Funds From: rscix - Roxbury/Hood River Small Cap Gr Instl - Small Growth to msmax - Manning & Napier Strategic Inc Modrt I - Moderate Allocation


  • Holdings: SunEdison Inc , Portfolio Recovery Associates Inc , Centene Corp , Skyworks Solutions Inc , Umpqua Holdings Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for rscix investment picks
  • Holdings: UniFirst Corp , Bed Bath & Beyond Inc , AVX Corp , Meredith Corp , Children's Place Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for rseix investment picks
  • Holdings: Centene Corp , Matson Inc , PrivateBancorp Inc , East West Bancorp Inc , Deluxe Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for csccx investment picks
  • Holdings: MorphoSys AG , DCC PLC , Paramount Resources Ltd Class A , Total Energy Services Trust , First Pacific Co Ltd ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
Sign-up for iegcx investment picks
  • Holdings: Liberty Interactive Corp Class A , Twenty-First Century Fox Inc Class A , Prudential Financial Inc , Microsoft Corp , Actavis PLC ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for rcocx investment picks
  • Holdings: Alliance Data Systems Corp , Alere Inc , Booz Allen Hamilton Holding Corp , Rovi Corp , Charles River Laboratories International Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for atibx investment picks
  • Holdings: Apple Inc , Visa Inc Class A , Intel Corp , Diageo PLC , Walt Disney Co ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for rgeex investment picks
  • Holdings: Homestead Short-Term Bond , Guggenheim Floating Rate Strats Instl , Sandalwood Opportunity I , Leader Short Term Bond Instl , Angel Oak Multi-Strategy Income Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 1 Stars
Sign-up for pftlx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for mibdx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Oracle Corporation , Intel Corp ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
Sign-up for rythx investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , Royal Dutch Shell PLC Class A , BP PLC , Rio Tinto PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for cerix investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
Sign-up for lbiix investment picks
  • Holdings: DENTSPLY International Inc , Mednax Inc , ITC Holdings Corp , Waste Connections Inc , Jarden Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for simgx investment picks
  • Holdings: First Niagara Financial Group Inc , Integra Lifesciences Holdings Corp , Spirit AeroSystems Holdings Inc , OFG Bancorp , Big Lots Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for snwax investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
Sign-up for bbncx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for cdbcx investment picks
  • Holdings: Nestle SA , Gilead Sciences Inc , Apple Inc , Sekisui Chemical Co., Ltd. , Anheuser-Busch Inbev SA ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for idgbx investment picks
  • Holdings: Harbor Cmdty Real Return Cymn Capstock Shares , Us 5yr Note (Cbt) Dec14 Xcbt 20141231 , US TREASURY TIP , US Treasury TIP , US Treasury TIP ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
Sign-up for hcmrx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for putix investment picks
  • Holdings: Providence Service Corp , John Wiley & Sons Inc Class A , Belden Inc , OFG Bancorp , Sensient Technologies Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for cllrx investment picks
  • Holdings: General Electric Co , PepsiCo Inc , United Technologies Corp , Procter & Gamble Co , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for paulx investment picks
  • Holdings: Highwoods Properties Inc , First Niagara Financial Group Inc , Idacorp Inc , Esterline Technologies , Mentor Graphics Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for cuurx investment picks
  • Holdings: WisdomTree India Earnings ETF , Chunghwa Telecom Co Ltd , Sime Darby Bhd , Taiwan Cooperative Financial Holding Co Ltd , Hong Leong Bank Bhd ,
  • Category: Diversified Emerging Mkts
Sign-up for cmkax investment picks
  • Holdings: Facebook Inc Class A , Gilead Sciences Inc , MasterCard Inc Class A , Apple Inc , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for oglgx investment picks
  • Holdings: Russell Select US Equity Y , Russell Select International Equity Y , Russell Global Equity Y , Russell Emerging Markets Y , Russell US Small Cap Equity Y ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for rxlex investment picks
  • Holdings: SPDR® S&P 500 ETF , iShares MSCI Japan , US Treasury Note 2.75% , iShares Global Tech , iShares Global Healthcare ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mpbzx investment picks
  • Holdings: CACI International Inc Class A , Capitol Federal Financial Inc , Empire District Electric Co , ALLETE Inc , NorthWestern Corp ,
  • Category: Small Blend
Sign-up for chscx investment picks
  • Holdings: Vasco Data Security International Inc , Amkor Technology Inc , Methode Electronics Inc Class A , StanCorp Financial Group Inc , Dice Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for tfssx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for prbdx investment picks
  • Holdings: Manning & Napier Core Plus Bond I , Manning & Napier Dividend Focus I , Manning & Napier Equity Income I , Manning & Napier Real Estate I , Manning & Napier High Yield Bond I ,
  • Category: Moderate Allocation
Sign-up for msmax 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: rscix - Roxbury/Hood River Small Cap Gr Instl - Small Growth to msmax - Manning & Napier Strategic Inc Modrt I - Moderate 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