Funds From: pgemx - George Putnam Balanced M to gghex - GMO Alpha Only III


  • Holdings: US Treasury Note 1% , Apple Inc , US Treasury Note 3.5% , US Treasury Note 1.75% , US Treasury Note 0.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pgemx investment picks
  • Holdings: US Treasury Note 1% , Apple Inc , US Treasury Note 3.5% , US Treasury Note 1.75% , US Treasury Note 0.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pgprx investment picks
  • Holdings: US Treasury Note 1% , Apple Inc , US Treasury Note 3.5% , US Treasury Note 1.75% , US Treasury Note 0.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pgeyx investment picks
  • Holdings: Apple Inc , Google Inc Class C , Ameriprise Financial Inc , Lockheed Martin Corp , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for gfmgx investment picks
  • Holdings: Nippon Paint Holdings Co Ltd , Swiss Re AG , Vestas Wind Systems A/S , Aryzta AG , AAC Technologies Holdings Inc ,
  • Category: Foreign Large Growth
Sign-up for gfigx investment picks
  • Holdings: Vanguard REIT ETF , Vanguard Materials ETF , SPDR® S&P Oil & Gas Explor & Prodtn ETF , Vanguard S&P 500 ETF , Guggenheim S&P 500® Equal Weight ETF ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for index investment picks
  • Holdings: Berkshire Hathaway Inc Class A , Walt Disney Co , Google Inc Class C , Technology Select Sector SPDR® ETF , Apple Inc ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for gnkix investment picks
  • Holdings: iShares US Technology , Financial Select Sector SPDR® ETF , Health Care Select Sector SPDR® ETF , Consumer Discret Sel Sect SPDR® ETF , Sgi Vol Select Index ,
  • Category: Long/Short Equity
  • Morningstar Rating: 5 Stars
Sign-up for gdamx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for gtcgx investment picks
  • Holdings: HSBC Holdings PLC , Roche Holding AG Dividend Right Cert. , BHP Billiton PLC , Glenmede Philadelphia Intl Emg Mkts IV , Hitachi Ltd ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
Sign-up for gtcix investment picks
  • Category: Foreign Large Blend
Sign-up for novix investment picks
  • Category: Foreign Large Blend
Sign-up for NOVIX investment picks
  • Holdings: Skyworks Solutions Inc , Time Warner Inc , Symantec Corp , Comerica Inc , LyondellBasell Industries NV ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for gtlox investment picks
  • Holdings: Amgen Inc , Skyworks Solutions Inc , Avery Dennison Corp , Omega Healthcare Investors Inc , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for gtllx investment picks
  • Holdings: Time Warner Inc , CVS Health Corp , American International Group Inc , FedEx Corp , Skyworks Solutions Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for gtmex investment picks
  • Holdings: Tenet Healthcare Corp , CIT Group Inc , Perrigo Co PLC , Southwest Airlines Co , Trex Co Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for gtapx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
Sign-up for gtcmx investment picks
  • Holdings: HSBC Holdings PLC , Roche Holding AG Dividend Right Cert. , BHP Billiton PLC , Rio Tinto PLC , Hitachi Ltd ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for gtiix investment picks
  • Holdings: Samsung Electronics Co Ltd , Tencent Holdings Ltd. , OAO Gazprom ADR , China Construction Bank Corp H Shares , OAO Lukoil ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for gpemx investment picks
  • Holdings: Seiko Epson Corp , Berkeley Group Holdings (The) PLC , Man Group PLC , Aperam , Amlin PLC ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 4 Stars
Sign-up for gpisx investment picks
  • Holdings: Vanguard S&P 500 ETF , SPDR® S&P 500 ETF , S+p 500 Index Aug14 1925 Put , S+p 500 Index Aug14 1950 Put ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
Sign-up for gtsox investment picks
  • Holdings: Tenneco Inc , Rosetta Resources Inc , Maximus Inc , Triumph Group Inc , Western Alliance Bancorp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for gtcsx investment picks
  • Holdings: Tenneco Inc , Rosetta Resources Inc , Maximus Inc , Triumph Group Inc , Western Alliance Bancorp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for gtscx investment picks
  • Holdings: Apple Inc , Chevron Corp , Schlumberger NV , Wells Fargo & Co , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for gtcex investment picks
  • Holdings: Southwest Airlines Co , SEI Investments Company , Northrop Grumman Corp , Valero Energy Corp , Tyson Foods Inc Class A ,
  • Category: Long/Short Equity
  • Morningstar Rating: 5 Stars
Sign-up for gttmx investment picks
  • Holdings: Natus Medical Inc , Synaptics Inc , Abiomed Inc , PrivateBancorp Inc , Heartland Payment Systems Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for gtgsx investment picks
  • Holdings: Facebook Inc Class A , Twitter Inc , Quintiles Transnational Holdings Inc , Envision Healthcare Holdings Inc , EQT Midstream Partners LP ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
Sign-up for iposx investment picks
  • Holdings: American Airlines Group Inc , Delta Air Lines Inc , Tenet Healthcare Corp , Micron Technology Inc , Nationstar Mortgage Holdings Inc ,
  • Category: Large Blend
Sign-up for guru investment picks
  • Holdings: Gmg Fund Limited Spc , Apple Inc , Visa Inc Class A , CVS Health Corp , Express Scripts ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for mpdax investment picks
  • Holdings: Future Contract On S&P500 Emini Fut Sep14 , Trs Nddueafe /Short/ , Trs Nddueafe /Long/ , Future Contract On Ftse 100 Idx Fut Sep14 /Gbp/ , Future Contract On Topix Indx Futr Sep14 /Jpy/ ,
  • Category: Market Neutral
  • Morningstar Rating: 2 Stars
Sign-up for gghex 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: pgemx - George Putnam Balanced M to gghex - GMO Alpha Only III
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