Funds From: sbcpx - QS Legg Mason Lifestyle Allocation 30% A - Morningstar 3 Star Rated Fund to bkitx - Sterling Capital KY Interm Tax-Free I - 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: Merck & Co Inc , Microsoft Corp , General Electric Co , Verizon Communications Inc , Pfizer Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ifabx 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: Synopsys Inc , Lam Research Corp , Teradyne Inc , Apple Inc , Check Point Software Technologies Ltd ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for scifx investment picks
  • Holdings: Providence Service Corp , John Wiley & Sons Inc Class A , OFG Bancorp , Air Methods Corp , Belden Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for lsmax investment picks
  • Holdings: Microsoft Corp , Amazon.com Inc , Oracle Corporation , Philip Morris International Inc , International Business Machines Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for jhumx investment picks
  • Holdings: Simon Property Group Inc , Mitsubishi Estate , Mitsui Fudosan Co Ltd , Equity Residential , Health Care REIT, Inc. ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for jhamx investment picks
  • Holdings: Great-West Bond Index Init , Great-West S&P 500® Index Init , Great-West S&P Mid Cap 400® Index Init , Great-West International Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mxshx investment picks
  • Holdings: ARRIS Group Inc , American Financial Group Inc , Graphic Packaging Holding Co , LifePoint Hospitals Inc , Community Health Systems Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for jisox investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for vweax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for snpax investment picks
  • Holdings: Novartis AG , Amgen Inc , BP PLC , Gilead Sciences Inc , Verizon Communications Inc ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for gblax investment picks
  • Holdings: United Continental Holdings Inc , LifePoint Hospitals Inc , Zions Bancorp , Assured Guaranty Ltd , SVB Financial Group ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for cmozx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for samhx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for oeicx 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 ovebx 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 mctax investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for magwx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , HSBC Holdings PLC , BG Group PLC , Novartis AG , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for jierx investment picks
  • Holdings: Fidelity® Growth Company , ASTON/Montag & Caldwell Growth N , Apple Inc , Wells Fargo Advantage Prem Lg Co Gr Adm , Columbia Select Large Cap Growth R5 ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for fsgfx investment picks
  • Holdings: FNMA , FHLMC 4.5% , FNMA 4.5% , FNMA 3% , Fed Natl Mort Assc 2.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for secmx investment picks
  • Holdings: Janus Global Bond N , Janus International Equity N , Janus Flexible Bond N , Janus Short Term Bond N , INTECH U.S. Value I ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jcaax investment picks
  • Holdings: MassMutual Premier Core Bond I , MassMutual Premier Infl-Prot and Inc I , MassMutual Premier Short-Duration Bd I , MassMutual Premier Disciplined Value I , MassMutual Premier Disciplined Gr I ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
Sign-up for mrxnx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
Sign-up for abtfx investment picks
  • Holdings: Citigroup Inc , JPMorgan Chase & Co , Wells Fargo & Co , Visa Inc Class A , Morgan Stanley ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
Sign-up for prisx investment picks
  • Holdings: DFA US Core Equity 2 I , DFA International Core Equity I , DFA Selectively Hedged Global F/I I , DFA Short-Term Extended Quality I , DFA US Core Equity 1 I ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for dgsix investment picks
  • Holdings: Johnson & Johnson , Chevron Corp , Wells Fargo & Co , Bank of America Corporation , General Motors Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for olvax investment picks
  • Holdings: T. Rowe Price Short-Term Bond , Capita PLC , WPP PLC , Taiwan Semiconductor Manufacturing Co Ltd , AIA Group Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for PAITX investment picks
  • Holdings: Great-West Templeton Global Bond Init , Great-West Loomis Sayles Bond Init , Great-West US Gov Mortg Sec Init , Great-West Federated Bond Init , Great-West Short Duration Bond Init ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mxipx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for bkitx 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 bkitx - Sterling Capital KY Interm Tax-Free I - 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