Funds From: iyicx - Ivy Municipal High Income C to lptax - Permal Alternative Core A Load Waived - Mid Value


  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
Sign-up for iyicx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
Sign-up for iyiyx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
Sign-up for iyiax investment picks
  • Holdings: Tableau Software Inc Class A , Palo Alto Networks Inc , Workday Inc Class A , ServiceNow Inc , Illumina Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for dwugx investment picks
  • Holdings: Ulta Salon Cosmetics & Fragrances Inc , eBay Inc , Williams-Sonoma Inc , Cameron International Corp , Integrys Energy Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for tvdax investment picks
  • Holdings: eBay Inc , Lennar Corp , EOG Resources Inc , B/E Aerospace Inc , Williams-Sonoma Inc ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for tvmax investment picks
  • Holdings: Lennar Corp , EOG Resources Inc , B/E Aerospace Inc , Expedia Inc , Cognizant Technology Solutions Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for tvaax investment picks
  • Holdings: Celgene Corp , Alexion Pharmaceuticals Inc , Precision Castparts Corp , Priceline Group Inc , Regeneron Pharmaceuticals Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for dsmlx investment picks
  • Holdings: General Electric Co , PepsiCo Inc , United Technologies Corp , Procter & Gamble Co , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for paulx investment picks
  • Holdings: General Electric Co , PepsiCo Inc , United Technologies Corp , Procter & Gamble Co , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for trulx investment picks
  • Holdings: American Funds Interm Bd Fd of Amer R6 , American Funds American Balanced R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds American Mutual R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 5 Stars
Sign-up for rrctx investment picks
  • Category: Short Government
  • Morningstar Rating: 5 Stars
Sign-up for eildx investment picks
  • Holdings: Cermaq ASA , Delta Lloyd N.V , Orora Ltd , Investec PLC , Catlin Group Ltd ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 3 Stars
Sign-up for advix investment picks
  • Holdings: H&R Block Inc , Loews Corp , Allied World Assurance Co Holdings AG , CST Brands Inc , Gulfport Energy Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for advgx investment picks
  • Holdings: Chugoku Marine Paints Ltd , Chiyoda Corp , Cermaq ASA , Smurfit Kappa Group PLC , Kennedy Wilson Europe Real Estate Plc ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 3 Stars
Sign-up for advex investment picks
  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds SMALLCAP World R6 , American Funds AMCAP R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 Stars
Sign-up for rfgtx investment picks
  • Holdings: American Funds US Government Sec R6 , American Funds American Balanced R6 , American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
Sign-up for rfetx investment picks
  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds SMALLCAP World R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 5 Stars
Sign-up for rfitx investment picks
  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds SMALLCAP World R6 ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 5 Stars
Sign-up for rfhtx investment picks
  • Holdings: American Funds American Balanced R6 , American Funds Washington Mutual R6 , American Funds SMALLCAP World R6 , American Funds AMCAP R6 , American Funds Invmt Co of Amer R6 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 5 Stars
Sign-up for rfftx investment picks
  • Holdings: American Funds Washington Mutual R6 , American Funds American Balanced R6 , American Funds Invmt Co of Amer R6 , American Funds US Government Sec R6 , American Funds American Mutual R6 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 5 Stars
Sign-up for rfdtx investment picks
  • Holdings: American Funds Income Fund of Amer R6 , American Funds Capital Income Bldr R6 , American Funds Interm Bd Fd of Amer R6 , American Funds Bond Fund of Amer R6 , American Funds US Government Sec R6 ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 5 Stars
Sign-up for rfjtx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for gwmtx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for gwmsx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for gwmix investment picks
  • Holdings: Nestle SA , Occidental Petroleum Corp , Comcast Corp Class A , Bayer AG , Johnson & Johnson ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for ibgfx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for munix investment picks
  • Holdings: Russell 2000 Index Mini TIC , Amsurg Corp , Dealertrack Technologies Inc , Marriott Vacations Worldwide Corp , ALLETE Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for sllax investment picks
  • Holdings: S&P 500 Index Future Mar15 , Microsoft Corp , Citigroup Inc , Visa Inc Class A , MasterCard Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for slgax investment picks
  • Holdings: JHancock Absolute Return Currency R6 , Gotham Absolute Return Institutional , ProShares UltraShort 20+ Year Treasury , Industrial Select Sector SPDR® ETF , Technology Select Sector SPDR® ETF ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
Sign-up for lptax 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: iyicx - Ivy Municipal High Income C to lptax - Permal Alternative Core A Load Waived - Mid 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 Name |  Ticker |  Popularity |  Our Choices |  Most Recent