Funds From: dffix - Delaware Foundation Moderate Allc I - Large Blend to pamtx - Putnam AMT - Free Municipal C


  • Holdings: 30 Year US Treasury Bond Future Mar15 , FNMA 4% TBA , FNMA 4% TBA , Teva Pharmaceutical Industries Ltd ADR , Novartis AG ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for dffix investment picks
  • Holdings: Apple Inc , E-mini S&P 500 Index Future Mar15 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for vpbmx investment picks
  • Holdings: Vail Resorts Inc , Ultimate Software Group Inc , DexCom Inc , Cepheid , SVB Financial Group ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for wsgax investment picks
  • Holdings: Simon Property Group Inc , Prologis Inc , AvalonBay Communities Inc , Boston Properties Inc , Vornado Realty Trust ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for urtlx investment picks
  • Holdings: Skyworks Solutions Inc , Advance Auto Parts Inc , Hanesbrands Inc , Community Health Systems Inc , Salix Pharmaceuticals Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for pgmix investment picks
  • Holdings: JPMorgan Chase & Co , Discover Financial Services , Hanover Insurance Group Inc , HCC Insurance Holdings Inc , PNC Financial Services Group Inc ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
Sign-up for sbfax investment picks
  • Holdings: Maximus Inc , Brunswick Corp , Western Alliance Bancorp , Steris Corp , Triumph Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for gtscx investment picks
  • Holdings: Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Small Cap Equity Y , Russell US Dynamic Equity Y , Russell US Core Equity Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for relsx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
Sign-up for esacx investment picks
  • Holdings: MasterCard Inc Class A , Lowe's Companies Inc , Stericycle Inc , Amazon.com Inc , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for bgfix investment picks
  • Holdings: Demandware Inc , Sapient Corp , Astronics Corp , Shutterfly Inc , Viasat Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for fcsgx investment picks
  • Holdings: iShares Russell 2000 Value , Chesapeake Lodging Trust , Esterline Technologies , Pebblebrook Hotel Trust , Strategic Hotels & Resorts Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for gssix investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
Sign-up for mgvcx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for mxgmx investment picks
  • Holdings: Apple Inc , American International Group Inc , eBay Inc , Best Buy Co Inc , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for gabbx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for fceix investment picks
  • Holdings: Apple Inc , Johnson & Johnson , JPMorgan Chase & Co , Wells Fargo & Co , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cgiix investment picks
  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Home Depot Inc , Google Inc Class C , UnitedHealth Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for agrbx investment picks
  • Holdings: Apple Inc , Schlumberger NV , Visa Inc Class A , Actavis PLC , Liberty Global PLC Class C ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for gepsx investment picks
  • Holdings: Intel Corp , Texas Instruments Inc , Micron Technology Inc , Qorvo Inc , Applied Materials Inc ,
  • Category: Technology
  • Morningstar Rating: 1 Stars
Sign-up for rysax investment picks
  • Holdings: Bayer AG , Baidu Inc ADR , Toyota Motor Corp , Zurich Insurance Group AG , China Mobile Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for wfecx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for phyyx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for gsusx investment picks
  • Holdings: Russell Index Swap Bllt ,
  • Category: Trading-Leveraged Equity
Sign-up for dxrlx investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Visa Inc Class A , Union Pacific Corp , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ngipx investment picks
  • Holdings: HSBC Holdings PLC , Roche Holding AG Dividend Right Cert. , British American Tobacco PLC , Commonwealth Bank of Australia , Total SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for gcicx investment picks
  • Holdings: Facebook Inc Class A , Canadian Pacific Railway Ltd , Apple Inc , Visa Inc Class A , Biogen Idec Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for nfecx investment picks
  • Holdings: Kinder Morgan, Inc. , Exxon Mobil Corporation , Valero Energy Corp , Noble Energy Inc , Energen Corp ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
Sign-up for sbmbx investment picks
  • Holdings: Visa Inc Class A , Baidu Inc ADR , Priceline Group Inc , Facebook Inc Class A , Allergan Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for mgrsx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for pamtx 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: dffix - Delaware Foundation Moderate Allc I - Large Blend to pamtx - Putnam AMT - Free Municipal C
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