Funds From: acpvx - American Century Core Equity Plus Inv - Large Blend to eifax - Eaton Vance Floating-Rate Advantage I - Bank Loan


  • Holdings: Apple Inc , Johnson & Johnson , Google Inc Class A , Microsoft Corp , Pfizer Inc ,
  • Category: Large Blend
Sign-up for acpvx investment picks
  • Holdings: American Funds IS® Global Sm Cap 1 ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for hvsbx investment picks
  • Holdings: Russell 2000 Mini Jun14 , iShares Core S&P Small-Cap , Questcor Pharmaceuticals Inc , Centene Corp , ARRIS Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for pssnx investment picks
  • Holdings: Blade Engine Securitization 144A FRN , Airspeed Ltd 2007-1 FRN , PPL Corp , SPDR Gold Shares , Actavis PLC ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for qopcx investment picks
  • Holdings: Microsoft Corp , General Electric Co , E I du Pont de Nemours & Company , Johnson & Johnson , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for tocqx investment picks
  • Holdings: Apple Inc , FNMA , US Treasury Note 0.25% , FNMA , Exxon Mobil Corporation ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for wflpx investment picks
  • Holdings: Investors Bancorp Inc , Ingredion Inc , Newell Rubbermaid Inc , Kirby Corp , Crane Co ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for midzx investment picks
  • Holdings: Great-West S&P 500® Index Init , Great-West International Index Init , Oppenheimer Developing Markets A , Great-West S&P Mid Cap 400® Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2051+
  • Morningstar Rating: 2 Stars
Sign-up for mxslx investment picks
  • Holdings: Simon Property Group Inc , Public Storage , Prologis Inc , Equity Residential , General Growth Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for phrax investment picks
  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , American Realty Capital Properties Inc Class A , AthenaHealth Inc , Acuity Brands Inc , CoStar Group Inc ,
  • Category: Small Blend
Sign-up for mcjsx investment picks
  • Holdings: NextEra Energy Inc , Dominion Resources Inc , Sempra Energy , PPL Corp , Edison International ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
Sign-up for fugcx investment picks
  • Holdings: Chevron Corp , JPMorgan Chase & Co , General Electric Co , Wells Fargo & Co , MetLife Inc ,
  • Category: Large Value
Sign-up for frllx investment picks
  • Category: Multisector Bond
Sign-up for ssiix investment picks
  • Holdings: SL Green Realty Corp , Host Hotels & Resorts Inc , UDR Inc , Vornado Realty Trust , Liberty Property Trust ,
  • Category: Long/Short Equity
Sign-up for clsix investment picks
  • Holdings: Apple Inc , Sainsbury (J) PLC ADR , Weir Group PLC ADR , American Water Works Co Inc , Qualcomm Inc ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for owlcx investment picks
  • Holdings: SPDR Barclays High Yield Bond , iShares iBoxx $ High Yield Corporate Bd , SPDR BarCap ST High Yield Bond ETF , Vanguard European Stock Index ETF , Vanguard Total Bond Market ETF ,
  • Category: Conservative Allocation
Sign-up for igtcx investment picks
  • Holdings: Novartis AG , Amgen Inc , Bayer AG , Altria Group Inc. , BP PLC ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for cwiax investment picks
  • Holdings: Novartis AG , Amgen Inc , Bayer AG , Altria Group Inc. , BP PLC ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for rwifx investment picks
  • Holdings: Texas Pacific Land Trust , Trinity Industries Inc , A H Belo Corp , Halliburton Co , Eagle Materials Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for hdpix investment picks
  • Holdings: American International Group Inc , Direct Line Insurance Group PLC , Masonite International Corp , Bank of America Corporation , Citigroup Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for hwaax investment picks
  • Holdings: Microsoft Corporation , Nordstrom, Inc. , Bed Bath & Beyond, Inc. , Emerson Electric Co. , KLA-Tencor Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for rsemx investment picks
  • Holdings: MSCI Inc , Core Laboratories NV , SBA Communications Corp , j2 Global Inc , DineEquity Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for dfdix investment picks
  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
Sign-up for dfsmx investment picks
  • Holdings: Harbor Bond Institutional , Harbor Real Return Instl , Harbor High-Yield Bond Instl , Harbor Unconstrained Bond Instl , Harbor International Institutional ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
Sign-up for hardx investment picks
  • Holdings: S+p500 Emini Fut Jun14 Xcme 20140620 , Apple Inc , Johnson & Johnson , Coca-Cola Co , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for vcsrx investment picks
  • Holdings: SBA Communications Corp , O'Reilly Automotive Inc , Equifax Inc , Williams-Sonoma Inc , Stericycle Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for wcgnx investment picks
  • Holdings: Hanover Insurance Group Inc , Computer Sciences Corp , Covanta Holding Corp , Owens-Illinois Inc , Reinsurance Group of America Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for sevsx investment picks
  • Holdings: Canadian Pacific Railway Ltd , Wynn Macau Ltd , Google Inc Class A , Priceline.com Inc , Monsanto Co ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for hggax investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , General Electric Co , Chevron Corp , Comcast Corp Class A ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for msdvx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 5 Stars
Sign-up for eifax 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: acpvx - American Century Core Equity Plus Inv - Large Blend to eifax - Eaton Vance Floating-Rate Advantage I - Bank Loan
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