Funds From: jarex - James Alpha Global Real Estate Invsmts A - Mid Blend to grtvx - GRT Value Adv - Small Blend


  • Holdings: Select Income REIT , Gaming and Leisure Properties, Inc. , Plum Creek Timber Co Inc , Klépierre , Ellington Financial LLC ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for jarex investment picks
  • Holdings: Momenta Pharmaceuticals Inc , Basic Energy Services Inc , MarketAxess Holdings Inc , BofI Holding Inc , Multimedia Games Holding Co Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for amscx investment picks
  • Holdings: Tesoro Corp , Amgen Inc , Mylan Inc , Ross Stores Inc , Intercontinental Exchange Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for amlcx investment picks
  • Holdings: Novartis AG , HSBC Holdings PLC , Sanofi , MSCI EAFE Index Future Dec14 , Zurich Insurance Group AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for pinzx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 1 Stars
Sign-up for ddbix investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 1 Stars
Sign-up for ddbcx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 1 Stars
Sign-up for ddbax investment picks
  • Holdings: Apple Inc , Microsoft Corp , Merck & Co Inc , Wells Fargo & Co , Cisco Systems Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for igisx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Wells Fargo & Co , State Street Corp , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for dfmax investment picks
  • Category: Muni Ohio
  • Morningstar Rating: 3 Stars
Sign-up for omiax investment picks
  • Holdings: Voya US Stock Index I , Voya US Bond Index I , Voya International Index I , Voya Russell Mid Cap Index I , SPDR® Barclays High Yield Bond ETF ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
Sign-up for isdax investment picks
  • Holdings: Voya US Bond Index I , Voya US Stock Index I , Voya Russell Mid Cap Index I , Voya International Index I , SPDR® Barclays High Yield Bond ETF ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
Sign-up for isatx investment picks
  • Holdings: Voya US Bond Index I , Voya US Stock Index I , Voya Russell Mid Cap Index I , Voya International Index I , SPDR® Barclays High Yield Bond ETF ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
Sign-up for isasx investment picks
  • Holdings: Voya US Bond Index I , Voya US Stock Index I , Voya Russell Mid Cap Index I , Voya International Index I , SPDR® Barclays High Yield Bond ETF ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
Sign-up for issix investment picks
  • Holdings: Voya US Bond Index I , Voya US Stock Index I , Voya Russell Mid Cap Index I , Voya International Index I , SPDR® Barclays High Yield Bond ETF ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
Sign-up for isaax investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for orscx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 5 Stars
Sign-up for orsyx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
Sign-up for orstx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for baedx investment picks
  • Holdings: Webmd Health Cv 2.5% , Chesapeake Engy Cv 2.25% , Howard Hughes 144A 6.875% , Post Hldgs 7.375% , Royal Gold Cv 2.875% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for kmdax investment picks
  • Holdings: iShares iBoxx $ High Yield Corporate Bd , SPDR® Barclays High Yield Bond ETF , iShares US Preferred Stock , Wells Fargo & Co New Pfd , iShares iBoxx $ Invst Grade Crp Bond ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for bcicx investment picks
  • Holdings: Imperial Tobacco Group PLC , McDonald's Corp , Coca-Cola Co , Nestle SA , Microsoft Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for bcbdx investment picks
  • Holdings: Signet Jewelers Ltd , Hanesbrands Inc , Towers Watson & Co Class A , Cintas Corp , Mednax Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for lmrex investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
Sign-up for bsicx investment picks
  • Holdings: Gs Cayman Art , Vanguard FTSE Emerging Markets ETF , Health Care Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , Cdi Cdx.Na 5 Usd0619 ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for gsrtx investment picks
  • Holdings: Gs Cayman Art , Vanguard FTSE Emerging Markets ETF , Health Care Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , Cdi Cdx.Na 5 Usd0619 ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for grrtx investment picks
  • Holdings: Gs Cayman Art , Vanguard FTSE Emerging Markets ETF , Health Care Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , Cdi Cdx.Na 5 Usd0619 ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for gjrtx investment picks
  • Holdings: Gs Cayman Art , Vanguard FTSE Emerging Markets ETF , Health Care Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , Cdi Cdx.Na 5 Usd0619 ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for gcrtx investment picks
  • Holdings: Gs Cayman Art , Vanguard FTSE Emerging Markets ETF , Health Care Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , Cdi Cdx.Na 5 Usd0619 ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for gartx investment picks
  • Holdings: Bed Bath & Beyond Inc , Triumph Group Inc , Magnachip Semiconductor Corp , Genpact Ltd , Darling Ingredients Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for grtvx investment picks
Start Premium Trial Register For Free

P F Fund Financial Data (13,000+ funds)
P F Stock Financial Data (7,000+ stocks)
P F Stock and Fund Screeners (basic)
P F Investing Articles and Market Commentary
P F Articles Archive (>30 days)
P F Discuss (dozens of stock, fund, bond, and general bulletin boards)
P F Portfolio Manager (basic)
P F Morningstar Investment Classroom
P F Access Your Portfolio Anytime, Anywhere via Your Mobile Device
P   Morningstar Fund Analyst Reports (full research on 1,700 funds, ETFs, and CEFs)
P   Morningstar Stock Analyst Reports (full research on more than 1,100 stocks)
P   Portfolio Manager (advanced with 10 X-Ray analyses, including recommendations)
P   Portfolio Monitor (monthly and on-demand personalized portfolio statements)
P   Morningstar Proprietary Stock Information (stock star ratings, buy/sell prices, economic moat ratings, and more)
P   Morningstar 5-Star Stock and Fund Favorites & Red Flags eNewsletters
P   Premium Stock and Fund Screeners (advanced with nearly infinite ways to find the best securities for you)
P   Discounts on Morningstar newsletters, books, seminars, and more

Sign-up to Morningstar


Basic Access

Articles and Videos
Morningstar video reports, articles, data, and tools. Dig into our lineup of e-newsletters and investing classroom courses outlining sensible strategies for maximizing your investments.
Morningstar Discuss
Follow the buzz on individual stocks or fund families. Plus, read the latest posts from Morningstar members and analysts.
Portfolio Manager
Track your investments and watch lists with our Portfolio Manager. Customize your view with our comprehensive stock, fund, and ETF data.

Access these features and more when you sign up for Free Membership.
Join Morningstar today. It's Free.

Unlimited Access

Analyst Research
Gather in-depth, actionable insight on over 3,700 stock and mutual funds covered by Morningstar analysts. View our mutual fund Analyst Reports favored by professionals, savvy experienced investors, and new investors researching options for retirement savings, college plans, or other investment needs.
Portfolio X-Ray®
Ensure your portfolio is positioned exactly how you want with Morningstar's X-Ray Interpreter and Stock Intersection tools. A Barron's "Best of the Web" award winner for five years running, X-Ray Interpreter goes under the hood of your portfolio to provide a useful allocation, sector, and geographic analysis. And you can discover how much of a stock you really own, individually and through mutual funds, with Stock Intersection.
Investment Picks
Find new 5-star stocks (greatly undervalued companies) to consider daily. Our 5-star stock rating is a proven winner, consistently beating benchmarks like the S&P 500. Plus, browse our Fund Analyst Picks and Stewardship Grades to find shareholder-friendly mutual funds that are poised for outperformance.
Portfolio Monitor
Get a clear view of your investments with personalized reports about your portfolio. Receive monthly statements and generate reports on-demand to help you stay on track to meet your investment goals.

Access these features and more when you sign up for Premium Membership.
Start your free 14-day trial today online
Your subscription may be tax deductible. Please contact your tax advisor.

Funds From: jarex - James Alpha Global Real Estate Invsmts A - Mid Blend to grtvx - GRT Value Adv - Small Blend
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