Funds From: sbpax - Western Asset Pennsylvania Municipa A LW - Morningstar 4 Star Rated Fund to mspix - MainStay S&P 500 Index I - Morningstar 4 Star Rated Fund


  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
Sign-up for sbpax investment picks
  • Holdings: Novartis AG , Prudential PLC , Novo Nordisk A/S , Taiwan Semiconductor Manufacturing Co Ltd , Anheuser-Busch Inbev SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for lzesx investment picks
  • Category: Muni California Intermediate
  • Morningstar Rating: 4 Stars
Sign-up for cfntx investment picks
  • Holdings: United Internet AG , Constellium NV Class A , ZELTIQ Aesthetics Inc , Babcock International Group PLC , K Wah International Holdings Ltd ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for kgdix investment picks
  • Holdings: NYSE/Liffe 10 Year US Treasury Note Future Sept14 , Aust 3yr Bond 09/15/2014 , NYSE/Liffe 2 Year US Treasury Note Future Sept14 , 5 Year US Treasury Note Future Sept14 , EURO STOXX 50 Index Future Sept14 ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for bnaax investment picks
  • Holdings: Apple Inc , Fidelity Cent Invt Portfolios , Chevron Corp , US Treasury Note 1.25% , Google Inc Class C ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for fablx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for fktfx investment picks
  • Holdings: Apple Inc , American Airlines Group Inc , Exxon Mobil Corporation , Microsoft Corp , Samsung Electronics Co Ltd ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
Sign-up for WQFRX investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Intuit Inc , Celgene Corp , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for tilgx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for fahcx investment picks
  • Holdings: Comcast Corp Class A , ConocoPhillips , AT&T Inc , General Electric Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for dtmmx investment picks
  • Holdings: Brazil (Federative Republic Of) 10 01/01/2021 , Uk Conv Gilt 2.25 09/07/2023 , US Treasury Note 2% , Mexico (United Mexican States) 10 12/05/2024 , Germany (Federal Republic Of) 4.25 07/04/2017 ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for malox investment picks
  • Holdings: Avis Budget Group Inc , CNO Financial Group Inc , Esterline Technologies , JetBlue Airways Corp , GATX Corp ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for dfsvx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for pmdrx investment picks
  • Holdings: Micron Tech Cv 1.625% , Gilead Sciences Cv 1.625% , Chesapeake Engy Pfd 144A , Novellus Sys Cv 2.625% , United Tech ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for PCVRX investment picks
  • Holdings: Microsoft Corp , Royal Dutch Shell PLC Class A , Johnson & Johnson , Verizon Communications Inc , Time Warner Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for JNBCX investment picks
  • Holdings: Glimcher Rlty Tr Pfd , Ashford Hosptlty Tr Pfd , InnVest Real Estate Investment Trust , Starwood Property Trust, Inc. , British Land Co PLC ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for trfix investment picks
  • Holdings: Argentina Rep 8.28% , Argentine Republic 8.28% , Argentina Rep 1.33% , Lululemon Athletica Inc , NRG Energy Inc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for hcoax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Berkshire Hathaway Inc Class B , JPMorgan Chase & Co , Verizon Communications Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for msoix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for sgvax investment picks
  • Holdings: Apple Inc , US Treasury Note 1.625% , Johnson & Johnson , US Treasury Bond 3.625% , FNMA ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ibalx investment picks
  • Holdings: American Funds American Balanced R6 , American Funds US Government Sec R6 , American Funds Interm Bd Fd of Amer R6 , American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for ractx investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Unibail-Rodamco SE , Boston Properties Inc , Sumitomo Realty & Development Co Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for drlix investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
Sign-up for vipsx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
Sign-up for lagvx investment picks
  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds Capital World G/I R6 ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
Sign-up for rchtx investment picks
  • Holdings: Catamaran Corp , Amphenol Corp Class A , Cooper Companies , PVH Corp , Brookdale Senior Living Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for frsdx investment picks
  • Holdings: TIAA-CREF Bond Index Institutional , TIAA-CREF Equity Index Instl , TIAA-CREF Inflation Link Bd Instl , TIAA-CREF International Eq Idx Instl , TIAA-CREF Emerging Markets Eq Idx Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for trcix investment picks
  • Holdings: TIAA-CREF Equity Index Instl , TIAA-CREF Bond Index Institutional , TIAA-CREF International Eq Idx Instl , TIAA-CREF Emerging Markets Eq Idx Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for tlhrx investment picks
  • Holdings: S+p500 Emini Fut Sep14 Xcme 20140919 , Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for mspix 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: sbpax - Western Asset Pennsylvania Municipa A LW - Morningstar 4 Star Rated Fund to mspix - MainStay S&P 500 Index I - Morningstar 4 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