Funds From: ponrx - PIMCO Income R - Multisector Bond to whgix - Westwood Income Opportunity Instl - Moderate Allocation


  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
Sign-up for ponrx investment picks
  • Holdings: Novartis AG , Amgen Inc , Gilead Sciences Inc , Bayer AG , Altria Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for cwgcx investment picks
  • Holdings: Apple Inc , Google Inc Class C , Bristol-Myers Squibb Company , Facebook Inc Class A , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for hgoax investment picks
  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares Core S&P Mid-Cap , iShares S&P 500 Growth , iShares Core S&P Small-Cap , iShares S&P 500 Value ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for us66537u7182 investment picks
  • Holdings: Total SA , Roche Holding AG , Novartis AG , Axel Springer SE , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
Sign-up for tbgvx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for mgfix investment picks
  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Google Inc Class C , EOG Resources Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for rgafx investment picks
  • Holdings: RLJ Lodging Trust , Jones Lang LaSalle Inc , Extra Space Storage Inc , Lennar Corp , Diamondrock Hospitality Co ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for cgmrx investment picks
  • Holdings: Zimmer Holdings Inc , Host Hotels & Resorts Inc , Portland General Electric Co , SL Green Realty Corp , NRG Energy Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for cmuax investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for kusax investment picks
  • Holdings: Compass Group PLC , Reed Elsevier PLC , TE Connectivity Ltd , Covidien PLC , ING Groep N.V. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for artkx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
Sign-up for mafrx investment picks
  • Holdings: Fidelity® Series Investment Grade Bond F , Fidelity® Short-Term Bond F , Fidelity® Series High Income F , Fidelity® Series Infl-Prtct Bd Idx F , Fidelity® Series International Growth F ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for ffkax investment picks
  • Holdings: Forest Laboratories Inc , UNS Energy Corp , Time Warner Cable Inc , Protective Life Corp , Actavis PLC ,
  • Category: Multialternative
Sign-up for masfx investment picks
  • Holdings: Bayer AG , Nestle SA , HSBC Holdings PLC , Compass Group PLC , WPP PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for usifx investment picks
  • Holdings: Avis Budget Group Inc , Pilgrims Pride Corp , Hanesbrands Inc , SunPower Corp , Skechers USA Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 5 Stars
Sign-up for hfmdx investment picks
  • Holdings: Wells Fargo & Co , Pfizer Inc , ConocoPhillips , Johnson & Johnson , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for hlvfx investment picks
  • Holdings: Newfield Exploration Co , Darling Ingredients Inc , Western Union Co , Clean Harbors Inc , Hanesbrands Inc ,
  • Category: Mid-Cap Blend
Sign-up for ssefx investment picks
  • Holdings: Oppenheimer Ultra-Short Duration Y , Starwood Property Trust, Inc. , US Treasury Note 0.625% , Comcast Corp Class A , Airspeed Ltd 2007-1 FRN ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for oppex investment picks
  • Holdings: LyondellBasell Industries NV , Comcast Corp Class A , Service Corp International Inc , General Motors Co , Delta Air Lines Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for flvcx investment picks
  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity® Series Equity-Income , Fidelity® Series High Income ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for fffdx investment picks
  • Holdings: Union Pacific Corp , Visa Inc Class A , Apple Inc , Monsanto Co , Priceline Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mlrtx investment picks
  • Holdings: Carter's Inc , SS&C Technologies Holdings Inc , Sensata Technologies Holding N.V. , Westinghouse Air Brake Technologies Corp , Dresser-Rand Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for jgmax investment picks
  • Holdings: Fleetcor Technologies, Inc. , Endo International PLC , Facebook Inc Class A , Kroger Co , Time Warner Cable Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for srfax investment picks
  • Holdings: Chevron Corp , Exxon Mobil Corporation , EOG Resources Inc , Halliburton Co , Anadarko Petroleum Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
Sign-up for fnarx investment picks
  • Category: Short Government
  • Morningstar Rating: 3 Stars
Sign-up for vsbsx investment picks
  • Holdings: Southwest Airlines Co , Discover Financial Services , Seagate Technology PLC , HCC Insurance Holdings Inc , Ameriprise Financial Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for pqncx investment picks
  • Holdings: FEI Co , Teledyne Technologies Inc , Questcor Pharmaceuticals Inc , Centene Corp , Toro Co ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for mxisx investment picks
  • Holdings: Lorillard Inc , Philip Morris International Inc , Altria Group Inc , Reynolds American Inc , Raytheon Co ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for vicex investment picks
  • Holdings: Johnson & Johnson , PepsiCo Inc , Novartis AG ADR , Jpmorgan Chase Pfd , General Electric Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for whgix 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: ponrx - PIMCO Income R - Multisector Bond to whgix - Westwood Income Opportunity Instl - Moderate 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