Funds From: cbgex - Calamos Global Equity B - Morningstar 3 Star Rated Fund to spibx - Invesco S&P 500 Index B - Morningstar 3 Star Rated Fund


  • Holdings: Apple Inc , Taiwan Semiconductor Manufacturing Co Ltd , Novo Nordisk A/S , Google Inc Class A , Google Inc Class C ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for cbgex investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Novo Nordisk A/S , Schlumberger NV , CIE FINANCIERE RICHEMONT SA , Pandora AS ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for cigfx investment picks
  • Holdings: Citigroup Inc , JPMorgan Chase & Co , Weatherford International Ltd , Halliburton Co , Viacom Inc Class B ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for acswx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for vsitx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for lmmix investment picks
  • Holdings: Anheuser-Busch Inbev SA , Prudential PLC , Japan Tobacco Inc , AIA Group Ltd , Sanofi ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for PINOX investment picks
  • Holdings: Aozora Bank Ltd , Buzzi Unicem , PureCircle Ltd , Immofinanz Immobilien Anlagen AG , Catlin Group Ltd ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
Sign-up for coicx investment picks
  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , Wells Fargo & Co , Google Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pnvbx investment picks
  • Holdings: Vantagepoint Equity Income T , Vantagepoint Growth & Income T , Vantagepoint International T , Vantagepoint Diversifying Strategies T , Vantagepoint Core Bond Index T ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for vplgx investment picks
  • Holdings: Becton Dickinson & Co , DST Systems, Inc. , Benchmark Electronics , Casey's General Stores Inc , TeleTech Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for csvix investment picks
  • Holdings: Google Inc Class A , Apple Inc , Visa Inc Class A , Honeywell International Inc , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for pnopx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for degbx investment picks
  • Holdings: Russell Strategic Bond Y , Russell Investment Grade Bond Y , Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Defensive Equity Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rmldx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Wells Fargo & Co , Philip Morris International Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pracx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
Sign-up for vfidx investment picks
  • Holdings: Micron Tech Cv 3% , Mgic Invt Corp Wis Cv 5% , Priceline Grp 144A Cv 0.35% , Wells Fargo & Co, San Francisco Ca Pfd , Portfolio Recovery Assocs 144A Cv 3% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for lcfrx investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal Short-Term Income Inst , Principal Bond Market Index Instl , Principal Global Div Inc Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for plssx investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , AvalonBay Communities Inc , Prologis Inc , Health Care REIT, Inc. ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for agrex investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , AvalonBay Communities Inc , Prologis Inc , Health Care REIT, Inc. ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for argyx investment picks
  • Holdings: Roche Holding AG , Novartis AG , Royal Dutch Shell PLC Class A , Nestle SA , GlaxoSmithKline PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for liesx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for naicx investment picks
  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Morgan Stanley , Viacom Inc Class B , Applied Materials Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for acgkx investment picks
  • Holdings: Skyworks Solutions Inc , Foot Locker Inc , Hospira Inc , Helmerich & Payne Inc , Protective Life Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for qmccx investment picks
  • Holdings: iShares MSCI EAFE , iShares MSCI Emerging Markets , US Treasury Bond 3% , US Treasury Note 2.25% , US Treasury Note 0.25% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for apbax investment picks
  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Global Income Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Lg Cap Gr Insights Instl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for gpitx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for ktxix investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal Short-Term Income Inst , Principal Bond Market Index Instl , Principal Global Div Inc Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for plsjx investment picks
  • Holdings: Aon plc , Gilead Sciences Inc , UnitedHealth Group Inc , Endocyte Inc , Merck & Co Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for hhccx investment picks
  • Holdings: Google Inc Class A , CVS Caremark Corp , Biogen Idec Inc , Amazon.com Inc , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for sblyx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for spibx 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: cbgex - Calamos Global Equity B - Morningstar 3 Star Rated Fund to spibx - Invesco S&P 500 Index B - Morningstar 3 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