Funds From: vsmcx - Invesco SmallCapValue C - Small Value to shyix - Guggenheim High Yield Inst - High Yield Bond


  • Holdings: Abercrombie & Fitch Co Class A , E*Trade Financial Corp , LPL Financial Holdings Inc , Alere Inc , Belden Inc ,
  • Category: Small Value
  • Morningstar Rating: 5 Stars
Sign-up for vsmcx investment picks
  • Holdings: Nationwide Bond Index Instl , Nationwide Inflation-Protected Secs Inst , Nationwide S&P 500 Index Instl , Nationwide Portfolio Complt Instl , iShares Intermediate Credit Bond ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
Sign-up for nwrax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for ipimx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for amiax investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Gilead Sciences Inc , Yelp Inc Class A , DISH Network Corp ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
Sign-up for ftpix investment picks
  • Holdings: Us Bk Natl Assn FRN , Western Un FRN , Citigroup FRN , Qvc 144A 7.375% , Plains Expl& Prodtn 7.625% ,
  • Category: Currency
Sign-up for ldmfx investment picks
  • Holdings: Google Inc Class C , Apple Inc , Gilead Sciences Inc , Corning Inc , Merck & Co Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
Sign-up for erocx investment picks
  • Holdings: Tencent Holdings Ltd. , China Construction Bank Corp H Shares , Bank Of China Ltd. H Shares , PetroChina Co Ltd H Shares , China Petroleum & Chemical Corp H Shares ,
  • Category: China Region
  • Morningstar Rating: 4 Stars
Sign-up for rchkx investment picks
  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Global Income Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Em Mkts Eq Insights Intl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for gpirx investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for pggix investment picks
  • Category: Muni New Jersey
  • Morningstar Rating: 2 Stars
Sign-up for anjbx investment picks
  • Holdings: JPMorgan Chase & Co , Schlumberger NV , Microchip Technology Inc , Anheuser-Busch Inbev SA ADR , Union Pacific Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for ivdbx investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Wells Fargo & Co , TJX Companies , Fifth Third Bancorp ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for rggyx investment picks
  • Holdings: PIMCO Total Return Instl , PIMCO Real Return Instl , PIMCO StocksPLUS Instl , PIMCO Emerging Markets Bond Instl , PIMCO High Yield Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for ptndx investment picks
  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , QS Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , QS Legg Mason Strategic Real Return IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for lmeix investment picks
  • Holdings: Coronation Fund Managers Ltd , JSC Halyk Savings Bank of Kazakhstan GDR , Melco Crown(Philippines)Resorts Corp , Melco International Development Ltd , Rand Merchant Insurance Holdings Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for cagax investment picks
  • Holdings: PIMCO StocksPLUS Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO CommoditiesPLUS® Strategy Instl , PIMCO Small Cap StocksPLUS® AR Strt Inst , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
Sign-up for pfydx investment picks
  • Holdings: Euronet Worldwide Inc , Portfolio Recovery Associates Inc , LogMeIn Inc , Cytec Industries Inc , Jazz Pharmaceuticals PLC ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for RSDGX investment picks
  • Holdings: Medtronic Inc , WellCare Health Plans Inc , HCA Holdings Inc , Alkermes PLC , Acadia Healthcare Co Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
Sign-up for hhcax investment picks
  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
Sign-up for jfibx investment picks
  • Holdings: Shire PLC , Fuji Heavy Industries , Vinci , Cognizant Technology Solutions Corp Class A , Hyundai Motor Co ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for ivinx investment picks
  • Holdings: Google Inc Class C , Facebook Inc Class A , Apple Inc , Mavenir Systems Inc , Micron Technology Inc ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
Sign-up for rsifx investment picks
  • Holdings: Webmd Health Cv 2.5% , Electnc Arts Cv 0.75% , Chesapeake Engy Cv 2.25% , Royal Gold Cv 2.875% , Post Hldgs 7.375% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for kmdax investment picks
  • Holdings: Ametek Inc , Donaldson Co Inc , CNO Financial Group Inc , WNS (Holdings) Ltd ADR , Amphenol Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for ltfax investment picks
  • Holdings: Ivy Emerging Markets Equity I , Ivy International Core Equity I , Ivy International Growth I , Ivy Global Income Allocation I , Ivy European Opportunities I ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for ivtcx investment picks
  • Holdings: Apple Inc , Visa Inc Class A , Intel Corp , Walt Disney Co , Diageo PLC ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for rgeax investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for ivsax investment picks
  • Holdings: Avis Budget Group Inc , Nordson Corp , Ametek Inc , Mettler-Toledo International Inc , Extra Space Storage Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for cusax investment picks
  • Holdings: Akorn Inc , VCA Inc , Kirby Corp , Hanover Insurance Group Inc , Weatherford International PLC ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for rtscx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for shyix 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: vsmcx - Invesco SmallCapValue C - Small Value to shyix - Guggenheim High Yield Inst - High Yield Bond
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