Funds From: fdasx - Fidelity Advisor Global Strategies A - Moderate Allocation to lcffx - Lord Abbett CA Tax-Free Income F - Muni California Long


  • Holdings: iShares 3-7 Year Treasury Bond , iShares MSCI EAFE , iShares Core US Aggregate Bond , SPDR® Barclays International Trs Bd ETF , iShares Russell 3000 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for fdasx investment picks
  • Holdings: Viacom Inc Class A , CBS Corp Class A , American Express Co , Honeywell International Inc , Diageo PLC ADR ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for gvcax investment picks
  • Holdings: CoStar Group Inc , The Middleby Corp , Restoration Hardware Holdings Inc , Shutterstock Inc , Aspen Technology Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for anonx investment picks
  • Holdings: Microsoft Corp , Amazon.com Inc , Comcast Corp Class A , Boeing Co , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for cfnfx investment picks
  • Category: Muni Ohio
  • Morningstar Rating: 3 Stars
Sign-up for aohax investment picks
  • Holdings: Akorn Inc , WEX Inc , The Middleby Corp , Mallinckrodt PLC , Portfolio Recovery Associates Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for oricx investment picks
  • Holdings: Affiliated Managers Group Inc , Bank of the Ozarks Inc , Discover Financial Services , OSI Systems Inc , Portfolio Recovery Associates Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for pmvix investment picks
  • Holdings: Dow Chemical Co , Merck & Co , Lockheed Martin Corp , PartnerRe Ltd , Altria Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for apigx investment picks
  • Holdings: Hon Hai Precision Ind Co Ltd , China Resources Power Holdings Co Ltd , Steinhoff International Holdings Ltd , Sasol Ltd , Swiss Life Holding AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for prppx investment picks
  • Holdings: US Treasury Note 0.75% , US Treasury Note 0.75% , US Treasury Note 1.375% , US Treasury Note 0.875% , US TREASURY TIP ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for oycix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for jiqbx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
Sign-up for tsdax investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
Sign-up for pncix investment picks
  • Holdings: Mobileye N.V. , Concur Technologies Inc , Acuity Brands Inc , AECOM Technology Corp , Altra Industrial Motion Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for hsmcx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 1 Stars
Sign-up for mflmx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for citcx investment picks
  • Holdings: Strayer Education Inc , OFG Bancorp , FactSet Research Systems, Inc. , Nabors Industries Ltd , Dana Holding Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for popbx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Galaxy Entertainment Group Ltd , SK Telecom Co Ltd , Samsung Electronics Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for icarx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
Sign-up for cfrzx investment picks
  • Category: Muni Ohio
  • Morningstar Rating: 2 Stars
Sign-up for jmunx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 5 Stars
Sign-up for lifix investment picks
  • Holdings: Anheuser-Busch Inbev SA , Japan Tobacco Inc , Prudential PLC , Shire PLC , AIA Group Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for piocx investment picks
  • Holdings: Lockheed Martin Corp , Pepco Holdings Inc , Kraft Foods Group Inc , Altria Group Inc , Total SA ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for ibutx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 5 Stars
Sign-up for plfrx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for fimtx investment picks
  • Holdings: Citigroup Inc , SAP SE , JPMorgan Chase & Co , Booker Group PLC , McGraw Hill Financial Inc ,
  • Category: World Stock
Sign-up for icopx investment picks
  • Holdings: Land Securities Group PLC , AvalonBay Communities Inc , Unibail-Rodamco SE , LaSalle Hotel Properties , Simon Property Group Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for asrfx investment picks
  • Holdings: Franco-Nevada Corp , Torex Gold Resources Inc , Agnico Eagle Mines Ltd , Eldorado Gold Corp , Detour Gold Corp ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 4 Stars
Sign-up for igdcx investment picks
  • Holdings: Apple Inc , Celgene Corp , CVS Caremark Corp , Gilead Sciences Inc , American Express Co ,
  • Category: Large Growth
Sign-up for cnrvx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for lcffx 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: fdasx - Fidelity Advisor Global Strategies A - Moderate Allocation to lcffx - Lord Abbett CA Tax-Free Income F - Muni California Long
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