Funds From: gblex - American Funds Global Balanced F1 - Morningstar 5 Star Rated Fund to pvsrx - Putnam Capital Spectrum R - Morningstar 5 Star Rated Fund


  • Holdings: Novartis AG , Amgen Inc , BP PLC , Gilead Sciences Inc , Verizon Communications Inc ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for gblex investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , AT&T Inc , ConocoPhillips , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for sflnx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Intel Corp , Amazon.com Inc , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for nasdx investment picks
  • Holdings: Wells Fargo & Co , Johnson & Johnson , ConocoPhillips , Pfizer Inc , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for oieix investment picks
  • Holdings: Marsh & McLennan Companies Inc , Loews Corp , Gap Inc , Ball Corp , Ameriprise Financial Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 5 Stars
Sign-up for flmvx investment picks
  • Holdings: T. Rowe Price New Income , T. Rowe Price Equity Index 500 , T. Rowe Price Inflation Focused Bond , T. Rowe Price Growth Stock , T. Rowe Price Intl Gr & Inc ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 5 Stars
Sign-up for trrgx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
Sign-up for wmfax investment picks
  • Holdings: Restoration Hardware Holdings Inc , O'Reilly Automotive Inc , Harman International Industries Inc , Twitter Inc , Acuity Brands Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for prnhx investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 5 Stars
Sign-up for vkpyx investment picks
  • Holdings: Industries Qatar JSC , Ooredoo QSC , OMV Petrom , First Gulf Bank P.J.S.C. , Mtn Group Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for tfmax investment picks
  • Category: Bank Loan
  • Morningstar Rating: 5 Stars
Sign-up for OOSAX investment picks
  • Category: Bank Loan
  • Morningstar Rating: 5 Stars
Sign-up for oosax investment picks
  • Holdings: Exxon Mobil Corporation , Apple Inc , Microsoft Corp , Chevron Corp , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for DFEOX investment picks
  • Holdings: Popular Inc , American International Group Inc , Citigroup Inc , JPMorgan Chase & Co , Willis Group Holdings PLC ,
  • Category: Financial
  • Morningstar Rating: 5 Stars
Sign-up for dhfsx investment picks
  • Holdings: Numericable Group SA , Level 3 Communications Inc , InterXion Holding NV , Valeant Pharmaceuticals International Inc , EchoStar Corp ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for thoix investment picks
  • Holdings: Naspers Ltd Class N , Roche Holding AG , Sanofi , Lafarge Sa , Hewlett-Packard Co ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for dodfx investment picks
  • Holdings: Merck & Co Inc , Microsoft Corp , General Electric Co , Verizon Communications Inc , Pfizer Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for cimax investment picks
  • Holdings: American Funds American Balanced R6 , American Funds Washington Mutual R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
Sign-up for reetx investment picks
  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan International Equity R6 , JPMorgan Growth Advantage R5 , JPMorgan Intl Opp R6 , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 5 Stars
Sign-up for jtsix investment picks
  • Holdings: Visa Inc Class A , Amazon.com Inc , Priceline Group Inc , Schlumberger NV , Baidu Inc ADR ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for cisgx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
Sign-up for agdyx investment picks
  • Holdings: Hitachi Ltd , Cheung Kong Holdings Ltd , Novartis AG , Eni SpA , Unilever PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for f00000jxn6 investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity Advisor® International Discv I , Fidelity® Equity-Income , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
Sign-up for firwx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for dtbrx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
Sign-up for pdmix investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
Sign-up for motix investment picks
  • Holdings: Merck & Co Inc , Microsoft Corp , General Electric Co , Verizon Communications Inc , Pfizer Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for amecx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 5 Stars
Sign-up for praix investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for vhdyx investment picks
  • Holdings: DISH Network Corp , Jazz Pharmaceuticals PLC , General Dynamics Corp , EchoStar Corp , Cubist Pharmaceuticals Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 5 Stars
Sign-up for pvsrx 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: gblex - American Funds Global Balanced F1 - Morningstar 5 Star Rated Fund to pvsrx - Putnam Capital Spectrum R - 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