Funds From: CHLCX - Compass EMP Long/Short Strategies C - Large Blend to RPPVX - American Funds Preservation Port R1


  • Holdings: Sigma-Aldrich Corp , E-mini S&P 500 Index Future Dec14 , Stericycle Inc , McDonald's Corp , Wal-Mart Stores Inc ,
  • Category: Long/Short Equity
Sign-up for CHLCX investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for US3536125830 investment picks
  • Holdings: Zynga Inc Class A , Opko Health Inc , Tesla Motors Inc , Aegerion Pharmaceuticals Inc , Rally Software Development Corp ,
  • Category: Long/Short Equity
Sign-up for CIAAX investment picks
  • Holdings: 10 Year US Treasury Note Future Dec14 , 10 Year US Treasury Note Future Dec14 , Euro-Bund 12/08/2014 , E-mini S&P 500 Index Future Dec14 , Aqr Risk Parity Ii Mv Off ,
  • Category: Tactical Allocation
Sign-up for QRMIX investment picks
  • Holdings: PNC Bond I , PNC Limited Maturity Bond I , PNC Large Cap Core I , Vanguard Inflation-Protected Secs Adm , PNC International Equity I ,
  • Category: Retirement Income
Sign-up for PDTAX investment picks
  • Holdings: iShares MSCI ACWI , iShares Floating Rate Bond , Technology Select Sector SPDR® ETF , Industrial Select Sector SPDR® ETF , Vanguard Telecommunication Services ETF ,
  • Category: Tactical Allocation
Sign-up for ATTRX investment picks
  • Holdings: iShares MSCI India Index , China Mobile Ltd , Samsung Electronics Co Ltd , OTP Bank PLC , Sanlam Ltd ,
  • Category: Diversified Emerging Mkts
Sign-up for BIAQX investment picks
  • Holdings: American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Bond Fund of Amer R6 , American Funds Capital World Gr&Inc R6 , American Funds Fundamental Invs R6 ,
  • Category: Moderate Allocation
Sign-up for CSTAX investment picks
  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2041-2045
Sign-up for LTMTX investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Moderate Allocation
Sign-up for RBAAX investment picks
  • Holdings: BlackRock Master Total Return Portfolio , BlackRock EuroFund Instl , BlackRock Master Large Cap Growth Port , BlackRock Master Basic Value LLC , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for BLHIX investment picks
  • Holdings: Berkshire Hathaway Inc Class B , American Express Co , 3M Co , Honeywell International Inc , General Electric Co ,
  • Category: Large Value
Sign-up for GLLIX investment picks
  • Holdings: NetApp Inc , Lockheed Martin Corp , EMC Corp , General Dynamics Corp , Dr Pepper Snapple Group Inc ,
  • Category: Large Blend
Sign-up for CLTAX investment picks
  • Holdings: E-mini S&P 500 Index Future Dec14 , MSCI EAFE Index Future Dec14 , Columbia Commodity Strategy I , MSCI Emerging Market Index Future Dec14 , Germany (Federal Republic Of) 0.78921% ,
  • Category: Tactical Allocation
Sign-up for CRKRX investment picks
  • Holdings: Capitol Federal Financial Inc , Empire District Electric Co , CACI International Inc Class A , ALLETE Inc , Proassurance Corp ,
  • Category: Small Blend
Sign-up for CHSCX investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for JPCIX investment picks
  • Category: Muni California Long
Sign-up for PCTTX investment picks
  • Holdings: Sigma-Aldrich Corp , E-mini S&P 500 Index Future Dec14 , Stericycle Inc , McDonald's Corp , Wal-Mart Stores Inc ,
  • Category: Long/Short Equity
Sign-up for CHLIX investment picks
  • Holdings: Zynga Inc Class A , Opko Health Inc , Tesla Motors Inc , Aegerion Pharmaceuticals Inc , Rally Software Development Corp ,
  • Category: Long/Short Equity
Sign-up for CIAAX investment picks
  • Holdings: Bank of Montreal , BCE Inc , Oversea-Chinese Banking Corp Ltd , ACE Ltd , Royal Bank Of Canada ,
  • Category: Foreign Large Blend
Sign-up for CVHAX investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares Core US Aggregate Bond ,
  • Category: Target Date 2031-2035
Sign-up for JPBRX investment picks
  • Holdings: Brent Crude Futr Nov14 , Gold 100 Oz Futr Dec14 , Natural Gas Futr Nov14 , Lme Nickel Future Nov14 , Wti Crude Future Jan15 ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
Sign-up for CCSCX investment picks
  • Holdings: Tencent Holdings Ltd , Taiwan Semiconductor Manufacturing Co Ltd ADR , India Fund Inc Common , China Am Hk , HDFC Bank Ltd ADR ,
  • Category: Diversified Emerging Mkts
Sign-up for CVMCX investment picks
  • Holdings: Invesco Balanced-Risk Allc R6 , Invesco Balanced-Risk Agrsv Allc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for TNAFX investment picks
  • Category: Commodities Broad Basket
Sign-up for NGVIX investment picks
  • Holdings: Fed Natl Mort Assc 4% , Fed Natl Mort Assc 6% , Fed Natl Mort Assc 3.5% , Govt Natl Mtg Asso 3% , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for PAAEX investment picks
  • Holdings: Energy Transfer Partners LP , Starwood Property Trust, Inc. , BAE Systems PLC , Belgacom SA , AT&T Inc ,
  • Category: World Stock
Sign-up for TAIGX investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Microsoft Corp , Google Inc Class A , Micron Technology Inc ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for CTHRX investment picks
  • Holdings: BOC Hong Kong Holdings Ltd , HKT Trust and HKT Ltd , AbbVie Inc , Westpac Banking Corp , Union Pacific Corp ,
  • Category: World Stock
Sign-up for NUGAX investment picks
  • Category: Short-Term Bond
Sign-up for RPPVX 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: CHLCX - Compass EMP Long/Short Strategies C - Large Blend to RPPVX - American Funds Preservation Port R1
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 Name |  Ticker |  Popularity |  Our Choices |  Most Recent