Funds From: adcvx - American Century Disciplined Growth A LW - Morningstar 5 Star Rated Fund to vcaix - Vanguard CA Interm-Term Tax-Exempt Inv - Morningstar 5 Star Rated Fund


  • Holdings: Apple Inc , Microsoft Corp , Google Inc Class A , Verizon Communications Inc , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for adcvx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for cldzx investment picks
  • Category: World Bond
  • Morningstar Rating: 5 Stars
Sign-up for us5246863006 investment picks
  • Holdings: Royal Dutch Shell PLC ADR Class A , BP PLC ADR , Merck & Co Inc , Exelon Corp , Southern Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for fcisx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for tglmx investment picks
  • Holdings: Skyworks Solutions Inc , Halliburton Co , Walgreen Co , Paychex Inc , Alaska Air Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for gtllx investment picks
  • Holdings: 5 Year US Treasury Note Future Sept14 , MSCI EAFE Index Future June14 , FNMA , Ultra Treasury Bond Future Sept14 , E-mini S&P 500 Index Future June14 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for thyfx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
Sign-up for bhysx investment picks
  • Holdings: Fin Fut Euro$ Cme 09/14/15 , Erauslt Trs Equity 1ml+35.5 *Bullet* Brc , Fin Fut Euro$ Cme 12/14/15 , Erauslt Trs Equity 1ml+45.5 Jpm , Erauslt Trs Equity 1ml+27 Cbk ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for pixax investment picks
  • Holdings: American Century NT Large Co Val Instl , American Century NT Growth Institutional , American Century NT Diversified Bd Instl , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 5 Stars
Sign-up for aooix investment picks
  • Holdings: Efa Up Trs Equity 3ml-1 *Bullet* Dub , Efa Up Trs Equity 3ml-4 Boa , Efa Up Trs Equity 3ml+8 Gst , Efa Up Trs Equity 3ml+30 *Bullet* Bps , FNMA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for pipax investment picks
  • Holdings: Samsung Electronics Co Ltd , America Movil SAB de CV ADR , Grupo Financiero Banorte SAB de CV Class O , Cemex SAB de CV ADR , Guaranty Trust Bank PLC ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for gsyrx investment picks
  • Holdings: Fin Fut Euro$ Cme 09/14/15 , Ru20intr Trs Equity 3ml-35 *Bullet* Boa , Mini Russell 2000 Index TIC Future June14 , Fin Fut Euro$ Cme 12/14/15 , Ru20intr Trs Equity 3ml-40 *Bullet* Fbf ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
Sign-up for pckax investment picks
  • Category: Muni National Short
  • Morningstar Rating: 5 Stars
Sign-up for ltmfx investment picks
  • Holdings: Netflix Inc , Gilead Sciences Inc , Thermo Fisher Scientific Inc , Alexion Pharmaceuticals Inc , Galaxy Entertainment Group Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for cngax investment picks
  • Holdings: Netflix Inc , Gilead Sciences Inc , Thermo Fisher Scientific Inc , Alexion Pharmaceuticals Inc , Galaxy Entertainment Group Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for rngfx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for lctix investment picks
  • Holdings: Enterprise Products Partners LP , Magellan Midstream Partners, L.P. , Plains All American Pipeline LP , Energy Transfer Equity LP , Harbinger Grp 7.75% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for pgdpx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for mwlnx investment picks
  • Holdings: Bank of the Ozarks Inc , Portfolio Recovery Associates Inc , AmTrust Financial Services Inc , Virtus Investment Partners Inc , EnerSys ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for PPCIX investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Mitsubishi Estate , Prologis Inc , Essex Property Trust Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
Sign-up for posix investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 5 Stars
Sign-up for LBARX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for lcatx investment picks
  • Category: Preferred Stock
  • Morningstar Rating: 5 Stars
Sign-up for kifax investment picks
  • Holdings: S+p500 Emini Fut Jun14 Xcme 20140620 , Us 2yr Note (Cbt) Sep14 Xcbt 20140930 , Us 5yr Note (Cbt) Sep14 Xcbt 20140930 , Imperial Tobacco Group PLC , Total SA ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for mtoix investment picks
  • Holdings: Brookfield Asset Management Inc Class A , O'Reilly Automotive Inc , Markel Corporation , Williams Companies Inc , Liberty Media Corporation Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for pmbpx investment picks
  • Holdings: Novartis AG , AstraZeneca PLC , BP PLC , Anheuser-Busch Inbev SA , Air Liquide SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for haoyx investment picks
  • Holdings: Simon Property Group Inc , Essex Property Trust Inc , Prologis Inc , Boston Properties Inc , SL Green Realty Corp ,
  • Category: Real Estate
  • Morningstar Rating: 5 Stars
Sign-up for pirex investment picks
  • Holdings: BP PLC , HSBC Holdings PLC , Total SA , AstraZeneca PLC , Roche Holding AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
Sign-up for hiltx investment picks
  • Category: Muni California Intermediate
  • Morningstar Rating: 5 Stars
Sign-up for vcaix 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
Funds From: adcvx - American Century Disciplined Growth A LW - Morningstar 5 Star Rated Fund to vcaix - Vanguard CA Interm-Term Tax-Exempt Inv - Morningstar 5 Star Rated Fund
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