Funds From: swosx - Laudus Small-Cap MarketMasters Inv - Small Growth to mperx - Midas Perpetual Portfolio - World Allocation


  • Holdings: iShares Russell Mid-Cap , Russell 2000 Mini Sep14 Imeq 20140919 , Bellatrix Exploration Ltd , Approach Resources Inc , Belden Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for swosx investment picks
  • Holdings: Comcast Corp Class A , JPMorgan Chase & Co , Citigroup Inc , Bank of America Corporation , Procter & Gamble Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for kdcax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for nnhix investment picks
  • Holdings: Jazz Pharmaceuticals PLC , Mead Johnson Nutrition Co , Cubist Pharmaceuticals Inc , Cooper Companies , Tesoro Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for toecx investment picks
  • Holdings: Pfizer Inc , Public Service Enterprise Group Inc , Delta Air Lines Inc , JPMorgan Chase & Co , Invesco Ltd ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for dgaix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ltrfx investment picks
  • Holdings: Toyota Motor Corp , Orix Corp , Mitsubishi UFJ Financial Group Inc , Sysmex Corporation , Seven & i Holdings Co Ltd ,
  • Category: Japan Stock
  • Morningstar Rating: 3 Stars
Sign-up for mijfx investment picks
  • Holdings: Citigroup Inc , JPMorgan Chase & Co , General Electric Co , Weatherford International PLC , Suncor Energy Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for us2689401527 investment picks
  • Holdings: Bunzl PLC , OBIC Co., Ltd. , Amadeus IT Holding SA , Next PLC , Bellway PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
Sign-up for midgx investment picks
  • Holdings: JPMorgan Chase & Co , ConocoPhillips , Apple Inc , Royal Dutch Shell PLC ADR Class A , PepsiCo Inc ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for fbpex investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 5 Stars
Sign-up for praix investment picks
  • Holdings: Whirlpool Corp , United Continental Holdings Inc , Whole Foods Market Inc , Catamaran Corp , Textron Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for adcex investment picks
  • Holdings: Baidu Inc ADR , Capita PLC , WPP PLC , AIA Group Ltd , Bayer AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for imasx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for latfx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for rgvcx investment picks
  • Holdings: Williams Companies Inc , Transurban Group , NextEra Energy Inc , Atlantia , Enbridge Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for fgncx investment picks
  • Holdings: Apple Inc , Google Inc Class A , Microsoft Corp , Walt Disney Co , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for ncgcx 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 fskax investment picks
  • Holdings: Great-West S&P 500® Index Init , Great-West International Index Init , Great-West Bond Index Init , Great-West S&P Mid Cap 400® Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
Sign-up for mxsrx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 5 Stars
Sign-up for mmhix investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Biogen Idec Inc , Facebook Inc Class A , Costco Wholesale Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for oeqnx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for mwlix investment picks
  • Holdings: Direct Line Insurance Group PLC , Oslo Bors VPS Holding ASA , PartnerRe Ltd , RSA Insurance Group PLC , Wells Fargo & Co ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
Sign-up for tmfsx investment picks
  • Holdings: Facebook Inc Class A , Roche Holding AG Dividend Right Cert. , Home Depot Inc , Gilead Sciences Inc , Royal Bank of Scotland Group (The) PLC ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for aggrx investment picks
  • Holdings: Gilead Sciences Inc , Amgen Inc , Netflix Inc , Alexion Pharmaceuticals Inc , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ampbx investment picks
  • Holdings: Nuveen High Yield Municipal Bond I , Vanguard REIT ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 1 Stars
Sign-up for aaxcx investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for mlfex investment picks
  • Holdings: Apple Inc , American Tower Corp , Costco Wholesale Corp , Amazon.com Inc , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for gstix investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
Sign-up for bbbix investment picks
  • Holdings: SPDR® Gold Shares , Switzerland (Govt) 2.5% , Switzerland (Govt) 3% , iShares Silver Trust , UnitedHealth Group Inc ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
Sign-up for mperx 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: swosx - Laudus Small-Cap MarketMasters Inv - Small Growth to mperx - Midas Perpetual Portfolio - World Allocation
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