Funds From: oppex - Oppenheimer Capital Income A LW - Large Value to pacix - Columbia Convertible Securities A LW - Large Value


  • 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 oppex 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 secex investment picks
  • Holdings: Apache Corporation , Consolidated Water Co Ltd , CVR Refining LP , Qualcomm Inc , Dollar Gen Corp New 3.25% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for twoax investment picks
  • Holdings: Apple Inc , Freeport-McMoRan Inc , Johnson & Johnson , Schlumberger NV , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fblax investment picks
  • Holdings: Apple Inc , Freeport-McMoRan Inc , Johnson & Johnson , Schlumberger NV , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for fbmcx investment picks
  • Holdings: Us 10yr Note (Cbt)jun14 Xcbt 20140619 , Can 10yr Bond Fut Jun14 Xmod 20140619 , Long Gilt Future Jun14 Xlif 20140626 , S+p500 Emini Fut Jun14 Xcme 20140620 , Euro-Bund Future Jun14 Xeur 20140606 ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for pasix investment picks
  • Holdings: SEI Short-Duration Government A (SDIT) , SEI Multi-Asset Cap Stability A (SIMT) , SEI Real Return A (SIMT) , SEI US Fixed Income A (SIMT) , SEI Multi-Asset Income A (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for snsax investment picks
  • Holdings: SEI Short-Duration Government A (SDIT) , SEI Multi-Asset Cap Stability A (SIMT) , SEI Real Return A (SIMT) , SEI US Fixed Income A (SIMT) , SEI Multi-Asset Income A (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for sedix investment picks
  • Holdings: SEI Multi-Asset Cap Stability A (SIMT) , SEI Enhanced Income A (SIMT) , SEI Global Managed Volatility A (SIMT) , SEI US Fixed Income A (SIMT) , SEI Multi-Asset Inflation Mgd A (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for svsax investment picks
  • Holdings: SEI Multi-Asset Cap Stability A (SIMT) , SEI Enhanced Income A (SIMT) , SEI Global Managed Volatility A (SIMT) , SEI US Fixed Income A (SIMT) , SEI Multi-Asset Inflation Mgd A (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for sicix investment picks
  • Holdings: SEI Global Managed Volatility A (SIMT) , SEI Multi-Asset Cap Stability A (SIMT) , SEI Multi-Asset Inflation Mgd A (SIMT) , SEI Multi-Asset Accumulation A (SIMT) , SEI US Managed Volatility A (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for smoax investment picks
  • Holdings: SEI Global Managed Volatility A (SIMT) , SEI Multi-Asset Cap Stability A (SIMT) , SEI Multi-Asset Inflation Mgd A (SIMT) , SEI Multi-Asset Accumulation A (SIMT) , SEI US Managed Volatility A (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for smsix investment picks
  • Holdings: Microsoft Corp , Forest Laboratories Inc , Korea Monetary Stab Bond Sr Unsecured 06/16 2.79 , Ireland(Rep Of) 5.4% , Samsung Electronics Co Ltd ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for vglsx investment picks
  • Holdings: Chevron Corp , International Business Machines Corp , Qualcomm Inc , Verizon Communications Inc , ConocoPhillips ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
Sign-up for tdelx 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 lgeyx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , China Mobile Ltd ADR , Baidu Inc ADR , Itau Unibanco Holding SA ADR , Ambev SA ADR ,
  • Category: Trading-Leveraged Equity
Sign-up for uupsx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , China Mobile Ltd ADR , Baidu Inc ADR , Itau Unibanco Holding SA ADR , Ambev SA ADR ,
  • Category: Trading-Leveraged Equity
Sign-up for uupix investment picks
  • Holdings: SEI US Managed Volatility A (SIMT) , SEI High Yield Bond A (SIMT) , SEI Real Estate A (SIMT) ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for smgax investment picks
  • Holdings: SEI High Yield Bond A (SIMT) , SEI US Managed Volatility A (SIMT) , SEI Real Estate A (SIMT) ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for stdax investment picks
  • Holdings: SEI US Managed Volatility A (SIMT) , SEI High Yield Bond A (SIMT) , SEI Tax-Managed Large Cap A (SIMT) , SEI International Equity A (SIT) , SEI Real Estate A (SIMT) ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 5 Stars
Sign-up for sxmax investment picks
  • Holdings: Future Contract On S&P500 Emini Fut Jun14 , Trs Sell Msci Daily Net Eafe Usd Buy Bba Libor Usd 1 Month -10.0 /Short/ , Trs Sell Msci Daily Net Eafe Usd Buy Bba Libor Usd 1 Month -10.0 /Long/ , Trs Sell Msci Daily Net Eafe Usd Buy Bba Libor Usd 1 Month -2.5 /Short/ , Trs Sell Msci Daily Net Eafe Usd Buy Bba Libor Usd 1 Month -2.5 /Long/ ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
Sign-up for gapox investment picks
  • Holdings: Us 10yr Note (Cbt)jun14 Xcbt 20140619 , Can 10yr Bond Fut Jun14 Xmod 20140619 , Long Gilt Future Jun14 Xlif 20140626 , S+p500 Emini Fut Jun14 Xcme 20140620 , Euro-Bund Future Jun14 Xeur 20140606 ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for pasix investment picks
  • Holdings: Us 10yr Note (Cbt)jun14 Xcbt 20140619 , Can 10yr Bond Fut Jun14 Xmod 20140619 , Long Gilt Future Jun14 Xlif 20140626 , S+p500 Emini Fut Jun14 Xcme 20140620 , Euro-Bund Future Jun14 Xeur 20140606 ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for pasox investment picks
  • Holdings: Us 10yr Note (Cbt)jun14 Xcbt 20140619 , Can 10yr Bond Fut Jun14 Xmod 20140619 , Long Gilt Future Jun14 Xlif 20140626 , S+p500 Emini Fut Jun14 Xcme 20140620 , Euro-Bund Future Jun14 Xeur 20140606 ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for pasyx investment picks
  • Holdings: Us 10yr Note (Cbt)jun14 Xcbt 20140619 , Can 10yr Bond Fut Jun14 Xmod 20140619 , Long Gilt Future Jun14 Xlif 20140626 , S+p500 Emini Fut Jun14 Xcme 20140620 , Euro-Bund Future Jun14 Xeur 20140606 ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for paspx investment picks
  • Holdings: iShares MBS , SPDR Barclays International Treasury Bd , Walgreen Co , CVS Caremark Corp , Germany (Federal Republic Of) 3.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for lcrix investment picks
  • Holdings: Apple Inc , Freeport-McMoRan Inc , Johnson & Johnson , Schlumberger NV , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for fblax 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 eaafx 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 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 pacix 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: oppex - Oppenheimer Capital Income A LW - Large Value to pacix - Columbia Convertible Securities A LW - 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