Funds From: mbinx - MainStay Balanced Inv - Moderate Allocation to arsox - Aristotle/Saul Global Opportunities I - World Stock


  • Holdings: US Treasury Note 1.625% , US Treasury Note 1.625% , US Treasury Note 0.875% , US Treasury Note 2.5% , US Treasury Note 1.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mbinx investment picks
  • Holdings: Apple Inc , General Electric Co , Microsoft Corp , Procter & Gamble Co , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for gspax investment picks
  • Holdings: Microsoft Corp , Apple Inc , United Technologies Corp , Allergan Inc , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for pigfx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for ltefx investment picks
  • Holdings: Skyworks Solutions Inc , Precision Drilling Corp , NASDAQ OMX Group, Inc. , Goodyear Tire & Rubber Co , Zimmer Holdings Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for pcgrx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for rsbyx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for agskx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for aaibx investment picks
  • Holdings: USAA Income Institutional , USAA Intermediate-Term Bond Instl , USAA Short-Term Bond Institutional , USAA High Income Institutional , USAA International Institutional ,
  • Category: Conservative Allocation
Sign-up for f00000o8in investment picks
  • Holdings: Lazard Ltd , Western Union Co , First American Financial Corp , Stanley Black & Decker Inc , Bristow Group Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for MXMCX investment picks
  • Holdings: VY T. Rowe Price Capital Appreciation I , Voya Multi-Manager Large Cap Core I , Voya US Stock Index I , Voya Large Cap Growth Portfolio I , Voya Multi-Manager Mid Cap Value I ,
  • Category: Target Date 2026-2030
Sign-up for isnix investment picks
  • Holdings: Atmos Energy Corp , AGCO Corp , TRW Automotive Holdings Corp , American Capital Agency Corp , Gulfport Energy Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for us69447t8707 investment picks
  • Holdings: American Funds Interm Bd Fd of Amer R6 , American Funds Mortgage R6 , American Funds Bond Fund of Amer R6 , American Funds ST Bd Fd of America R6 , American Funds Inc Fund of Amer R6 ,
  • Category: Conservative Allocation
Sign-up for cfiex investment picks
  • Holdings: Hanover Insurance Group Inc , Computer Sciences Corp , Covanta Holding Corp , Owens-Illinois Inc , Reinsurance Group of America Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for svsbx investment picks
  • Holdings: Apple Inc , Shire PLC ADR , Schlumberger NV , Wells Fargo & Co , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for pleax investment picks
  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2051+
Sign-up for lfibx investment picks
  • Holdings: iShares Russell 2000 , InterMune Inc , Vascular Solutions Inc , Capital Bank Financial Corp Class A , PolyOne Corp ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for ploax investment picks
  • Holdings: Bank of the Ozarks Inc , Portfolio Recovery Associates Inc , AmTrust Financial Services Inc , EnerSys , Virtus Investment Partners Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for PPCAX investment picks
  • Holdings: PL Managed Bond P , PL Large-Cap Value P , PL Comstock P , PL Main Street Core P , PL International Large-Cap P ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pocax investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
Sign-up for tsirx investment picks
  • Holdings: Shire PLC , ICICI Bank Ltd ADR , ARM Holdings PLC ADR , Core Laboratories NV , DNB ASA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for hhdcx investment picks
  • Holdings: Tortoise MLP & Pipeline Instl , Aberdeen International Equity Instl , iShares Core S&P 500 , Nuveen Preferred Securities I , Aberdeen Core Fixed Income Instl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for gaasx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
Sign-up for CUVRX investment picks
  • Holdings: Canadian Pacific Railway Ltd , Gilead Sciences Inc , Facebook Inc Class A , Priceline Group Inc , Schlumberger NV ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for hrgax investment picks
  • Holdings: Charter Communications Inc Class A , Carnival Corp , Energizer Holdings Inc , Avago Technologies Ltd , Archer-Daniels Midland Co ,
  • Category: Market Neutral
  • Morningstar Rating: 2 Stars
Sign-up for ogncx investment picks
  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2051+
Sign-up for LFICX investment picks
  • Holdings: Guggenheim Strategy I , Russell 2000 Mini Sep14 ,
  • Category: Bear Market
Sign-up for rycqx investment picks
  • Holdings: USAA Income Institutional , USAA Intermediate-Term Bond Instl , USAA Short-Term Bond Institutional , USAA High Income Institutional , USAA International Institutional ,
  • Category: Conservative Allocation
Sign-up for USCCX investment picks
  • Holdings: Cameco Corp , Samsung Electronics Co Ltd , Unilever NV ADR , Lennar Corp , Arch Coal 9.875% ,
  • Category: World Stock
Sign-up for arsox 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: mbinx - MainStay Balanced Inv - Moderate Allocation to arsox - Aristotle/Saul Global Opportunities I - World Stock
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