Funds From: sbfax - Legg Mason Inv Counsel Fincl Svcs A LW - Financial to mdcpx - BlackRock Balanced Capital Inv A LW - Tactical Allocation


  • Holdings: United Insurance Holdings Corp , Discover Financial Services , Global Payments Inc , PNC Financial Services Group Inc , MetLife Inc ,
  • Category: Financial
  • Morningstar Rating: 5 Stars
Sign-up for sbfax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for pdfax investment picks
  • Holdings: Korea(Republic Of) 3.25% , Korea(Republic Of) 2.75% , Malaysia (Govt Of) 3.197% ,
  • Category: Currency
Sign-up for OCOIX investment picks
  • Holdings: SPDR S&P 500 , iShares MSCI EAFE , HSBC Emerging Markets Debt I , JPMorgan High Yield Select , Columbia High Yield Bond Z ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for hagrx investment picks
  • Holdings: US Treasury Note 0.625% , Fidelity Cent Invt Portfolios , US Treasury Note 0.75% , US Treasury Note 0.75% , Fidelity Cent Invt Portfolios ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fftmx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for jhnbx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for htnax investment picks
  • Holdings: Apple Inc , Netflix Inc , Amazon.com Inc , Priceline Group Inc , Amphenol Corp Class A ,
  • Category: Large Growth
Sign-up for LGNHX investment picks
  • Holdings: Principal Income Inst , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal Short-Term Income Inst , Principal LargeCap Value Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for saupx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for amiax investment picks
  • Holdings: SPDR S&P 500 , Time Warner Cable Inc , iShares Russell 2000 , Safeway Inc , Foster Wheeler AG ,
  • Category: Market Neutral
Sign-up for CEAAX investment picks
  • Holdings: TIAA-CREF Bond Instl , TIAA-CREF Bond Plus Inst , TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Enh Lg Cp Val Idx Inst ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for tcwix investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for etazx investment picks
  • Holdings: Dreyfus/Newton International Equity I , Dreyfus International Eq I , Dreyfus International Stock I , Dreyfus International Value I , Dreyfus Emerging Markets I ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for dfpax investment picks
  • Holdings: Lord Abbett Small Cap Value I , Lord Abbett Value Opportunities I , Lord Abbett International Opp I , Lord Abbett Developing Growth I , Lord Abbett Micro Cap Growth I ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for alfax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for pradx investment picks
  • Holdings: General Dynamics Corp , Kirby Corp , Parker Hannifin Corp , Union Pacific Corp , Idex Corp ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for VLAAX investment picks
  • Holdings: Barrick Gold 6.95% , China Petroleum & Chemical Corp ADR , Suncor Energy Inc , Citigroup 3.375% , Wells Fargo Co Mtn Be 3.45% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for adbnx investment picks
  • Holdings: JPMorgan Chase & Co , Pfizer Inc , Exxon Mobil Corporation , Citigroup Inc , Apple Inc ,
  • Category: Large Value
Sign-up for lcaax investment picks
  • Holdings: New Covenant Income , New Covenant Growth ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for NCBIX investment picks
  • Holdings: FNMA 3% , Fannie Mae Single Family TBA 2.5% 2029-06-01 , FHLMC 4.5% , FNMA , FHLMC 4.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for secmx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for dvtax investment picks
  • Holdings: Chesapeake Engy Cv 2.5% , Liberty Interactive 144A 1% , Forest City Enterprises 144A Cv 3.625% , Toll Bros Fin 0.5% , Omnicare Cv 3.25% ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
Sign-up for HRCSX investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for litax investment picks
  • Holdings: Novartis AG , Royal Dutch Shell PLC Class A , Sanofi , BP PLC , Total SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for dirvx investment picks
  • Holdings: British Sky Broadcasting Group PLC , Accor SA , Volvo Group , SKF AB , Bayer AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for trepx investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for JHGDX investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for hsnbx investment picks
  • Holdings: Master Large Cap Core For Br_Bcm , Master Total Return For Br_Bcm ,
  • Category: Tactical Allocation
  • Morningstar Rating: 5 Stars
Sign-up for mdcpx 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: sbfax - Legg Mason Inv Counsel Fincl Svcs A LW - Financial to mdcpx - BlackRock Balanced Capital Inv A LW - Tactical 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