Funds From: cgiix - Calamos Growth & Income I - Moderate Allocation to ppqmx - Principal MidCap Growth III R3 - Mid-Cap Growth


  • Holdings: Apple Inc , Johnson & Johnson , United Tech , JPMorgan Chase & Co , Coca-Cola Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cgiix investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for lbnbx investment picks
  • Holdings: Lowe's Companies Inc , Schlumberger NV , Google Inc Class C , Visa Inc Class A , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for uslix investment picks
  • Holdings: Baidu Inc ADR , Samsung Electronics Co Ltd , Petroleo Brasileiro SA Petrobras ADR , Reliance Industries Ltd , SK Telecom Co Ltd ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for demcx investment picks
  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Royal Dutch Shell PLC Class A , General Electric Co , Morgan Stanley ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for acetx investment picks
  • Holdings: Pioneer Bond Y , Pioneer Short Term Income Y , Pioneer Strategic Income Y , Pioneer International Value Y , Pioneer Global High Yield Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for piavx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for lsgsx investment picks
  • Holdings: Nestle SA , HSBC Holdings PLC , Royal Dutch Shell PLC Class A , iShares MSCI EAFE , Toyota Motor Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for myitx investment picks
  • Holdings: Walt Disney Co , Apple Inc , Citigroup Inc , LM Ericsson Telephone Company Class B , Gilead Sciences Inc ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for qvgix investment picks
  • Holdings: Colfax Corp , Genesco Inc , Huntsman Corp , Waste Connections Inc , Bally Technologies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for hsccx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for stgsx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Wells Fargo & Co , Johnson & Johnson , JPMorgan Chase & Co ,
  • Category: Market Neutral
  • Morningstar Rating: 4 Stars
Sign-up for cvscx investment picks
  • Holdings: Bunzl PLC , Croda International PLC , Bellway PLC , Next PLC , Amadeus IT Holding SA ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
Sign-up for mwnix investment picks
  • Holdings: Commonwealth Bank of Australia , BHP Billiton Ltd , Westpac Banking Corp , Australia and New Zealand Banking Group Ltd , National Australia Bank Limited ,
  • Category: Miscellaneous Region
Sign-up for iaiax investment picks
  • Holdings: Facebook Inc Class A , Gilead Sciences Inc , Keurig Green Mountain Inc , Apple Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for eqpgx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Comcast Corp Class A , PepsiCo Inc , Halliburton Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for plcix investment picks
  • Category: Muni New Jersey
  • Morningstar Rating: 5 Stars
Sign-up for nmnjx investment picks
  • Holdings: BlackRock CoreAlpha Bond Investor A , Active Stock Master Portfolio , International Tilts Master , iShares TIPS Bond , BlackRock Russell 1000 Index T ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
Sign-up for lpbix investment picks
  • Holdings: Maximus Inc , Dealertrack Technologies Inc , Roadrunner Transportation Systems Inc , Con-way Inc , Dorman Products Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for nmmsx investment picks
  • Holdings: American Airlines Group Inc , Illumina Inc , Las Vegas Sands Corp , Liberty Global PLC Class C , Russell 2000 Index Mini TIC ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for fsmax investment picks
  • Holdings: Total SA , Cisco Systems Inc , Seagate Technology PLC , Companhia De Saneamento Basico Do Estado De Sao Paulo ADR , Navient Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for anuix investment picks
  • Holdings: IHS Inc Class A , Applied Materials Inc , Moody's Corporation , Concho Resources Inc , Netflix Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for fmeyx investment picks
  • Holdings: Financial Select Sector SPDR® ETF , SPDR® S&P 500 ETF , Technology Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , Consumer Discret Sel Sect SPDR® ETF ,
  • Category: Market Neutral
  • Morningstar Rating: 1 Stars
Sign-up for pjnrx investment picks
  • Holdings: Gilead Sciences Inc , Actavis PLC , SBA Communications Corp , MasterCard Inc Class A , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for fkacx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for vccbx investment picks
  • Holdings: SK Hynix Inc , Grupo Televisa SAB ADR , Banco Bilbao Vizcaya Argentaria SA , Baidu Inc ADR , Nestle SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for qivax investment picks
  • Holdings: JPMorgan Alerian MLP ETN , Vanguard REIT ETF , iShares iBoxx $ High Yield Corporate Bd , iShares TIPS Bond , Nuveen High Yield Municipal Bond I ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
Sign-up for aaxcx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for gsuax investment picks
  • Holdings: Netflix Inc , Gilead Sciences Inc , Thermo Fisher Scientific Inc , Alexion Pharmaceuticals Inc , Galaxy Entertainment Group Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for neffx investment picks
  • Holdings: E-mini S&P MidCap 400 Index Future Sept14 , O'Reilly Automotive Inc , Stericycle Inc , Affiliated Managers Group Inc , Mead Johnson Nutrition Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for ppqmx 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: cgiix - Calamos Growth & Income I - Moderate Allocation to ppqmx - Principal MidCap Growth III R3 - Mid-Cap Growth
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