Funds From: sbcpx - QS Legg Mason Lifestyle Allocation A LW - Conservative Allocation to BLRAX - Brookfield Global Listed Real Estate A - Global Real Estate


  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Western Asset High Yield IS , QS Legg Mason Strategic Real Return IS , QS Batterymarch Intl Eq IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sbcpx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
Sign-up for vnyax investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd , Samsung Electronics Co Ltd , Beijing Capital International Airport Co Ltd H Shares , SK Telecom Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for ipcax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for citax investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
Sign-up for pmccx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for sqbax investment picks
  • Holdings: Franklin Growth R6 , Franklin Rising Dividends R6 , Franklin DynaTech R6 , Franklin Mutual European R6 , Templeton Foreign R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for fgtix investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for fldax investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
Sign-up for ptepx investment picks
  • Holdings: BlackRock Master Small Cap Growth Port ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for maswx investment picks
  • Holdings: ConocoPhillips , AstraZeneca PLC , Lorillard Inc , Teva Pharmaceutical Industries Ltd , Intel Corp ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for jgdax investment picks
  • Holdings: Apple Inc , L-3 Communications Holdings Inc , Google Inc Class C , Microsoft Corp , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for pnrax investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for gimax investment picks
  • Holdings: Empire District Electric Co , Summit Hotel Properties Inc , PNM Resources Inc , Reinsurance Group of America Inc , PartnerRe Ltd ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for pslbx investment picks
  • Holdings: Exxon Mobil Corporation , Tyson Foods Inc Class A , U.S. Bancorp , Sempra Energy , CVS Health Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for jrssx investment picks
  • Holdings: Mini Msci Emg Mkt Mar15 Ifus 20150320 , Korea Electric Power Corp , Tencent Holdings Ltd. , Turkiye Petrol Rafinerileri AS , Komercni Banka AS ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
Sign-up for lmrax investment picks
  • Holdings: GMO International Equity IV , GMO Asset Allocation Bond VI , GMO US Equity Allocation VI , GMO Alpha Only IV , GMO Emerging Markets VI ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for eaafx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for jlidx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Roche Holding AG Dividend Right Cert. , Nestle SA , Novartis AG , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for lgiex investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for fxctx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for hflrx investment picks
  • Holdings: Industrial And Commercial Bank Of China Ltd H Shares , Hutchison Whampoa Ltd , Kasikornbank Public Co Ltd Shs Foreign Registered , Hongkong Land Holdings Ltd , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 5 Stars
Sign-up for asiax investment picks
  • Holdings: Hospira Inc , Covance Inc , Brixmor Property Group Inc , Reinsurance Group of America Inc , Dick's Sporting Goods Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for qmcvx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for paemx investment picks
  • Holdings: China Construction Bank Corp H Shares , Beijing Enterprises Water Group Ltd , Bank Of China Ltd. H Shares , Industrial And Commercial Bank Of China Ltd H Shares , Tencent Holdings Ltd. ,
  • Category: China Region
  • Morningstar Rating: 2 Stars
Sign-up for aacfx investment picks
  • Holdings: Legg Mason BW Diversified Lg Cp Val IS , ClearBridge Appreciation IS , QS Batterymarch US Lg Cap Eq IS , ClearBridge International Value IS , QS Batterymarch Intl Eq IS ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for schax investment picks
  • Holdings: Bank Bradesco ADR , Kasikornbank Public Co Ltd Shs Foreign Registered , Industrial And Commercial Bank Of China Ltd H Shares , PT Bank Mandiri Persero Tbk , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for gtddx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for acsqx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for tsusx investment picks
  • Holdings: Simon Property Group Inc , Ventas Inc , Mitsubishi Estate Co Ltd , SL Green Realty Corp , AvalonBay Communities Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
Sign-up for BLRAX 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: sbcpx - QS Legg Mason Lifestyle Allocation A LW - Conservative Allocation to BLRAX - Brookfield Global Listed Real Estate A - Global Real Estate
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 |  Most Recent