Funds From: pnvyx - Putnam Investors Y - Morningstar 4 Star Rated Fund to ivifx - Ivy International Core Equity C - Morningstar 4 Star Rated Fund


  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , Wells Fargo & Co , Google Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for pnvyx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
Sign-up for EIBLX investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Mid Cap Market Index Instl , Nationwide Portfolio Complt Instl , Nationwide Small Cap Index Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for nwmhx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for bibtx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
Sign-up for vnyux investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
Sign-up for hymfx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
Sign-up for prfhx investment picks
  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Morgan Stanley , Viacom Inc Class B , Applied Materials Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for acgjx investment picks
  • Holdings: Manhattan Associates Inc , RF Micro Devices Inc , Hyster-Yale Materials Handling Inc Class A , American Equity Investment Life Holding Co , PrivateBancorp Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for lmbax investment picks
  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
Sign-up for jfiix investment picks
  • Holdings: 90day Eur Futr Sep14 Xcme 20140915 , iShares MSCI EAFE , Us 2yr Note (Cbt) Jun14 Xcbt 20140630 , Vanguard FTSE Developed Markets ETF , FNMA ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mbayx investment picks
  • Holdings: Reed Elsevier PLC , Compass Group PLC , Roche Holding AG , British American Tobacco PLC , Sap AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for AIEBX investment picks
  • Holdings: Walt Disney Co , Comcast Corp Class A , Exxon Mobil Corporation , Travelers Companies Inc , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for shapx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Exxon Mobil Corporation , Schlumberger NV , General Electric Co , United Technologies Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for sopyx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for savyx investment picks
  • Holdings: US Treasury Note 1.25% , Wells Fargo & Co , JPMorgan Chase & Co , Cisco Systems Inc , Merck & Co Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for hadax investment picks
  • Holdings: AXA SA , Akzo Nobel NV , Indra Sistemas SA Serie A Class A , Barclays PLC , Hitachi Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for sbicx investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , DISH Network Corp , CVS Caremark Corp , U.S. Bancorp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for saifx investment picks
  • Holdings: Carbo Ceramics Inc , StanCorp Financial Group Inc , HSN Inc , Progressive Waste Solutions Ltd , Guess? Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for scetx investment picks
  • Holdings: JPMorgan Chase & Co , Amgen Inc , Bny Mellon Cash Reserve Eod Fund , EMC Corp , Capital One Financial Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for bpavx investment picks
  • Holdings: Great-West Templeton Global Bond Init , Great-West Loomis Sayles Bond Init , Great-West MFS International Value Init , Great-West US Gov Mortg Sec Init , Great-West Goldman Sachs MidCap Val Init ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mxdpx investment picks
  • Holdings: Manhattan Associates Inc , CoStar Group Inc , Aspen Technology Inc , Westinghouse Air Brake Technologies Corp , SBA Communications Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for gtsyx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for lcryx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for jflex investment picks
  • Holdings: American Tower Corp , Crown Castle International Corp , Vinci , Central Japan Railway Company , East Japan Railway Co ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for csuax investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
Sign-up for tevfx investment picks
  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst , Principal Diversified Intl Inst ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for pmtix investment picks
  • Holdings: Ascendas Real Estate Inv Trust , Tahoe Resources, Inc. , KT&G Corp , Baytex Energy Corp , Insurance Australia Group Ltd ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
Sign-up for csirx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for tidpx investment picks
  • Holdings: Total SA , Shire PLC , Teva Pharmaceutical Industries Ltd ADR , Nestle SA , SABMiller PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for ivifx 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: pnvyx - Putnam Investors Y - Morningstar 4 Star Rated Fund to ivifx - Ivy International Core Equity C - 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