Funds From: seubx - Guggenheim StylePlus - Mid Growth B - Mid Growth to oppex - Oppenheimer Capital Income A - Large Value


  • Holdings: Guggenheim Strategy III , Guggenheim Strategy Ii , Guggenheim Strategy I , Msswap2 , Msswap3 ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for seubx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for prfix investment picks
  • Holdings: Allergan Inc , Pentair PLC , Motorola Solutions Inc , Iron Mountain Inc , Gilead Sciences Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for prblx investment picks
  • Holdings: Oracle Corporation , Amazon.com Inc , Qualcomm Inc , Visa Inc Class A , Monster Beverage Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for nesbx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for aazcx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for opsix investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
Sign-up for optax investment picks
  • Holdings: Intuitive Surgical Inc , Electronic Arts Inc , Northern Trust Corp , Mead Johnson Nutrition Co , Expeditors International of Washington Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for uneyx investment picks
  • Holdings: PPL Corp , NextEra Energy Inc , Comcast Corp Class A , NRG Energy Inc , Exelon Corp ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
Sign-up for mmucx investment picks
  • Holdings: Apple Inc , Biogen Idec Inc , Facebook Inc Class A , Gilead Sciences Inc , Actavis PLC ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for optfx investment picks
  • Holdings: Perrigo Co PLC , Fresenius Medical Care AG & Co. KGaA , Check Point Software Technologies Ltd , Wirecard AG , Grifols SA Class A ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for minex investment picks
  • Category: Short Government
  • Morningstar Rating: 5 Stars
Sign-up for nelyx investment picks
  • Holdings: Apple Inc , Wells Fargo & Co , Exxon Mobil Corporation , Costco Wholesale Corp , Sempra Energy ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for cmnbx investment picks
  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Amgen Inc , Actavis PLC , Anadarko Petroleum Corp ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for sagyx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , PepsiCo Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for albax investment picks
  • Holdings: Baker Hughes Inc , Devon Energy Corp , Encana Corp , Canadian Natural Resources Ltd , Southwestern Energy Co ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
Sign-up for fsngx investment picks
  • Holdings: iShares Russell 2000 Growth , j2 Global Inc , Vail Resorts Inc , WEX Inc , Qlik Technologies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for nspbx investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
Sign-up for opatx investment picks
  • Holdings: Monolithic Power Systems Inc , The Middleby Corp , Tyler Technologies Inc , Team Health Holdings Inc , CoStar Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for opocx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
Sign-up for opnyx investment picks
  • Holdings: Team Health Holdings Inc , Manhattan Associates Inc , Boise Cascade Co , Aspen Technology Inc , LogMeIn Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for psgix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for gsfix investment picks
  • Holdings: IG Group Holdings PLC , Kinepolis Group , USS Co., Ltd. , Workspace Group PLC , Ingenico Group SA ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
Sign-up for lzisx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for plfax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for necrx investment picks
  • Holdings: RF Micro Devices Inc , JetBlue Airways Corp , Jack In The Box Inc , Idacorp Inc , Deluxe Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for svscx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for clscx investment picks
  • Holdings: SPDR® Gold Shares , Eldorado Gold Corp , Royal Gold Inc , Randgold Resources Ltd ADR , New Gold Inc ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 2 Stars
Sign-up for opgsx investment picks
  • Holdings: Franco-Nevada Corp , Randgold Resources Ltd ADR , Agnico Eagle Mines Ltd , Fresnillo PLC , Goldcorp Inc ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 4 Stars
Sign-up for goldx investment picks
  • Holdings: FNMA 4.5% TBA , FNMA 4% TBA , Oppenheimer Ultra-Short Duration Y , FNMA , PPL Corp ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for oppex 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: seubx - Guggenheim StylePlus - Mid Growth B - Mid Growth to oppex - Oppenheimer Capital Income A - Large 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