Funds From: NICCX - Nuveen Intelligent Risk Cnsrv Allc C - Large Blend to CPBFX - Invesco Core Plus Bond R6


  • Holdings: iShares National AMT-Free Muni Bond , iShares 20+ Year Treasury Bond , PowerShares DB Commodity Tracking ETF , iShares Russell 1000 , PowerShares DB Gold ETF ,
  • Category: Tactical Allocation
Sign-up for NICCX investment picks
  • Holdings: BlackRock EuroFund Instl , BlackRock Master Large Cap Growth Port , BlackRock Master Basic Value LLC , BlackRock Master Total Return Portfolio , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for BLKIX investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , British American Tobacco PLC ADR , Coca-Cola Co , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for FSJHX investment picks
  • Category: Tactical Allocation
Sign-up for NICAX investment picks
  • Holdings: Apple Inc , Johnson & Johnson , JPMorgan Chase & Co , Amgen Inc , Roche Holding AG Dividend Right Cert. ,
  • Category: World Stock
Sign-up for FBLYX investment picks
  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Canadian Pacific Railway Ltd , Biogen Idec Inc , Alibaba Group Holding Ltd ADR ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for CSFRX investment picks
  • Holdings: 361 Managed Futures Strategy I , Angel Oak Multi-Strategy Income Instl , Merk Absolute Return Currency Inst , Merger Investor , Velocity Capital Long/Volatility Fund ,
  • Category: Multialternative
Sign-up for FMNRX investment picks
  • Holdings: Linn Energy LLC , Legacy Reserves LP , EV Energy Partners LP , Memorial Production Partners LP , QR Energy LP ,
  • Category: Equity Energy
Sign-up for CURCX investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for GGYSX investment picks
  • Category: Inflation-Protected Bond
Sign-up for FSIYX investment picks
  • Category: Emerging Markets Bond
Sign-up for JECCX 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 2031-2035
Sign-up for LFETX investment picks
  • Holdings: Argo Group International Holdings Ltd , NICE-Systems Ltd ADR , Wabash National Corp , Microsemi Corp , Petroquest Energy Inc ,
  • Category: Small Value
Sign-up for LSRIX investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Global Bond R5 ,
  • Category: Target Date 2011-2015
Sign-up for LFTDX 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 CBAEX investment picks
  • Category: Intermediate-Term Bond
Sign-up for HQBAX investment picks
  • Holdings: iShares National AMT-Free Muni Bond , iShares 20+ Year Treasury Bond , PowerShares DB Commodity Tracking ETF , iShares Russell 1000 , PowerShares DB Gold ETF ,
  • Category: Tactical Allocation
Sign-up for NICIX investment picks
  • Category: Multisector Bond
Sign-up for CSOIX investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for CFSRX investment picks
  • Holdings: Naspers Ltd Class N , Samsung Electronics Co Ltd , Tata Motors Ltd ADR , HDFC Bank Ltd ADR , China Construction Bank Corp H Shares ,
  • Category: Diversified Emerging Mkts
Sign-up for JOEMX investment picks
  • Category: Muni New York Long
Sign-up for MNOVX investment picks
  • Holdings: PowerShares DB Gold ETF , Vanguard REIT ETF , iShares Russell 1000 , iShares Russell 2000 , Vanguard FTSE Developed Markets ETF ,
  • Category: Tactical Allocation
Sign-up for NIDAX investment picks
  • Category: High Yield Bond
Sign-up for FSADX investment picks
  • Holdings: Bunzl PLC , OBIC Co., Ltd. , Amadeus IT Holding SA , Next PLC , Bellway PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
Sign-up for MIDLX investment picks
  • Holdings: iShares MSCI ACWI , Vanguard Total Bond Market ETF , SPDR® Barclays Short Term Hi Yld Bd ETF , Vanguard Growth ETF , Vanguard Value ETF ,
  • Category: Tactical Allocation
Sign-up for TTAIX investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for MHIKX investment picks
  • Holdings: Bmi28bcs1 Irs Usd P F .75500 2 Cppvanilla , Bmi28bcs1 Irs Usd R V 03mlibor 1 Ccpvanilla , Us 10yr Note (Cbt)dec14 Xcbt 20141219 , Bmi2cbvj5 Irs Usd R V 03mlibor 1 Ccp , Bmi2cbvj5 Irs Usd P F .72150 2 Ccp ,
  • Category: Multialternative
Sign-up for MMPIX investment picks
  • Category: World Bond
  • Morningstar Rating: 2 Stars
Sign-up for CLBWX investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
Sign-up for LBAFX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for CPBFX 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: NICCX - Nuveen Intelligent Risk Cnsrv Allc C - Large Blend to CPBFX - Invesco Core Plus Bond R6
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