Funds From: PAAEX - Putnam Dynamic Asset Allocation Bal R6 to mbobx - Madison Core Bond B


  • Holdings: FNMA 4% TBA , FNMA , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2043-01-01 , CVS Caremark Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: -1 Stars
Sign-up for PAAEX investment picks
  • Holdings: Dryden Core Invt , Apple Inc , Google Inc Class A , 5 Year US Treasury Note Future June14 , US Treasury Note 2.125% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pbfbx investment picks
  • Holdings: Wells Fargo & Co , Pfizer Inc , JPMorgan Chase & Co , ConocoPhillips , Goldman Sachs Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for pccbx investment picks
  • Holdings: E-mini S&P MidCap 400 Index Future Mar14 , O'Reilly Automotive Inc , Church & Dwight Company, Inc. , Fortune Brands Home & Security Inc , Dick's Sporting Goods, Inc. ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for ppqnx investment picks
  • Holdings: Apple Inc , Brookfield Asset Management Inc Class A , Valeant Pharmaceuticals International Inc , Qualcomm, Inc. , Wells Fargo & Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ciaox investment picks
  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Morgan Stanley , General Electric Co , Viacom, Inc. Class B ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for ivitx investment picks
  • Holdings: Apple Inc , Google, Inc. Class A , Gilead Sciences Inc , Home Depot, Inc. , Comcast Corp Class A ,
  • Category: Large Growth
Sign-up for ilcax investment picks
  • Holdings: Simon Property Group Inc , Prologis Inc , Boston Properties Inc , SL Green Realty Corporation , Host Hotels & Resorts Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for prlex investment picks
  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Global Income Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Lg Cap Gr Insights Instl , Goldman Sachs Lg Cap Val Insights Instl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for gpitx investment picks
  • Holdings: Exxon Mobil Corporation , General Electric Co , Johnson & Johnson , JPMorgan Chase & Co , Apple Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for ipesx investment picks
  • Holdings: Principal Equity Income Inst , Principal Large Cap Value Inst , Principal Large Cap Growth Inst , Principal Diversified Intl Inst , Principal Capital Appreciation Inst ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for psggx investment picks
  • Holdings: US Treasury Bill , NYSE/Liffe 10 Year US Treasury Note Future June14 ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for dgpix investment picks
  • Holdings: Apple Inc , EOG Resources , Citigroup Inc , Bank of America Corporation , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for chcgx investment picks
  • Holdings: Rite Aid Corporation , Aspen Technology, Inc. , Manhattan Associates, Inc. , Acxiom Corporation , UNS Energy Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for psabx investment picks
  • Holdings: Apple Inc , Celgene Corporation , Google, Inc. Class A , Prudential Financial Inc , Gilead Sciences Inc ,
  • Category: Large Growth
Sign-up for CNRUX investment picks
  • Holdings: Google Inc Class A , Gilead Sciences Inc , Apple Inc , Merck & Co Inc , Occidental Petroleum Corporation ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
Sign-up for eroax investment picks
  • Holdings: DWS Equity 500 Index Inst , DWS Core Equity Institutional , DWS Core Fixed Income Inst , DWS US Bond Index Inst , DWS EAFEĀ® Equity Index Inst ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for supcx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corporation , Google, Inc. Class A , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for irlix investment picks
  • Holdings: Russell 2000 Mini Mar14 , Webster Financial Corp , CNO Financial Group, Inc. , Esterline Technologies , Firstmerit Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for pstwx investment picks
  • Holdings: H.B. Fuller Company , Brady Corporation Class A , Heartland Express, Inc. , Commercial Metals Company , Healthsouth Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for ismlx investment picks
  • Holdings: Nikkei 225 Stock Avg Index Future June14 ,
  • Category: Trading-Leveraged Equity
Sign-up for ryjsx investment picks
  • Holdings: Roche Holding AG , Novartis AG , BP PLC , HSBC Holdings PLC , Total SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for deiqx 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: PAAEX - Putnam Dynamic Asset Allocation Bal R6 to mbobx - Madison Core Bond B
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