Funds From: imlax - Transamerica Asset Allc Mod Gr A LW - Morningstar 3 Star Rated Fund to mbcmx - BlackRock CA Muni Bond Inv B - Morningstar 3 Star Rated Fund


  • Holdings: Transamerica Total Return I2 , Transamerica Dividend Focused I2 , Transamerica Select Equity I2 , Transamerica Large Cap Value I2 , Transamerica Growth I2 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for imlax investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , US Treasury Note 0.25% , Merck & Co Inc , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ittax investment picks
  • Holdings: Facebook Inc Class A , Google Inc Class A , Microsoft Corp , Apple Inc , Schlumberger NV ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for lglcx investment picks
  • Holdings: Avnet Inc , TD Ameritrade Holding Corp , Comerica Inc , Applied Materials Inc , Discover Financial Services ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for dmcvx investment picks
  • Category: Preferred Stock
  • Morningstar Rating: 3 Stars
Sign-up for npscx investment picks
  • Holdings: Occidental Petroleum Corp , JPMorgan Chase & Co , Exxon Mobil Corporation , Wells Fargo & Co , Merck & Co Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for DCGVX investment picks
  • Holdings: Wells Fargo & Co , Hewlett-Packard Co , Sysco Corp , Boardwalk Pipeline Partners LP , Intel Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for toryx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Marriott International Inc Class A , Applied Materials Inc , ConocoPhillips ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for dtccx investment picks
  • Holdings: American Funds American Balanced R6 , American Funds US Government Sec R6 , American Funds Interm Bd Fd of Amer R6 , American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for aactx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for shiax investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for hsnix investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for tcilx investment picks
  • Holdings: Wells Fargo & Co , General Electric Co , JPMorgan Chase & Co , AmerisourceBergen Corp , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for dalvx investment picks
  • Holdings: Spectra Energy Corp , JM Smucker Co , Molson Coors Brewing Co , Fifth Third Bancorp , Synopsys Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for tcvyx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Nike Inc Class B , Halliburton Co , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for sdgax investment picks
  • Holdings: MainStay Total Return Bond I , MainStay MAP I , MainStay Large Cap Growth I , MainStay S&P 500 Index I , MainStay Epoch US All Cap I ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for mrtix investment picks
  • Holdings: Apple Inc , Citigroup Inc , Chevron Corp , Discover Financial Services , Halliburton Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for suwix investment picks
  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R5 , JPMorgan International Equity R6 , JPMorgan Intl Opp R6 , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for jsaax investment picks
  • Holdings: Anheuser-Busch Inbev SA , Western Digital Corp , Alliance Data Systems Corp , MasterCard Inc Class A , Praxair Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for SGQRX investment picks
  • Holdings: Goldman Sachs Global Income Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Strategic Income Instl , Goldman Sachs Lg Cap Val Insights Instl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for gipix investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for swrsx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for pgcbx investment picks
  • Category: Long Government
  • Morningstar Rating: 3 Stars
Sign-up for vedtx investment picks
  • Holdings: Visa Inc Class A , Google Inc Class A , Google Inc Class C , Celgene Corp , Nike Inc Class B ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for sggax investment picks
  • Holdings: Exxon Mobil Corporation , Bank of America Corporation , American International Group Inc , Chevron Corp , Raytheon Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for dveix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for taibx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Exxon Mobil Corporation , Johnson & Johnson , Wal-Mart Stores Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for mndfx investment picks
  • Category: Muni Single State Short
  • Morningstar Rating: 3 Stars
Sign-up for ntsmx investment picks
  • Holdings: Simon Property Group Inc , Boston Properties Inc , Equity Residential , AvalonBay Communities Inc , HCP Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for rrrsx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for mbcmx 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: imlax - Transamerica Asset Allc Mod Gr A LW - Morningstar 3 Star Rated Fund to mbcmx - BlackRock CA Muni Bond Inv 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