Funds From: aabfx - Thrivent Balanced Income Plus A LW - Morningstar 3 Star Rated Fund to bimix - Baird Intermediate Bond Inst - Morningstar 3 Star Rated Fund


  • Holdings: NYSE/Liffe 2 Year US Treasury Note Future Dec14 , 5 Year US Treasury Note Future Dec14 , Apple Inc , Johnson & Johnson , Fannie Mae Single Family TBA 4.5% 2044-11-01 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for aabfx investment picks
  • Holdings: Exxon Mobil Corporation , Tyson Foods Inc Class A , U.S. Bancorp , Sempra Energy , CVS Health Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for jrscx investment picks
  • Holdings: Franklin Growth R6 , Franklin Rising Dividends R6 , Franklin DynaTech R6 , Templeton Foreign R6 , Franklin Mutual European R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fgtix investment picks
  • Holdings: Voya Multi-Manager International Eq I , Voya Large Cap Growth Port I , VY T. Rowe Price Growth Equity I , Voya Large Cap Value R6 , Voya International Core I ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for isrsx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for ncrix investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Royal Dutch Shell PLC Class A , Nestle SA , Novartis AG , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for lmirx investment picks
  • Holdings: Fidelity® Series Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity® Series Growth Company , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for fffhx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for rlvsx investment picks
  • Holdings: Exxon Mobil Corporation , Apple Inc , Precision Castparts Corp , Sigma-Aldrich Corp , Comcast Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for btefx investment picks
  • Holdings: Hospira Inc , Covance Inc , Cadence Design Systems Inc , Whirlpool Corp , Reinsurance Group of America Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for qmvix investment picks
  • Holdings: RidgeWorth Total Return Bond IS , RidgeWorth Large Cap Growth Stock IS , RidgeWorth Large Cap Value Equity IS , iShares Core US Aggregate Bond , RidgeWorth Mid-Cap Value Equity IS ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for clvbx investment picks
  • Holdings: United Rentals Inc , NXP Semiconductors NV , B/E Aerospace Inc , Whiting Petroleum Corp , Fortune Brands Home & Security Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for raimx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for srbfx investment picks
  • Holdings: Universal Electronics Inc , Synchronoss Technologies Inc , Greenbrier Companies Inc , Tyler Technologies Inc , Synaptics Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for teeax investment picks
  • Holdings: Templeton Global Total Return R6 , Franklin Low Duration Total Return R6 , Franklin Growth R6 , Franklin US Government Secs R6 , Franklin Rising Dividends R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ftcix investment picks
  • Holdings: Express Scripts , Visa Inc Class A , Charles Schwab Corp , Intuitive Surgical Inc , Whole Foods Market Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for biagx investment picks
  • Holdings: Lockheed Martin Corp , Pepco Holdings Inc , Altria Group Inc , Kraft Foods Group Inc , Campbell Soup Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for ifutx investment picks
  • Holdings: Pike Corp , Ultra Petroleum Corp , Newalta Corp , Brookfield Property Partners LP , Zimmer Holdings Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for atdfx investment picks
  • Holdings: iShares MSCI EAFE Value , iShares MSCI Emerging Markets , SPDR® S&P 500 ETF , Apple Inc , US Treasury Note 0.375% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pblix investment picks
  • Holdings: Align Technology Inc , Stratasys Ltd , Hexcel Corp , Dealertrack Technologies Inc , MarketAxess Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for bufsx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for evblx investment picks
  • Holdings: Principal Income Instl , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Short-Term Income Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sbipx investment picks
  • Holdings: GuideStone Funds Defensv Mkt Strats Inv , GuideStone Funds Medium-Duration Bd Inv , GuideStone Funds Low-Duration Bond Inv , GuideStone Funds Inflation Prot Bd Inv , GuideStone Funds International Eq Inv ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
Sign-up for gmtzx investment picks
  • Holdings: Lord Abbett Intl Dividend Inc I , Lord Abbett Emerging Markets Currency I , Lord Abbett High Yield I , Lord Abbett Mid Cap Stock I , Lord Abbett Calibrated Mid Cap Val I ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for lagfx investment picks
  • Holdings: CVS Health Corp , Apple Inc , Gilead Sciences Inc , Lowe's Companies Inc , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for csiex investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , AvalonBay Communities Inc , Prologis Inc , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for igrex investment picks
  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for lrrrx investment picks
  • Holdings: Thor Industries Inc , Alleghany Corp , Lincoln Electric Holdings, Inc. , Woodward Inc , Ritchie Bros Auctioneers Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for rpfix investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for paemx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for bimix 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: aabfx - Thrivent Balanced Income Plus A LW - Morningstar 3 Star Rated Fund to bimix - Baird Intermediate Bond Inst - 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 |  Most Recent