Funds From: smlkx - Shelton S&P Smallcap Index K - Morningstar 4 Star Rated Fund to swoix - Laudus International MarketMasters Inv - Morningstar 4 Star Rated Fund


  • Holdings: Questcor Pharmaceuticals Inc , Centene Corp , ARRIS Group Inc , LaSalle Hotel Properties , Teledyne Technologies Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for smlkx investment picks
  • Category: Preferred Stock
  • Morningstar Rating: 4 Stars
Sign-up for npstx investment picks
  • Holdings: Lam Research Corp , Synopsys Inc , Apple Inc , Synaptics Inc , Check Point Software Technologies Ltd ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for CCHRX investment picks
  • Holdings: Questcor Pharmaceuticals Inc , Centene Corp , LaSalle Hotel Properties , Teledyne Technologies Inc , Toro Co ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for CXXRX investment picks
  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Apple Inc , Johnson & Johnson , JPMorgan Chase & Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for paeex investment picks
  • Holdings: US Treasury Bond 2.875% , S+p500 Emini Fut Jun14 Xcme 20140620 , JPMorgan Chase & Co , Citigroup Inc , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ablsx investment picks
  • Holdings: Housing Development Finance Corp Ltd , Taiwan Semiconductor Manufacturing Co Ltd ADR , AIA Group Ltd , Tata Consultancy Services Ltd , ITC Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for jmiex investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for oibix investment picks
  • Holdings: Exxon Mobil Corporation , Johnson & Johnson , Wells Fargo & Co , Chevron Corp , Occidental Petroleum Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for vgiix investment picks
  • Holdings: Directv , Comcast Corp Class A , Check Point Software Technologies Ltd , UnitedHealth Group Inc , EOG Resources Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for bopix investment picks
  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for wmfcx investment picks
  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Priceline Group Inc , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for rrbgx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for dprfx 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 preix investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for iosix investment picks
  • Holdings: Amphenol Corp Class A , Carlisle Companies Inc , Illumina Inc , Humana Inc , Mohawk Industries Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for jmccx investment picks
  • Holdings: T. Rowe Price Short-Term Bond , NORMA Group SE , Pacific Textiles Holdings Ltd , Carphone Warehouse Group PLC , Eurofins Scientific Group SA ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
Sign-up for pridx investment picks
  • Holdings: Textron Inc , NRG Energy Inc , Lazard Ltd , Northern Trust Corp , Hospira Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for tamvx investment picks
  • Holdings: Baidu Inc ADR , Samsung Electronics Co Ltd , Reliance Industries Ltd , Petroleo Brasileiro SA Petrobras ADR , SK Telecom Co Ltd ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for demrx investment picks
  • Holdings: Waste Connections Inc , Jarden Corp , Associated Banc-Corp , Idexx Laboratories , Taminco Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for vsebx investment picks
  • Holdings: Incyte Corp Ltd , Brunswick Corp , Pacira Pharmaceuticals Inc , Jack In The Box Inc , SS&C Technologies Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for passx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for jcpux investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for mtmax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ipisx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , American Airlines Group Inc , S+p500 Emini Fut Sep14 Xcme 20140919 , Russell 2000 Mini Sep14 Imeq 20140919 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for WTFRX investment picks
  • Holdings: TIAA-CREF Bond Instl , TIAA-CREF Bond Plus Inst , TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Enh Lg Cp Val Idx Inst ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
Sign-up for tclfx investment picks
  • Holdings: Johnson & Johnson , Apple Inc , Exxon Mobil Corporation , Wells Fargo & Co , United Technologies Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for jepmx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for sctax investment picks
  • Holdings: Samsung Electronics Co Ltd , Total SA , Tesco PLC , Hana Financial Group Inc , BNP Paribas ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for tffax investment picks
  • Holdings: Mini Msci Eafe Jun14 Xnli 20140620 , Credit Suisse Group , BNP Paribas , Lloyds Banking Group PLC , Bayerische Motoren Werke AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for swoix 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: smlkx - Shelton S&P Smallcap Index K - Morningstar 4 Star Rated Fund to swoix - Laudus International MarketMasters Inv - Morningstar 4 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