Funds From: twoax - Two Oaks Diversified Growth & Income A - Morningstar 2 Star Rated Fund to gsamx - Goldman Sachs Hi Quality Floating R A LW - Morningstar 2 Star Rated Fund


  • Holdings: Consolidated Water Co Ltd , Apache Corporation , CVR Refining LP , Calavo Growers Inc , Intel Cv 2.95% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for twoax investment picks
  • Holdings: Union Pacific Corp , United Technologies Corp , General Electric Co , Delta Air Lines Inc , Alaska Air Group Inc ,
  • Category: Industrials
  • Morningstar Rating: 2 Stars
Sign-up for ictrx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for eaddx investment picks
  • Holdings: Master Value Opportunities Llc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for mdspx investment picks
  • Holdings: Empire District Electric Co , Summit Hotel Properties Inc , PartnerRe Ltd , Reinsurance Group of America Inc , PNM Resources Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for pslmx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 2 Stars
Sign-up for nyifx investment picks
  • Holdings: American Express Co , Berkshire Hathaway Inc Class A , Sanofi ADR , Northern Trust Corp , Progressive Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for chtcx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for acsqx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Biogen Idec Inc , Facebook Inc Class A , Alexion Pharmaceuticals Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for stcix investment picks
  • Holdings: PRA Group Inc , Maximus Inc , Ultimate Software Group Inc , Team Health Holdings Inc , United Natural Foods Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for scgix investment picks
  • Holdings: Berkshire Hathaway Inc Class A , American Express Co , International Business Machines Corp , ABB Ltd , HCA Holdings Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for awsax investment picks
  • Holdings: Sanofi ADR , Gilead Sciences Inc , Novartis AG ADR , Roche Holding AG Dividend Right Cert. , GlaxoSmithKline PLC ADR ,
  • Category: Health
  • Morningstar Rating: 2 Stars
Sign-up for gthbx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for abqux investment picks
  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
Sign-up for fcmax investment picks
  • Holdings: Microsemi Corp , Sanmina Corp , Mueller Industries Inc , Advanced Energy Industries Inc , Commercial Metals Co ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for rofcx investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Wells Fargo & Co , Amgen Inc , FedEx Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for cdxbx investment picks
  • Holdings: Erie Indemnity Co Class A , E-L Financial Corp Ltd , Markel Corporation , Alleghany Corp , AllianceBernstein Holding L.P. ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for rytcx investment picks
  • Holdings: SPDR® S&P 500 ETF , Frost Total Return Bond Inst , iShares MSCI EAFE , Frost Growth Equity Inst , Frost Value Equity Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fastx investment picks
  • Holdings: Sanofi , ABB Ltd , Rio Tinto PLC , Novartis AG ADR , Aon PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for ibvax investment picks
  • Holdings: Constellation Brands Inc Class A , Salix Pharmaceuticals Ltd , Cintas Corp , Henry Schein Inc , Newell Rubbermaid Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for cmeix investment picks
  • Holdings: Progressive Corp , Linear Technology Corp , Northern Trust Corp , Moody's Corporation , Torchmark Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for gtagx investment picks
  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for tndax investment picks
  • Holdings: USAA International Institutional , USAA Income Stock Institutional , USAA Value Institutional , USAA Small Cap Stock Institutional , USAA Emerging Markets Institutional ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for urfrx investment picks
  • Holdings: Sterling Capital Total Return Bond I , Sterling Capital Behavioral Intl Eq Inst , Sterling Capital Special Opps Inst , Sterling Capital Equity Income Instl ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for bcccx investment picks
  • Holdings: UnitedHealth Group Inc , Hewlett-Packard Co , Apple Inc , Kinder Morgan Management LLC , Mallinckrodt PLC ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for cggix investment picks
  • Holdings: Telekomunikasi Indonesia (Persero) Tbk Class B , Toyota Motor Corp , Commonwealth Bank of Australia , Mitsubishi UFJ Financial Group Inc , Sumitomo Mitsui Financial Group Inc ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 2 Stars
Sign-up for tgrax investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , British American Tobacco PLC , Nestle SA , Novartis AG ADR , Heineken NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for rigcx investment picks
  • Holdings: Apple Inc , Danaher Corp , EMC Corp , Jarden Corp , Microsoft Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for aaeqx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for ashax investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
Sign-up for gsamx 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: twoax - Two Oaks Diversified Growth & Income A - Morningstar 2 Star Rated Fund to gsamx - Goldman Sachs Hi Quality Floating R A LW - Morningstar 2 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