Premium Funds From: yafix - AMG Yacktman Focused Institutional to gatrx - GMO Global Asset Allocation Series R6


  • Holdings: PepsiCo Inc , Procter & Gamble Co , Coca-Cola Co , Cisco Systems Inc , Twenty-First Century Fox Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for yafix investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
Sign-up for rmunx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
Sign-up for vwalx investment picks
  • Holdings: voxeljet AG ADR , Tableau Software Inc Class A , DXP Enterprises Inc , Scientific Games Corp Class A , Comverse Inc ,
  • Category: Long/Short Equity
Sign-up for ciaax investment picks
  • Holdings: Citigroup Inc , JPMorgan Chase & Co , Chevron Corp , Ford Motor Co , MetLife Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for oceix investment picks
  • Holdings: Brazil (Federative Republic Of) 10 01/01/2021 , Uk Conv Gilt 2.25 09/07/2023 , US Treasury Note 2% , Mexico (United Mexican States) 10 12/05/2024 , Germany (Federal Republic Of) 4.25 07/04/2017 ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for malox investment picks
  • Holdings: Amphenol Corp Class A , Fresenius Medical Care AG & Co. KGaA , Canadian Pacific Railway Ltd , Western Digital Corp , Anheuser-Busch Inbev SA ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for scobx investment picks
  • Holdings: Equinox Chesapeake Strategy ,
  • Category: Managed Futures
Sign-up for eqchx investment picks
  • Holdings: Reliance Industries Ltd , United Continental Holdings Inc , Li & Fung Ltd , Petroleo Brasileiro SA Petrobras ADR , Jazz Pharmaceuticals PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for jaosx investment picks
  • Holdings: JPMorgan Core Bond Select , JPMorgan Core Plus Bond Select , JPMorgan Limited Duration Bd Sel , JPMorgan Intrepid America Sel , JPMorgan US Equity Sel ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ocgcx investment picks
  • Holdings: Master Small Cap Index ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for mdskx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for clxrx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
Sign-up for usatx investment picks
  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Canadian Pacific Railway Ltd , Biogen Idec Inc , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for focax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for fsitx investment picks
  • Holdings: Teledyne Technologies Inc , Triquint Semiconductor , Tyler Technologies Inc , West Pharmaceutical Services Inc , Treehouse Foods Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for vsmsx investment picks
  • Holdings: Dwrtft Trs Equity 1ml+32 Boa , Dwrtft Trs Equity 1ml+45 Brc , US Treasury TIP , Dwrtft Trs Equity 1ml+42 Brc , US Treasury TIP ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for petax investment picks
  • Holdings: PetSmart Inc , PVH Corp , Brookfield Infrastructure Partners LP , Zimmer Holdings Inc , Delta Air Lines Inc ,
  • Category: Long/Short Equity
Sign-up for nlsax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for neryx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
Sign-up for lsbrx investment picks
  • Holdings: Procter & Gamble Co , Coca-Cola Co , PepsiCo Inc , Philip Morris International Inc , Wal-Mart Stores Inc ,
  • Category: Consumer Defensive
  • Morningstar Rating: 4 Stars
Sign-up for vcsax investment picks
  • Holdings: Apple Inc , Honeywell International Inc , Lowe's Companies Inc , Schlumberger NV , Starwood Hotels & Resorts Worldwide Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for legax investment picks
  • Holdings: US Treasury Note 1% , Fidelity Cent Invt Portfolios , Apple Inc , Google Inc , Fannie Mae 3.5% 30 Year ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for fbakx investment picks
  • Holdings: Apple Inc , Union Pacific Corp , Visa Inc Class A , Celgene Corp , Baidu Inc ADR ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for nvlix investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Commonwealth Bank of Australia , SOFTBANK Corp , Tencent Holdings Ltd ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 4 Stars
Sign-up for fpbfx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ligrx investment picks
  • Holdings: Gilead Sciences Cv 1.625% , Micron Tech Cv 3% , Palo Alto Networks 144A Cv , Salesforce Com Cv 0.25% , Wells Fargo & Co, San Francisco Ca Pfd ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for cnsax investment picks
  • Holdings: Gilead Sciences Inc , Amgen Inc , Netflix Inc , Alexion Pharmaceuticals Inc , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for rafgx investment picks
  • Holdings: Apple Inc , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Exxon Mobil Corporation , Microsoft Corp , Mini Msci Eafe Dec14 Ifus 20141219 ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for wffrx investment picks
  • Holdings: GMO Global Asset Allocation III ,
  • Category: World Allocation
Sign-up for gatrx 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.

Premium Funds From: yafix - AMG Yacktman Focused Institutional to gatrx - GMO Global Asset Allocation Series R6
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol |  Title 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 |  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