Funds From: heifx - Hennessy Equity and Income Investor - Morningstar 5 Star Rated Fund to jimmx - JPMorgan Inflation Managed Bond R6 - Morningstar 5 Star Rated Fund


  • Holdings: General Dynamics Corp , Wells Fargo & Co , Berkshire Hathaway Inc Class B , US Treasury Note 2.75% , CarMax Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for heifx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
Sign-up for shoix investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
Sign-up for emoix investment picks
  • Holdings: Atlantia , CSX Corp , Vinci , PG&E Corp , Norfolk Southern Corp ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 5 Stars
Sign-up for glifx investment picks
  • Holdings: Simon Property Group Inc , American Tower Corp , American Realty Capital Properties Inc Class A , HCP Inc , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 5 Stars
Sign-up for lreix investment picks
  • Holdings: InterMune Inc , Restoration Hardware Holdings Inc , Buffalo Wild Wings Inc , Cavium Inc , Synaptics Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for ladcx investment picks
  • Holdings: Danaher Corp , US Treasury Note 2.75% , United Technologies Corp , Marsh & McLennan Companies Inc , UnitedHealth Group Inc ,
  • Morningstar Rating: 5 Stars
Sign-up for itcsx investment picks
  • Holdings: General Dynamics Corp , Wells Fargo & Co , Berkshire Hathaway Inc Class B , US Treasury Note 2.75% , CarMax Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for HEIFX investment picks
  • Holdings: US Treasury Note 2.75% , US Treasury Bond 3.75% , US Treasury Note 1.5% , US Treasury Note 0.25% , US Treasury Bond 3.875% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for GLRBX investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for ptldx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
Sign-up for mphnx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
Sign-up for segmx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
Sign-up for tgmbx investment picks
  • Holdings: SAP SE , Royal Boskalis Westminster NV , Novo Nordisk A/S Class B , Roche Holding AG Dividend Right Cert. , BT Group PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for miedx investment picks
  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price Intl Gr & Inc , T. Rowe Price Equity Index 500 , T. Rowe Price Overseas Stock ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 5 Stars
Sign-up for trrmx investment picks
  • Holdings: Intel Corp , Wells Fargo & Co , Apple Inc , American International Group Inc , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for mfvax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
Sign-up for lahyx investment picks
  • Holdings: Walt Disney Co , Nestle SA , Linde AG , Reckitt Benckiser Group PLC , Honeywell International Inc ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for usawx investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , Schlumberger NV , ConocoPhillips , Occidental Petroleum Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 5 Stars
Sign-up for venax investment picks
  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay MAP I , MainStay Common Stock I , MainStay S&P 500 Index I ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 5 Stars
Sign-up for myrix investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 5 Stars
Sign-up for eihyx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
Sign-up for wmbix investment picks
  • Holdings: Gbp Irs 10yr Receiver (Jpm) 2.432 Jul 30 23 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 4.125 Jun 05 24 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 0.000 Jun 05 24 , Eur Irs 10yr Receiver (Db) 2.469 Sep 14 21 , Gbp Irs 10yr Receiver (Db) 1.992 Aug 23 22 ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
Sign-up for dvrkx investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity Advisor® International Discv I , Fidelity® Equity-Income , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
Sign-up for farfx investment picks
  • Holdings: Agios Pharmaceuticals Inc , Medivation Inc , TRW Automotive Holdings Corp , Palo Alto Networks Inc , EOG Resources Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for etglx investment picks
  • Holdings: Danone , Nestle SA , Kao Corp , KDDI Corp , Reckitt Benckiser Group PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
Sign-up for mingx investment picks
  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Royal Dutch Shell PLC Class A , General Electric Co , Morgan Stanley ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 5 Stars
Sign-up for ieifx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 5 Stars
Sign-up for praix investment picks
  • Holdings: Cognizant Technology Solutions Corp Class A , Galaxy Entertainment Group Ltd , Industrial And Commercial Bank Of China Ltd H Shares , HDFC Bank Ltd , Lenovo Group Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 5 Stars
Sign-up for milax investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 5 Stars
Sign-up for jimmx 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: heifx - Hennessy Equity and Income Investor - Morningstar 5 Star Rated Fund to jimmx - JPMorgan Inflation Managed Bond R6 - Morningstar 5 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