Funds From: hskax - JPMorgan Market Neutral A Load Waived - Market Neutral to csrcx - Columbia Global Dividend Opportunity C - World Stock


  • Holdings: Avago Technologies Ltd , Time Warner Inc , Lockheed Martin Corp , United Technologies Corp , AT&T Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 2 Stars
Sign-up for hskax investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for rcwbx investment picks
  • Holdings: Myriad Genetics Inc , Thor Industries Inc , Alleghany Corp , Lincoln Electric Holdings, Inc. , Woodward Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for rprkx investment picks
  • Holdings: Schlumberger NV , Halliburton Co , Core Laboratories NV , Baker Hughes Inc , EOG Resources Inc ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
Sign-up for ieycx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for pelpx investment picks
  • Holdings: Johnson & Johnson , Merck & Co Inc , Nestle SA , Roche Holding AG , AXA SA ,
  • Category: World Stock
Sign-up for ibiyx investment picks
  • Holdings: Roche Holding AG , Cme 3 Month Eurodollar Futures , Cme 3 Month Eurodollar Futures , Cme 3 Month Eurodollar Futures , Intesa Sanpaolo ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for twaax investment picks
  • Holdings: Ametek Inc , Donaldson Co Inc , CNO Financial Group Inc , Discover Financial Services , Amphenol Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for CSLYX investment picks
  • Holdings: Roche Holding AG , Novartis AG ADR , Total SA , British American Tobacco PLC , GlaxoSmithKline PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for gubgx investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ecgwx investment picks
  • Holdings: Ivy Emerging Markets Equity I , Ivy International Core Equity I , Ivy International Growth I , Ivy Global Income Allocation I , Ivy European Opportunities I ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for ivtax investment picks
  • Holdings: Wynn Resorts Ltd , Avago Technologies Ltd , Williams-Sonoma Inc , LKQ Corp , AMC Networks Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for rmocx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
Sign-up for prarx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for hypsx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
Sign-up for rshmx investment picks
  • Holdings: LogMeIn Inc , Proofpoint Inc , Finisar Corp , Microsemi Corp , Ligand Pharmaceuticals Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for rsccx investment picks
  • Holdings: Forward Investment Grade Fxd-Inc Z , Forward EM Corporate Debt Institutional , Forward International Dividend Instl , Forward Emerging Markets Instl , Forward Fds ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for aigax investment picks
  • Holdings: Parnassus Core Equity Institutional , Neuberger Berman Socially Rspns Inst , TIAA-CREF Social Choice Bond Instl , Praxis Intermediate Income I , Pax MSCI International ESG Idx Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pmpax investment picks
  • Holdings: Chevron Corp , Wells Fargo & Co , JPMorgan Chase & Co , Merck & Co Inc , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for cdeyx investment picks
  • Holdings: Micron Technology Inc , Alliance Data Systems Corp , Cree Inc , Aspen Technology Inc , Pentair Ltd ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for istex investment picks
  • Holdings: Liberty Interactive Corp Class A , Actavis PLC , Clean Harbors Inc , TRW Automotive Holdings Corp , Iron Mountain Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for rsvkx investment picks
  • Holdings: PIMCO 1-5 Year US TIPS Index ETF , PIMCO Income Instl , PIMCO Short-Term Instl , PIMCO Real Return Instl , PIMCO Senior Floating Rate Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for artdx investment picks
  • Holdings: PIMCO Income Instl , AllianzGI Best Styles Global Equity R6 , PIMCO Senior Floating Rate Instl , AllianzGI Short Duration High Inc Instl , PIMCO 1-5 Year US TIPS Index ETF ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for ablrx investment picks
  • Holdings: Merck & Co Inc , Microsoft Corp , General Electric Co , Verizon Communications Inc , Pfizer Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cimbx investment picks
  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for ptdnx investment picks
  • Holdings: Parnassus Core Equity Institutional , Neuberger Berman Socially Rspns Inst , TIAA-CREF Social Choice Bond Instl , Praxis Intermediate Income I , Pax MSCI International ESG Idx Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pwpcx investment picks
  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Exxon Mobil Corporation , Merck & Co Inc , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for aevyx investment picks
  • Holdings: Kirby Corp , Akorn Inc , VCA Inc , Hanover Insurance Group Inc , Aspen Technology Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for rtsax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for f000002rb3 investment picks
  • Holdings: Roche Holding AG , Royal Dutch Shell PLC Class A , BP PLC , Johnson & Johnson , Sanofi ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for csrcx 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: hskax - JPMorgan Market Neutral A Load Waived - Market Neutral to csrcx - Columbia Global Dividend Opportunity C - 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