating: 4 Stars
Sign-up for icbax investment picks
  • Holdings: Simon Property Group Inc , Sun Hung Kai Properties Ltd , Mitsubishi Estate , Dexus Property Group , Equity Residential ,
  • Category: Global Real Estate
Sign-up for BLRAX investment picks
  • Holdings: Bristol-Myers Squibb Company , Lockheed Martin Corp , Raytheon Co , Seagate Technology PLC , Lorillard Inc ,
  • Category: World Stock
Sign-up for jgdax investment picks
  • Holdings: Transamerica Long/Short Strategy I2 , Transamerica Global Macro I2 , Transamerica Managed Futures Strategy I2 , Transamerica International Small Cap I2 , Transamerica MLP & Energy Income I2 ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for imuax investment picks
  • Holdings: Danaher Corp , Stericycle Inc , Westinghouse Air Brake Technologies Corp , Ecolab Inc , Verisk Analytics Inc ,
  • Category: Large Growth
Sign-up for BAWAX investment picks
  • Holdings: Invesco Balanced-Risk Allc R6 , Invesco Balanced-Risk Agrsv Allc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for tnarx investment picks
  • Holdings: Virtus Global Dividend I , Virtus Global Commodities Stock I , Virtus Real Estate Securities I , Virtus Intl Real Estate Securities I , PowerShares DB G10 Currency Harvest ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for pdpax 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: iocax - ICON Risk-Managed Balanced A LW to pdpax - Virtus Alternatives Diversifier A LW
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