Funds From: dtlgx - Wilshire Large Company Growth Invmt - Large Growth to pcnbx - Putnam Convertible Securities B - Large Value


  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Visa Inc Class A , Google Inc Class C , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for dtlgx investment picks
  • Holdings: Jardine Matheson Holdings Ltd , Swatch Group AG , Berkshire Hathaway Inc Class B , British American Tobacco PLC , Franklin Resources Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for wgrix investment picks
  • Holdings: Jardine Matheson Holdings Ltd , Swatch Group AG , Berkshire Hathaway Inc Class B , British American Tobacco PLC , Franklin Resources Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for wgrnx investment picks
  • Holdings: Qualcomm Inc , Apple Inc , SBA Communications Corp , Google Inc Class A , Verizon Communications Inc ,
  • Category: Communications
  • Morningstar Rating: 2 Stars
Sign-up for wirex investment picks
  • Holdings: Google Inc Class A , Home Depot Inc , Chevron Corp , BlackRock Inc , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for czoax investment picks
  • Holdings: Google Inc Class A , Home Depot Inc , Chevron Corp , BlackRock Inc , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for czoax investment picks
  • Holdings: Google Inc Class A , Home Depot Inc , Chevron Corp , BlackRock Inc , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for czocx 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: 2 Stars
Sign-up for opebx investment picks
  • Holdings: iShares MSCI Emerging Markets , Hewlett-Packard Co , Apple Inc , Western Digital Corp , Pfizer Inc ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for flmfx 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 opecx investment picks
  • Holdings: British American Tobacco PLC , UGI Corp , Procter & Gamble Co , PepsiCo Inc , CH Robinson Worldwide Inc ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ktrcx investment picks
  • Holdings: JPMorgan Chase & Co , Bank of America Corporation , Microsoft Corp , MetLife Inc , Johnson & Johnson ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fbpbx investment picks
  • Holdings: Lord Abbett Intl Dividend Inc I , Lord Abbett Emerging Markets Currency I , Lord Abbett Mid Cap Stock I , Lord Abbett Calibrated Mid Cap Val I , Lord Abbett High Yield I ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for lagex 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: 2 Stars
Sign-up for oppex investment picks
  • Holdings: Walt Disney Co , Merck & Co Inc , Comcast Corp Class A , Sandisk Cv 1.5% , Hartford Financial Services Group Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for noiex 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 gsbfx investment picks
  • Holdings: Micron Tech Cv 1.625% , Gilead Sciences Cv 1.625% , Chesapeake Engy Pfd 144A , Xilinx Cv 2.625% , Priceline Grp Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for pcnmx investment picks
  • Holdings: British American Tobacco PLC , UGI Corp , Procter & Gamble Co , PepsiCo Inc , CH Robinson Worldwide Inc ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ktrax investment picks
  • Holdings: British American Tobacco PLC , UGI Corp , Procter & Gamble Co , PepsiCo Inc , CH Robinson Worldwide Inc ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ktrix investment picks
  • Holdings: Micron Tech Cv 1.625% , Gilead Sciences Cv 1.625% , Chesapeake Engy Pfd 144A , Xilinx Cv 2.625% , Priceline Grp Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for pconx investment picks
  • Holdings: United Parcel Service Inc (UPS) Class B , Schlumberger NV , Emerson Electric Co , Exxon Mobil Corporation , Medtronic Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for mapox investment picks
  • Holdings: Lord Abbett Intl Dividend Inc I , Lord Abbett Emerging Markets Currency I , Lord Abbett Mid Cap Stock I , Lord Abbett Calibrated Mid Cap Val I , Lord Abbett High Yield I ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for lagbx investment picks
  • Holdings: Nuveen Mortgage Opp Term Trust Common , Guggenheim BulletShares 2015 HY C Bd ETF , Guggenheim BulletShares 2014 HY C Bd ETF , Performance Trust Strategic Bond , Ford Mtr Co Del 9.215% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cblfx investment picks
  • Holdings: Intel Corp , Merck & Co Inc , Chevron Corp , General Electric Co , McDonald's Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for hbfbx investment picks
  • Holdings: GMO International Equity IV , GMO US Core Equity VI , GMO Asset Allocation Bond VI , GMO Strategic Fixed Income VI , GMO Alpha Only IV ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for eaafx investment picks
  • Holdings: PIMCO Income Instl , PIMCO Short-Term Instl , AllianzGI NFJ International Value Instl , AllianzGI NFJ Global Dividend Val Instl , PIMCO Intl StksPLUS┬« AR Strat (USD-Hg) I ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for palcx 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 gsbix investment picks
  • Holdings: British American Tobacco PLC , UGI Corp , Procter & Gamble Co , PepsiCo Inc , CH Robinson Worldwide Inc ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ktrbx investment picks
  • Holdings: Lions Gate Entmt Cv 1.25% , Lions Gate Entmnt 5.25% , Microsoft Corp , AT&T Inc , ConocoPhillips ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for bufbx investment picks
  • Holdings: Micron Tech Cv 1.625% , Gilead Sciences Cv 1.625% , Chesapeake Engy Pfd 144A , Xilinx Cv 2.625% , Priceline Grp Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for pcnbx 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: dtlgx - Wilshire Large Company Growth Invmt - Large Growth to pcnbx - Putnam Convertible Securities B - 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