Funds From: lsdix - Loomis Sayles Interm Duration Bond Instl - Intermediate-Term Bond to oaaix - Oppenheimer Equity Inv A Load Waived - World Stock


  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for lsdix investment picks
  • Holdings: InterMune Inc , Aspen Technology Inc , WEX Inc , Isis Pharmaceuticals , Tenneco Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for FMDAX investment picks
  • Holdings: iShares Russell 2000 , SPDR S&P MidCap 400 , SPDR S&P 500 , Silicon Laboratories Inc , Masimo Corp ,
  • Category: Long/Short Equity
Sign-up for alszx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for caycx investment picks
  • Holdings: Vanguard Short-Term Govt Bd Idx ETF , Vanguard Short-Term Corp Bd Idx ETF , Ru30intr Swap , Vanguard Mortgage-Backed Sec Idx ETF , FNMA FRN ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for asmcx investment picks
  • Holdings: Shire PLC , Bayer AG , Toyota Motor Corp , Royal Dutch Shell PLC Class B , Novartis AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for nsiax investment picks
  • Holdings: Delta Air Lines Inc , Hanesbrands Inc , Micron Technology Inc , SanDisk Corp , McKesson Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for wflnx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
Sign-up for optax investment picks
  • Holdings: Mini Msci Emg Mkt Jun14 Xnli 20140620 , Samsung Electronics Co Ltd , China Mobile Ltd , OAO Gazprom ADR , KB Financial Group Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for aamrx investment picks
  • Holdings: Randgold Resources Ltd ADR , Evergreen Special Invts Cayman , Goldcorp, Inc. , Royal Gold Inc , Agnico Eagle Mines Ltd ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 4 Stars
Sign-up for ekwax investment picks
  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
Sign-up for fshyx investment picks
  • Holdings: Novartis AG , Sanofi , Lloyds Banking Group PLC , Bayer AG , British American Tobacco PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for ailcx investment picks
  • Holdings: InterOil Corp , Randgold Resources Ltd ADR , Chimera Investment Corp , UMH Properties Inc , Century Casinos Inc ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
Sign-up for wfvax investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Unibail-Rodamco SE , Mitsubishi Estate , Vornado Realty Trust ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for fvgrx investment picks
  • Holdings: Union Pacific Corp , Apple Inc , Visa Inc Class A , Monsanto Co , Priceline Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for nwcax investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
Sign-up for fmoax investment picks
  • Holdings: SPDR Barclays Capital Convertible Secs , SPDR Barclays High Yield Bond , Rambus Inc Del 144A Cv 1.125% , Intermune Cv 2.5% , Nuvasive Cv 2.75% ,
  • Category: Convertibles
Sign-up for aeqax investment picks
  • Holdings: Irs Gbp 10y Rec 2.4325 (6m) 20230801 Jpm 0.583 Jul 30 23 , Irs Gbp 10y Rec 2.4325 (6m) 20230801 Jpm 2.432 Jul 30 23 , Citi Usd Irs 0.239 May 29 43 , Citi Usd Irs 3.087 May 29 43 , Db Gbp Irs 0.593 Aug 23 22 ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for dvrhx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for abnrx investment picks
  • Holdings: iShares Russell 1000 Value , iShares MSCI EAFE , QS Batterymarch Intl Eq IS , ClearBridge International Value IS , ClearBridge Aggressive Growth IS ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for lmyfx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for uasbx investment picks
  • Holdings: Mini Msci Eafe Jun14 Xnli 20140620 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , S+p500 Emini Fut Jun14 Xcme 20140620 ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for azlyx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for lweax investment picks
  • Holdings: Microsoft Corp , Apple Inc , Google Inc Class A , Verizon Communications Inc , Oracle Corporation ,
  • Category: Large Growth
Sign-up for acdkx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , BB Seguridade Participacoes SA , Samsung Electronics Co Ltd , MediaTek Inc , Cielo SA ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for biemx investment picks
  • Holdings: American Funds Tax Exempt Bond R-6 , American High-Income Municipal Bond R-6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Conservative Allocation
Sign-up for TAICX investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for csbwx investment picks
  • Holdings: Johnson & Johnson , Wells Fargo & Co, San Francisco Ca Pfd , Exxon Mobil Corporation , Bk Amer Pfd , PNC Financial Services Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for tweax investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Walt Disney Co , Biogen Idec Inc , Facebook Inc Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for oaaix investment picks
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: lsdix - Loomis Sayles Interm Duration Bond Instl - Intermediate-Term Bond to oaaix - Oppenheimer Equity Inv A Load Waived - World Stock
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