Funds From: nbpix - Neuberger Berman Large Cap Value Inst - Large Value to uupix - ProFunds UltraEmerging Markets Inv - Trading-Leveraged Equity


  • Holdings: Bank of New York Mellon Corp , Cisco Systems Inc , Eaton Corp PLC , JPMorgan Chase & Co , Lincoln National Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for nbpix investment picks
  • Holdings: Simon Property Group Inc , Public Storage , Prologis Inc , Vornado Realty Trust , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for freax investment picks
  • Holdings: PowerShares Senior Loan ETF , Cdx 2i65brkl3 05.000 Na 06/20/2019 Barclays Ban Lo , Marfrig Hldgs Europe B V 144A 6.875% , Trs Gol Eqtrs Oex Us0001m-5bps /Short/ , Cemex Fin 144A 6% ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for oarax investment picks
  • Holdings: FNMA , US Treasury Note 3.625% , FNMA , US Treasury Note 0.25% , Apple Inc ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 1 Stars
Sign-up for wfqex investment picks
  • Holdings: Amazon.com Inc , Celgene Corp , Biogen Idec Inc , Schlumberger NV , CVS Caremark Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for sblgx investment picks
  • Holdings: E-L Financial Corp Ltd , Bank of Hawaii Corp , Trinity Industries Inc , Federated Investors, Inc. Class B , AllianceBernstein Holding L.P. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for rtrkx investment picks
  • Holdings: Microsoft Corp , Wells Fargo & Co , Schlumberger NV , Johnson & Johnson , PepsiCo Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for sencx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for wfndx investment picks
  • Holdings: Vantagepoint Equity Income T , Vantagepoint Diversifying Strategies T , Vantagepoint International T , Vantagepoint Core Bond Index T , Vantagepoint Growth T ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for vprmx investment picks
  • Holdings: Constant Contact Inc , Patterson Companies Inc , ViewPoint Financial Group Inc , AAR Corp , Patterson-UTI Energy Inc ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
Sign-up for wwscx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for seimx investment picks
  • Holdings: JPMorgan Chase & Co , China Mobile Ltd , Royal Dutch Shell PLC ADR Class A , Novartis AG , Roche Holding AG Dividend Right Cert. ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for tibmx investment picks
  • Holdings: Tencent Holdings Ltd. , China Mobile Ltd , Taiwan Semiconductor Manufacturing Co Ltd , China Construction Bank Corp H Shares , Naspers Ltd Class N ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for vemrx investment picks
  • Holdings: United Continental Holdings Inc , Sherwin-Williams Co , Ametek Inc , The Hershey Co , Advance Auto Parts Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for rmdcx investment picks
  • Holdings: DFA Two-Year Global Fixed-Income I , DFA Short-Term Extended Quality I , DFA US Core Equity 2 I , DFA Inflation-Protected Securities I , DFA International Core Equity I ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for dgtsx investment picks
  • Holdings: US Treasury Note 0.75% , US Treasury Note 0.75% , US Treasury Note 1.375% , US Treasury Note 0.875% , US TREASURY TIP ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for oacix investment picks
  • Holdings: Franklin Growth R6 , Templeton Global Total Return R6 , Franklin Rising Dividends R6 , Franklin US Government Secs R6 , Franklin Low Duration Total Return R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fmtix investment picks
  • Holdings: DCC PLC , Cielo SA , Aryzta AG , IG Group Holdings PLC , Onex Corp ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for agaax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for unbdx investment picks
  • Holdings: Simon Property Group Inc , Host Hotels & Resorts Inc , Equity Residential , Boston Properties Inc , Health Care REIT, Inc. ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for dprex investment picks
  • Holdings: Akamai Technologies Inc , Ryder System Inc , PacWest Bancorp , Marvell Technology Group Ltd , HCC Insurance Holdings Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for lvorx investment picks
  • Holdings: SPDR® S&P 500 ETF , iShares Core S&P 500 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for krfex investment picks
  • Holdings: Apple Inc , Intel Corp , Exxon Mobil Corporation , United Technologies Corp , Walt Disney Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for emtgx investment picks
  • Holdings: Hewlett-Packard Co , JPMorgan Chase & Co , Trinity Industries Inc , Arrow Electronics Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for qcacx investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Honeywell International Inc , Google Inc Class C , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for algrx investment picks
  • Holdings: AT&T Inc , MetLife Inc , ConocoPhillips , Ford Motor Co , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for pnecx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
Sign-up for fhyvx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Baidu Inc ADR , China Mobile Ltd ADR , Itau Unibanco Holding SA ADR , America Movil SAB de CV ADR ,
  • Category: Trading-Leveraged Equity
Sign-up for uupix 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: nbpix - Neuberger Berman Large Cap Value Inst - Large Value to uupix - ProFunds UltraEmerging Markets Inv - Trading-Leveraged Equity
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