Funds From: sbcpx - QS Legg Mason Lifestyle Allocation 30% A - Morningstar 3 Star Rated Fund to ptrex - Putnam Absolute Return 300 R6 - Morningstar 3 Star Rated Fund


  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Western Asset High Yield IS , QS Legg Mason Strategic Real Return IS , QS Batterymarch Intl Eq IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sbcpx investment picks
  • Holdings: Sanmina Corp , AerCap Holdings NV , Dana Holding Corp , Resolute Forest Products Inc , Haemonetics Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for cavix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for savax investment picks
  • Holdings: Simon Property Group Inc , Host Hotels & Resorts Inc , Public Storage , SL Green Realty Corp , Duke Realty Corp ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for creax investment picks
  • Holdings: Microsoft Corp , Archer-Daniels Midland Co , Intel Corp , Xerox Corporation , Kraft Foods Group Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ddicx investment picks
  • Holdings: M&T Bank Corp , U.S. Bancorp , Bank of America Corporation , PNC Financial Services Group Inc , JPMorgan Chase & Co ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
Sign-up for frbcx investment picks
  • Holdings: Centene Corp , Mallinckrodt PLC , US Silica Holdings Inc , LaSalle Hotel Properties , Teledyne Technologies Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for smlkx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for gsgox investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for esdax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for apecx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for mspgx investment picks
  • Holdings: Diamondrock Hospitality Co , UIL Holdings Corp , Wintrust Financial Corp , Capitol Federal Financial Inc , Amsurg Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for jcswx investment picks
  • Holdings: US Treasury Note 0.375% , US Treasury Note 0.25% , US Treasury Note 0.375% , Wells Fargo & Co , Oracle Corporation ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jpvix investment picks
  • Holdings: Lam Research Corp , Synopsys Inc , Apple Inc , Check Point Software Technologies Ltd , Teradyne Inc ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for shgtx investment picks
  • Holdings: Lcmfsdb Fund Limted , Citigroup 6.125% , Goldman Sachs Grp 6.25% , Bk Amer Chrlt Nc Mtn 1.125% , Jpmorgan Chase 6% ,
  • Category: Managed Futures
  • Morningstar Rating: 3 Stars
Sign-up for lfmax investment picks
  • Holdings: Transamerica Total Return I2 , Transamerica Core Bond I2 , Transamerica Short-Term Bond I2 , Transamerica Growth I2 , Transamerica Dividend Focused I2 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for imoax investment picks
  • Holdings: Providence Service Corp , John Wiley & Sons Inc Class A , OFG Bancorp , Belden Inc , Air Methods Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for CFFRX investment picks
  • Holdings: Transamerica Partners Intl Equity , Transamerica Partners Large Value , Transamerica Partners Large Growth , Transamerica Partners Instl Intl Eq , Transamerica Partners Instl Lg Val ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for dilsx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
Sign-up for nyaex investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Oracle Corporation , Schlumberger NV , US Treasury TIP ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for astax investment picks
  • Holdings: Great-West S&P 500® Index Init , Great-West Bond Index Init , Great-West International Index Init , Great-West S&P Mid Cap 400® Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for mxsqx investment picks
  • Holdings: Greif Inc Class A , Highwoods Properties Inc , Esterline Technologies , Symetra Financial Corp , Idacorp Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for CVVRX investment picks
  • Holdings: iShares S&P 500 Value , FlexShares iBoxx 3Yr Target Dur TIPS ETF , Vanguard FTSE All-World ex-US ETF , PIMCO 1-5 Year U.S. TIPS ETF , iShares S&P 500 Growth ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for f00000lnmk investment picks
  • Holdings: Housing Development Finance Corp Ltd , Tata Consultancy Services Ltd , AIA Group Ltd , Taiwan Semiconductor Manufacturing Co Ltd ADR , Mtn Group Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for jemcx investment picks
  • Holdings: Markel Corporation , Omnicom Group Inc , Leucadia National Corp , Willis Group Holdings PLC , E*Trade Financial Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for oveax investment picks
  • Holdings: Voya US Bond Index I , Voya Intermediate Bond R6 , VY BlackRock Inflation Protected Bond I , VY T. Rowe Price Capital Appreciation I , Voya Short Term Bond R6 ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for ijkbx investment picks
  • Holdings: LaSalle Hotel Properties , Equity Residential , Extra Space Storage Inc , Cemex SAB de CV ADR , Host Hotels & Resorts Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for cnrex investment picks
  • Holdings: MassMutual Premier Core Bond I , MassMutual Premier Short-Duration Bd I , MassMutual Premier Infl-Prot and Inc I , MassMutual Select PIMCO Total Ret I , MassMutual Select Strategic Bond I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mrcyx investment picks
  • Holdings: Exxon Mobil Corporation , Johnson & Johnson , Chevron Corp , Wells Fargo & Co , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for vgicx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for ptrex 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: sbcpx - QS Legg Mason Lifestyle Allocation 30% A - Morningstar 3 Star Rated Fund to ptrex - Putnam Absolute Return 300 R6 - 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 Name |  Ticker |  Popularity |  Our Choices