Funds From: soaax - Spirit of America Real Estate Inc & A LW - Morningstar 2 Star Rated Fund to jftax - JPMorgan Intrepid International A - Morningstar 2 Star Rated Fund


  • Holdings: Simon Property Group Inc , Digital Realty Trust Inc , Dupont Fabros Technology Inc , Kilroy Realty Corp , Federal Realty Investment Trust ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for soaax investment picks
  • Holdings: Invesco Balanced-Risk Allc R6 , Invesco Balanced-Risk Agrsv Allc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for tnayx investment picks
  • Holdings: Deutsche Global Inflation Institutional , Deutsche Core Equity Institutional , Deutsche Equity 500 Index Institutional , Deutsche Core Plus Income Institutional , Deutsche US Bond Index Institutional ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for succx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for fomix investment picks
  • Holdings: Apple Inc , Union Pacific Corp , Honeywell International Inc , Skyworks Solutions Inc , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for sleax investment picks
  • Holdings: MassMutual Premier Core Bond I , MassMutual Premier Short-Duration Bd I , MassMutual Premier Disciplined Value I , MassMutual Premier Disciplined Gr I , MassMutual Select Overseas I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for mrmyx investment picks
  • Holdings: Columbia Dividend Income I , Columbia Select Large Cap Growth I , Columbia Contrarian Core I , Columbia Dividend Opportunity I , Columbia Global Dividend Opportunity I ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for cgrux investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , Liberty Global PLC Class C , Canadian Pacific Railway Ltd , ASML Holding NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for rieox investment picks
  • Holdings: PIMCO 1-5 Year U.S. TIPS ETF , PIMCO Real Return Instl , PIMCO Income Instl , AllianzGI US Managed Volatility Instl , AllianzGI Short Duration High Inc Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for aglpx investment picks
  • Holdings: SPDR® S&P 500 ETF , Vanguard Total Bond Market ETF , Vanguard FTSE Developed Markets ETF , iShares TIPS Bond , SPDR® Barclays International Trs Bd ETF ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
Sign-up for pzacx investment picks
  • Holdings: Puma Biotechnology Inc , Isis Pharmaceuticals , WEX Inc , Team Health Holdings Inc , Graphic Packaging Holding Co ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for rsiox investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for nhicx investment picks
  • Holdings: Bayer AG , Roche Holding AG Dividend Right Cert. , Novartis AG , L'Oreal SA , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for cmawx investment picks
  • Holdings: Harbor Bond Institutional , Harbor High-Yield Bond Instl , Harbor International Institutional , Harbor Large Cap Value Instl , Harbor International Growth Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for harqx investment picks
  • Holdings: Samsung Electronics Co Ltd , Toyota Motor Corp , Taiwan Semiconductor Manufacturing Co Ltd ADR , Fuji Heavy Industries Ltd , Tencent Holdings Ltd ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 2 Stars
Sign-up for casax investment picks
  • Holdings: Express Scripts , Amazon.com Inc , Philip Morris International Inc , Microsoft Corp , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for jhuax investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR® Barclays High Yield Bond ETF , Vanguard Dividend Appreciation ETF , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
Sign-up for jriox investment picks
  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Short Fxd-Inc I , Fidelity® Series Infl-Prtct Bd Idx , Fidelity® Series High Income , Fidelity Advisor® Ser Equity-Income ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for fbfax investment picks
  • Holdings: Simon Property Group Inc , Host Hotels & Resorts Inc , Public Storage , SL Green Realty Corp , Duke Realty Corp ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for crewx investment picks
  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
Sign-up for ffvax investment picks
  • Holdings: Harbor Bond Institutional , Harbor High-Yield Bond Instl , Harbor Real Return Instl , Harbor International Institutional , Harbor Unconstrained Bond Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for harkx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for fcepx investment picks
  • Holdings: Providence Service Corp , John Wiley & Sons Inc Class A , Belden Inc , OFG Bancorp , Sensient Technologies Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for lsmcx investment picks
  • Holdings: AllianzGI Best Styles Global Eq R6 , AllianzGI US Managed Volatility Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Short-Term Instl , AllianzGI Behavioral Advtg Lg Cp Instl ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for asgax investment picks
  • Holdings: Highwoods Properties Inc , First Niagara Financial Group Inc , Idacorp Inc , Esterline Technologies , Mentor Graphics Corp ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for cvuix investment picks
  • Holdings: Royal Dutch Shell PLC Class A , HSBC Holdings PLC , Novartis AG , Nestle SA , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for jiezx investment picks
  • Holdings: Genesco Inc , Cavium Inc , Imperva Inc , Spirit Airlines Inc , Trex Co Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for tasgx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for emlkx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Comcast Corp Class A , CVS Health Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for evrax investment picks
  • Holdings: Novartis AG , Royal Dutch Shell PLC Class B , Roche Holding AG Dividend Right Cert. , Toyota Motor Corp , Bayer AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for jftax 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: soaax - Spirit of America Real Estate Inc & A LW - Morningstar 2 Star Rated Fund to jftax - JPMorgan Intrepid International A - 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