Funds From: ridax - American Funds Inc Fund of Amer R1 - Large Value to cimax - American Funds Inc Fund of Amer 529A LW - Large Value


  • Holdings: Merck & Co Inc , Microsoft Corp , General Electric Co , Verizon Communications Inc , Pfizer Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ridax investment picks
  • Holdings: Merck & Co Inc , Microsoft Corp , General Electric Co , Verizon Communications Inc , Pfizer Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for ridex investment picks
  • Holdings: Merck & Co Inc , Microsoft Corp , General Electric Co , Verizon Communications Inc , Pfizer Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ifacx investment picks
  • Holdings: Merck & Co Inc , Microsoft Corp , General Electric Co , Verizon Communications Inc , Pfizer Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for ifafx investment picks
  • Holdings: Merck & Co Inc , Microsoft Corp , General Electric Co , Verizon Communications Inc , Pfizer Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for ridgx investment picks
  • Holdings: iShares MSCI EAFE , iShares 7-10 Year Treasury Bond , iShares Russell 1000 Value , iShares S&P 500 Value , iShares iBoxx $ Invst Grade Crp Bond ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for umafx investment picks
  • Holdings: Enterprise Products Partners LP , Magellan Midstream Partners, L.P. , Plains All American Pipeline LP , Energy Transfer Equity LP , Harbinger Grp 7.75% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for pgdpx investment picks
  • Holdings: iShares Core MSCI Emerging Market , SPDR S&P Global Natural Resources , SPDR Dow Jones Intl Real Estate , iShares Gold Trust , WisdomTree Emerging Markets Local Debt ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for usrrx investment picks
  • Holdings: iShares Core MSCI Emerging Market , SPDR S&P Global Natural Resources , SPDR Dow Jones Intl Real Estate , iShares Gold Trust , WisdomTree Emerging Markets Local Debt ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for uirrx investment picks
  • Holdings: Public Service Enterprise Group Inc , Microsoft Corp , Royal Dutch Shell PLC ADR Class A , JPMorgan Chase & Co , Total SA ADR ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for hwiix investment picks
  • Holdings: Public Service Enterprise Group Inc , Microsoft Corp , Royal Dutch Shell PLC ADR Class A , JPMorgan Chase & Co , Total SA ADR ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for hwiax investment picks
  • Holdings: Public Service Enterprise Group Inc , Microsoft Corp , Royal Dutch Shell PLC ADR Class A , JPMorgan Chase & Co , Total SA ADR ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for hwiax investment picks
  • Holdings: PIMCO Total Return Instl , Lord Abbett Core Fixed Income I , T. Rowe Price New Income , Janus Flexible Bond I , Metropolitan West Total Return Bond I ,
  • Category: World Allocation
Sign-up for hinax investment picks
  • Holdings: PIMCO Total Return Instl , Lord Abbett Core Fixed Income I , T. Rowe Price New Income , Janus Flexible Bond I , Metropolitan West Total Return Bond I ,
  • Category: World Allocation
Sign-up for hinbx investment picks
  • Holdings: PIMCO Total Return Instl , Lord Abbett Core Fixed Income I , T. Rowe Price New Income , Janus Flexible Bond I , Metropolitan West Total Return Bond I ,
  • Category: World Allocation
Sign-up for hincx investment picks
  • Holdings: PIMCO Total Return Instl , Lord Abbett Core Fixed Income I , T. Rowe Price New Income , Janus Flexible Bond I , Metropolitan West Total Return Bond I ,
  • Category: World Allocation
Sign-up for hinax investment picks
  • Holdings: Eli Lilly and Co , JPMorgan Chase & Co , Microsoft Corp , Verizon Communications Inc , Merck & Co Inc ,
  • Category: Aggressive Allocation
Sign-up for lscax investment picks
  • Holdings: Eli Lilly and Co , JPMorgan Chase & Co , Microsoft Corp , Verizon Communications Inc , Merck & Co Inc ,
  • Category: Aggressive Allocation
Sign-up for lsccx investment picks
  • Holdings: Eli Lilly and Co , JPMorgan Chase & Co , Microsoft Corp , Verizon Communications Inc , Merck & Co Inc ,
  • Category: Aggressive Allocation
Sign-up for lscyx investment picks
  • Holdings: NYSE/Liffe 2 Year US Treasury Note Future June14 , 5 Year US Treasury Note Future June14 , iShares MSCI EAFE , Federated Mortgage Core Portfolio , High Yield Bond Portfolio ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for qibgx investment picks
  • Holdings: Johnson & Johnson , Merck & Co Inc , Ares Capital Corporation , AXA SA , Nestle SA ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ivbbx investment picks
  • Holdings: Johnson & Johnson , Merck & Co Inc , Ares Capital Corporation , AXA SA , Nestle SA ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ivbcx investment picks
  • Holdings: Johnson & Johnson , Merck & Co Inc , Ares Capital Corporation , AXA SA , Nestle SA ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ivbyx investment picks
  • Holdings: Eli Lilly and Co , JPMorgan Chase & Co , Microsoft Corp , Verizon Communications Inc , Merck & Co Inc ,
  • Category: Aggressive Allocation
Sign-up for lscax investment picks
  • Holdings: NYSE/Liffe 2 Year US Treasury Note Future June14 , 5 Year US Treasury Note Future June14 , iShares MSCI EAFE , Federated Mortgage Core Portfolio , High Yield Bond Portfolio ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for qcbgx investment picks
  • Holdings: NYSE/Liffe 2 Year US Treasury Note Future June14 , 5 Year US Treasury Note Future June14 , iShares MSCI EAFE , Federated Mortgage Core Portfolio , High Yield Bond Portfolio ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for qabgx investment picks
  • Holdings: NYSE/Liffe 2 Year US Treasury Note Future June14 , 5 Year US Treasury Note Future June14 , iShares MSCI EAFE , Federated Mortgage Core Portfolio , High Yield Bond Portfolio ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for qabgx investment picks
  • Holdings: iShares MSCI Emerging Markets , Sentinel Total Return Bond I , Putnam Diversified Income Y , Federated Bond Instl , Prudential Total Return Bond Z ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fldfx investment picks
  • Holdings: Johnson & Johnson , Merck & Co Inc , Ares Capital Corporation , AXA SA , Nestle SA ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ivbax investment picks
  • Holdings: Merck & Co Inc , Microsoft Corp , General Electric Co , Verizon Communications Inc , Pfizer Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for cimax 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: ridax - American Funds Inc Fund of Amer R1 - Large Value to cimax - American Funds Inc Fund of Amer 529A 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