Funds From: fcmax - Fidelity Advisor California Muni I A LW to eahix - MFS High Income 529A Load Waived


  • Holdings: Apple Inc , Verizon Communications Inc , AT&T Inc , Target Corp , PG&E Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for FBFZX investment picks
  • Holdings: SPDR® S&P 500 ETF , iShares MSCI EAFE , HSBC Emerging Markets Debt I , JPMorgan High Yield Select , Columbia High Yield Bond Z ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for hsbmx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Tencent Holdings Ltd. , China Mobile Ltd ADR , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for DFEMX investment picks
  • Holdings: Akamai Technologies Inc , Ryder System Inc , HCC Insurance Holdings Inc , PacWest Bancorp , Marvell Technology Group Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for lvoax investment picks
  • Holdings: 10yr Mini Jgb Dec 14 , 3mo Euro Euribor Jun 15 , 3mo Euroyen (Tfx) Jun 15 , 90 Day Sterling Jun 15 , Euro$ 90 Day Jun 15 ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for CEEEX investment picks
  • Holdings: Sterling Capital Behavioral Intl Eq Inst , Sterling Capital Total Return Bond I , Sterling Capital Special Opps Inst , Sterling Capital Equity Income Instl ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for bcmax investment picks
  • Holdings: Novartis AG , Royal Dutch Shell PLC Class A , Teva Pharmaceutical Industries Ltd ADR , Bayer AG , Prudential PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for minax investment picks
  • Holdings: Treehouse Foods Inc , PrivateBancorp Inc , Centene Corp , Sonic Corp , Akorn Inc ,
  • Category: Small Growth
Sign-up for us89355j6560 investment picks
  • Holdings: Gasoline Future Flat Position , Crude Oil Brent Flat Position No Cntrct , Gas Oil Fut Flat Position No Contract , Crude Oil Wti Flat Position No Contract , Heating Oil Flat Position No Contract ,
  • Category: Managed Futures
Sign-up for NGSAX investment picks
  • Holdings: Senior Housing Properties Trust , Transocean Ltd , Hospitality Properties Trust , Ensco PLC Class A , Darden Restaurants Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for tveax investment picks
  • Holdings: Euro-Oat Future Dec14 Xeur 20141208 , Euro-Bund Future Dec14 Xeur 20141208 , SPDR® S&P Retail ETF , Dax Index Future Dec14 Xeur 20141219 , iShares MSCI Hong Kong ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for MFRDX investment picks
  • Holdings: DFA International Small Cap Value I , DFA International Vector Equity I , OAO Gazprom ADR , China Construction Bank Corp H Shares , Bank Of China Ltd. H Shares ,
  • Category: Foreign Small/Mid Value
Sign-up for us25239y6187 investment picks
  • Holdings: Kinder Morgan, Inc. , Altria Group Inc , Imperial Tobacco Group PLC , BCE Inc , Vodafone Group PLC ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for epspx investment picks
  • Holdings: Fed Natl Mort Assc 4% , Fed Natl Mort Assc 6% , Fed Natl Mort Assc 3.5% , Govt Natl Mtg Asso 3% , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pabmx investment picks
  • Holdings: Apple Inc , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Microsoft Corp , Mini Msci Eafe Dec14 Ifus 20141219 , Exxon Mobil Corporation ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for WFFRX investment picks
  • Holdings: American Funds Capital Income Bldr R6 , American Funds Income Fund of Amer R6 , American Funds Interm Bd Fd of Amer R6 , American Funds Bond Fund of Amer R6 , Amer Fds Inflation Linked Bd ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 5 Stars
Sign-up for reatx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Boeing Co , Oracle Corporation , UnitedHealth Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for mawnx investment picks
  • Holdings: Comcast Corp Class A , General Electric Co , Boeing Co , Pfizer Inc , Covidien PLC ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for icawx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 5 Stars
Sign-up for oosax investment picks
  • Holdings: MFS® High Yield Pooled , US Treasury Note 0.75% , Simon Property Group Inc , Public Storage , AvalonBay Communities Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for difax investment picks
  • Holdings: MSCI EAFE Index Future Dec14 , Chunghwa Telecom Co Ltd , E-mini S&P 500 Index Future Dec14 , Malayan Banking Bhd , Maxis Bhd ,
  • Category: Market Neutral
Sign-up for CBHIX 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: fcmax - Fidelity Advisor California Muni I A LW to eahix - MFS High Income 529A 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 Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Popularity |  Our Choices |  Most Recent