Funds From: pawax - T. Rowe Price New America Growth Adv - Morningstar 3 Star Rated Fund to accux - American Century Core Plus Instl - Morningstar 3 Star Rated Fund


  • Holdings: Amazon.com Inc , Visa Inc Class A , Google Inc Class C , Boeing Co , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for pawax investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for agbix investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for mhihx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for fepax investment picks
  • Holdings: Eli Lilly and Co , Teva Pharmaceutical Industries Ltd ADR , WellPoint Inc , UCB SA , Idenix Pharmaceuticals Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for dlhcx investment picks
  • Holdings: Rite Aid Corp , Portland General Electric Co , CYS Investments Inc , Tivo Inc , Iconix Brand Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for psopx investment picks
  • Holdings: iShares MSCI EAFE , NYSE/Liffe 2 Year US Treasury Note Future Sept14 , Federated Mortgage Core Portfolio , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , 5 Year US Treasury Note Future Sept14 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for qabgx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for csibx investment picks
  • Holdings: Simon Property Group Inc , Host Hotels & Resorts Inc , AvalonBay Communities Inc , Boston Properties Inc , Vornado Realty Trust ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for dprbx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for pgbox investment picks
  • Holdings: Rite Aid Corp , Manhattan Associates Inc , Minerals Technologies Inc , InterDigital Inc , Iconix Brand Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for jtucx investment picks
  • Holdings: United Rentals Inc , Air Lease Corp Class A , ITT Corp , Hanesbrands Inc , MGM Resorts International ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for kmcvx investment picks
  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for ptdbx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for nscix investment picks
  • Holdings: Lord Abbett Intl Dividend Inc I , Lord Abbett Mid Cap Stock I , Lord Abbett High Yield I , Lord Abbett Calibrated Mid Cap Val I , Lord Abbett Calibrated Large Cap Value I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for lwsax investment picks
  • Holdings: Samsung Electronics Co Ltd , Morgan Stanley , Roche Holding AG , BNP Paribas , Microsoft Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for twdax investment picks
  • Holdings: HSBC Holdings PLC ADR , Royal Dutch Shell PLC ADR Class B , Royal Dutch Shell PLC ADR Class A , BP PLC ADR , Anglo American PLC ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 3 Stars
Sign-up for dfvqx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Hyundai Mobis Co Ltd , Samsung Electronics Co Ltd , China Mobile Ltd , Fibra Uno Administracion SA de CV Series 11 ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for lemsx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for opsix investment picks
  • Holdings: Avis Budget Group Inc , Western Refining Inc , Amerco Inc , ARRIS Group Inc , Jazz Pharmaceuticals PLC ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for dftsx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
Sign-up for asarx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for hipix investment picks
  • Holdings: Hutchison Whampoa Ltd , BHP Billiton PLC , Henkel Ag&Co. Kgaa Pfd , British American Tobacco PLC , Prudential PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for TWWIX investment picks
  • Holdings: Tronox Worldwide 6.375% , Hertz 6.25% , Seagate Hdd Cayman 144A 4.75% , Hornbeck Offshore Svcs Inc New 5.875% , Kraton Polymers Llc / Kraton 6.75% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for eksax investment picks
  • Holdings: Old Dominion Freight Lines , Anixter International Inc , LB Foster Co Class A , Icon PLC , EMCOR Group, Inc. ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for dgivx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for bufhx investment picks
  • Holdings: Willis Group Holdings PLC , International Business Machines Corp , Cimarex Energy Co , Boston Scientific Inc , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for dhtax investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for fralx 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 iswtx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for accux 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: pawax - T. Rowe Price New America Growth Adv - Morningstar 3 Star Rated Fund to accux - American Century Core Plus Instl - 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