Funds From: reasx - Russell US Core Equity I - Large Blend to bgrwx - Barrett Growth - Large Growth


  • Holdings: Pfizer Inc , Apple Inc , Wells Fargo & Co , Johnson & Johnson , Bank of America Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for reasx investment picks
  • Holdings: Apple Inc , Google Inc Class C , Oracle Corporation , Microsoft Corp , Boeing Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for mcpbx investment picks
  • Holdings: Skyworks Solutions Inc , The ADT Corp , Office Depot Inc , General Dynamics Corp , Ashland Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for nbrvx investment picks
  • Holdings: Travelers Companies Inc , Pfizer Inc , Johnson & Johnson , Procter & Gamble Co , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mblnx investment picks
  • Holdings: Apple Inc , MasterCard Inc Class A , Gilead Sciences Inc , Celgene Corp , Biogen Idec Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for wlgax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for wapix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for pcybx investment picks
  • Holdings: Sterling Capital Total Return Bond I , Sterling Capital Behavioral Intl Eq Inst , Sterling Capital Special Opps Inst , Sterling Capital Equity Income Instl ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for bmgtx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
Sign-up for hxbix investment picks
  • Holdings: Novartis AG , Nestle SA , Honda Motor Co Ltd , China Mobile Ltd , Syngenta AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for bbhex investment picks
  • Holdings: Synopsys Inc , CR Bard Inc , CareFusion Corp , Xcel Energy Inc , Ventas Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for dalcx investment picks
  • Holdings: Priceline Group Inc , LinkedIn Corp Class A , Illumina Inc , Amazon.com Inc , Pharmacyclics Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for umlgx investment picks
  • Holdings: Google Inc Class A , Apple Inc , Facebook Inc Class A , Gilead Sciences Inc , Micron Technology Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for pvfcx investment picks
  • Holdings: Apple Inc , Wells Fargo & Co , Exxon Mobil Corporation , Costco Wholesale Corp , Sempra Energy ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for pwcix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for bicbx investment picks
  • Category: Muni California Intermediate
  • Morningstar Rating: 1 Stars
Sign-up for cntix investment picks
  • Holdings: Simon Property Group Inc , American Tower Corp , Ventas Inc , Weyerhaeuser Co , Equity Residential ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for arfcx investment picks
  • Holdings: JPMorgan Intrepid America Sel , JPMorgan US Equity Sel , JPMorgan Core Bond Select , JPMorgan Large Cap Value Select , JPMorgan Core Plus Bond Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ongix investment picks
  • Holdings: Berry Plastics Group Inc , BankUnited Inc , Entravision Communications Corp , Mentor Graphics Corp , Evertec Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for acscx investment picks
  • Holdings: Apple Inc , Southwest Airlines Co , Marriott International Inc Class A , Gilead Sciences Inc , T. Rowe Price Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for dtccx investment picks
  • Holdings: Sensient Technologies Corp , La-Z-Boy Inc , Steris Corp , Thor Industries Inc , Group 1 Automotive Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for fvadx investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Comcast Corp Class A , Gilead Sciences Inc , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for slgix investment picks
  • Holdings: MFS® Value I , Thornburg International Value I , T. Rowe Price Blue Chip Growth , Oakmark I , Invesco Growth and Income R6 ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for wbgax investment picks
  • Holdings: Apple Inc , Nike Inc Class B , Becton Dickinson & Co , T. Rowe Price Group Inc , PepsiCo Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for wsefx investment picks
  • Holdings: Simon Property Group Inc , Equity Residential , Health Care REIT, Inc. , Vornado Realty Trust , SL Green Realty Corp ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for csrix investment picks
  • Holdings: Nestle SA , Bayer AG , Canadian National Railway Co , Danone , LVMH Moet Hennessy Louis Vuitton SA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mqgix investment picks
  • Holdings: E-mini S&P 500 Index Future Dec14 , Apple Inc , Profunds Swap Security Ub , Exxon Mobil Corporation , Microsoft Corp ,
  • Category: Trading-Leveraged Equity
Sign-up for ulpsx investment picks
  • Holdings: Google Inc Class A , Accenture PLC Class A , Visa Inc Class A , Colgate-Palmolive Co , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for migdx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for ntfax investment picks
  • Holdings: Time Warner Inc , Apple Inc , Walt Disney Co , Visa Inc Class A , Nike Inc Class B ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for bgrwx 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: reasx - Russell US Core Equity I - Large Blend to bgrwx - Barrett Growth - Large Growth
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