Funds From: nehyx - Loomis Sayles High Income Y - Morningstar 4 Star Rated Fund to vsmsx - Vanguard S&P Small-Cap 600 Index I - Morningstar 4 Star Rated Fund


  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for nehyx investment picks
  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds SMALLCAP World R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
Sign-up for rbitx investment picks
  • Holdings: Principal Income Instl , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Short-Term Income Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for pcbfx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
Sign-up for gtcmx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Floating Rate Income NAV , JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
Sign-up for jlehx investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity Advisor® International Discv I , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for furtx investment picks
  • Holdings: Apple Inc , E*Trade Financial Corp , PepsiCo Inc , SVB Financial Group , Realogy Holdings Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for dosax investment picks
  • Holdings: Apple Inc , Microsoft Corp , Verizon Communications Inc , International Business Machines Corp , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for mpgsx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ptldx investment picks
  • Holdings: Merck & Co Inc , Microsoft Corp , General Electric Co , Bristol-Myers Squibb Company , Pfizer Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for cimax investment picks
  • Holdings: SAP SE , Royal Boskalis Westminster NV , Novo Nordisk A/S Class B , Roche Holding AG Dividend Right Cert. , BT Group PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for mmiax investment picks
  • Holdings: Bank of America Corporation , Oracle Corporation , General Motors Co , US TREASURY TIP , US Treasury TIP 1.25% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for OAKBX investment picks
  • Holdings: Mettler-Toledo International Inc , Energizer Holdings Inc , Skyworks Solutions Inc , Huntington Ingalls Industries Inc , Health Net Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for dpsrx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for pmdrx investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Short-Term Bond , Fidelity® Government Income , Fidelity® Strategic Real Return , Fidelity® Series Broad Market Opps ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for framx investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , Royal Dutch Shell PLC ADR Class A , Schlumberger NV , Pioneer Natural Resources Co ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
Sign-up for vgelx investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for anarx investment picks
  • Holdings: Synopsys Inc , Cooper Companies , Align Technology Inc , Airgas Inc , Catamaran Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for dbmax investment picks
  • Holdings: American Airlines Group Inc , Liberty Global PLC Class C , Illumina Inc , United Continental Holdings Inc , LinkedIn Corp Class A ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for vexmx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for tiiux investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Short-Term Bond , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity® Government Income ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for fioix investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Chevron Corp , Cisco Systems Inc , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for mfulx investment picks
  • Holdings: Apple Inc , Coca-Cola Co , Facebook Inc Class A , Google Inc Class C , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for vigax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for vitnx investment picks
  • Holdings: Japan(Govt Of) 1.1% , Japan(Govt Of) 2.1% , KDDI Corp , Italy(Rep Of) 3.75% , Johnson & Johnson ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mfwtx investment picks
  • Holdings: Health Care REIT, Inc. , United Continental Holdings Inc , AvalonBay Communities Inc , Delphi Automotive PLC , L Brands Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for VMCIX investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
Sign-up for waiix investment picks
  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for pteyx investment picks
  • Holdings: Genesco Inc , Cavium Inc , Vitamin Shoppe Inc , Waste Connections Inc , Medidata Solutions Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for hsrsx investment picks
  • Holdings: West Pharmaceutical Services Inc , Teledyne Technologies Inc , Maximus Inc , Toro Co , Casey's General Stores Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for vsmsx 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: nehyx - Loomis Sayles High Income Y - Morningstar 4 Star Rated Fund to vsmsx - Vanguard S&P Small-Cap 600 Index I - 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 Name |  Ticker |  Popularity |  Our Choices |  Most Recent