Funds From: hlrrx - REMS Real Estate Value Opportunity Instl to smibx - State Farm Small Cap Index B Legacy


  • Holdings: iShares US Real Estate , Plum Creek Timber Co Inc , Brandywine Realty Trust , Hersha Hospitality Trust , WCI Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 5 Stars
Sign-up for hlrrx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Brookfield Asset Management Inc Class A , Nestle SA ADR , Starbucks Corp , Microsoft Corp ,
  • Category: Large Growth
Sign-up for pbckx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Brookfield Asset Management Inc Class A , Nestle SA ADR , Starbucks Corp , Microsoft Corp ,
  • Category: Large Growth
Sign-up for PBCKX investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
Sign-up for ficnx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
Sign-up for FICNX investment picks
  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay Floating Rate I , MainStay MAP I , MainStay Large Cap Growth I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mcknx investment picks
  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay Floating Rate I , MainStay MAP I , MainStay Large Cap Growth I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mckix investment picks
  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay Floating Rate I , MainStay MAP I , MainStay Large Cap Growth I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mckcx investment picks
  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay Floating Rate I , MainStay MAP I , MainStay Large Cap Growth I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mckbx investment picks
  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay Floating Rate I , MainStay MAP I , MainStay Large Cap Growth I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mckax investment picks
  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay Floating Rate I , MainStay MAP I , MainStay Large Cap Growth I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mckax investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Mitsubishi Estate , Hammerson PLC , Equity Residential ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for csspx investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Mitsubishi Estate , Hammerson PLC , Equity Residential ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for csfcx investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Mitsubishi Estate , Hammerson PLC , Equity Residential ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for csfbx investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Mitsubishi Estate , Hammerson PLC , Equity Residential ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for csfax investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Mitsubishi Estate , Hammerson PLC , Equity Residential ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for csfax investment picks
  • Holdings: Market Vectors® High-Yield Municipal ETF , SPDR Nuveen S&P High Yield Municipal Bd , Vanguard Energy ETF , Apple Inc , US Treasury Note 2.625% ,
  • Category: Conservative Allocation
Sign-up for eirax investment picks
  • Holdings: Market Vectors® High-Yield Municipal ETF , SPDR Nuveen S&P High Yield Municipal Bd , Vanguard Energy ETF , Apple Inc , US Treasury Note 2.625% ,
  • Category: Conservative Allocation
Sign-up for ecrax investment picks
  • Holdings: Market Vectors® High-Yield Municipal ETF , SPDR Nuveen S&P High Yield Municipal Bd , Vanguard Energy ETF , Apple Inc , US Treasury Note 2.625% ,
  • Category: Conservative Allocation
Sign-up for earax investment picks
  • Holdings: Market Vectors® High-Yield Municipal ETF , SPDR Nuveen S&P High Yield Municipal Bd , Vanguard Energy ETF , Apple Inc , US Treasury Note 2.625% ,
  • Category: Conservative Allocation
Sign-up for earax investment picks
  • Holdings: Howard Hughes Corp , Icahn Enterprises LP , Texas Pacific Land Trust , Wendy's Co Class A , DREAM Unlimited Corp Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for kscox investment picks
  • Holdings: Howard Hughes Corp , Icahn Enterprises LP , Texas Pacific Land Trust , Wendy's Co Class A , DREAM Unlimited Corp Class A ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for kscyx investment picks
  • Holdings: Howard Hughes Corp , Icahn Enterprises LP , Texas Pacific Land Trust , Wendy's Co Class A , DREAM Unlimited Corp Class A ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for ksocx investment picks
  • Holdings: Howard Hughes Corp , Icahn Enterprises LP , Texas Pacific Land Trust , Wendy's Co Class A , DREAM Unlimited Corp Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for ksoax investment picks
  • Holdings: Howard Hughes Corp , Icahn Enterprises LP , Texas Pacific Land Trust , Wendy's Co Class A , DREAM Unlimited Corp Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for ksoax investment picks
  • Holdings: American Realty Capital Properties Inc Class A , AthenaHealth, Inc. , Acuity Brands Inc , CoStar Group, Inc. , Northstar Realty Finance Corporation ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for rsihx investment picks
  • Holdings: American Realty Capital Properties Inc Class A , AthenaHealth, Inc. , Acuity Brands Inc , CoStar Group, Inc. , Northstar Realty Finance Corporation ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for rsitx investment picks
  • Holdings: American Realty Capital Properties Inc Class A , AthenaHealth, Inc. , Acuity Brands Inc , CoStar Group, Inc. , Northstar Realty Finance Corporation ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for rsiox investment picks
  • Holdings: American Realty Capital Properties Inc Class A , AthenaHealth, Inc. , Acuity Brands Inc , CoStar Group, Inc. , Northstar Realty Finance Corporation ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for smiix investment picks
  • Holdings: American Realty Capital Properties Inc Class A , AthenaHealth, Inc. , Acuity Brands Inc , CoStar Group, Inc. , Northstar Realty Finance Corporation ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for smibx 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: hlrrx - REMS Real Estate Value Opportunity Instl to smibx - State Farm Small Cap Index B Legacy
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