Funds From: sbcax - Principal SAM Strategic Growth B - Large Blend to matrx - GAMCO Mathers AAA - Bear Market


  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst , Principal Diversified Intl Inst ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for sbcax investment picks
  • Holdings: Biogen Idec Inc , Merck & Co Inc , Celgene Corp , AbbVie Inc , Johnson & Johnson ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for shisx investment picks
  • Holdings: JPMorgan Chase & Co , Packaging Corp of America , Microchip Technology Inc , Chevron Corp , Johnson & Johnson ,
  • Category: Large Value
Sign-up for hdfyx investment picks
  • Holdings: DoubleLine Total Return Bond I , MSCI EAFE Index Future June14 , NYSE/Liffe 10 Year US Treasury Note Future June14 , Nikkei 225 Stock Avg Index Future June14 , Doubleline Cayman Multi-Asset Growth Fund ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for dmlix investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Floating Rate Income NAV , JHFunds2 Total Return NAV , JHFunds2 Active Bond NAV , JHFunds2 Capital Appreciation Value NAV ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 5 Stars
Sign-up for jlbox investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for jibdx investment picks
  • Holdings: Exxon Mobil Corporation , Apple Inc , Johnson & Johnson , Verizon Communications Inc , Procter & Gamble Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for milcx investment picks
  • Category: World Bond
  • Morningstar Rating: 2 Stars
Sign-up for mhwix investment picks
  • Holdings: Exxon Mobil Corporation , Tyson Foods Inc Class A , U.S. Bancorp , Helmerich & Payne Inc , Sempra Energy ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for jrsix investment picks
  • Holdings: S&P 500 Index Future Sept14 , Emerging Markets Fixed Income Core Fund , Ftse 100 Idx Fut Sep14 , Mini Msci Emg Mkt Sep14 , Amsterdam Idx Fut Jul14 ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fsbkx investment picks
  • Holdings: United Rentals Inc , Oasis Petroleum Inc , B/E Aerospace Inc , NXP Semiconductors NV , Mohawk Industries Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for rimmx investment picks
  • Holdings: Humana Inc , Apple Inc , Bank of America Corporation , Pioneer Natural Resources Co , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for cheax investment picks
  • Holdings: Horsehead Holding Corp , Christopher & Banks Corp , Astronics Corp , ARC Group Worldwide Inc , NN Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for rhjsx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for shorx investment picks
  • Holdings: Gilead Sciences Inc , Micron Technology Inc , Facebook Inc Class A , Affiliated Managers Group Inc , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for rgwcx investment picks
  • Holdings: Royal Dutch Shell PLC , Novartis AG , Roche Holding AG , BP PLC , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for rlncx investment picks
  • Holdings: Apple Inc , CR Bard Inc , Berkshire Hathaway Inc Class A , International Business Machines Corp , Banco Latinoamericano de Comercio Exterior SA Class E ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for jwsfx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
Sign-up for cxhyx investment picks
  • Holdings: Russell Mini Fut Sep14 , Envestnet Inc , Puma Biotechnology Inc , Acadia Healthcare Co Inc , SS&C Technologies Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for spwix investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research International R5 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for mffix investment picks
  • Holdings: Simon Property Group Inc , Digital Realty Trust Inc , Dupont Fabros Technology Inc , Kilroy Realty Corp , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for soaax investment picks
  • Holdings: Parnassus Core Equity Institutional , Neuberger Berman Socially Rspns Inst , Touchstone Premium Yield Equity Y , Pax MSCI International ESG Idx Instl , PIMCO Income Instl ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for pmiix investment picks
  • Holdings: Simon Property Group Inc , Prologis Inc , Public Storage , AvalonBay Communities Inc , Health Care REIT, Inc. ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for ceerx investment picks
  • Holdings: The Middleby Corp , Acuity Brands Inc , Acadia Healthcare Co Inc , Envestnet Inc , Old Dominion Freight Lines ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for jgsmx investment picks
  • Holdings: Finolex Cables Ltd , Multi Commodity Exchange of India Ltd , National Aluminium Co Ltd , DCB Bank Ltd , Centerra Gold Inc ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 1 Stars
Sign-up for tgnix investment picks
  • Holdings: HCC Insurance Holdings Inc , Axiall Corp , JZ Capital Partners Ord/Inc , UniFirst Corp , EMCOR Group, Inc. ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for tascx investment picks
  • Holdings: Samsung Electronics Co Ltd , Samsung Electronics Co Ltd GDR , China Construction Bank Corp H Shares , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for dfesx investment picks
  • Holdings: iShares Russell Mid-Cap Growth , Noble Energy Inc , Southwestern Energy Co , SBA Communications Corp , O'Reilly Automotive Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for trpwx investment picks
  • Holdings: iShares Micro-Cap , Vanguard FTSE All-World ex-US ETF , SPDR S&P MidCap 400 , SPDR Dow Jones Industrial Average , SPDR S&P 500 ,
  • Category: Bear Market
Sign-up for matrx 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: sbcax - Principal SAM Strategic Growth B - Large Blend to matrx - GAMCO Mathers AAA - Bear Market
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