Funds From: ccbax - City National Rochdale Corp Bond N to inpax - American Funds Income Portfolio A LW


  • Holdings: ONEOK Inc , Kinder Morgan Management LLC , Williams Companies Inc , Enbridge Energy Management LLC , LinnCo LLC ,
  • Category: Equity Energy
Sign-up for EGLIX investment picks
  • Holdings: JPMorgan Chase & Co , Pfizer Inc , Occidental Petroleum Corporation , Wal-Mart Stores Inc , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for lafqx investment picks
  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Lg Cap Gr Insights Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Strategic Growth Instl ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ggsbx investment picks
  • Holdings: Hartford Dividend & Growth Y , Hartford International Opportunities Y , Hartford Alternative Strategies Y , Hartford Capital Appreciation Y , Hartford Strategic Income Y ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for htmsx investment picks
  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , iShares MSCI EAFE , ClearBridge International Value IS , Legg Mason Batterymarch Intl Eq IS ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for lmwax investment picks
  • Holdings: St.Shine Optical Co Ltd , Osim International Ltd. , Youyuan International Holdings Ltd. , Hotel Shilla Company Ltd. , Super Group Ltd. ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
Sign-up for evasx investment picks
  • Holdings: United Technologies Corp , 3M Co , Occidental Petroleum Corporation , Wal-Mart Stores Inc , McDonald's Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for lamyx investment picks
  • Holdings: Cavco Industries, Inc. , POSCO ADR , Wheelock and Co., Ltd. , Henderson Land Development Co., Ltd. , Covanta Holding Corporation ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for TAVFX investment picks
  • Holdings: Cardinal Health Inc , AES Corp , Hartford Financial Services Group Inc , Rock-Tenn Company , SunTrust Banks Inc ,
  • Category: Mid-Cap Value
Sign-up for lvmqx investment picks
  • Holdings: US Treasury Note 0.25% , Djubs Commodity Tr (Bac) Csn 1k , Credit Suisse Grp Ag N Y Brh FRN , Ubs Ag London Brh FRN , Djubs Grains Sub F3 Tr (Citi) 0.000 Dec 22 14 ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: -1 Stars
Sign-up for mcsrx investment picks
  • Holdings: Harbor Bond Institutional , Harbor High-Yield Bond Instl , Harbor Real Return Instl , Harbor International Institutional , Harbor Unconstrained Bond Instl ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
Sign-up for harix investment picks
  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research International R5 ,
  • Category: Target Date 2051+
Sign-up for lfiix investment picks
  • Holdings: ITC Ltd. , Tata Consultancy Services Ltd. , HCL Technologies Ltd. , Infosys Ltd , Housing Development Finance Corp Ltd. ,
  • Category: India Equity
Sign-up for ecgix investment picks
  • Holdings: Health Care Select Sector SPDR® , Energy Select Sector SPDR® , Consumer Discret Select Sector SPDR® , Consumer Staples Select Sector SPDR® , Materials Select Sector SPDR® ,
  • Category: Tactical Allocation
Sign-up for CTTRX investment picks
  • Holdings: Arrow Global Group PLC , Air New Zealand Limited , Hays PLC , REXLot Holdings Ltd. , Aalberts Industries NV ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 2 Stars
Sign-up for linbx investment picks
  • Holdings: Google Inc Class A , Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Qualcomm, Inc. ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for thlcx investment picks
  • Holdings: Rio Tinto PLC ADR , Toyota Motor Corp , Eni SpA ADR , DNB ASA. , Hitachi, Ltd. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for licrx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
Sign-up for sgtbx investment picks
  • Holdings: American Funds American Mutual R6 , American Funds Capital Inc Bldr R6 , American Funds American Hi Inc Tr R6 , American Funds Inc Fund of Amer R6 , American Funds US Government Sec R6 ,
  • Category: Conservative Allocation
Sign-up for inpbx investment picks
  • Holdings: Google Inc Class A , Apple Inc , Exxon Mobil Corporation , JPMorgan Chase & Co , Walt Disney Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for eaeax investment picks
  • Holdings: American Funds American Mutual R6 , American Funds Capital Inc Bldr R6 , American Funds American Hi Inc Tr R6 , American Funds Inc Fund of Amer R6 , American Funds US Government Sec R6 ,
  • Category: Conservative Allocation
Sign-up for inpax 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: ccbax - City National Rochdale Corp Bond N to inpax - American Funds Income Portfolio 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