Funds From: acoax - American Century Strat Allc: Mod A LW - Moderate Allocation to wlbdx - Wells Fargo Advantage Emg Mkt Lcl Bd Adm - Emerging Markets Bond


  • Holdings: Apple Inc , Johnson & Johnson , US Treasury TIP 2.5% , Oracle Corporation , US Treasury TIP ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for acoax investment picks
  • Holdings: Glencore PLC , Ezion Holdings Ltd , Baidu Inc ADR , Tencent Holdings Ltd. , Glenmark Pharmaceuticals Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for gbfax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for pdrax investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for jticx investment picks
  • Category: Muni New Jersey
  • Morningstar Rating: 4 Stars
Sign-up for einjx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Merck & Co Inc , CBS Corp Class B , Gilead Sciences Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for eaerx investment picks
  • Holdings: Japan(Govt Of) 1.1% , Italy(Rep Of) 3.75% , KDDI Corp , Johnson & Johnson , Japan(Govt Of) 2.1% ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mfwjx investment picks
  • Holdings: Manning & Napier Pro-Blend Mod Term I , Manning & Napier Pro-Blend Extnd Term I ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for mtnrx investment picks
  • Category: Muni Ohio
  • Morningstar Rating: 4 Stars
Sign-up for omiax investment picks
  • Holdings: Google Inc Class C , Apple Inc , Caterpillar Inc , Chevron Corp , Roche Holding AG ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for eadix investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for miaax investment picks
  • Holdings: SPDR Barclays High Yield Bond , iShares Core US Credit Bond , SPDR BarCap ST High Yield Bond ETF , iShares iBoxx $ Invst Grade Crp Bond , Clear Channel Comms 9% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 5 Stars
Sign-up for afiax investment picks
  • Holdings: US Treasury Note 0.875% , US Treasury Bond 4.5% , US Treasury Note 3.125% , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for msfrx investment picks
  • Holdings: Gbp Irs 10yr Receiver (Jpm) 2.432 Jul 30 23 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 4.125 Jun 05 24 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 0.000 Jun 05 24 , Eur Irs 10yr Receiver (Db) 2.469 Sep 14 21 , Gbp Irs 10yr Receiver (Db) 1.992 Aug 23 22 ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
Sign-up for dvrjx investment picks
  • Holdings: Apple Inc , Hess Corp , Chevron Corp , American International Group Inc , MetLife Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mrggx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for iptrx investment picks
  • Holdings: Wal-Mart Stores Inc , Target Corp , PepsiCo Inc , Medtronic Inc , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for eicvx investment picks
  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Pfizer Inc , Exxon Mobil Corporation , Facebook Inc Class A ,
  • Category: Large Value
Sign-up for EQNBX investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for mghhx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
Sign-up for psddx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for giggx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for nstax investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
Sign-up for nyifx investment picks
  • Holdings: Costco Wholesale Corp , Express Scripts , VF Corp , ON Semiconductor Corp , Stryker Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for epvax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
Sign-up for wfnbx investment picks
  • Holdings: ZKB Gold ETF A (USD) , Zuercher Ktbk Zkb Silver Etf A (Us , Newmont Mining Corp , Agnico Eagle Mines Ltd , Yara International ASA ,
  • Category: Natural Resources
  • Morningstar Rating: 1 Stars
Sign-up for ephax investment picks
  • Holdings: Salix Pharmaceuticals Ltd , Harman International Industries Inc , Cooper Companies , Puma Biotechnology Inc , Medivation Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for VISGX investment picks
  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV , JHancock Short Duration Credit Opps NAV ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jalrx investment picks
  • Holdings: MFS® Commodity Strategy R5 , MFS® Global Real Estate R5 , Japan(Govt Of) 1.1% , Japan(Govt Of) 2.1% , Australia(Cmnwlth) 5.75% ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for GLMVX 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: acoax - American Century Strat Allc: Mod A LW - Moderate Allocation to wlbdx - Wells Fargo Advantage Emg Mkt Lcl Bd Adm - Emerging Markets Bond
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