Funds From: NGTAX - Nuveen Global Total Return Bond A - World Bond to ksryx - Forward Real Estate Long/Short Instl - Real Estate


  • Holdings: DFA Large Cap International I , DFA US Large Company I , DFA US Core Equity 1 I , DFA International Vector Equity I , DFA Emerging Markets Core Equity I ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for iffsx investment picks
  • Holdings: Apple Inc , Actavis PLC , Gilead Sciences Inc , Blackstone Group LP , HCA Holdings Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for chusx investment picks
  • Holdings: LM Ericsson Telephone Company Class B , McGraw Hill Financial Inc , Walt Disney Co , eBay Inc , Murata Mfg Co Ltd ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for igmsx investment picks
  • Category: World Bond
  • Morningstar Rating: 2 Stars
Sign-up for ccwcx investment picks
  • Holdings: Bank of America Corporation , American International Group Inc , Apache Corporation , Intel Corp , Oracle Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for neoyx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for fahix investment picks
  • Holdings: Samsung Electronics Co Ltd , Tencent Holdings Ltd , Hyundai Motor Co , Coway Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for nemcx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for esicx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
Sign-up for frksx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Newell Rubbermaid Inc , Texas Instruments Inc , TJX Companies , American Express Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for ngdlx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for ainox investment picks
  • Holdings: McGraw Hill Financial Inc , Google Inc Class A , Ameriprise Financial Inc , Adobe Systems Inc , Cabot Oil & Gas Corp Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for fwbfx investment picks
  • Holdings: ADT Corp , Skyworks Solutions Inc , General Dynamics Corp , Corrections Corp of America , Ashland Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for nbrtx investment picks
  • Holdings: SEI Large Cap A (SIMT) , SEI Multi-Asset Accumulation A (SIMT) , SEI International Equity A (SIT) , SEI Multi-Asset Inflation Mgd A (SIMT) , SEI US Fixed Income A (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for smkdx investment picks
  • Holdings: MFS® Commodity Strategy R5 , MFS® Global Real Estate R5 , Japan(Govt Of) 2.1% , Japan(Govt Of) 1.1% , Italy(Rep Of) 5.25% ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for glmsx investment picks
  • Holdings: Schweitzer-Mauduit International, Inc. , RenaissanceRe Holdings Ltd , Crown Holdings Inc , Teleflex Inc , TCF Financial Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for cbmsx investment picks
  • Holdings: Novartis AG , Itau Unibanco Holding SA ADR , Roche Holding AG Dividend Right Cert. , Halliburton Co , Prudential PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for noigx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
Sign-up for ausix investment picks
  • Category: Long/Short Equity
  • Morningstar Rating: 1 Stars
Sign-up for fteax investment picks
  • Holdings: Krispy Kreme Doughnuts Inc , Treehouse Foods Inc , Brown & Brown Inc , Forward Air Corp , ACI Worldwide Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for ekgix investment picks
  • Holdings: Apple Inc , Microsoft Corp , MasterCard Inc Class A , Lowe's Companies Inc , Southwest Airlines Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for flycx investment picks
  • Holdings: Intel Cv 3.25% , Micron Tech Cv 3% , Gilead Sciences Cv 1.625% , Sandisk 144A Cv 0.5% , Omnicare Cv 3.5% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for anzcx investment picks
  • Holdings: JPMorgan Chase & Co , Bank of America Corporation , CVS Health Corp , American International Group Inc , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for sdvix investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
Sign-up for fvibx investment picks
  • Holdings: Coface SA , Ipsen SA , UDG Healthcare PLC , Anima Holding S.p.A. , Aida Engineering Ltd. ,
  • Category: Foreign Small/Mid Value
Sign-up for ajvix investment picks
  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
Sign-up for psrpx investment picks
  • Holdings: PNC Financial Services Group Inc , L Brands Inc , Union Pacific Corp , JPMorgan Chase & Co , Apple Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 5 Stars
Sign-up for wacyx investment picks
  • Holdings: Market Vectors® India Small-Cap ETF , Juki Corp , Sinotrans Ltd H Shares , Leeno Industrial Inc , Huons Co Ltd ,
  • Category: Foreign Small/Mid Blend
Sign-up for whsax investment picks
  • Holdings: iShares US Real Estate , AvalonBay Communities Inc , Equity Residential , Simon Property Group Inc , Health Care REIT, Inc. ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for ksryx 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: NGTAX - Nuveen Global Total Return Bond A - World Bond to ksryx - Forward Real Estate Long/Short Instl - Real Estate
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