Funds From: taftx - American Funds Tax-Exempt CA A - Muni California Long to iasex - Ivy Asset Strategy E - World Allocation


  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for taftx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for mfdcx investment picks
  • Holdings: IHS, Inc. Class A , Cooper Companies , Fleetcor Technologies, Inc. , O'Reilly Automotive Inc , Westinghouse Air Brake Technologies Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for nctwx investment picks
  • Holdings: MasterCard Inc Class A , Priceline Group Inc , Celgene Corp , Allergan Inc , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for pclcx investment picks
  • Holdings: Verizon Communications Inc , AbbVie Inc , Amgen Inc , Texas Instruments Inc , Home Depot Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for amfcx investment picks
  • Holdings: Valspar Corp , Gorman-Rupp Co , U.S. Bancorp , Wells Fargo & Co , Cedar Fair LP ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for pqirx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for jnhyx investment picks
  • Holdings: Bristow Group Inc , Hexcel Corp , Protective Life Corp , Core Laboratories NV , EnerSys ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for hsvrx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for scpyx investment picks
  • Holdings: Blackrock Large Cap Growth Agr , Blackrock Mstr Basic Val Fund Agr , iShares MSCI Japan , iShares US Technology , iShares US Financials ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for bcapx investment picks
  • Holdings: Apple Inc , Targa Resources Corp , Frontier Communications Corp Class B , Wells Fargo & Co , Merck & Co Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pjerx investment picks
  • Holdings: Blackstone Group LP , Apple Inc , Realogy Holdings Corp , Priceline Group Inc , Discovery Communications Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for rpxix investment picks
  • Holdings: Gscbpur1 R Usl3m P 06/30/15 Gs , Jpcmptsh P Usl3m R 06/30/15 Jp , Ubsembsk R Usl3m P 05/19/15 Ub , FNMA , FNMA ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for pdmbx investment picks
  • Holdings: Johnson & Johnson , Abengoa Yield , Merck & Co Inc , Ares Capital Corporation , Total SA ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ivbyx investment picks
  • Holdings: Sp8a1rno8 Cds Usd R V 03mlibor Cds Barclays 20190920 L , Sp8a1rno8 Cds Usd P F 1.00000 Cds Barclays 20190920 S , Samsung Electronics Co Ltd , Sp3a1j5q6 Cds Usd P F 1.00000 , Sp3a1j5q6 Cds Usd R V 00mevent ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for emmix investment picks
  • Holdings: Duke Energy Corporation , NextEra Energy Inc , Dominion Resources Inc , Southern Co , Exelon Corp ,
  • Category: Trading-Leveraged Equity
Sign-up for utpix investment picks
  • Holdings: Roche Holding AG , Novartis AG , Samsung Electronics Co Ltd GDR 144A , Nestle SA , British American Tobacco PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for gigix investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for ingix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for mfdsx investment picks
  • Holdings: Lord Abbett High Yield A , Oppenheimer , Guggenheim , Lord Abbett , Nuveen High Yield Municipal Bond I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for sfhyx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for fdiax investment picks
  • Holdings: Simon Property Group Inc , Mitsubishi Estate , Equity Residential , Sun Hung Kai Properties Ltd , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for preqx investment picks
  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research International R5 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for mffnx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for psrcx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Trading-Leveraged Equity
Sign-up for ryttx investment picks
  • Holdings: Nuveen High Income Bond I , Lord Abbett High Yield I , Will-Kankakee Regl Dev Auth , Waddell & Reed High-Income Y , Summit Cnty Ohio Port Auth ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for thgwx investment picks
  • Holdings: Apple Inc , Freeport-McMoRan Inc , Johnson & Johnson , Schlumberger NV , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fblax investment picks
  • Holdings: Advance Auto Parts Inc , Alkermes PLC , Equifax Inc , Vantiv Inc , Robert Half International Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for hmdcx investment picks
  • Holdings: American Campus Communities Inc , Westar Energy Inc , Superior Energy Services Inc , Corporate Office Properties Trust Inc , Owens & Minor Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for mdrfx investment picks
  • Holdings: GOLD BULLION , Galaxy Entertainment Group Ltd , Las Vegas Sands Corp , Recv Wynn Trs 05/22/15 , AIA Group Ltd ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for iasex 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: taftx - American Funds Tax-Exempt CA A - Muni California Long to iasex - Ivy Asset Strategy E - World Allocation
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