Funds From: lgmax - Loomis Sayles Global Equity and Inc A LW - Morningstar 5 Star Rated Fund to mtrax - MainStay Income Builder A Load Waived - Morningstar 5 Star Rated Fund


  • Holdings: Priceline Group Inc , Legal & General Group PLC , Roche Holding AG Dividend Right Cert. , TransDigm Group Inc , AutoZone Inc ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for lgmax investment picks
  • Holdings: Efa Up Trs Equity 3ml-1 *Bullet* Dub , Efa Up Trs Equity 3ml-4 Boa , Irs Usd 1.250 03/18/15-2y Cme , Irs Gbp 1.750 06/17/15-2y* Cme , Irs Usd 1.250 06/17/15-2y Cme ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for piuhx investment picks
  • Holdings: E-mini S&P 500 Index Future Sept14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Italy(Rep Of) 4.5% ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for pskpx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
Sign-up for orczx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
Sign-up for opccx investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 5 Stars
Sign-up for opatx investment picks
  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R5 , JPMorgan Intrepid America R5 , JPMorgan Value Advantage Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 5 Stars
Sign-up for jnsix investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for thopx investment picks
  • Holdings: Hewlett-Packard Co , Halliburton Co , Baker Hughes Inc , Eli Lilly and Co , Aetna Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for ipfpx investment picks
  • Holdings: BlackBerry Ltd , Polypore International Inc , Micron Technology Inc , Tribune Media Co , Qiagen NV ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for poagx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 5 Stars
Sign-up for fulix investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 5 Stars
Sign-up for actnx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for uitbx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for cldzx investment picks
  • Holdings: JPMorgan Chase & Co , Microsoft Corp , Chevron Corp , CVS Health Corp , Eli Lilly and Co ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for hgitx investment picks
  • Holdings: Vanguard Short-Term Bond ETF , Lord Abbett Short Duration Income I , American Capital Ltd , Exelon Corp , Apple Inc ,
  • Category: Tactical Allocation
  • Morningstar Rating: 5 Stars
Sign-up for cprcx investment picks
  • Holdings: Synchronoss Technologies Inc , Internap Network Services Corp , Community Health Systems Inc , Maximus Inc , Sothebys Class A ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for acwix investment picks
  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
Sign-up for fktfx investment picks
  • Holdings: Energy Transfer Equity LP , Kinder Morgan, Inc. , Dominion Resources Inc , Sempra Energy , Spectra Energy Corp ,
  • Category: Utilities
  • Morningstar Rating: 5 Stars
Sign-up for GASFX investment picks
  • Holdings: DISH Network Corp , Jazz Pharmaceuticals PLC , Priceline Group Inc , General Dynamics Corp , EchoStar Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 5 Stars
Sign-up for pysax investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 5 Stars
Sign-up for earrx investment picks
  • Holdings: Putnam Dynamic Asset Allocation Equity Y , Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2051+
  • Morningstar Rating: 5 Stars
Sign-up for f00000ll3r investment picks
  • Holdings: Us 10yr Note (Cbt)sep14 Xcbt 20140919 , Us 5yr Note (Cbt) Sep14 Xcbt 20140930 , Us Long Bond(Cbt) Sep14 Xcbt 20140919 , Us 2yr Note (Cbt) Sep14 Xcbt 20140930 , General Electric Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for gsbfx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
Sign-up for pcizx investment picks
  • Holdings: Apple Inc , Carrols Restaurant Group Inc , SPDR S&P 500 , Microsoft Corp , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for pmyzx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Chevron Corp , US Treasury Bond 3.875% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for cbalx investment picks
  • Holdings: Lord Abbett High Yield I , Lord Abbett Short Duration Income I , Lord Abbett Intl Dividend Inc I , Lord Abbett Convertible I , Lord Abbett Emerging Markets Currency I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for isfyx investment picks
  • Category: Muni New Jersey
  • Morningstar Rating: 5 Stars
Sign-up for manjx investment picks
  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Forest Laboratories Inc , Anadarko Petroleum Corp , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for lmprx investment picks
  • Holdings: Us 2yr Note (Cbt) Dec14 Xcbt 20141231 , S+p500 Emini Fut Sep14 Xcme 20140919 , Imperial Tobacco Group PLC , National Grid PLC , Altria Group Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for mtrax 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: lgmax - Loomis Sayles Global Equity and Inc A LW - Morningstar 5 Star Rated Fund to mtrax - MainStay Income Builder A Load Waived - 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 Name |  Ticker |  Popularity |  Our Choices