Funds From: mpnix - BNY Mellon Natl Interm Muni Bd M - Muni National Interm to afdix - American Century Fundamental Equity Inv - Large Blend


  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for mpnix investment picks
  • Holdings: Priceline Group Inc , Snap-on Inc , Garmin Ltd , Deluxe Corp , Apple Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for adatx investment picks
  • Holdings: iShares MSCI EAFE Small-Cap , Dialog Semiconductor PLC , Ubisoft Entertainment , Teleperformance , Glory Ltd ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 2 Stars
Sign-up for ptscx investment picks
  • Holdings: Remgro Ltd , Hyundai Mipo Dockyard Co Ltd , Cp All PLC , Bidvest Group Ltd , Firstrand Ltd ,
  • Category: Market Neutral
Sign-up for blsax investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
Sign-up for orazx investment picks
  • Holdings: Danieli & C Officine Meccaniche SpA Rsp , Jasmine International PLC , China Petroleum & Chemical Corp H Shares , BMF Bovespa SA Bolsa Valores Merc Fut , Credicorp Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for fsldx investment picks
  • Holdings: KAR Auction Services Inc , Office Depot Inc , Jones Lang LaSalle Inc , Silgan Holdings Inc , VeriFone Systems Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for wfssx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for sirax investment picks
  • Holdings: Mini Msci Emg Mkt Jun14 Xnli 20140620 , Samsung Electronics Co Ltd , China Mobile Ltd , OAO Gazprom ADR , Banco Santander Brasil SA/Brazil ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for aemcx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for adlax investment picks
  • Holdings: Templeton Growth R6 , Franklin Growth R6 , Mutual Shares R6 , Franklin Flex Cap Growth R6 ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ftcox investment picks
  • Holdings: Whirlpool Corp , Actavis PLC , F5 Networks Inc , Delphi Automotive PLC , Fresh Market Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for nmcrx investment picks
  • Holdings: Constellation Brands Inc Class A , American Express Co , Visa Inc Class A , Facebook Inc Class A , Monsanto Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ekobx investment picks
  • Holdings: Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y , Putnam Absolute Return 100 Y , Putnam Absolute Return 700 Y , US Treasury Note 0.75% ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for pryax investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for PCTRX investment picks
  • Holdings: S+p500 Emini Fut Jun14 Xcme 20140620 , Us 2yr Note (Cbt) Jun14 Xcbt 20140630 , Us 5yr Note (Cbt) Jun14 Xcbt 20140630 , Total SA , Vinci ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mtrax investment picks
  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , First Horizon National Corp , WellCare Health Plans Inc , Vishay Intertechnology Inc , Con-way Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for aasvx investment picks
  • Holdings: FNMA , CVS Caremark Corp , JPMorgan Chase & Co , Apple Inc , Colgate-Palmolive Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for paecx investment picks
  • Holdings: Asbury Automotive Group Inc , Health Net Inc , ARRIS Group Inc , Sanchez Energy Corp , Western Alliance Bancorp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for scvix investment picks
  • Holdings: SSgA Government Money Market Fund , Royal Dutch Shell PLC ADR Class A , Royal Dutch Shell PLC ADR Class B , Heico Corp , Hubbell Inc Class A ,
  • Category: Market Neutral
Sign-up for acvqx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for rteax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for cldzx investment picks
  • Holdings: NextEra Energy Inc , ITC Holdings Corp , Edison International , Sempra Energy , Northeast Utilities ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
Sign-up for evubx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for khybx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for nipix investment picks
  • Holdings: Mobile Mini Inc , On Assignment Inc , The Middleby Corp , H&E Equipment Services Inc , Ultimate Software Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for odibx investment picks
  • Holdings: Johnson & Johnson , Wells Fargo & Co, San Francisco Ca Pfd , Exxon Mobil Corporation , Bk Amer Pfd , PNC Financial Services Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for aekbx investment picks
  • Holdings: Verizon Communications Inc , Merck & Co Inc , Lorillard Inc , HSBC Holdings PLC ADR , BP PLC ADR ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for osvyx investment picks
  • Holdings: Exxon Mobil Corporation , Apple Inc , JPMorgan Chase & Co , Wells Fargo & Co , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for afdix 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: mpnix - BNY Mellon Natl Interm Muni Bd M - Muni National Interm to afdix - American Century Fundamental Equity Inv - Large Blend
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