Funds From: CTSFX - American Funds College 2027 529F1 to rmgcx - RiverFront Global Allocation C


  • Holdings: American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Capital World G/I R6 , American Funds Fundamental Invs R6 , American Funds Global Balanced R6 ,
  • Category: Moderate Allocation
Sign-up for CTSFX investment picks
  • Holdings: Walt Disney Co , Home Depot Inc , Priceline Group Inc , TJX Companies , Directv ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 3 Stars
Sign-up for fcibx investment picks
  • Holdings: Constant Contact Inc , Atwood Oceanics Inc , HomeAway Inc , Urban Outfitters Inc , Swift Transportation Co ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for MNDKX investment picks
  • Holdings: British American Tobacco PLC , Philip Morris International Inc , MasterCard Inc Class A , Housing Development Finance Corp Ltd , Wells Fargo & Co ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for WWOIX investment picks
  • Holdings: Compass EMP Long/Short Strategies I , Compass EMP Market Neutral Income I , Compass EMP REC Enhanced Volatil Wtd I , Compass EMP Intl 500 Enh Volatil Wtd I , Compass EMP Cmdty Strats Enh Vltl Wtd I ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for caicx investment picks
  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World G/I R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
Sign-up for GAITX investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Novartis AG , HSBC Holdings PLC , Nestle SA , Rio Tinto PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for earsx investment picks
  • Holdings: BlackRock Master Basic Value LLC , BlackRock Master Large Cap Growth Port , BlackRock Capital Appreciation BlackRock , BlackRock Long-Horizon Equity Instl , BlackRock International Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for BLHIX investment picks
  • Holdings: US Treasury TIP 1.75% , US Treasury TIP 1.125% , PowerShares DB Agriculture ETF , Simon Property Group Inc , US TREASURY TIP ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for tpdax investment picks
  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
Sign-up for vrirx investment picks
  • Holdings: Vanguard Total Bond Market ETF , Vanguard FTSE Europe ETF , Vanguard S&P 500 ETF , Vanguard Short-Term Bond ETF , iShares MSCI EAFE Minimum Volatility ,
  • Category: Tactical Allocation
Sign-up for TTAIX investment picks
  • Holdings: JPMorgan Chase & Co , Johnson & Johnson , Philip Morris International Inc , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for meiax investment picks
  • Holdings: Cognizant Technology Solutions Corp Class A , Galaxy Entertainment Group Ltd , Industrial And Commercial Bank Of China Ltd H Shares , HDFC Bank Ltd , Lenovo Group Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
Sign-up for malax investment picks
  • Holdings: Abraxas Petroleum Corp , Super Micro Computer Inc , Google Inc Class C , Brinker International Inc , Tenneco Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for feucx investment picks
  • Holdings: Howard Hughes Corp , Canadian Pacific Railway Ltd , Unit Corp , Cracker Barrel Old Country Store Inc , Chesapeake Energy Corp ,
  • Category: Mid-Cap Growth
Sign-up for dddax investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , MSCI Emerging Market Index Future Sept14 , China Mobile Ltd ,
  • Category: Diversified Emerging Mkts
Sign-up for iepax investment picks
  • Holdings: Schlumberger NV , Exxon Mobil Corporation , Chevron Corp , Occidental Petroleum Corp , EOG Resources Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for lexmx investment picks
  • Holdings: WisdomTree Europe Hedged Equity , Vanguard FTSE Europe ETF , iShares MSCI All Country Asia ex Jpn Idx , ALPS RiverFront Strategic Income , WisdomTree Japan Hedged Equity ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rmgcx 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: CTSFX - American Funds College 2027 529F1 to rmgcx - RiverFront Global Allocation C
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