Funds From: havlx - Harbor Large Cap Value Instl - Large Blend to bacax - BlackRock All-Cap Engy & Res Invest A LW - Equity Energy


  • Holdings: TE Connectivity Ltd , Halliburton Co , Phillips 66 , Walgreen Co , Time Warner Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for havlx investment picks
  • Holdings: Sasol Ltd , Hon Hai Precision Ind Co Ltd , Royal Dutch Shell PLC Class A , China Resources Power Holdings Co Ltd , Shire PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for ptppx investment picks
  • Holdings: Integrys Energy Group Inc , WellPoint Inc , Kroger Co , Tenet Healthcare Corp , Cooper Companies ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
Sign-up for ognix investment picks
  • Holdings: Apple Inc , Microsoft Corp , Exxon Mobil Corporation , Wells Fargo & Co , Merck & Co Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for ppznx investment picks
  • Holdings: Visa Inc Class A , International Business Machines Corp , Goldman Sachs Group Inc , Brswap , 3M Co ,
  • Category: Trading-Leveraged Equity
Sign-up for rycyx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for dltrx investment picks
  • Holdings: Cognex Corp , Acuity Brands Inc , DexCom Inc , Bruker Corp , Teledyne Technologies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for APHSX investment picks
  • Holdings: Wells Fargo & Co , Merck & Co Inc , Chevron Corp , Verizon Communications Inc , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for ihgix investment picks
  • Holdings: 21Vianet Group Inc ADR , SouFun Holdings Ltd ADR , Hollysys Automation Technologies Ltd , Innolux Corp , Taiwan Paiho Ltd ,
  • Category: Diversified Emerging Mkts
Sign-up for ESSCX investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , iShares Core MSCI Emerging Market , Tencent Holdings Ltd. , Petroleo Brasileiro SA Petrobras , PetroChina Co Ltd H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for hersx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
Sign-up for gsdax investment picks
  • Holdings: Franklin Growth R6 , Templeton Global Total Return R6 , Franklin Rising Dividends R6 , Franklin US Government Secs R6 , Franklin Low Duration Total Return R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ftmrx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for apsax investment picks
  • Holdings: Gilead Sciences Inc , Biogen Idec Inc , PepsiCo Inc , Walgreen Co , McKesson Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mcrgx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
Sign-up for hymax investment picks
  • Holdings: Us 2yr Note (Cbt) Sep14 Xcbt 20140930 , US Treasury Note 0.875% , US Treasury Note 1.625% , US Treasury Note 0.875% , US Treasury Note 0.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mbnax investment picks
  • Holdings: Gilead Sciences Inc , Amazon.com Inc , Facebook Inc Class A , Baidu Inc ADR , American Airlines Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for atlvx investment picks
  • Category: Muni Ohio
  • Morningstar Rating: 4 Stars
Sign-up for ftoix investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for ritax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for fdiax investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for paiix investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 1 Stars
Sign-up for frrax investment picks
  • Holdings: DSV AS , Roche Holding AG , Mitsubishi UFJ Financial Group Inc , Anheuser-Busch Inbev SA , British American Tobacco PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for hdvrx investment picks
  • Holdings: Utilities Select Sector SPDR® ETF , Consumer Discret Select Sector SPDR® ETF , Health Care Select Sector SPDR® ETF , Technology Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF ,
  • Category: Large Blend
Sign-up for emnax investment picks
  • Holdings: Simon Property Group Inc , Essex Property Trust Inc , Boston Properties Inc , Prologis Inc , SL Green Realty Corp ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for prrax investment picks
  • Holdings: US Treasury Note 0.625% , Fidelity Cent Invt Portfolios , US Treasury Note 0.75% , Fidelity Cent Invt Portfolios , US Treasury Note 1.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ftawx investment picks
  • Holdings: Bank of New York Mellon Corp , Pitney Bowes Inc , Intel Corp , Suncor Energy Inc , Devon Energy Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for bercx investment picks
  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst , Principal Diversified Intl Inst ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pswix investment picks
  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
Sign-up for mtlfx investment picks
  • Holdings: Chevron Corp , Royal Dutch Shell PLC ADR Class A , Exxon Mobil Corporation , ConocoPhillips , Schlumberger NV ,
  • Category: Equity Energy
  • Morningstar Rating: 2 Stars
Sign-up for bacax 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: havlx - Harbor Large Cap Value Instl - Large Blend to bacax - BlackRock All-Cap Engy & Res Invest A LW - Equity Energy
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