Funds From: gmisx - GMO International Small Companies III - Foreign Small/Mid Value to sabtx - SA US Value - Large Value


  • Holdings: K+S AG , Rexel SA , Man Group PLC , Finmeccanica SpA , Home Retail Group PLC ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 4 Stars
Sign-up for gmisx investment picks
  • Holdings: Microsoft Corp , Comcast Corp Class A , Amazon.com Inc , Philip Morris International Inc , Boeing Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for cfnfx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for wgbcx investment picks
  • Holdings: Russell 2000 Mini Dec14 Imeq 20141219 , Isis Pharmaceuticals , RF Micro Devices Inc , SS&C Technologies Holdings Inc , Graphic Packaging Holding Co ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for gcssx investment picks
  • Holdings: Akorn Inc , Take-Two Interactive Software Inc , Fluidigm Corp , Exact Sciences Corp , DexCom Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for mmsix investment picks
  • Holdings: Microsoft Corp , Lowe's Companies Inc , CVS Health Corp , Northrop Grumman Corp , Archer-Daniels Midland Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ddiix investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for shbax investment picks
  • Holdings: MainStay MAP I , Mainstay US Equity Opportunities I , MainStay Large Cap Growth I , MainStay US Small Cap I , MainStay Epoch US All Cap I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mgdax investment picks
  • Holdings: US Treasury Note , Simon Property Group Inc , US Treasury Note , Equity Residential , US Treasury TIP ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for cidpx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for fmocx investment picks
  • Holdings: NYSE/Liffe 2 Year US Treasury Note Future Mar15 , Thrivent Limited Maturity Bond I , Thrivent Income I , 30 Year US Treasury Bond Future Mar15 , Thrivent Large Cap Value I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for tcaax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
Sign-up for alhax investment picks
  • Holdings: Newell Rubbermaid Inc , Laboratorios Almirall SA , Methanex Corp , Arrow Electronics Inc , Equity Lifestyle Properties Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for hmvtx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for fahix investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for msncx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for pftax investment picks
  • Holdings: Raymond James Financial Inc , Jarden Corp , Old Dominion Freight Lines , Icon PLC , LKQ Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for hszax investment picks
  • Holdings: Atos , Ezion Holdings Ltd , Siemens AG , Sopra Steria Group SA , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for iiqcx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for pxmix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for dacgx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for mrbix investment picks
  • Holdings: Bajaj Finance Ltd , Latchways PLC , Pico Far East Holdings Ltd , VZ Holding AG , Consort Medical PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 2 Stars
Sign-up for ryipx investment picks
  • Holdings: Microsemi Corp , Sanmina Corp , Mueller Industries Inc , Advanced Energy Industries Inc , Commercial Metals Co ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for rofkx investment picks
  • Holdings: MorphoSys AG , DCC PLC , First Pacific Co Ltd , Mitel Networks Corp , Wilson Sons Ltd ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
Sign-up for iegax investment picks
  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co , Procter & Gamble Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for csxbx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd ADR , Taiwan Semiconductor Manufacturing Co Ltd , China Construction Bank Corp H Shares , OAO Lukoil ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for remex investment picks
  • Holdings: Humana Inc , Apple Inc , Bank of America Corporation , MasterCard Inc Class A , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for cheax investment picks
  • Holdings: Johnson & Johnson , Pfizer Inc , Merck & Co Inc , Gilead Sciences Inc , Medtronic PLC ,
  • Category: Health
  • Morningstar Rating: 2 Stars
Sign-up for ryhex investment picks
  • Holdings: Simon Property Group Inc , Boston Properties Inc , AvalonBay Communities Inc , Equity Residential , Vornado Realty Trust ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for irsax investment picks
  • Holdings: CVS Health Corp , AT&T Inc , Pfizer Inc , Chevron Corp , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for sabtx 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: gmisx - GMO International Small Companies III - Foreign Small/Mid Value to sabtx - SA US Value - Large 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 |  Most Recent