Funds From: kwiax - Kinetics Alternative Income Advisor A - Short-Term Bond to jdsrx - Perkins Small Cap Value R - Small Value


  • Holdings: Sensata Technologies Holding N.V. , Crown Castle International Corp , Dresser-Rand Group Inc , Verisk Analytics Inc , Varian Medical Systems Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for jaagx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Google Inc Class C , Acuity Brands Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for jgvrx investment picks
  • Holdings: Intel Cv 3.25% , Gilead Sciences Cv 1.625% , Continental Airls Cv 4.5% , Danaher Corp Del Cv , Xilinx Cv 2.625% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for mcoax investment picks
  • Holdings: Open Text Corp , Gildan Activewear Inc , Dixons Carphone PLC , Keyera Corp , Dollarama Inc ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 1 Stars
Sign-up for vfsvx investment picks
  • Holdings: Fidelity Cent Invt Portfolios , US Treasury Note 0.875% , US Treasury Note 0.875% , E-mini S&P 500 Index Future Dec14 , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fcasx investment picks
  • Holdings: Bristol-Myers Squibb Company , Amgen Inc , Regeneron Pharmaceuticals Inc , Intuitive Surgical Inc , HCA Holdings Inc ,
  • Category: Health
  • Morningstar Rating: 2 Stars
Sign-up for ethsx investment picks
  • Holdings: Nikkei 225 Stock Avg Index Future Dec14 , Profunds Swap Secuirty Gs ,
  • Category: Trading-Leveraged Equity
Sign-up for ujpix investment picks
  • Holdings: Tsuruha Holdings Inc. , Ultra Electronics Holdings PLC , Close Brothers Group PLC , Dillards Inc , Nitori Holdings Co., Ltd. ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
Sign-up for fixix investment picks
  • Holdings: Royal Caribbean Cruises Ltd , Sensient Technologies Corp , Target Corp , Alcoa Inc , Qualcomm Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 1 Stars
Sign-up for fravx investment picks
  • Holdings: BlackRock Master International Portfolio ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for mcilx investment picks
  • Holdings: Century Aluminum Co , Green Plains Inc , Spansion Inc Class A , Sanmina Corp , Fresh Del Monte Produce Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for bosvx investment picks
  • Holdings: SEI Tax-Managed Large Cap A (SIMT) , SEI International Equity A (SIT) , SEI Tax-Managed Small/Mid Cap A (SIMT) , SEI High Yield Bond A (SIMT) , SEI Emerging Markets Debt A (SIT) ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for sisax investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 2 Stars
Sign-up for pnncx investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , AvalonBay Communities Inc , Prologis Inc , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for agrex investment picks
  • Holdings: Vantagepoint Equity Income T , Vantagepoint International T , Vantagepoint Diversifying Strategies T , Vantagepoint Growth T , Vantagepoint Growth & Income T ,
  • Category: Target Date 2046-2050
Sign-up for vprhx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 5 Stars
Sign-up for ptcix investment picks
  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity Advisor® Series Growth & Income ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for fdbfx investment picks
  • Holdings: Amazon.com Inc , Priceline Group Inc , Gilead Sciences Inc , Google Inc Class A , Google Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for rrgsx investment picks
  • Holdings: FireEye Inc , Cornerstone OnDemand Inc , Splunk Inc , Boston Beer Co Inc Class A , AthenaHealth Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
Sign-up for tgsdx investment picks
  • Holdings: Simon Property Group Inc , Boston Properties Inc , Prologis Inc , AvalonBay Communities Inc , Ventas Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for trrsx investment picks
  • Holdings: Apple Inc , Biogen Idec Inc , Google Inc Class A , Priceline Group Inc , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for gbtfx investment picks
  • Holdings: Google Inc Class A , Accenture PLC Class A , Visa Inc Class A , Colgate-Palmolive Co , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for vlcgx investment picks
  • Holdings: US Treasury Note 0.875% , Fidelity Cent Invt Portfolios , US Treasury Note 0.875% , E-mini S&P 500 Index Future Dec14 , Fannie Mae 3% 30 Year ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fsaax investment picks
  • Holdings: T. Rowe Price New Income , T. Rowe Price Equity Index 500 , T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price Intl Gr & Inc ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
Sign-up for rrtnx investment picks
  • Holdings: Google Inc Class C , Verizon Communications Inc , Apple Inc , Procter & Gamble Co , Comcast Corp Class A ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for fdtex investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
Sign-up for gtirx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Exxon Mobil Corporation , Johnson & Johnson , Google Inc Class C ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for windx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for semdx investment picks
  • Holdings: Casey's General Stores Inc , Owens & Minor Inc , Plains All American Pipeline LP , Potlatch Corp , Clarcor Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for jdsrx 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: kwiax - Kinetics Alternative Income Advisor A - Short-Term Bond to jdsrx - Perkins Small Cap Value R - Small 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