Funds From: gsbcx - Goldman Sachs Income Builder C - Large Value to acmtx - AllianceBern Real Asset Strat C - Large Value


  • Holdings: Us 10yr Note (Cbt)jun14 Xcbt 20140619 , Us 5yr Note (Cbt) Jun14 Xcbt 20140630 , Us Long Bond(Cbt) Jun14 Xcbt 20140619 , Us 2yr Note (Cbt) Jun14 Xcbt 20140630 , General Electric Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for gsbcx investment picks
  • Holdings: PIMCO Income Instl , PIMCO Short-Term Instl , AllianzGI US Managed Volatility Instl , AllianzGI NFJ International Value Instl , AllianzGI NFJ Global Dividend Val Instl ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for palax investment picks
  • Holdings: Guggenheim Strategy I , Nestle SA ADR , Novartis AG ADR , Roche Holding AG ADR , HSBC Holdings PLC ADR ,
  • Category: Trading-Leveraged Equity
Sign-up for ryeux investment picks
  • Holdings: Micron Tech Cv 2.125% , Sandisk 144A Cv 0.5% , Gilead Sciences Cv 1.625% , Bk Amer Pfd , Priceline Grp Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for ncvbx investment picks
  • Holdings: PIMCO Income Instl , PIMCO Short-Term Instl , AllianzGI US Managed Volatility Instl , AllianzGI NFJ International Value Instl , AllianzGI NFJ Global Dividend Val Instl ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for palbx investment picks
  • Holdings: Duke Energy Corporation , NextEra Energy Inc , Dominion Resources Inc , Southern Co , Exelon Corp ,
  • Category: Trading-Leveraged Equity
Sign-up for utpix investment picks
  • Holdings: Oppenheimer Ultra-Short Duration Y , Starwood Property Trust, Inc. , US Treasury Note 0.625% , Comcast Corp Class A , Airspeed Ltd 2007-1 FRN ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ocinx investment picks
  • Holdings: United States Natural Gas , Lorillard Inc , ETFS Physical Swiss Gold Shares , Boeing Co , iPath S&P GSCI Crude Oil TR Index ETN ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for gwgfx investment picks
  • Holdings: Us 10yr Note (Cbt)jun14 Xcbt 20140619 , Us 5yr Note (Cbt) Jun14 Xcbt 20140630 , Us Long Bond(Cbt) Jun14 Xcbt 20140619 , Us 2yr Note (Cbt) Jun14 Xcbt 20140630 , General Electric Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for gsbbx investment picks
  • Holdings: GMO International Equity IV , GMO US Equity Allocation VI , GMO Asset Allocation Bond VI , GMO Alpha Only IV , GMO Emerging Markets VI ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for gmwax investment picks
  • Holdings: Guggenheim Strategy I , Nestle SA ADR , Novartis AG ADR , Roche Holding AG ADR , HSBC Holdings PLC ADR ,
  • Category: Trading-Leveraged Equity
Sign-up for rycex investment picks
  • Holdings: GMO International Equity IV , GMO US Equity Allocation VI , GMO Asset Allocation Bond VI , GMO Alpha Only IV , GMO Emerging Markets VI ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for eacfx investment picks
  • Holdings: GMO International Equity IV , GMO US Equity Allocation VI , GMO Asset Allocation Bond VI , GMO Alpha Only IV , GMO Emerging Markets VI ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for eaifx investment picks
  • Holdings: GMO International Equity IV , GMO US Equity Allocation VI , GMO Asset Allocation Bond VI , GMO Alpha Only IV , GMO Emerging Markets VI ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for eabfx investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Bank of America Corporation , Citigroup Inc , U.S. Bancorp ,
  • Category: Trading-Leveraged Equity
Sign-up for bkpix investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Bank of America Corporation , Citigroup Inc , U.S. Bancorp ,
  • Category: Trading-Leveraged Equity
Sign-up for bkpsx investment picks
  • Holdings: U.S. Bancorp , Johnson & Johnson , Microsoft Corp , Kroger Co , CVS Caremark Corp ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
Sign-up for fvalx investment picks
  • Holdings: US Treasury Bond 6% , US Treasury Bond 5.25% , Simon Property Group Inc , US Treasury Bond 3% , JPMorgan Chase & Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for adbyx investment picks
  • Holdings: Wells Fargo & Co, San Francisco Ca Pfd , Ford Mtr Co Del Cv 4.25% , Mgm Resorts Intl Cv 4.25% , General Motors Co , Micron Tech Cv 1.875% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for facvx investment picks
  • Holdings: Verizon Communications Inc , AT&T Inc , CenturyLink Inc , SBA Communications Corp , T-Mobile US Inc ,
  • Category: Trading-Leveraged Equity
Sign-up for tcpsx investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , Schlumberger NV , ConocoPhillips , Occidental Petroleum Corp ,
  • Category: Trading-Leveraged Equity
Sign-up for enpix investment picks
  • Holdings: Wells Fargo & Co , Berkshire Hathaway Inc Class B , JPMorgan Chase & Co , Bank of America Corporation , Citigroup Inc ,
  • Category: Trading-Leveraged Equity
Sign-up for fnpsx investment picks
  • Holdings: Wells Fargo & Co , Berkshire Hathaway Inc Class B , JPMorgan Chase & Co , Bank of America Corporation , Citigroup Inc ,
  • Category: Trading-Leveraged Equity
Sign-up for fnpix investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , Schlumberger NV , ConocoPhillips , Occidental Petroleum Corp ,
  • Category: Trading-Leveraged Equity
Sign-up for enpsx investment picks
  • Holdings: Duke Energy Corporation , NextEra Energy Inc , Dominion Resources Inc , Southern Co , Exelon Corp ,
  • Category: Trading-Leveraged Equity
Sign-up for utpsx investment picks
  • Holdings: Verizon Communications Inc , AT&T Inc , CenturyLink Inc , SBA Communications Corp , T-Mobile US Inc ,
  • Category: Trading-Leveraged Equity
Sign-up for tcpix investment picks
  • Holdings: U.S. Bancorp , Johnson & Johnson , Microsoft Corp , Kroger Co , CVS Caremark Corp ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
Sign-up for fvilx investment picks
  • Holdings: AllianzGI Best Styles Global Equity R6 , PIMCO Short-Term Instl , PIMCO Intl StksPLUS┬« AR Strat (USD-Hg) I , AllianzGI NFJ International Value Instl , AllianzGI US Managed Volatility Instl ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for asgax investment picks
  • Holdings: US Treasury TIP , US TREASURY TIP , Exxon Mobil Corporation , Chevron Corp , Royal Dutch Shell PLC Class A ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
Sign-up for amtax investment picks
  • Holdings: US Treasury TIP , US TREASURY TIP , Exxon Mobil Corporation , Chevron Corp , Royal Dutch Shell PLC Class A ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
Sign-up for acmtx 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: gsbcx - Goldman Sachs Income Builder C - Large Value to acmtx - AllianceBern Real Asset Strat C - Large Value
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