Funds From: midyx - DWS Mid Cap Value B - Mid-Cap Value to txrax - JPMorgan Tax Aware Real Return A LW - Muni National Interm


  • Holdings: Investors Bancorp Inc , Ingredion Inc , Newell Rubbermaid Inc , Kirby Corp , Crane Co ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for midyx investment picks
  • Holdings: 3M Co , U.S. Bancorp , Valspar Corp , Ecolab Inc , Medtronic Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for MPGFX investment picks
  • Category: Muni Single State Short
  • Morningstar Rating: 2 Stars
Sign-up for anybx investment picks
  • Holdings: Harbor International Institutional , Harbor Large Cap Value Instl , Harbor International Growth Instl , Harbor Capital Appreciation Instl , Harbor Mid Cap Value Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for haffx investment picks
  • Holdings: Portland General Electric Co , Hersha Hospitality Trust , Ares Capital Corporation , Nu Skin Enterprises Inc Class A , East West Bancorp Inc ,
  • Category: Small Value
Sign-up for tslax investment picks
  • Category: Short Government
  • Morningstar Rating: 5 Stars
Sign-up for eigox investment picks
  • Holdings: Harbor International Institutional , Harbor Bond Institutional , Harbor Large Cap Value Instl , Harbor International Growth Instl , Harbor High-Yield Bond Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for harzx investment picks
  • Holdings: Microsoft Corp , Apple Inc , Google Inc Class A , Verizon Communications Inc , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for mpgsx investment picks
  • Holdings: Microsoft Corp , Google Inc Class A , Oracle Corporation , Qualcomm Inc , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for f000003yxc investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for rmmgx investment picks
  • Holdings: Healthsouth Corp , Verint Systems Inc , Proassurance Corp , Belden Inc , CNO Financial Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for kdsax investment picks
  • Holdings: LM Ericsson Telephone Company Class B , Google Inc Class A , UBS AG , Walt Disney Co , Airbus Group NV ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for mgfax investment picks
  • Holdings: Hospitality Properties Trust , Kinder Morgan, Inc. , Ensco PLC Class A , Old Republic International Corporation , Home Properties, Inc. ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for tvefx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
Sign-up for astex investment picks
  • Holdings: Great-West S&P 500® Index Init , Great-West International Index Init , Great-West S&P Mid Cap 400® Index Init , Oppenheimer Developing Markets A , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for mxrlx investment picks
  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal Overseas Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for ltadx investment picks
  • Holdings: Apple Inc , Qualcomm Inc , Google Inc Class A , Google Inc Class C , Schlumberger NV ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for hrccx investment picks
  • Holdings: US Treasury TIP , iShares Core MSCI Emerging Market , US Treasury TIP , US Treasury TIP 0.125% , US Treasury TIP ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 4 Stars
Sign-up for ltdax investment picks
  • Holdings: Suncor Energy Inc , General Electric Co , Goldman Sachs Group Inc , Citigroup Inc , United Technologies Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for mvedx investment picks
  • Holdings: Cognizant Technology Solutions Corporation Class A , H.B. Fuller Company , IAC/InterActiveCorp , Southwest Airlines Co , Adobe Systems Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for fogrx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for phydx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
Sign-up for mrnux 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 us66537u8172 investment picks
  • Holdings: HSBC Holdings PLC , Royal Dutch Shell PLC Class A , BNP Paribas , Mitsubishi UFJ Financial Group Inc , Vodafone Group PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for mmzsx investment picks
  • Holdings: American Funds American Mutual R6 , American Funds Capital Inc Bldr R6 , American Funds Inc Fund of Amer R6 , American Funds American Hi Inc Tr R6 , American Funds US Government Sec R6 ,
  • Category: Conservative Allocation
Sign-up for rncax investment picks
  • Holdings: Monsanto Co , Apple Inc , Gilead Sciences Inc , Qualcomm Inc , Schlumberger NV ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for eilgx investment picks
  • Holdings: US Treasury Note 0.625% , Fidelity Cent Invt Portfolios , US Treasury Note 0.75% , US Treasury Note 0.75% , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for faasx investment picks
  • Holdings: Apple Inc , Verizon Communications Inc , Chevron Corp , Comcast Corp Class A , Home Depot Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for evtmx investment picks
  • Holdings: Visa Inc Class A , Google Inc Class A , Priceline.com Inc , Amazon.com Inc , Salesforce.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for mmanx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for txrax 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: midyx - DWS Mid Cap Value B - Mid-Cap Value to txrax - JPMorgan Tax Aware Real Return A LW - Muni National Interm
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