Funds From: fdhix - First Trust Short Duration High Inc I - Bank Loan to jdprx - Perkins Mid Cap Value R - Mid-Cap Value


  • Holdings: Apple Inc , Pfizer Inc , Wells Fargo & Co , Microsoft Corp , Actavis PLC ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for nopax investment picks
  • Holdings: Wells Fargo & Co , Home Depot Inc , CVS Health Corp , Genuine Parts Co , Coca-Cola Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for gciex investment picks
  • Holdings: Xhy141118 Trs Usd P V 03mlibor Pay: Usd/Libor/3m , Xhy141118 Trs Usd R E Iboxhy.Idx , Xhy141119 Trs Usd P V 03mlibor Pay: Usd/Libor/3m , Xhy141119 Trs Usd R E Iboxhy.Idx , Ndx141118 Trs Usd P V 01mlibor Us0001m +50.00 Bp ,
  • Category: Multialternative
Sign-up for csqax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for pahix investment picks
  • Holdings: Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Core Equity Y , Russell US Dynamic Equity Y , Russell US Small Cap Equity Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for reaax investment picks
  • Holdings: Comcast Corp Class A , Home Depot Inc , Actavis PLC , Diversified Real Asset Income , Prudential Ins Co Amer 144A 8.3% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for ioczx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for nofix investment picks
  • Holdings: Altria Group Inc , Verizon Communications Inc , AbbVie Inc , Philip Morris International Inc , Amgen Inc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for cibfx investment picks
  • Holdings: LogMeIn Inc , Euronet Worldwide Inc , PRA Group Inc , Proofpoint Inc , Microsemi Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for gpscx investment picks
  • Holdings: Transurban Group , Atlantia , Groupe Eurotunnel SA , TransCanada Corp , Enbridge Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for rgiax investment picks
  • Holdings: Merck & Co Inc , Novartis AG ADR , JPMorgan Chase & Co , Chevron Corp , Walt Disney Co ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for sfvcx investment picks
  • Holdings: Samsung Electronics Co Ltd , Naspers Ltd Class N , Tencent Holdings Ltd , Taiwan Semiconductor Manufacturing Co Ltd , ICICI Bank Ltd ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for eemcx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for dmuax investment picks
  • Holdings: Penn National Gaming Inc , Markel Corporation , CarMax Inc , Brookfield Asset Management Inc Class A , Gaming and Leisure Properties, Inc. ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for deopx investment picks
  • Category: Long Government
  • Morningstar Rating: 4 Stars
Sign-up for vusux investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Capital World Gr&Inc R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
Sign-up for cbaax investment picks
  • Holdings: Great-West Bond Index Init , Great-West S&P 500® Index Init , Great-West S&P Mid Cap 400® Index Init , Great-West International Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mxsbx investment picks
  • Holdings: Western Digital Corp , Aspen Pharmacare Holdings Ltd , VF Corp , Mercadolibre Inc , Baidu Inc ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for amdwx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
Sign-up for pyemx investment picks
  • Holdings: BlackRock Master Focus Growth LLC ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for mafox investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for pmfix investment picks
  • Holdings: Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Diversified Intl Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for ptdbx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for wipix investment picks
  • Holdings: Dynavax Technologies Corp , DexCom Inc , BioDelivery Sciences International Inc , Aramex PJSC , Caesarstone Sdot-Yam Ltd ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for fkksx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for grisx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for fmsfx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for eilmx investment picks
  • Holdings: Snam SpA , Atlantia , Abertis Infraestructuras SA , National Grid PLC , Enbridge Inc ,
  • Category: Utilities
Sign-up for fmgix investment picks
  • Holdings: Republic Services Inc Class A , PPL Corp , Alliant Energy Corp , Allstate Corp , Plains GP Holdings LP Class A ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 1 Stars
Sign-up for jdprx 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: fdhix - First Trust Short Duration High Inc I - Bank Loan to jdprx - Perkins Mid Cap Value R - Mid-Cap 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