Funds From: wmcnx - William Blair Macro Allocation N - Large Value to fmlsx - Wasatch Long/Short Investor - Large Value


  • Holdings: iShares Russell 1000 Value , iShares iBoxx $ Invst Grade Crp Bond , S+p500 Emini Fut Sep14 Xcme 20140919 , Us 10yr Note (Cbt)sep14 Xcbt 20140919 , Us 5yr Note (Cbt) Sep14 Xcbt 20140930 ,
  • Category: Multialternative
Sign-up for wmcnx investment picks
  • Holdings: AllianzGI Best Styles Global Equity R6 , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl , AllianzGI NFJ Global Dividend Val Instl , PIMCO Floating Income Instl ,
  • Category: Target Date 2051+
Sign-up for gllrx investment picks
  • Holdings: AllianzGI Best Styles Global Equity R6 , PIMCO Income Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Floating Income Instl , AllianzGI US Managed Volatility Instl ,
  • Category: Target Date 2031-2035
Sign-up for gvpax investment picks
  • Holdings: Microsoft Corp , Cisco Systems Inc , Sysco Corp , Cenovus Energy Inc , ConocoPhillips ,
  • Category: World Allocation
Sign-up for febax investment picks
  • Holdings: Microsoft Corp , Cisco Systems Inc , Sysco Corp , Cenovus Energy Inc , ConocoPhillips ,
  • Category: World Allocation
Sign-up for febcx investment picks
  • Holdings: Microsoft Corp , Cisco Systems Inc , Sysco Corp , Cenovus Energy Inc , ConocoPhillips ,
  • Category: World Allocation
Sign-up for febix 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: 1 Stars
Sign-up for adabx investment picks
  • Holdings: Payb Trswap:s5home Index , Recv Trswap:s5home Index , PowerShares DB US Dollar Bullish ETF , Trs: S15edsv , Trs: S15edsv ,
  • Category: Tactical Allocation
Sign-up for sioax investment picks
  • Holdings: SSgA Government Money Market Fund , Royal Dutch Shell PLC ADR Class A , Royal Dutch Shell PLC ADR Class B , Heico Corp , Hubbell Inc Class A ,
  • Category: Market Neutral
Sign-up for acvqx investment picks
  • Holdings: GMO Benchmark-Free Allocation MF ,
  • Category: World Allocation
Sign-up for warax investment picks
  • Holdings: GMO Benchmark-Free Allocation MF ,
  • Category: World Allocation
Sign-up for warcx investment picks
  • Holdings: GMO Benchmark-Free Allocation MF ,
  • Category: World Allocation
Sign-up for wardx investment picks
  • Holdings: PIMCO Income Instl , PIMCO Real Return Instl , PIMCO 1-5 Year U.S. TIPS ETF , PIMCO Senior Floating Rate Instl , AllianzGI Short Duration High Inc Instl ,
  • Category: Target Date 2021-2025
Sign-up for gvsax investment picks
  • Holdings: AllianzGI Best Styles Global Equity R6 , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl , AllianzGI NFJ Global Dividend Val Instl , PIMCO Floating Income Instl ,
  • Category: Target Date 2051+
Sign-up for gliax investment picks
  • Holdings: AllianzGI Best Styles Global Equity R6 , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl , PIMCO Floating Income Instl , AllianzGI NFJ Global Dividend Val Instl ,
  • Category: Target Date 2041-2045
Sign-up for gbvax investment picks
  • Holdings: AllianzGI Best Styles Global Equity R6 , PIMCO Income Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Floating Income Instl , AllianzGI US Managed Volatility Instl ,
  • Category: Target Date 2031-2035
Sign-up for gvrax investment picks
  • Holdings: Keurig Green Mountain Inc , Keurig Green Mountain Inc , Teva Pharmaceutical Industries Ltd ADR , Exelon Corp , Questcor Pharmaceuticals Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 5 Stars
Sign-up for dgqax investment picks
  • Holdings: US Treasury Note 1.5% , US Treasury Note 1% , US Treasury Note 2.5% , FHLMC 4.5% , Texas Competitive Elec Hldgs Debtor In Possession ,
  • Category: Tactical Allocation
Sign-up for jdstx investment picks
  • Holdings: US Treasury Note 1.5% , US Treasury Note 1% , US Treasury Note 2.5% , FHLMC 4.5% , Texas Competitive Elec Hldgs Debtor In Possession ,
  • Category: Tactical Allocation
Sign-up for jdsix investment picks
  • Holdings: U.S. Treasury Notes 2.75% , US Treasury Note 1.75% , U.S. Treasury Notes 1.625% , US Treasury Note 1.5% , U.S. Treasury Notes 2.50% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
Sign-up for hstrx 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: 4 Stars
Sign-up for cvbwx 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: 4 Stars
Sign-up for cvbrx investment picks
  • Holdings: Guggenheim Strategy III , Guggenheim Strategy I , Guggenheim Strategy Ii , Msswap2 , Guggenheim BulletShrs®2016 HY CorpBd ETF ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for gilix investment picks
  • Holdings: E-mini S&P 500 Index Future June14 , Target Corp , Cisco Systems Inc , General Motors Co , Qualcomm Inc ,
  • Category: World Allocation
Sign-up for pqizx investment picks
  • Holdings: GMO Implementation , GMO Alpha Only IV , Gmo Alto Fof Mutual Fund , GMO Debt Opportunities VI , GMO Emerging Country Debt IV ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for gbmfx 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 eaxfx investment picks
  • Holdings: NYSE/Liffe 10 Year US Treasury Note Future Sept14 , Verizon Communications Inc , Reynolds American Inc , Total SA ADR , Altria Group Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for fmuax investment picks
  • Holdings: NYSE/Liffe 10 Year US Treasury Note Future Sept14 , Verizon Communications Inc , Reynolds American Inc , Total SA ADR , Altria Group Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fmnbx investment picks
  • Holdings: NYSE/Liffe 10 Year US Treasury Note Future Sept14 , Verizon Communications Inc , Reynolds American Inc , Total SA ADR , Altria Group Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for fmucx investment picks
  • Holdings: Denbury Resources Inc , Apple Inc , Iron Mountain Inc , Loews Corp , Wal-Mart Stores Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
Sign-up for fmlsx 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: wmcnx - William Blair Macro Allocation N - Large Value to fmlsx - Wasatch Long/Short Investor - 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