Funds From: LAFRX - Lord Abbett Affiliated R3 - Large Value to f00000nq2c - Transamerica Small Cap Value I2 - Small Value


  • Holdings: JPMorgan Chase & Co , Chevron Corp , Pfizer Inc , Cisco Systems Inc , International Business Machines Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for LAFRX 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: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for hcvax investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for lmcux investment picks
  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , Mitsubishi Estate Co Ltd , HCP Inc , General Growth Properties Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for rrgix investment picks
  • Holdings: Cempcsvwf Fund Ltd , Compass EMP Ultra Short-Term Fixd Inc I , White Mtns Re Grp 144A 6.375% , Macys Retail Hldgs 7.45% , Equitable Life Assurn Soc U S 144A 7.7% ,
  • Category: Commodities Broad Basket
Sign-up for ccotx investment picks
  • Holdings: Deutsche Core Equity Institutional , Deutsche Equity 500 Index Institutional , Deutsche EAFE Equity Index Institutional , Central Cash Management Fd Central Cash Management Fd , Deutsche Small Cap Core S ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for plusx investment picks
  • Holdings: Actavis PLC , Gilead Sciences Inc , Bristol-Myers Squibb Company , Celgene Corp , AbbVie Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for suhbx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for fafix investment picks
  • Holdings: Lord Abbett Affiliated I , Lord Abbett Growth Leaders I , Lord Abbett Fundamental Equity I , Lord Abbett Growth Opportunities I , Lord Abbett Intl Core Equity I ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for ldsqx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
Sign-up for fotax investment picks
  • Holdings: Centene Corp , Ross Stores Inc , United Rentals Inc , Mead Johnson Nutrition Co , Whirlpool Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for bteax investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Microsoft Corp , Medtronic Inc , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for tvlax investment picks
  • Holdings: Deutsche Core Equity Institutional , Deutsche Equity 500 Index Institutional , Deutsche EAFE Equity Index Institutional , Central Cash Management Fd Central Cash Management Fd , Deutsche Small Cap Core S ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for plusx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 5 Stars
Sign-up for ftnyx investment picks
  • Holdings: Arcadis NV , Arrow Global Group PLC , Altran Technologies , Indiabulls Housing Finance Ltd , Gerresheimer AG ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
Sign-up for linfx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Sasol Ltd , Tata Motors Ltd ADR , MediaTek Inc , Bank Of China Ltd. H Shares ,
  • Category: Diversified Emerging Mkts
Sign-up for us89355j8541 investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for lbndx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
Sign-up for shorx investment picks
  • Holdings: Royal Dutch Shell PLC ADR Class A , National Australia Bank Ltd , TeliaSonera AB , Total SA ADR , AstraZeneca PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for lidax investment picks
  • Holdings: Energy Transfer Partners LP , Starwood Property Trust, Inc. , BAE Systems PLC , Belgacom SA , AT&T Inc ,
  • Category: World Stock
Sign-up for TCIGX investment picks
  • Holdings: Bmi28bcs1 Irs Usd P F .75500 2 Cppvanilla , Bmi28bcs1 Irs Usd R V 03mlibor 1 Ccpvanilla , Us 10yr Note (Cbt)dec14 Xcbt 20141219 , Bmi2cbvj5 Irs Usd R V 03mlibor 1 Ccp , Bmi2cbvj5 Irs Usd P F .72150 2 Ccp ,
  • Category: Multialternative
Sign-up for MMPLX investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
Sign-up for coeax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for PLCSX investment picks
  • Holdings: Columbia High Yield Bond I , Columbia Emerging Markets Bond I , Columbia US Government Mortgage I , Columbia Dividend Opportunity I , Columbia Global Dividend Opportunity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rbbbx investment picks
  • Category: World Bond
  • Morningstar Rating: 2 Stars
Sign-up for rgbwx investment picks
  • Holdings: Vanguard FTSE Developed Markets ETF , iShares Russell 2000 , iShares North American Natural Resources , Vanguard FTSE Emerging Markets ETF ,
  • Category: Tactical Allocation
Sign-up for NIGRX investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for cmbbx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for fusgx investment picks
  • Holdings: Apple Inc , Oracle Corporation , Microsoft Corp , Google Inc Class C , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for mcpbx investment picks
  • Holdings: Nu Skin Enterprises Inc Class A , Portland General Electric Co , Hersha Hospitality Trust , Hawaiian Electric Industries Inc , World Acceptance Corp ,
  • Category: Small Value
Sign-up for f00000nq2c 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: LAFRX - Lord Abbett Affiliated R3 - Large Value to f00000nq2c - Transamerica Small Cap Value I2 - Small Value
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