Funds From: vitpx - Vanguard Instl Ttl Stk Mkt Idx InstlPls - Large Blend to gsrax - Goldman Sachs Rising Dividend Gr A - Large Growth


  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for vitpx investment picks
  • Holdings: Goldcorp Inc , Gold Bullion , Randgold Resources Ltd ADR , Silver Bullion (1 Oz = 1 Shr) , Barrick Gold Corp ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 1 Stars
Sign-up for fgdax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for ghyyx investment picks
  • Holdings: Gilead Sciences Inc , Actavis PLC , Sanofi , Celgene Corp , AstraZeneca PLC ,
  • Category: Health
  • Morningstar Rating: 1 Stars
Sign-up for phstx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
Sign-up for nezyx investment picks
  • Holdings: QS Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , ClearBridge Aggressive Growth IS , ClearBridge Appreciation IS , ClearBridge International Value IS ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for schax investment picks
  • Holdings: iShares Core MSCI Emerging Market , Vanguard Emerging Markets Stock Idx ETF , Schwab Emerging Markets Equity ETF™ , iShares MSCI Emerging Markets , WisdomTree Emerging Markets Equity Inc ,
  • Category: Tactical Allocation
Sign-up for atacx investment picks
  • Holdings: VALIC Company II Core Bond , VALIC Company I Stock Index , VALIC Company II Strategic Bond , VALIC Company I International Equities , VALIC Company I Foreign Value ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for vmglx investment picks
  • Holdings: LyondellBasell Industries NV , Service Corp International Inc , Comcast Corp Class A , General Motors Co , Ford Motor Co ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for flstx investment picks
  • Holdings: Johnson & Johnson , Schlumberger NV , Time Warner Inc , Apple Inc , Verizon Communications Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for jlpsx investment picks
  • Holdings: Microsoft Corp , Wells Fargo & Co , Amazon.com Inc , Home Depot Inc , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for balfx investment picks
  • Holdings: Schlumberger NV , Halliburton Co , National Oilwell Varco Inc , Baker Hughes Inc , Williams Companies Inc ,
  • Category: Equity Energy
  • Morningstar Rating: 1 Stars
Sign-up for oepsx investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , Cisco Systems Inc , Cigna Corp , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for stvtx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd ADR , China Mobile Ltd , Fomento Economico Mexicano SAB de CV ADR , Bank Bradesco ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for emgnx investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
Sign-up for pmazx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for bnsax investment picks
  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Total Return NAV , JHFunds2 Active Bond NAV , JHancock Strategic Income Opps NAV , JHancock Short Duration Credit Opps NAV ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jalmx investment picks
  • Holdings: Alliance Data Systems Corp , Oracle Corporation , Cisco Systems Inc , Northrop Grumman Corp , Western Digital Corp ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for rogsx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for dpdfx investment picks
  • Holdings: Align Technology Inc , The Middleby Corp , CoStar Group Inc , Cogent Communications Holdings Inc , Domino's Pizza Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for cmscx investment picks
  • Holdings: Apple Inc , Qualcomm Inc , Microsoft Corp , Intel Corp , Devon Energy Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pbfdx investment picks
  • Holdings: Nippon Telegraph & Telephone Corp ADR , Daimler AG , Banco Bilbao Vizcaya Argentaria SA ADR , Unibail-Rodamco SE , Seven & i Holdings Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for camix investment picks
  • Holdings: American Airlines Group Inc , Skyworks Solutions Inc , Delta Air Lines Inc , United Continental Holdings Inc , Kulicke & Soffa Industries Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for amvax investment picks
  • Holdings: Total SA , Imperial Tobacco Group PLC , Vinci , GlaxoSmithKline PLC , Lorillard Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for epskx investment picks
  • Holdings: Lazard Ltd , Quanta Services Inc , Cytec Industries Inc , Hain Celestial Group Inc , Trimble Navigation Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for evsex investment picks
  • Holdings: Roche Holding AG , Nestle SA , Novartis AG , BNP Paribas , Bayer AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for twiex investment picks
  • Holdings: Gilead Sciences Inc , Aetna Inc , Express Scripts , Johnson & Johnson , Celgene Corp ,
  • Category: Health
  • Morningstar Rating: 4 Stars
Sign-up for jfncx investment picks
  • Holdings: Micron Technology Inc , Kroger Co , SanDisk Corp , Intuit Inc , Hanesbrands Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for dnldx investment picks
  • Holdings: Lithia Motors Inc Class A , Demandware Inc , Shutterfly Inc , Lattice Semiconductor Corp , Tenneco Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for fssax investment picks
  • Holdings: EOG Resources Inc , VF Corp , Perrigo Co PLC , Roche Holding AG ADR , Canadian National Railway Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for gsrax 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: vitpx - Vanguard Instl Ttl Stk Mkt Idx InstlPls - Large Blend to gsrax - Goldman Sachs Rising Dividend Gr A - Large Growth
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