Premium Funds From: prsix - T. Rowe Price Personal Strat Income to purix - Purisima Total Return


  • Holdings: T. Rowe Price Instl Emerging Mkts Bond , T. Rowe Price Instl High Yield , T. Rowe Price Instl Intl Bond , T. Rowe Price Instl Emerging Mkts Eq , T. Rowe Price Real Assets ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for prsix investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for prsnx investment picks
  • Holdings: Landstar System Inc , Genesee & Wyoming Inc Class A , East West Bancorp Inc , Proassurance Corp , SVB Financial Group ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for prsvx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for prtnx investment picks
  • Holdings: Edison International , SBA Communications Corp , Sempra Energy , American Electric Power Co Inc , NextEra Energy Inc ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
Sign-up for pruax investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for prvax investment picks
  • Holdings: Amazon.com Inc , Apple Inc , Visa Inc Class A , Google Inc , Boeing Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for prwax investment picks
  • Holdings: Danaher Corp , Marsh & McLennan Companies Inc , United Technologies Corp , UnitedHealth Group Inc , AutoZone Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for prwcx investment picks
  • Holdings: Spirit Airlines Inc , East West Bancorp Inc , Mattress Firm Holding Corp , Cavium Inc , SolarWinds Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for psczx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
Sign-up for psdtx investment picks
  • Holdings: E-mini S&P 500 Index Future Dec14 , S&P 500 Index Future Dec14 , 30 Year US Treasury Bond Future Dec14 , Sptr Trs Equity 3ml+31.5 Boa , US Treasury Bond 3.375% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 5 Stars
Sign-up for psldx investment picks
  • Holdings: E-mini S&P 500 Index Future Dec14 , Fin Fut Euro$ Cme (Red) 12/14/15 , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Sptr Trs Equity 3ml+29 *Bullet* Dub , Fin Fut Euro$ Cme (Red) 06/13/16 ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for psocx investment picks
  • Holdings: E-mini S&P 500 Index Future Dec14 , Fin Fut Euro$ Cme (Red) 12/14/15 , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Sptr Trs Equity 3ml+29 *Bullet* Dub , Fin Fut Euro$ Cme (Red) 06/13/16 ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for psptx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for psrax investment picks
  • Holdings: Ingredion Inc , World Fuel Services Corp , Royal Gold Inc , Western Refining Inc , Commercial Metals Co ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for psvix investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for ptcax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ptldx investment picks
  • Holdings: E-mini S&P 500 Index Future Dec14 , Fin Fut Euro$ Cme (Red) 12/14/15 , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Sptr Trs Equity 3ml+29 *Bullet* Dub , Fin Fut Euro$ Cme (Red) 06/13/16 ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for ptoax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ptrax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for ptrqx investment picks
  • Holdings: Visa Inc Class A , Amazon.com Inc , Regeneron Pharmaceuticals Inc , Baidu Inc ADR , Chipotle Mexican Grill Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for ptsgx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for pttax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for pttcx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for pttdx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for pttpx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for pttrx investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Applied Materials Inc , Celgene Corp , Carnival Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ptwzx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for pubax investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for pubcx investment picks
  • Holdings: Barclays ETN+ FI Enhanced Glb Hi Yld , UBS AG FI Enhanced Large Cap Growth ETN , Apple Inc , Johnson & Johnson , Pfizer Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for purix investment picks
Premium Membership: Features and Benefits
Wide-Moat Screener for Stocks

Put a moat around your portfolio. Sniff out the most promising opportunities that can ride through any market.

Gold Medalist Screener for Funds

Narrow the available universe of 5000 funds to the top rated gold and silver. Then, sort for manager tenure, expense ratio, risk and return to create your own index-beating fund watchlist.

Thousands of Premium Analyst Reports

While many of our competitors measure a stock's worth with a computer program, Morningstar's staff of 150+ analyst sift through company fillings, financial data and a wealth of other sources to deliver an unvarnished review of any investment. In fact, twelve Morningstar analysts have been recognized by WSJ as "Best on the Street" in the US.

Premium Portfolio Monitor

Make decisions with confidence. Load your investments into our research center and automatically connect to all our proprietary tools and data points.

Mobile

Never be without critical research. Free with your active membership, take our Premium data and guidance wherever you go with Morningstar for iPad®, iPhone®, and Android apps.

Morningstar's Guarantee

We're looking out for you. If after your 14-day free trial, you find that a Morningstar Premium membership is not for you, cancel any time and we'll be happy to refund the unused portion - no questions asked.

Go Premium!
Exclusive Premium Member Benefits
Get the best thinking of 150+ disciplined
objective, experienced analysts-dedicated to
specific industries and securities.
+2,500 Analyst Reports
Wide Moat Screener for Stocks
Medalist Screener for Funds
Premium Portfolio Manager with X-Ray & Monitor
Premium eNewsletters
Morningstar Basic Benefits (All)
Sign up now - No charge for the first 14 days
Premium Funds From: prsix - T. Rowe Price Personal Strat Income to purix - Purisima Total Return
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