Funds From: pgbcx - Pacific Advisors Balanced C to rtpix - ProFunds Rising Rates Opp 10 Investor


  • Holdings: Kirby Corp , Kansas City Southern Inc , CVS Health Corp , Halliburton Co , Wal-Mart Stores Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for pgbcx investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2041-2045
Sign-up for LTMSX investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Dr Reddy Laboratories Ltd , NetEase Inc ADR , Hyundai Motor Co ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for TLEIX investment picks
  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , iShares TIPS Bond , MIP International Tilts Master Portfolio , Master Small Cap Index ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for rlrox investment picks
  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Check Point Software Technologies Ltd , Israel Chemicals Ltd , Perrigo Co PLC , Bank Hapoalim B M ,
  • Category: Miscellaneous Region
Sign-up for amdax investment picks
  • Holdings: E-mini S&P MidCap 400 Index Future Dec14 , Cardinal Health Inc , Host Hotels & Resorts Inc , Discover Financial Services , Hanesbrands Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for pmcjx investment picks
  • Holdings: PNC Bond I , PNC Limited Maturity Bond I , Vanguard Inflation-Protected Secs Adm , PNC Large Cap Value I , PNC Large Cap Growth I ,
  • Category: Retirement Income
Sign-up for PDTAX investment picks
  • Holdings: Lowe's Companies Inc , Electronic Arts Inc , AutoZone Inc , Palo Alto Networks Inc , Omnicell Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for afggx investment picks
  • Category: World Bond
  • Morningstar Rating: 2 Stars
Sign-up for CLBWX investment picks
  • Holdings: iShares MSCI EAFE , Singapore Telecommunications Limited , Telstra Corp Ltd , Woolworths Ltd , Wesfarmers ,
  • Category: Foreign Large Blend
Sign-up for ANDNX investment picks
  • Holdings: Portland General Electric Co , Ryman Hospitality Properties Inc , Pebblebrook Hotel Trust , Receptos Inc , Jack In The Box Inc ,
  • Category: Small Growth
Sign-up for ATSNX investment picks
  • Holdings: Office Depot Inc , Manhattan Associates Inc , Brown Shoe Co Inc , Team Health Holdings Inc , ARRIS Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for psbmx investment picks
  • Holdings: AllianzGI US Managed Volatility Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , AllianzGI Best Styles Global Eq R6 , PIMCO Commodity Real Ret Strat Instl , AllianzGI Behavioral Advtg Lg Cp Instl ,
  • Category: Target Date 2051+
  • Morningstar Rating: 1 Stars
Sign-up for gblix investment picks
  • Holdings: Microsoft Corp , Gilead Sciences Inc , Johnson & Johnson , Roche Holding AG Dividend Right Cert. , Harman International Industries Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for aglyx investment picks
  • Holdings: Wells Fargo & Co , Merck & Co Inc , Microsoft Corp , Verizon Communications Inc , Comcast Corp Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for IHGIX investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd , iShares Core MSCI Emerging Markets , ICICI Bank Ltd , Discovery Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for herrx investment picks
  • Holdings: Royal Dutch Shell PLC ADR Class A , HSBC Holdings PLC ADR , Total SA ADR , BHP Billiton PLC ADR , BP PLC ADR ,
  • Category: Europe Stock
  • Morningstar Rating: 1 Stars
Sign-up for uepsx investment picks
  • Holdings: EOG Resources Inc , CF Industries Holdings Inc , Chevron Corp , Exxon Mobil Corporation , Occidental Petroleum Corp ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for nrgax investment picks
  • Holdings: General Electric Co , Pfizer Inc , Exxon Mobil Corporation , JPMorgan Chase & Co , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for us00767h8732 investment picks
  • Holdings: Putnam Absolute Return 700 Y , Micron Tech Cv 1.625% , Buenos Aires Prov Euro Mtn Be 11.75% , Simon Property Group Inc , SPDR® S&P 500 ETF ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for pmiox investment picks
  • Holdings: American International Group Inc , Citigroup Inc , JPMorgan Chase & Co , Bank of America Corporation , Vodafone Group PLC ADR ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for us00767h6678 investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Anheuser-Busch Inbev SA , Mitsubishi UFJ Financial Group Inc , UBS AG , British American Tobacco PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for hdvtx 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: pgbcx - Pacific Advisors Balanced C to rtpix - ProFunds Rising Rates Opp 10 Investor
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 |  Most Recent