Funds From: cmacx - Calvert Moderate Allocation C to bnsax - State Farm Bond A Load Waived


  • Holdings: Calvert Bond I , Calvert Large Cap Core I , Calvert Equity I , Calvert International Equity I , Calvert Small Cap I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for cmacx investment picks
  • Holdings: British American Tobacco PLC , Total SA , Philip Morris International, Inc. , Johnson & Johnson , Roche Holding AG ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for jgpbx investment picks
  • Holdings: Freeport-McMoRan Copper & Gold , Barrick Gold Corporation , Newmont Mining Corporation , Goldcorp, Inc. , Silver Wheaton Corporation ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 2 Stars
Sign-up for rypmx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , AIA Group Ltd. , Hutchison Whampoa Ltd , TWi Pharmaceuticals Inc. ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
Sign-up for jcobx investment picks
  • Holdings: CREDIT SUISSE CAYMAN COMMODITY , FNMA FRN , FFCB FRN , FNMA FRN , FFCB FRN ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
Sign-up for CRSAX investment picks
  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for ptcax investment picks
  • Holdings: Ingram Micro, Inc. Class A , Tech Data Corporation , Mantech International Corp Class A , Avnet Inc , Arrow Electronics Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for ryavx investment picks
  • Holdings: Cboe Spx Volatility Index Aug14 23 Put , Cboe Spx Volatility Index Jul14 22 Put , Cboe Spx Volatility Index Jun14 22 Put , Cboe Spx Volatility Index Aug14 18 Put , Cboe Spx Volatility Index Jul14 17 Put ,
  • Category: Market Neutral
Sign-up for AZIDX investment picks
  • Holdings: Simon Property Group Inc , Equity Residential , British Land Co PLC , Sun Hung Kai Properties, Ltd. , Boston Properties Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: -1 Stars
Sign-up for dlprx investment picks
  • Holdings: Exxon Mobil Corporation , Southern Co , BOK Financial Corp. , Lockheed Martin Corporation , Duke Energy Corporation ,
  • Category: Nontraditional Bond
Sign-up for CBHIX investment picks
  • Holdings: Aryzta AG , Toyota Motor Corp , Teva Pharmaceutical Industries Ltd ADR , Nordea Bank AB , Novartis AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for deqix investment picks
  • Holdings: JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 International Value NAV , JHFunds2 Blue Chip Growth NAV , JHFunds2 Mid Cap Stock NAV ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for jrlax investment picks
  • Holdings: Hyundai Mobis Co., Ltd , China Mobile Ltd. , Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Ptt Public Company Limited ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for dpemx investment picks
  • Holdings: Cempcsvwf Fund Ltd , Compass EMP Ultra Short-Term Fixd Inc I , White Mtns Re Grp 144A 6.375% , Amsouth Bk N A Birmingham Ala 5.2% , Zions Bancorp Mtn 2.75% ,
  • Category: Commodities Broad Basket
Sign-up for CCOCX investment picks
  • Holdings: CVS Caremark Corp , American Airlines Group Inc , Actavis PLC , Sinclair Broadcast Group, Inc. , Delta Air Lines Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for slvyx investment picks
  • Holdings: Gmac 8% , Sprint Nextel 6% , Gmac 8% , Engy Future Inter Hldg Co Ll 144A 11.75% , Citigroup FRN ,
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for fahbx investment picks
  • Holdings: j2 Global Inc , Heartland Payment Systems, Inc. , MSCI, Inc. , DineEquity Inc , SBA Communications Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for dfbix investment picks
  • Holdings: Qualcomm, Inc. , Occidental Petroleum Corporation , Comcast Corp Class A , Oracle Corporation , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for sovix 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: cmacx - Calvert Moderate Allocation C to bnsax - State Farm Bond 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