Funds From: reqex - Russell US Defensive Equity E - Large Blend to nmgrx - Neuberger Berman Mid Cap Growth R3 - Mid-Cap Growth


  • Holdings: Exxon Mobil Corporation , Johnson & Johnson , Microsoft Corp , Wells Fargo & Co , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for reqex investment picks
  • Holdings: Apple Inc , Microsoft Corp , Oracle Corporation , Comcast Corp Class A , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for rdlfx investment picks
  • Holdings: Wells Fargo & Co , Pfizer Inc , Chevron Corp , Exxon Mobil Corporation , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for cvqzx investment picks
  • Holdings: Fifth Third Bancorp , Zimmer Holdings Inc , Host Hotels & Resorts Inc , Weatherford International PLC , TRW Automotive Holdings Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for cmubx investment picks
  • Holdings: Tableau Software Inc Class A , Workday Inc Class A , Palo Alto Networks Inc , Illumina Inc , Under Armour Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for dwugx investment picks
  • Holdings: Kinder Morgan, Inc. , Time Warner Cable Inc , Spectra Energy Corp , Baxter International Inc , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for bcegx investment picks
  • Holdings: Boeing Co , Apple Inc , Holcim Ltd , AIA Group Ltd , Amazon.com Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for pagsx investment picks
  • Holdings: Pru Shirt Dur Milti-Sec , Prudential Total Return Bd , Prudential International , Prudential Government Income A , Prudential Absolute Return Bond Q ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jdazx investment picks
  • Holdings: Schwab Total Bond Market , Schwab Short-Term Bond Market , Schwab Core Equity , Laudus US Large Cap Growth , Schwab S&P 500 Index ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
Sign-up for swbrx investment picks
  • Holdings: American Airlines Group Inc , Delta Air Lines Inc , Genworth Financial Inc , Apple Inc Jan15 71.43 Call , MGIC Investment Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for lmnox investment picks
  • Holdings: JPMorgan Chase & Co , Pfizer Inc , Chevron Corp , Cisco Systems Inc , Wal-Mart Stores Inc ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for lafcx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for hfbax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for pldtx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for drgmx investment picks
  • Holdings: Novartis AG , Royal Dutch Shell PLC Class A , Sanofi , Prudential PLC , Bayer AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for minax investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
Sign-up for seipx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
Sign-up for sgatx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
Sign-up for tgmbx investment picks
  • Holdings: Facebook Inc Class A , Priceline Group Inc , Starbucks Corp , Gilead Sciences Inc , Amazon.com Inc ,
  • Category: Large Growth
Sign-up for dcfgx investment picks
  • Holdings: LM Ericsson Telephone Company Class B , McGraw Hill Financial Inc , Walt Disney Co , Bayerische Motoren Werke AG BMW , SAP SE ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for mgfax investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for vcgsx investment picks
  • Holdings: Intel Corp , Apple Inc , Exxon Mobil Corporation , United Technologies Corp , Walt Disney Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for extgx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for sygix investment picks
  • Holdings: Apple Inc , Suncor Energy Inc , Lincoln National Corp , Fluor Corp , Corning Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for leisx investment picks
  • Holdings: Vanguard Total Bond Market ETF , Vanguard FTSE Europe ETF , Vanguard S&P 500 ETF , Vanguard Short-Term Bond ETF , iShares MSCI EAFE Minimum Volatility ,
  • Category: Tactical Allocation
Sign-up for ttacx investment picks
  • Holdings: Ashtead Group PLC , Wirecard AG , Azimut Holding SPA , Rightmove PLC , Wood Group (John) PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 1 Stars
Sign-up for isccx investment picks
  • Holdings: Wood Group (John) PLC , Jones Lang LaSalle Inc , Barry Callebaut AG , Odontoprev SA , Arezzo Industria E Comercio SA ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
Sign-up for wvccx investment picks
  • Holdings: Intuitive Surgical Inc , Christian Dior SA , Eurazeo Ord , Nestle SA , PetSmart Inc ,
  • Category: Foreign Small/Mid Blend
Sign-up for mbphx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Gilead Sciences Inc , Apple Inc , Comcast Corp Class A , Copa Holdings SA Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for adgcx investment picks
  • Holdings: SBA Communications Corp , Avago Technologies Ltd , Alliance Data Systems Corp , Affiliated Managers Group Inc , Stericycle Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for nmgrx 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: reqex - Russell US Defensive Equity E - Large Blend to nmgrx - Neuberger Berman Mid Cap Growth 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