Funds From: cddrx - Columbia Dividend Income R5 - Large Value to ashdx - AllianzGI Short Duration High Inc D - High Yield Bond


  • Holdings: Verizon Communications Inc , Johnson & Johnson , Pfizer Inc , Merck & Co Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for cddrx investment picks
  • Holdings: Pfizer Inc , Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Bank of America Corporation ,
  • Category: Large Blend
Sign-up for rseax investment picks
  • Holdings: MFS® Value I , Thornburg International Value I , Eaton Vance Large-Cap Value I , Invesco Growth and Income R6 , T. Rowe Price Blue Chip Growth ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for wbggx investment picks
  • Holdings: Celgene Corp , Cognizant Technology Solutions Corp Class A , Monsanto Co , Google Inc Class A , Priceline.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for dsmlx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Samsung Electronics Co Ltd , International Business Machines Corp , Microsoft Corp ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for wfdmx investment picks
  • Holdings: iShares iBoxx $ High Yield Corporate Bd , iShares iBoxx $ Invst Grade Crp Bond , iShares MSCI EAFE , Italy(Rep Of) 2.43036% , Ubs Relationship Fds ,
  • Category: Conservative Allocation
Sign-up for maiax investment picks
  • Holdings: AQR Managed Futures Strategy N , Market Vectors Gold Miners ETF , SPDR S&P Oil & Gas Explor & Prod ETF , iShares Russell 2000 , Direxion Daily Emrg Mkts Bull 3X Shares ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for vmaax investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for gobfx investment picks
  • Holdings: Jasmine International PLC , Danieli & C Officine Meccaniche SpA Rsp , Roche Holding AG ADR , ConocoPhillips , Syngenta AG ADR ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for fflax investment picks
  • Holdings: Republic Services Inc Class A , Microsoft Corp , Royal Dutch Shell PLC ADR Class A , Ford Motor Co , Dow Chemical Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for fretx investment picks
  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , Southwest Gas Corp , Helen of Troy, Ltd. , HSN Inc , Columbia Sportswear Co ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for azspx investment picks
  • Holdings: American Funds IS® Blue Chip Inc&Gr 1 ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for hvcbx investment picks
  • Holdings: Blackrock Total Return Fund 2030 , Blackrock Large Cap Growth 2030 , Blackrock Mstr Basic Val Fund 2030 , BlackRock Capital Appreciation BlackRock , BlackRock Long-Horizon Equity Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for bipex investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for jincx investment picks
  • Holdings: Manning & Napier Pro-Blend Cnsrv Term I ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for mtdix investment picks
  • Holdings: Netflix Inc , Incyte Corp Ltd , Synageva BioPharma Corp , Domino's Pizza Inc , Myriad Genetics Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for rllgx investment picks
  • Holdings: Franklin Income R6 , Franklin Mutual Shares R6 , Templeton Growth R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ffaax investment picks
  • Holdings: E-mini S&P MidCap 400 Index Future Sept14 , Cigna Corp , Lincoln National Corp , Cardinal Health Inc , Agilent Technologies Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for pabux investment picks
  • Holdings: BlackRock Master Basic Value LLC ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for mdbax investment picks
  • Holdings: BlackRock Master International Index Ser ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for btmkx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for jhnbx investment picks
  • Holdings: Alliance Data Systems Corp , International Rectifier , Booz Allen Hamilton Holding Corp , Rovi Corp , Alere Inc ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
Sign-up for aticx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for jadfx investment picks
  • Holdings: Johnson & Johnson , Chevron Corp , Merck & Co Inc , Pfizer Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for rsdfx investment picks
  • Holdings: Genuine Parts Co , Mattel Inc , Caterpillar Inc , Bank of Montreal , Westpac Banking Corp ADR ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for sgisx investment picks
  • Holdings: EXOR Spa , Cheung Kong Holdings Ltd , Lafarge SA , OCI NV , K Wah International Holdings Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for llinx investment picks
  • Holdings: Royal Dutch Shell PLC Class B , Nestle SA , Prudential PLC , Roche Holding AG , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for niecx investment picks
  • Holdings: E-mini S&P 500 Index Future June14 , Irs Brl Zcs R 11.47/Cdi 08/15/13 Bps , Irs Jpy 1.000 03/20/14-10y Cme , Irs Brl Zcs P 10.41/Cdi 09/05/13 Boa , Irs Brl Zcs R 11.32/Cdi 09/05/13 Boa ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for pfcix 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 ffsmx 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: cddrx - Columbia Dividend Income R5 - Large Value to ashdx - AllianzGI Short Duration High Inc D - High Yield Bond
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