Funds From: ibnax - Ivy Balanced A Load Waived to gilvx - GuideMark Large Cap Value Instl


  • Holdings: L Brands Inc , Union Pacific Corp , PNC Financial Services Group Inc , Southwest Airlines Co , Apple Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 5 Stars
Sign-up for ibnax investment picks
  • Holdings: HSBC Holdings PLC , Roche Holding AG Dividend Right Cert. , British American Tobacco PLC , Commonwealth Bank of Australia , Total SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for gcisx investment picks
  • Holdings: Klépierre , Julius Baer Gruppe AG , Inchcape PLC , St James's Place PLC , Marr SPA ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 2 Stars
Sign-up for gissx investment picks
  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
Sign-up for sfcix investment picks
  • Holdings: Exxon Mobil Corporation , General Electric Co , JPMorgan Chase & Co , Johnson & Johnson , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for gcvax investment picks
  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Western Asset High Yield IS , QS Legg Mason Strategic Real Return IS , QS Batterymarch Intl Eq IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for sbcbx investment picks
  • Holdings: Russell 2000 Mini Dec14 Imeq 20141219 , Isis Pharmaceuticals , RF Micro Devices Inc , SS&C Technologies Holdings Inc , Graphic Packaging Holding Co ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for gcsax investment picks
  • Holdings: Micron Tech Cv 1.625% , Intel Cv 3.25% , Wells Fargo & Co, San Francisco Ca Pfd , Priceline Grp Cv 1% , Bk Amer Pfd ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for pcvrx investment picks
  • Holdings: BlackRock Master Large Cap Growth Port , BlackRock Master Basic Value LLC , BlackRock EuroFund Instl , iShares International Dev Rel Est , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
Sign-up for bapjx investment picks
  • Holdings: Netflix Inc , Thermo Fisher Scientific Inc , Alexion Pharmaceuticals Inc , Gilead Sciences Inc , Hologic Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for cngax investment picks
  • Holdings: Apple Inc , Wells Fargo & Co , Exxon Mobil Corporation , Costco Wholesale Corp , Sempra Energy ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for cmnwx investment picks
  • Holdings: Novartis AG , Roche Holding AG Dividend Right Cert. , Toyota Motor Corp , Alimentation Couche-Tard Inc , Brookfield Asset Management Inc Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pdipx investment picks
  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , MIP International Tilts Master Portfolio , Russell 1000 Index Master , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for rayhx investment picks
  • Holdings: Apple Inc , Digital Realty Trust Inc , Deere & Co , Fidelity National Financial Inc , Marathon Petroleum Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for peipx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for gsutx investment picks
  • Holdings: Nitto Denko Corporation , Tata Motors Ltd ADR , Fuji Heavy Industries Ltd , KDDI Corp , Nomura Research Institute Ltd. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for prppx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for baedx investment picks
  • Holdings: Incyte Corp Ltd , Netflix Inc , Domino's Pizza Inc , AA PLC , Triquint Semiconductor ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for smcwx investment picks
  • Holdings: AllianzGI Best Styles US Equity R6 , AllianzGI Best Styles Intl Eq R6 , PIMCO Income Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 1 Stars
Sign-up for gbvix investment picks
  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
Sign-up for ebblx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for frrcx investment picks
  • Holdings: Novartis AG , BT Group PLC , Bayer AG , Sanofi , Reed Elsevier PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for iiesx investment picks
  • Holdings: Hanover Insurance Group Inc , Computer Sciences Corp , Covanta Holding Corp , Reinsurance Group of America Inc , Zions Bancorp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for SEVAX investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for jyiax investment picks
  • Holdings: Citigroup Inc , Capital One Financial Corp , Bank of America Corporation , Wells Fargo & Co , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for gilvx 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: ibnax - Ivy Balanced A Load Waived to gilvx - GuideMark Large Cap Value Instl
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