Funds From: qbnax - Pear Tree Polaris Small Cap Instl - Small Growth to smcwx - American Funds SMALLCAP World A - Mid Growth


  • Holdings: EPR Properties , Alliance Data Systems Corp , Kforce Inc , Ambarella Inc , Imax Corp ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for qbnax investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for ftncx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
Sign-up for agdcx investment picks
  • Holdings: Eastman Chemical Co , PolyOne Corp , Honeywell International Inc , Flextronics International Ltd , Dover Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 1 Stars
Sign-up for defix investment picks
  • Holdings: Akorn Inc , Cracker Barrel Old Country Store Inc , Jack Henry & Associates, Inc , Team Health Holdings Inc , j2 Global Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for umbhx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
Sign-up for vnyax investment picks
  • Holdings: Vanguard Total Stock Mkt Idx Inv , Vanguard Total Bond Market II Idx Inv , Vanguard Total Intl Stock Index Inv , Vanguard Total Intl Bd Idx Investor ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for vsmgx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for fritx investment picks
  • Holdings: Portland General Electric Co , CYS Investments Inc , Iconix Brand Group Inc , Dana Holding Corp , Helix Energy Solutions Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for psopx investment picks
  • Holdings: Micron Tech Cv 3% , Intel Cv 3.25% , Sandisk Cv 0.5% , Salesforce Com Cv 0.25% , Lam Rsrch Cv 1.25% ,
  • Category: Convertibles
  • Morningstar Rating: 5 Stars
Sign-up for annpx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for fsmix investment picks
  • Category: Short Government
  • Morningstar Rating: 3 Stars
Sign-up for twusx investment picks
  • Holdings: JPMorgan Chase & Co , Citigroup Inc , General Electric Co , Morgan Stanley , Royal Dutch Shell PLC Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for acgkx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for jhbbx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Celgene Corp , Starbucks Corp , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for twcux investment picks
  • Holdings: FHLBA 5.625% , US Treasury Note 2% , Apple Inc , US Treasury Note 1.625% , US Treasury Note 0.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rimbx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for jhhbx investment picks
  • Holdings: Apple Inc , Amazon.com Inc , Visa Inc Class A , Gilead Sciences Inc , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for emgfx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for pifcx investment picks
  • Holdings: Vanguard Short-Term Government Bond ETF , Vanguard Short-Term Corporate Bond ETF , Ru30in Total Return Swap , FNMA FRN , FNMA FRN ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for asmcx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for mgidx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
Sign-up for mgsdx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for esicx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
Sign-up for fmoix investment picks
  • Holdings: Gold Commodity In Ounces , Microsoft Corp , Oracle Corporation , Intel Corp , Comcast Corp Class A ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for sgenx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for sbstx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for sbltx investment picks
  • Holdings: GP Strategies Corp , Apogee Enterprises Inc , Eplus Inc , Astronics Corp , MarineMax Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for rhjsx investment picks
  • Holdings: Hitachi Ltd , Teva Pharmaceutical Industries Ltd ADR , Sumitomo Mitsui Financial Group Inc , AXA SA , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for sbiex investment picks
  • Holdings: Incyte Corp Ltd , Netflix Inc , Domino's Pizza Inc , AA PLC , Triquint Semiconductor ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for smcwx 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: qbnax - Pear Tree Polaris Small Cap Instl - Small Growth to smcwx - American Funds SMALLCAP World A - Mid 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