Funds From: dalvx - Dunham Large Cap Value A to icsvx - MainStay ICAP Select Equity C


  • Holdings: Wells Fargo & Co , General Electric Co , JPMorgan Chase & Co , AmerisourceBergen Corp , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for dalvx investment picks
  • Holdings: Apple Inc , SPDR S&P 500 , Exxon Mobil Corporation , Berkshire Hathaway Inc Class B , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for mopbx investment picks
  • Holdings: Novartis AG , Daimler AG , Imperial Tobacco Group PLC , Sanofi , BP PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
Sign-up for fsiex investment picks
  • Holdings: RAF FUND LTD. , US Treasury Note 1.25% , US Treasury Note 0.375% , US Treasury Note 2% , US Treasury Note 1.75% ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
Sign-up for qrayx investment picks
  • Holdings: Vanguard Windsor™ II Inv , Vanguard Long-Term Investment-Grade Inv , Vanguard GNMA Inv , Vanguard Short-Term Investment-Grade Inv , Vanguard International Value Inv ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for VGSTX investment picks
  • Holdings: MM MSCI EAFE® International Index I , MassMutual Select Overseas I , MassMutual Premier Disciplined Value R5 , MassMutual Premier Disciplined Gr R5 , MassMutual Select Fundamental Value I ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for mmarx investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Short-Term Bond , Fidelity® Government Income , Fidelity® Strategic Real Return , Fidelity® Series Broad Market Opps ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for filax investment picks
  • Holdings: iShares MSCI Emerging Markets , China Mobile Ltd , Hyundai Motor Co , Komercni Banka AS , America Movil SAB de CV ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for dcmex investment picks
  • Holdings: Imperial Tobacco Group PLC , Total SA , Vinci , National Grid PLC , Lorillard Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for epsix investment picks
  • Holdings: Actavis PLC , Vulcan Materials Co , Alliance Data Systems Corp , Sensata Technologies Holding N.V. , Cooper Companies ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for tegax investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for ptxfx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 1 Stars
Sign-up for mdlmx investment picks
  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for ltrvx investment picks
  • Holdings: US Treasury Note 0.625% , Fidelity Cent Invt Portfolios , US Treasury Note 0.75% , US Treasury Note 0.75% , US Treasury Note 1.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fsabx investment picks
  • Holdings: Apple Inc , Citigroup Inc , Chevron Corp , Halliburton Co , Discover Financial Services ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for suwcx investment picks
  • Holdings: Altria Group Inc , Kimberly-Clark Corp , Johnson & Johnson , AbbVie Inc , Lockheed Martin Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for eplcx investment picks
  • Holdings: Kinder Morgan, Inc. , Intel Corp , Merck & Co Inc , General Electric Co , Williams Companies Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for tpyyx investment picks
  • Holdings: CVS Caremark Corp , Wells Fargo & Co , National Oilwell Varco Inc , Qualcomm Inc , Comcast Corp Class A ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
Sign-up for mlscx investment picks
  • Category: Short Government
  • Morningstar Rating: 4 Stars
Sign-up for ffxsx investment picks
  • Holdings: ING US Stock Index Port I , ING US Bond Index Port I , ING International Index Port I , ING Russell Mid Cap Index Port I , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
Sign-up for isdax investment picks
  • Category: Muni California Long
  • Morningstar Rating: 1 Stars
Sign-up for altcx investment picks
  • Holdings: Apple Inc , AbbVie Inc , Reynolds American Inc , Verizon Communications Inc , ConocoPhillips ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for kdhcx investment picks
  • Holdings: Pfizer Inc , Nippon Telegraph & Telephone Corp , General Electric Co , Exxon Mobil Corporation , GlaxoSmithKline PLC ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for icglx investment picks
  • Holdings: HFF Inc Class A , Charles River Laboratories International Inc , Lithia Motors Inc Class A , Cracker Barrel Old Country Store Inc , Visteon Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for mxaix investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for gsocx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for pagvx investment picks
  • Holdings: iShares MSCI EAFE , iShares Russell 1000 Value , Legg Mason Batterymarch Intl Eq IS , ClearBridge International Value IS , Western Asset Core Bond IS ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
Sign-up for lmnax investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for anarx investment picks
  • Holdings: Anheuser-Busch Inbev SA , MasterCard Inc Class A , Western Digital Corp , Praxair Inc , Alliance Data Systems Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for sgqrx investment picks
  • Holdings: General Electric Co , Pfizer Inc , Exxon Mobil Corporation , Time Warner Inc , Boeing Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for icsvx 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: dalvx - Dunham Large Cap Value A to icsvx - MainStay ICAP Select Equity C
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