Funds From: gatrx - GMO Global Asset Allocation Series R6 - World Allocation to tfscx - Templeton Ins Foreign Smaller Co Ser Adv - Foreign Small/Mid Value


  • Holdings: GMO Global Asset Allocation III ,
  • Category: World Allocation
Sign-up for gatrx investment picks
  • Holdings: FNMA , US Treasury Note 0.25% , FNMA , US Treasury Note 4.625% , US Treasury Note 4.75% ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for wotrx investment picks
  • Holdings: Hon Hai Precision Ind Co Ltd , Asustek Computer Inc , TPK Holding Co Ltd , Chunghwa Telecom Co Ltd , Compal Electronics Inc ,
  • Category: China Region
  • Morningstar Rating: 4 Stars
Sign-up for gmotx investment picks
  • Holdings: Voya US Bond Index I , Voya US Stock Index I , Voya Russell Mid Cap Index I , Voya International Index I , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
Sign-up for isaax investment picks
  • Holdings: Visa Inc Class A , MasterCard Inc Class A , Cognizant Technology Solutions Corp Class A , Accenture PLC Class A , Fidelity National Information Services Inc ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for fbsox investment picks
  • Holdings: Polaris Industries Inc , Cognizant Technology Solutions Corp Class A , CR Bard Inc , Schlumberger NV , CH Robinson Worldwide Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for avegx investment picks
  • Holdings: Gilead Sciences Inc , Amgen Inc , Celgene Corp , Biogen Idec Inc , Regeneron Pharmaceuticals Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for ryoix investment picks
  • Holdings: Johnson & Johnson , Pentair PLC , Roper Industries Inc , Chevron Corp , Air Products & Chemicals Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for frdtx investment picks
  • Holdings: Umicore , Dominion Diamond Corp , Johnson Matthey PLC , Nevsun Resources Ltd , BHP Billiton PLC ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 4 Stars
Sign-up for vgpmx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for pttcx investment picks
  • Holdings: Apple Inc , Suncor Energy Inc , Lincoln National Corp , Fluor Corp , Corning Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for leifx investment picks
  • Holdings: Ametek Inc , Mettler-Toledo International Inc , Donaldson Co Inc , Amphenol Corp Class A , Avis Budget Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for crbyx investment picks
  • Holdings: Altria Group Inc , ConocoPhillips , Reynolds American Inc , GlaxoSmithKline PLC , Kraft Foods Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for svaix investment picks
  • Holdings: Us 10yr Note (Cbt)jun14 Xcbt 20140619 , Can 10yr Bond Fut Jun14 Xmod 20140619 , Long Gilt Future Jun14 Xlif 20140626 , S+p500 Emini Fut Jun14 Xcme 20140620 , Euro-Bund Future Jun14 Xeur 20140606 ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for pasix investment picks
  • Holdings: DFA US Large Cap Value III , DFA US Small Cap Value I , DFA US Micro Cap I , DFA US Small Cap I , DFA US Large Company I ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for fmuex investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for waprx investment picks
  • Holdings: MassMutual Select Overseas I , MM MSCI EAFE® International Index I , MassMutual Premier Disciplined Value I , MassMutual Premier Disciplined Gr I , MassMutual Premier Core Bond I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for mogax investment picks
  • Holdings: US Treasury Note 0.25% , US Treasury Note 0.375% , US Treasury Note 1.375% , US Treasury Note 0.375% , LyondellBasell Industries NV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jabnx investment picks
  • Holdings: Comcast Corp Class A , PepsiCo Inc , Oracle Corporation , Schlumberger NV , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mxgrx investment picks
  • Holdings: Ndx Cs Swap Bullet ,
  • Category: Trading-Leveraged Equity
Sign-up for dxqlx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for lbndx investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Limited Maturity R5 , MFS® Research R5 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for mfljx 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 usspx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for jyiax investment picks
  • Holdings: Forest Laboratories Inc , Actavis PLC , Foster Wheeler AG , UNS Energy Corp , Safeway Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
Sign-up for us8935091905 investment picks
  • Holdings: American Funds American Hi Inc Tr R6 , American Funds US Government Sec R6 , American Funds American Mutual R6 , American Funds Capital Inc Bldr R6 , American Funds Inc Fund of Amer R6 ,
  • Category: Conservative Allocation
Sign-up for inpcx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Novartis AG , HSBC Holdings PLC , Nestle SA , Rio Tinto PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for mrsjx investment picks
  • Holdings: E-mini S&P 500 Index Future Sept14 , Directv , SPDR S&P 500 , CVS Caremark Corp , Xylem Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
Sign-up for oheax investment picks
  • Holdings: ACWI ex-US Index ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for bdoix investment picks
  • Holdings: ASICS Corp , Techtronic Industries Co Ltd , Amer Sports Corp , Kobayashi Pharmaceutical Co., Ltd. , VTech Holdings Ltd ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 4 Stars
Sign-up for tfscx 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: gatrx - GMO Global Asset Allocation Series R6 - World Allocation to tfscx - Templeton Ins Foreign Smaller Co Ser Adv - Foreign Small/Mid Value
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