Funds From: cctrx - Columbia Small Cap Value Fund II R - Small Value to wayax - Western Asset High Yield A - High Yield Bond


  • Holdings: American Assets Trust Inc , Sterling Bancorp , Western Alliance Bancorp , Deluxe Corp , VCA Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for cctrx investment picks
  • Holdings: Wells Fargo & Co , Medtronic Inc , Oracle Corporation , Target Corp , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for tvlix investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
Sign-up for tphcx investment picks
  • Holdings: MassMutual Select Overseas I , MM MSCI EAFE® International Index I , MassMutual Premier Disciplined Value I , MassMutual Premier Disciplined Gr I , MassMutual Select Diversified Value I ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
Sign-up for mmarx investment picks
  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Global Income Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Em Mkts Eq Insights Intl ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for goiax investment picks
  • Holdings: Zions Bancorp , Arch Capital Group Ltd , Gannett Co Inc , Western Alliance Bancorp , American Financial Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for myisx investment picks
  • Holdings: China Construction Bank Corp H Shares , Taiwan Semiconductor Manufacturing Co Ltd , Bank Of China Ltd. H Shares , Industrial And Commercial Bank Of China Ltd H Shares , China Mobile Ltd ,
  • Category: Diversified Emerging Mkts
Sign-up for veiix investment picks
  • Category: Short Government
  • Morningstar Rating: 3 Stars
Sign-up for fsgtx investment picks
  • Holdings: Vivendi SA , Alliant Techsystems Inc , Ambac Financial Group Inc , NN Group NV , Green Brick Partners Inc ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for evgix investment picks
  • Holdings: Exxon Mobil Corporation , Procter & Gamble Co , Pfizer Inc , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for iwedx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for aiavx investment picks
  • Holdings: Verint Systems Inc , Spirit AeroSystems Holdings Inc , Charles River Laboratories International Inc , CoreLogic, Inc. , Rovi Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for nincx investment picks
  • Holdings: Skyworks Solutions Inc , Equinix Inc , Advance Auto Parts Inc , Henry Schein Inc , SL Green Realty Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for fimex investment picks
  • Holdings: Bank Of China Ltd. H Shares , Cielo SA , Infosys Ltd , Sihuan Pharmaceutical Holdings Group Ltd , Huaneng Power International Inc Class -H- ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for aotdx investment picks
  • Holdings: Liberty Global PLC Class C , Activision Blizzard Inc , Capital One Financial Corp , Citigroup Inc , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
Sign-up for bprrx investment picks
  • Holdings: Exxon Mobil Corporation , Bank of America Corporation , JPMorgan Chase & Co , Hewlett-Packard Co , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for wlcvx investment picks
  • Holdings: Vanguard Short-Term Government Bond ETF , Vanguard Short-Term Corporate Bond ETF , Ru30in Total Return Swap , Vanguard Mortgage-Backed Securities ETF , FNMA FRN ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for acsix investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
Sign-up for fedfx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for jphsx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for medcx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
Sign-up for hymax investment picks
  • Holdings: Manning & Napier Pro-Blend Extnd Term I , Manning & Napier Pro-Blend Max Term I ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for mtpkx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for pdvdx investment picks
  • Holdings: Legg Mason BW Diversified Lg Cp Val IS , ClearBridge Appreciation IS , QS Batterymarch US Lg Cap Eq IS , ClearBridge International Value IS , QS Batterymarch Intl Eq IS ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for schbx investment picks
  • Holdings: JPMorgan Chase & Co , E-mini S&P 500 Index Future Mar15 , Citigroup Inc , Johnson & Johnson , Intel Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for gvezx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for bmscx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Wells Fargo & Co , JPMorgan Chase & Co , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for ptezx investment picks
  • Holdings: Fidelity Treasury Fnd 695 Fnd 695 , ProSiebenSat 1 Media AG , Continental AG , Deutsche Post AG , L'Oreal SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for hfoax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for wayax 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: cctrx - Columbia Small Cap Value Fund II R - Small Value to wayax - Western Asset High Yield A - 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 Name |  Ticker |  Popularity |  Our Choices |  Most Recent