Funds From: wacix - Western Asset Core Plus Bond FI - Intermediate-Term Bond to tfscx - Templeton Ins Foreign Smaller Co Ser Adv - Foreign Small/Mid Value


  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for wacix investment picks
  • Holdings: Li & Fung Ltd , Teva Pharmaceutical Industries Ltd ADR , Microsoft Corp , Unilever PLC , Mattel Inc ,
  • Category: World Stock
Sign-up for gainx 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: FNMA , US Treasury Note 0.25% , FNMA , US Treasury Note 4.75% , US Treasury Note 2.75% ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for wotrx investment picks
  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , Essex Property Trust Inc , Prologis Inc , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for trrex investment picks
  • Holdings: Goldcorp Inc , Randgold Resources Ltd ADR , Gold Bullion , Silver Bullion (1 Oz = 1 Shr) , Barrick Gold Corp ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
Sign-up for fsagx investment picks
  • Holdings: DFA US Core Equity 2 I , DFA International Core Equity I , DFA Selectively Hedged Global F/I I , DFA Short-Term Extended Quality I , DFA US Core Equity 1 I ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for dgsix investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
Sign-up for vfidx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
Sign-up for vipsx investment picks
  • Holdings: AXA SA , EDP - Energias de Portugal SA , Novartis AG , AstraZeneca PLC , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for riggx investment picks
  • Holdings: TransCanada Corp , Williams Companies Inc , National Grid PLC , Enbridge Inc , American Tower Corp ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for utlax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for vstbx investment picks
  • Holdings: E-mini S&P 500 Index Future June14 , Cboe Vis Future June 14 , Cboe Vis Future May 14 , VirnetX Holding Corp , Molycorp Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 4 Stars
Sign-up for tfsmx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for mwldx investment picks
  • Holdings: Orion Oyj Class B , AstraZeneca PLC , Asustek Computer Inc , Teva Pharmaceutical Industries Ltd , Statoil ASA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
Sign-up for sieax 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: Iridium Communications Inc , American Railcar Industries Inc , Netflix Inc , Berkshire Hathaway Inc Class B , Apache Corporation ,
  • Category: Long/Short Equity
  • Morningstar Rating: 5 Stars
Sign-up for bplex investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
Sign-up for rmucx investment picks
  • Holdings: Canadian Pacific Railway Ltd , Rio Tinto PLC ADR , Schlumberger NV , Weatherford International PLC , BHP Billiton Ltd ADR ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for whvax investment picks
  • Holdings: Seagate Technology PLC , DISH Network Corp , Moody's Corporation , Medtronic Inc , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for bhgix investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
Sign-up for hfinx investment picks
  • Holdings: Wells Fargo & Co , Home Depot, Inc. , Union Pacific Corp , American Tower Corp , CBS Corporation Class B ,
  • Category: Long/Short Equity
Sign-up for aslax investment picks
  • Holdings: Union Pacific Corp , United Parcel Service Inc (UPS) Class B , FedEx Corp , Delta Air Lines Inc , American Airlines Group Inc ,
  • Category: Industrials
  • Morningstar Rating: 4 Stars
Sign-up for fsrfx 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: Apple Inc , Microsoft Corp , PepsiCo Inc , Comcast Corp Class A , Halliburton Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for ieohx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Gilead Sciences Inc , EMC Corp , Intel Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for aznix investment picks
  • Holdings: Brazil (Federative Republic Of) 10 01/01/2021 , Uk Conv Gilt 1.25 07/22/2018 , US Treasury Note 2.75% , Germany (Federal Republic Of) 4.25 07/04/2017 , Procter & Gamble Co ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for malox investment picks
  • Holdings: American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds New Economy R6 , American Funds New World R6 ,
  • Category: World Stock
Sign-up for cpgax investment picks
  • Holdings: US Treasury Note 0.75% , US Treasury Note 0.5% , US Treasury Note 0.875% , US Treasury Note 1.375% , US TREASURY TIP ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for occix 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: wacix - Western Asset Core Plus Bond FI - Intermediate-Term Bond 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