Funds From: RCSIX - RBC Small Cap Core I - Small Blend to scbbx - QS Legg Mason Lifestyle Allocation 50% B - Conservative Allocation


  • Holdings: iShares Russell 2000 , Universal Electronics Inc , Tyler Technologies Inc , Interactive Intelligence Group Inc , EnerSys Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for RCSIX investment picks
  • Holdings: Linear Technology , Northern Trust Corp , Progressive Corp , Torchmark Corp , Teradyne Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 1 Stars
Sign-up for gtayx investment picks
  • Holdings: Repligen Corp , Horsehead Holding Corp , Christopher & Banks Corp , Heritage-Crystal Clean Inc , John Bean Technologies Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for RHJSX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for gdftx investment picks
  • Holdings: Apple Inc , Brown-Forman Corp Class B , Red Hat Inc , Roche Holding AG ADR , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for lmgfx investment picks
  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , Prologis Inc , American Tower Corp , Health Care REIT, Inc. ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for iarax investment picks
  • Category: Short Government
  • Morningstar Rating: 3 Stars
Sign-up for gtdtx investment picks
  • Holdings: Amazon.com Inc , Celgene Corp , Biogen Idec Inc , Schlumberger NV , CVS Caremark Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for SBLGX investment picks
  • Holdings: Alliance Data Systems Corp , International Rectifier , Booz Allen Hamilton Holding Corp , Rovi Corp , Alere Inc ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
Sign-up for atiax investment picks
  • Holdings: PIMCO Total Return Instl , PIMCO Real Return Instl , PIMCO StocksPLUS Instl , PIMCO Foreign Bond (USD-Hedged) I , PIMCO Emerging Markets Bond Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 1 Stars
Sign-up for pfnax investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
Sign-up for pdatx investment picks
  • Holdings: Semperit AG Holding , Western Digital Corp , Myriad Genetics Inc , Mayr-Melnhof Karton AG , Kennedy-Wilson Holdings Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for rgvkx investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Mitsubishi Estate , Hammerson PLC , Equity Residential ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for csfbx investment picks
  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Royal Dutch Shell PLC ADR Class A , Chevron Corp , Macy's Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for vvonx investment picks
  • Holdings: JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Blue Chip Growth NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Capital App NAV ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jalgx investment picks
  • Category: World Bond
  • Morningstar Rating: 5 Stars
Sign-up for dincx investment picks
  • Holdings: Bank of America Corporation , Canadian Pacific Railway Ltd , Applied Materials Inc , American International Group Inc , Pentair Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for wceax investment picks
  • Holdings: Packaging Corp of America , Google Inc Class A , McKesson Corp , Hershey Co , Union Pacific Corp ,
  • Category: Market Neutral
  • Morningstar Rating: 2 Stars
Sign-up for zmnax investment picks
  • Holdings: Jardine Lloyd Thompson Group PLC , Neopost , Assura Group Ord , Distribuidora Internacional De Alimentacion SA , Spirax-Sarco Engineering PLC ,
  • Category: Europe Stock
Sign-up for CAECX investment picks
  • Holdings: JPMorgan Chase & Co , Microchip Technology Inc , Anheuser-Busch Inbev SA ADR , Union Pacific Corp , Wynn Resorts Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for ivdcx investment picks
  • Category: Muni California Intermediate
  • Morningstar Rating: 3 Stars
Sign-up for pcipx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for dvcsx investment picks
  • Holdings: PIMCO Total Return Instl , PIMCO Real Return Instl , PIMCO StocksPLUS Instl , PIMCO Foreign Bond (USD-Hedged) I , PIMCO Emerging Markets Bond Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 1 Stars
Sign-up for ptypx investment picks
  • Holdings: Dreyfus Emerging Markets I , Dreyfus Natural Resources I , Dreyfus International Bond I , Dreyfus Global Real Estate Securities I , Dreyfus Emerging Markets Debt Lcl Ccy I ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for dsacx investment picks
  • Holdings: Halliburton Co , Schlumberger NV , Dow Chemical Co , Baker Hughes Inc , Rio Tinto PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 1 Stars
Sign-up for ignax investment picks
  • Holdings: Microsoft Corp , Google Inc Class A , Johnson & Johnson , JPMorgan Chase & Co , Swisscom AG ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for rggyx investment picks
  • Holdings: Avis Budget Group Inc , Nordson Corp , Ametek Inc , Extra Space Storage Inc , Mettler-Toledo International Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for lauax investment picks
  • Holdings: Vinci , Shire PLC , Safran SA , Fresenius SE & Co KGaA , Daimler AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ivibx investment picks
  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Growth Institutional , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for arcsx 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: 3 Stars
Sign-up for scbbx 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: RCSIX - RBC Small Cap Core I - Small Blend to scbbx - QS Legg Mason Lifestyle Allocation 50% B - Conservative 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