Funds From: nwqix - Nuveen NWQ Flexible Income I - Mid Value to torcx - Tortoise MLP & Pipeline C - Large Growth


  • Holdings: Chs Pfd , Res Cap Pfd , Cott Beverages 144A 6.75% , Frontier Comms 7.625% , Abengoa Yield 144A 7% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for nwqix investment picks
  • Holdings: Chs Pfd , Res Cap Pfd , Cott Beverages 144A 6.75% , Frontier Comms 7.625% , Abengoa Yield 144A 7% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for nwqcx investment picks
  • Holdings: Chs Pfd , Res Cap Pfd , Cott Beverages 144A 6.75% , Frontier Comms 7.625% , Abengoa Yield 144A 7% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for nwqax investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for lwsix investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
Sign-up for lwaix investment picks
  • Holdings: USAA Income Institutional , USAA Intermediate-Term Bond Instl , USAA Short-Term Bond Institutional , USAA High Income Institutional , USAA International Institutional ,
  • Category: Conservative Allocation
Sign-up for usccx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , JPMorgan High Yield R6 , iShares MSCI EAFE ,
  • Category: Retirement Income
Sign-up for jijsx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , JPMorgan High Yield R6 , iShares MSCI EAFE ,
  • Category: Retirement Income
Sign-up for jibbx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , JPMorgan High Yield R6 , iShares MSCI EAFE ,
  • Category: Retirement Income
Sign-up for jiybx investment picks
  • Holdings: Technology Select Sector SPDR® ETF , Consumer Discret Sel Sect SPDR® ETF , Utilities Select Sector SPDR® ETF , Health Care Select Sector SPDR® ETF , Consumer Staples Select Sector SPDR® ETF ,
  • Category: World Stock
Sign-up for fmarx investment picks
  • Category: Intermediate-Term Bond
Sign-up for fmfrx investment picks
  • Category: Muni National Long
Sign-up for fmrix investment picks
  • Holdings: BlackRock Global Allocation Instl , Loomis Sayles Global Equity and Income Y , First Eagle Global I , Ivy Asset Strategy I , Berkshire Hathaway Inc Class B ,
  • Category: World Allocation
Sign-up for fmpmx investment picks
  • Holdings: Forward International Dividend Instl , CME Group Inc Class A , Cardinal Health Inc , Pfizer Inc , 3M Co ,
  • Category: World Stock
Sign-up for fmdvx investment picks
  • Holdings: iShares Russell 1000 Growth , iShares Core S&P 500 , iShares Russell Mid-Cap Growth , iShares Short Treasury Bond , iShares Russell 2000 Value ,
  • Category: Large Blend
Sign-up for fmsqx investment picks
  • Category: High Yield Bond
Sign-up for fmhrx 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
  • Category: Inflation-Protected Bond
Sign-up for nifax investment picks
  • Category: Inflation-Protected Bond
Sign-up for nifix investment picks
  • Holdings: Intel Corp , Vodafone Group PLC ADR , Covanta Holding Corp , Deutsche Telekom AG ADR , Reynolds American Inc ,
  • Category: Large Value
Sign-up for dnalx investment picks
  • Holdings: Intel Corp , Vodafone Group PLC ADR , Covanta Holding Corp , Deutsche Telekom AG ADR , Reynolds American Inc ,
  • Category: Large Value
Sign-up for daalx investment picks
  • Holdings: Intel Corp , Vodafone Group PLC ADR , Covanta Holding Corp , Deutsche Telekom AG ADR , Reynolds American Inc ,
  • Category: Large Value
Sign-up for dcalx investment picks
  • Category: Intermediate-Term Bond
Sign-up for tsbbx investment picks
  • Category: Intermediate-Term Bond
Sign-up for tsbrx investment picks
  • Category: Intermediate-Term Bond
Sign-up for tsbpx investment picks
  • Category: Intermediate-Term Bond
Sign-up for tsbix investment picks
  • Category: Intermediate-Term Bond
Sign-up for gixfx investment picks
  • Holdings: Altegris Equity Long Short I , Altegris Fixed Income Long Short I , Altegris Futures Evolution Strategy I , Altegris Macro Strategy I , Altegris Managed Futures Strategy I ,
  • Category: Multialternative
Sign-up for giamx investment picks
  • Holdings: iShares 3-7 Year Treasury Bond , SPDR® Barclays Intermediate Term Trs ETF , WisdomTree Europe Hedged Equity ETF , RiverFront Strategic Income ETF , SPDR® Barclays Short Term Hi Yld Bd ETF ,
  • Category: Conservative Allocation
Sign-up for rcibx investment picks
  • Holdings: Spectra Energy Corp , Williams Companies Inc , NiSource Inc , TransCanada Corp , ONEOK Inc ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 4 Stars
Sign-up for torcx 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: nwqix - Nuveen NWQ Flexible Income I - Mid Value to torcx - Tortoise MLP & Pipeline C - 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