Funds From: vgsax - Virtus Global Real Estate Securitie A LW - Global Real Estate to bhtax - Beech Hill Total Return A - Tactical Allocation


  • Holdings: Simon Property Group Inc , Public Storage , Prologis Inc , Unibail-Rodamco SE , Equity Residential ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
Sign-up for vgsax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for ctbyx investment picks
  • Holdings: Guggenheim Strategy I , E-mini S&P 500 Index Future Dec14 ,
  • Category: Bear Market
Sign-up for ryucx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 5 Stars
Sign-up for us8935091418 investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for JIMCX investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for cotfx investment picks
  • Category: Emerging Markets Bond
Sign-up for viedx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares Core US Aggregate Bond ,
  • Category: Target Date 2031-2035
Sign-up for jpbrx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for slmtx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for frmzx investment picks
  • Holdings: Exxon Mobil Corporation , General Electric Co , Johnson & Johnson , Berkshire Hathaway Inc Class B , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for irvix investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , Samsung Electronics Co Ltd GDR 144A , British American Tobacco PLC , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for gigax investment picks
  • Holdings: Mitsui Fudosan Co Ltd , Mitsubishi Estate , Sun Hung Kai Properties Ltd , Advance Residence Investment Corp , Westfield Corp ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for firbx investment picks
  • Holdings: Twitter Inc , AthenaHealth Inc , Fiesta Restaurant Group Inc , Just Eat PLC , XPO Logistics Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for msslx investment picks
  • Holdings: Russell Cayman Commodiy Strategies Fund Ltd. ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 1 Stars
Sign-up for rcscx investment picks
  • Holdings: Equinix Inc , SL Green Realty Corp , Skyworks Solutions Inc , Advance Auto Parts Inc , Hanesbrands Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for gmccx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for lcryx investment picks
  • Holdings: General Electric Co , JPMorgan Chase & Co , Wells Fargo & Co , Chevron Corp , Apache Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for iteix investment picks
  • Holdings: Microsoft Corp , Samsung Electronics Co Ltd , Roche Holding AG Dividend Right Cert. , Citigroup Inc , Comcast Corp Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for iiggx investment picks
  • Holdings: TIAA-CREF Equity Index Instl , TIAA-CREF Bond Index Institutional , TIAA-CREF International Eq Idx Instl , TIAA-CREF Emerging Markets Eq Idx Instl , TIAA-CREF Inflation Link Bd Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for tlwrx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Coca-Cola Co , British American Tobacco PLC ADR , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for fsskx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for fmpix investment picks
  • Holdings: Kirby Corp , Hexcel Corp , Idex Corp , Robert Half International Inc , LKQ Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for chcbx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
Sign-up for pctcx investment picks
  • Holdings: Simon Property Group Inc , Unibail-Rodamco SE , SL Green Realty Corp , Scentre Group , Associated Estates Realty Corp ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for arecx investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Givaudan SA , Check Point Software Technologies Ltd , SMC Corp , Novartis AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for nbncx investment picks
  • Holdings: SPDR® S&P 500 ETF , Vanguard FTSE Developed Markets ETF , iShares Core S&P Mid-Cap , iShares Core MSCI Emerging Markets , Vanguard Total Bond Market ETF ,
  • Category: Target Date 2046-2050
Sign-up for pzeix investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for fripx investment picks
  • Holdings: eBay Inc , Gilead Sciences Inc , Energy Transfer Partners LP , Health Care REIT, Inc. , Chicago Bridge & Iron Company ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for bhtax 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: vgsax - Virtus Global Real Estate Securitie A LW - Global Real Estate to bhtax - Beech Hill Total Return A - Tactical 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