Funds From: cshax - MainStay Cushing MLP Premier A LW - Energy Limited Partnership to sniex - Dreyfus/Newton International Equity I - Foreign Large Blend


  • Holdings: Williams Companies Inc , Energy Transfer Equity LP , Targa Resources Corp , Regency Energy Partners LP , ONEOK Inc ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 2 Stars
Sign-up for cshax investment picks
  • Holdings: Blackbaud Inc , Dean Foods Co , California Water Service Group , Infinity Property and Casualty Corp , Kronos Worldwide Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for tvoax investment picks
  • Holdings: Gotham Absolute Return Institutional , Robeco Boston Partners L/S Rsrch Instl , Arbitrage Event-Driven I , Whitebox Tactical Opportunities Instl , Tortoise MLP & Pipeline Instl ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
Sign-up for GASIX investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
Sign-up for unhix investment picks
  • Holdings: Hartford Inflation Plus Y , Hartford World Bond Y , Hartford Total Return Bond Y , Hartford Global Real Asset Y , Hartford Real Total Return Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for hcvtx investment picks
  • Holdings: Sinotrans Ltd H Shares , Krung Thai Bank PLC DR , China Cinda Asset Management Co Ltd Class H , Crompton Greaves Ltd , Sercomm Corp ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 1 Stars
Sign-up for deaax investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for PGSDX investment picks
  • Holdings: iShares MSCI EAFE , iShares MSCI Emerging Markets , US Treasury Bond 3% , US Treasury Note 2.75% , US Treasury Note 1.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for aiblx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
Sign-up for alnyx investment picks
  • Holdings: Altria Group Inc , ConocoPhillips , AbbVie Inc , CenturyLink Inc , Lockheed Martin Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for eplcx investment picks
  • Holdings: Transamerica Intl Eq Opportunities I2 , Transamerica International I2 , Transamerica International Equity I2 , Transamerica Developing Markets Eq I2 , Transamerica International Small Cap I2 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for tmuix investment picks
  • Holdings: S+p 500 Future Sep14 Xcme 20140918 , US Treasury Bond 4.375% , US Treasury Bond 3.75% , US Treasury Bond 4.25% , US Treasury Bond 4.625% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for sasbx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for phiax investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Chevron Corp , US Treasury Bond 3.875% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for cblax investment picks
  • Holdings: Starwood Property Trust, Inc. , Energy Transfer Partners LP , Canadian Oil Sands Ltd , Blackstone Mortgage Trust Inc Class A , BAE Systems PLC ,
  • Category: World Stock
Sign-up for US89355J5737 investment picks
  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for tmuux investment picks
  • Holdings: Voya US Stock Index I , Voya Multi-Manager International Eq I , Voya Large Cap Value R6 , Voya Large Cap Growth Portfolio I , Voya International Core I ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for isrsx investment picks
  • Holdings: Fed Natl Mort Assc 4% , FNMA 3% , FNMA 4.5% , Fannie Mae Single Family TBA 2.5% 2029-09-01 , Videotron Ltee 5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for secmx investment picks
  • Holdings: Apple Inc , Google Inc Class A , Facebook Inc Class A , Micron Technology Inc , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for dapax investment picks
  • Holdings: General Electric Co , Pfizer Inc , Comcast Corp Class A , Boeing Co , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for icsvx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for hhmax investment picks
  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Inc Fund of Amer R6 , American Funds Interm Bd Fd of Amer R6 , American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 5 Stars
Sign-up for reatx investment picks
  • Holdings: Walt Disney Co , Apple Inc , Citigroup Inc , LM Ericsson Telephone Company Class B , Gilead Sciences Inc ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for qgrbx investment picks
  • Holdings: Transamerica Total Return I2 , Transamerica Dividend Focused I2 , Transamerica Select Equity I2 , Transamerica Large Cap Value I2 , Transamerica Growth I2 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for imgrx investment picks
  • Holdings: Energizer Holdings Inc , International Rectifier , Mettler-Toledo International Inc , United Therapeutics Corp , Kirby Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for dpsax investment picks
  • Holdings: E-mini S&P 500 Index Future Sept14 , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , NYSE/Liffe 2 Year US Treasury Note Future Sept14 , Euro SCHATZ Future Sept14 , FNMA ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ibpsx investment picks
  • Holdings: Tencent Holdings Ltd. , Metropolitan Bank & Trust Company , Reliance Industries Ltd ADR , SK Telecom Co Ltd , CNOOC Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for dtmax investment picks
  • Holdings: Integrys Energy Group Inc , Expedia Inc , SPDR S&P 500 , TRW Automotive Holdings Corp , EOG Resources Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for tvbax investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for lutcx investment picks
  • Holdings: Royal Dutch Shell PLC Class B , Prudential PLC , Nestle SA , Roche Holding AG Dividend Right Cert. , LEG Immobilien AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for sniex 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: cshax - MainStay Cushing MLP Premier A LW - Energy Limited Partnership to sniex - Dreyfus/Newton International Equity I - Foreign Large Blend
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 Name |  Ticker |  Popularity |  Our Choices