Funds From: hinbx - HSBC World Selection Income Strat B - World Allocation to woopx - JPMorgan Intrepid Mid Cap Select - Mid-Cap Blend


  • Holdings: PIMCO Total Return Instl , T. Rowe Price New Income , Lord Abbett Core Fixed Income I , T. Rowe Price Intl Gr & Inc , Janus Flexible Bond I ,
  • Category: World Allocation
Sign-up for hinbx investment picks
  • Holdings: CBS Corp Class B , Air Products & Chemicals Inc , JPMorgan Chase & Co , Pfizer Inc , SunTrust Banks Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for criex investment picks
  • Holdings: Waste Connections Inc , Jarden Corp , Associated Banc-Corp , Proassurance Corp , Idexx Laboratories ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for vseix investment picks
  • Holdings: Rite Aid Corp , Manhattan Associates Inc , Minerals Technologies Inc , InterDigital Inc , Iconix Brand Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for jtucx investment picks
  • Holdings: Sp3a1j5q6 Cds Usd P F 1.00000 , Sp3a1j5q6 Cds Usd R V 00mevent , Samsung Electronics Co Ltd , Pacific Rubiales Energy Corp. , Baidu, Inc. ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for emmix investment picks
  • Holdings: US Treasury Note 1.75% , Apple Inc , US Treasury Note 1% , US Treasury Note 2.625% , Exxon Mobil Corporation ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for strtx 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: 2 Stars
Sign-up for mxcax investment picks
  • Holdings: iShares MSCI EAFE , iShares Core US Aggregate Bond , iShares Russell 3000 , SPDR S&P 500 , iShares 3-7 Year Treasury Bond ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for fdtsx investment picks
  • Holdings: Great-West S&P 500® Index Init , Great-West International Index Init , Great-West S&P Mid Cap 400® Index Init , Oppenheimer Developing Markets A , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for mxqlx investment picks
  • Holdings: Harman International Industries, Inc. , Ameriprise Financial Inc , Genworth Financial Inc , TD Ameritrade Holding Corporation , Liberty Interactive Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for hraux investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for pmrax investment picks
  • Holdings: Simon Property Group Inc , Equity Residential , Prologis Inc , Host Hotels & Resorts Inc , Health Care REIT, Inc. ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for idrox investment picks
  • Holdings: Heico Corp , Aspen Technology Inc , Horizon Pharma Inc , PolyOne Corp , Saia Inc ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
Sign-up for nsnax investment picks
  • Holdings: Google Inc Class A , Comcast Corp Class A , Gilead Sciences Inc , Twenty-First Century Fox Inc Class A , Electronic Arts Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for acaqx investment picks
  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , International Tilts , iShares TIPS Bond , Small Cap Lifepath ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for sawax investment picks
  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , iShares TIPS Bond , International Tilts , Small Cap Lifepath ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for slrax investment picks
  • Holdings: Fidelity® Short-Term Bond , Fidelity® Total Bond , Fidelity® Government Income , Fidelity® Strategic Real Return , Fidelity® Series Broad Market Opps ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for firjx investment picks
  • Holdings: Tiffany & Co , Alaska Air Group Inc , Tribune Company , Michael Kors Holdings Ltd , Sealed Air Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for mcmax investment picks
  • Holdings: Apple Inc , Microsoft Corp , Chevron Corp , Johnson & Johnson , Procter & Gamble Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ftsdx investment picks
  • Holdings: NXP Semiconductors NV , Whirlpool Corp , Concur Technologies Inc , Autodesk Inc , Netflix Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for hamgx investment picks
  • Holdings: HSBC Holdings PLC , BP PLC , Total SA , AstraZeneca PLC , Roche Holding AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
Sign-up for hilcx investment picks
  • Holdings: Aspen Technology Inc , Manhattan Associates Inc , Synaptics Inc , Align Technology Inc , Spirit Airlines Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for cgicx investment picks
  • Holdings: Exxon Mobil Corporation , Schlumberger NV , Oceaneering International , Chevron Corp , ConocoPhillips ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
Sign-up for iceax investment picks
  • Holdings: Occidental Petroleum Corp , Chevron Corp , Anadarko Petroleum Corp , Apache Corporation , Devon Energy Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
Sign-up for ienix investment picks
  • Holdings: S&P Mini Index (Fut) , Hewlett-Packard Co , Marvell Technology Group Ltd , Pfizer Inc , AT&T Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for scaux investment picks
  • Holdings: JPMorgan Chase & Co , Amgen Inc , Bny Mellon Cash Reserve Eod Fund , EMC Corp , Capital One Financial Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for bpaix investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , China Mobile Ltd ADR , Baidu Inc ADR , Itau Unibanco Holding SA ADR , Ambev SA ADR ,
  • Category: Trading-Leveraged Equity
Sign-up for rywvx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
Sign-up for ptiax investment picks
  • Holdings: FHLBA 0.5% , US Treasury Note 1.375% , US Treasury Note 4.5% , FHLBA 0.5% , Metlife 6.75% ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for jenhx investment picks
  • Holdings: Macy's Inc , EQT Corp , ManpowerGroup , Bunge Ltd , Western Digital Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for woopx 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: hinbx - HSBC World Selection Income Strat B - World Allocation to woopx - JPMorgan Intrepid Mid Cap Select - Mid-Cap Blend
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