Funds From: Symbol/Ticker: us00767h4517 to Symbol/Ticker: us00767h8088


  • Holdings: U S Treas Sec Stripped Int Pmt , Apple Inc , Wells Fargo & Co , US Treasury Note 0.875% , Johnson & Johnson ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for us00767h4517 investment picks
  • Holdings: Pioneer Natural Resources Co , Royal Dutch Shell PLC ADR Class A , Exxon Mobil Corporation , NiSource Inc , Concho Resources Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for us00767h4699 investment picks
  • Holdings: Visa Inc Class A , Amazon.com Inc , Priceline Group Inc , Gilead Sciences Inc , McKesson Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for us00767h4772 investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for us00767h4855 investment picks
  • Holdings: Cdx Ig Cds1 S23 5y 12/20/19 Buy Prtctn; No Pmt; Pay Cpn1.000;effdt09-22-14; , Cdx Ig Cds1 S23 5y 12/20/19 Buy Prtctn; No Pmt; Pay Cpn1.000;effdt09-22-14; , US Treasury Note 0.625% , US Treasury Note 0.875% , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for us00767h4939 investment picks
  • Holdings: Wintrust Financial Corp , Iberiabank Corp , Portland General Electric Co , Firstmerit Corp , Triumph Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for us00767h5191 investment picks
  • Holdings: Genesco Inc , MWI Veterinary Supply Inc , Imperva Inc , Trex Co Inc , Cavium Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for us00767h5274 investment picks
  • Holdings: AST Prudential Core Bond Portfolio , AST Western Asset Core Plus Bond , AST Lord Abbett Core Fixed Income , AST QMA Large-Cap , AST AQR Large-Cap ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for us00767h5357 investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for us00767h5431 investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for us00767h5506 investment picks
  • Holdings: Edison International , The AES Corporation , Kohl's Corp , Amdocs Ltd , The ADT Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for us00767h5761 investment picks
  • Holdings: SBA Communications Corp , Avago Technologies Ltd , Alliance Data Systems Corp , Acadia Healthcare Co Inc , Cerner Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for us00767h5845 investment picks
  • Holdings: Brunswick Corp , Ashland Inc , Allstate Corp , Lincoln National Corp , Computer Sciences Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for us00767h6181 investment picks
  • Holdings: Visa Inc Class A , Google Inc Class A , Facebook Inc Class A , Apple Inc , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for us00767h6264 investment picks
  • Holdings: Walt Disney Co , Reckitt Benckiser Group PLC , Nestle SA , Honeywell International Inc , Time Warner Inc ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for us00767h6348 investment picks
  • Holdings: Facebook Inc Class A , Visa Inc Class A , Cisco Systems Inc , Amazon.com Inc , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for us00767h6421 investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for us00767h6595 investment picks
  • Holdings: American International Group Inc , Citigroup Inc , JPMorgan Chase & Co , Bank of America Corporation , Royal Dutch Shell PLC ADR Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for us00767h6678 investment picks
  • Holdings: Royal Dutch Shell PLC Class A , HSBC Holdings PLC , Novartis AG , Nestle SA , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for us00767h6751 investment picks
  • Holdings: Novartis AG , ING Groep N.V. , Total SA , Royal Dutch Shell PLC Class B , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for us00767h6835 investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Tencent Holdings Ltd , Canadian Pacific Railway Ltd , St James's Place PLC , Continental AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for us00767h6918 investment picks
  • Holdings: SPDR┬« S&P 500 ETF , iShares MSCI EAFE , (S)cme Irs Usd1.250 06-17-15-2y Sell Receiver Swap; No Pmt; 1.2500; Effdt06 , (S)cme Irs Usd1.250 06-17-15-2y Sell Receiver Swap; No Pmt; 1.2500; Effdt06 , Cme Irs Gbp 1.75 12/17/16 Sell Receiver; No Pmt; 1.75; Effdt 6/17/15; Fix=s ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for us00767h7098 investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for us00767h7171 investment picks
  • Holdings: Esterline Technologies , Chesapeake Lodging Trust , Pebblebrook Hotel Trust , Strategic Hotels & Resorts Inc , CNO Financial Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for us00767h7254 investment picks
  • Holdings: Intercontinental Exchange Inc , Xilinx Inc , Mylan Inc , Whole Foods Market Inc , CBRE Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for us00767h7338 investment picks
  • Holdings: Cme Credit Default Swap-06/20/19 Issue Date 3/20/14, Rcv Fix, Day Count 3m, , Cme Credit Default Swap-06/20/19 Issue Date 3/20/14, Rcv Fix, Day Count 3m, , Cme Irs Usd 0.8768 09/30/16 Rec Flt: 3m; Act/360; 1st: 03/30/15 Effd: 01/06 , Cme Irs Usd 0.8768 09/30/16 Rec Flt: 3m; Act/360; 1st: 03/30/15 Effd: 01/06 , Apple Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for us00767h7585 investment picks
  • Holdings: DexCom Inc , Moog Inc Class A , Envestnet Inc , Russell 2000 Index Mini TIC , Teledyne Technologies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for us00767h7668 investment picks
  • Holdings: Apple Inc , Lockheed Martin Corp , CBOE Holdings Inc , TJX Companies , Western Digital Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for us00767h7825 investment picks
  • Holdings: AST Prudential Core Bond Portfolio , AST QMA Large-Cap , AST AQR Large-Cap , AST Western Asset Core Plus Bond , AST International Growth ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for us00767h7908 investment picks
  • Holdings: Microsoft Corp , Bristol-Myers Squibb Company , Merck & Co Inc , Advance Auto Parts Inc , PNC Financial Services Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for us00767h8088 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: Symbol/Ticker: us00767h4517 to Symbol/Ticker: us00767h8088
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