Funds From: pfiix - PIMCO Floating Income Instl - Nontraditional Bond to snwyx - DWS New York Tax-Free Income S - Muni New York Long


  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for pfiix investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 5 Stars
Sign-up for gedzx investment picks
  • Holdings: Home Depot Inc , Ligand Pharmaceuticals Inc , Perrigo Co PLC , Rogers Corp , Methode Electronics Inc Class A ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
Sign-up for iolcx investment picks
  • Holdings: E-mini S&P 500 Index Future June14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Irs Usd 3.000 09/21/16-1y (Grn) Cme ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for pplax investment picks
  • Holdings: Simon Property Group Inc , Equity Residential , Prologis Inc , Boston Properties Inc , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for pwrex investment picks
  • Holdings: Apple Inc , Wells Fargo & Co , Schlumberger NV , Walt Disney Co , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for pleix investment picks
  • Holdings: Putnam Absolute Return 700 Y , Cdx Cdx.Em.21 500.0 06/20/2019 Bc , iShares MSCI EAFE , Buenos Aires Prov Euro Mtn Be 11.75% , Cdx Cdx.Na.Hy.22 500.0 06/20/2019 Jp ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for piiyx investment picks
  • Holdings: Schneider Electric SE , Banco Bilbao Vizcaya Argentaria SA , Roche Holding AG , Anheuser-Busch Inbev SA , Novo Nordisk A/S ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for hrinx investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Mitsubishi Estate , Prologis Inc , Essex Property Trust Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for poscx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for lcamx investment picks
  • Holdings: Franklin Pelagos Commodities Strat R6 , Templeton Global Total Return R6 , Franklin Strategic Income R6 , Franklin High Income R6 , Franklin K2 Alternative Strategies R6 ,
  • Category: Conservative Allocation
Sign-up for f00000n4cg investment picks
  • Holdings: White Mountains Insurance Group Ltd , ADT Corp , National Fuel Gas Co , Blackhawk Network Holdings Inc Class A , Brink's Co ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for arsmx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for encmx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for pycbx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Itau Unibanco Holding SA ADR , Hyundai Motor Co , Ubs Ag ([Wts/Rts]) , Bank Of China Ltd. H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for mcdcx investment picks
  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds Capital World G/I R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 5 Stars
Sign-up for fbitx investment picks
  • Holdings: Royal Dutch Shell PLC Class B , Total SA , Roche Holding AG , Bayer AG , AstraZeneca PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 2 Stars
Sign-up for mdefx investment picks
  • Holdings: Royal Dutch Shell PLC ADR Class A , Total SA ADR , BHP Billiton PLC ADR , HSBC Holdings PLC ADR , BP PLC ADR ,
  • Category: Europe Stock
  • Morningstar Rating: 2 Stars
Sign-up for uepsx investment picks
  • Holdings: Templeton Global Total Return R6 , Franklin US Government Secs R6 , Franklin Growth R6 , Franklin Low Duration Total Return R6 , Franklin Rising Dividends R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ftczx investment picks
  • Holdings: Franklin Rising Dividends R6 , Franklin DynaTech R6 , Franklin Intl Small Cap Growth R6 , Franklin Mutual European R6 , iShares Core S&P 500 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
Sign-up for frtax investment picks
  • Holdings: Bellatrix Exploration Ltd , Approach Resources Inc , Actavis PLC , Newcastle Investment Corporation , Cardtronics Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for mrmix investment picks
  • Holdings: Novartis AG , Unilever PLC , iShares MSCI EAFE , Roche Holding AG , Sumitomo Mitsui Financial Group Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for miinx investment picks
  • Holdings: Guggenheim Strategy II , Guggenheim Strategy III , Cfc Managed Futures , Guggenheim BulletShrs┬«2015 HY CorpBd ETF , Kkr Finl Clo 2007 A 144A FRN ,
  • Category: Managed Futures
  • Morningstar Rating: 2 Stars
Sign-up for rymtx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for pbcax investment picks
  • Holdings: Lockheed Martin Corp , Kraft Foods Group Inc , Total SA , Federated Investors, Inc. Class B , Altria Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for ibutx investment picks
  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , iShares TIPS Bond , International Tilts , Small Cap Lifepath ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for slrax investment picks
  • Holdings: Express Scripts , Molson Coors Brewing Co , Apache Corporation , Enbridge Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for castx investment picks
  • Holdings: Sap AG , Citigroup Inc , JPMorgan Chase & Co , Beiersdorf AG , McGraw Hill Financial Inc ,
  • Category: World Stock
Sign-up for icopx investment picks
  • Holdings: Constellation Brands Inc Class A , ALPS Alerian MLP ETF , Enbridge Inc , Qualcomm Inc , Schlumberger NV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for plbbx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
Sign-up for snwyx 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: pfiix - PIMCO Floating Income Instl - Nontraditional Bond to snwyx - DWS New York Tax-Free Income S - Muni New York 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