Funds From: pevcx - PACE Small/Medium Co Value Equity C - Small Blend to ifrax - Voya Floating Rate A - Bank Loan


  • Holdings: KAR Auction Services Inc , AerCap Holdings NV , Office Depot Inc , Redwood Trust Inc , Cimarex Energy Co ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for pevcx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for ombax investment picks
  • Holdings: Vanguard S&P 500 ETF , Guggenheim S&P 500® Pure Value , Ivy Science & Technology I , PowerShares Dynamic Pharmaceuticals , iShares US Aerospace & Defense ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for PFLPX investment picks
  • Holdings: Apple Inc , Novo Nordisk A/S , Schlumberger NV , Taiwan Semiconductor Manufacturing Co Ltd , Priceline Grp Cv 1% ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cgcix investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for bsgax investment picks
  • Holdings: Vodafone Group PLC , Nestle SA , Novartis AG , National Grid PLC , GlaxoSmithKline PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for etigx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 1 Stars
Sign-up for frrax investment picks
  • Holdings: Apple Inc , American Tower Corp , Equinix Inc , Amazon.com Inc , Costco Wholesale Corp ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for gcgbx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for rrfix investment picks
  • Holdings: Microsoft Corp , Amazon.com Inc , Comcast Corp Class A , Boeing Co , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for cfnfx investment picks
  • Holdings: Tencent Holdings Ltd. , Taiwan Semiconductor Manufacturing Co Ltd , iShares MSCI South Korea Capped , BB Seguridade Participacoes SA , OAO Lukoil ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for gemcx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for acsux investment picks
  • Holdings: Apple Inc , Equinix Inc , PVH Corp , Yum Brands Inc , EMC Corp ,
  • Category: Large Growth
Sign-up for gfgax investment picks
  • Holdings: Ishares Barclays 7-10 Yr Tr Swap Credit Suisse ,
  • Category: Trading-Inverse Debt
Sign-up for dxksx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for ebibx investment picks
  • Category: Muni Minnesota
  • Morningstar Rating: 4 Stars
Sign-up for deffx investment picks
  • Holdings: American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds New Economy R6 , American Funds New World R6 ,
  • Category: World Stock
Sign-up for RGGFX investment picks
  • Holdings: Exxon Mobil Corporation , General Electric Co , Pfizer Inc , JPMorgan Chase & Co , Devon Energy Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for gsiix investment picks
  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
Sign-up for mtlfx investment picks
  • Holdings: BP PLC ADR , Legrand SA , Amadeus IT Holding SA , British American Tobacco PLC , BHP Billiton Ltd ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for ghtmx investment picks
  • Holdings: Owens & Minor Inc , Casey's General Stores Inc , Prosperity Bancshares, Inc. , Kirby Corp , Home Properties Inc ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
Sign-up for jdsax investment picks
  • Holdings: Blackrock Total Return Fund Mod , Blackrock Mstr Basic Val Fund Mod , Blackrock Large Cap Growth Mod , BlackRock Capital Appreciation BlackRock , BlackRock Long-Horizon Equity Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for bampx investment picks
  • Holdings: Mitsubishi Estate , Unibail-Rodamco SE , Mitsui Fudosan Co Ltd , Sun Hung Kai Properties Ltd , Klépierre ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for girax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for jdhyx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for ltebx investment picks
  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds EuroPacific Gr R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
Sign-up for RGWGX investment picks
  • Holdings: Samsung Electronics Co Ltd , Itau Unibanco Holding SA ADR , Kia Motors Corp , Jpm - Cw15 Basket (Lepo) , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for peqqx investment picks
  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , iShares TIPS Bond , International Tilts , Small Cap Lifepath ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for slrbx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
Sign-up for fulax investment picks
  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
Sign-up for ifrax 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: pevcx - PACE Small/Medium Co Value Equity C - Small Blend to ifrax - Voya Floating Rate A - Bank Loan
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