Funds From: cwgfx - American Funds Capital World Gr&Inc F1 to abinx - American Century Balanced Instl


  • Holdings: Amgen Inc , Novartis AG , Altria Group Inc , Bayer AG , Gilead Sciences Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for cwgfx investment picks
  • Holdings: Johnson & Johnson , Exxon Mobil Corporation , Procter & Gamble Co , Chevron Corp , International Business Machines Corp ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ftsdx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Intel Corp , Eli Lilly and Co , Apache Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for dieqx investment picks
  • Holdings: Apple Inc , Lockheed Martin Corp , TJX Companies , CBOE Holdings Inc , Western Digital Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for us00767h7825 investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for mxsix investment picks
  • Holdings: Apple Inc , E-mini S&P 500 Index Future Dec14 , Microsoft Corp , Exxon Mobil Corporation , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for plicx investment picks
  • Holdings: Chevron Corp , Berkshire Hathaway Inc Class B , Wells Fargo & Co , Pfizer Inc , General Electric Co ,
  • Category: Large Value
Sign-up for fmmlx investment picks
  • Holdings: Brent Crude Futr Nov14 , Gold 100 Oz Futr Dec14 , Natural Gas Futr Nov14 , Lme Nickel Future Nov14 , Wti Crude Future Jan15 ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 2 Stars
Sign-up for ccsax investment picks
  • Holdings: Strayer Education Inc , Brocade Communications Systems Inc , OFG Bancorp , Greenbrier Companies Inc , FactSet Research Systems, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for pycox investment picks
  • Holdings: PIMCO Total Return Instl , Lord Abbett Core Fixed Income I , T. Rowe Price New Income , Metropolitan West Total Return Bond I , Janus Flexible Bond I ,
  • Category: Conservative Allocation
Sign-up for hincx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Wells Fargo & Co , Jacobs Engineering Group Inc , Orion Marine Group Inc , Corning Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for cmafx investment picks
  • Holdings: Microsoft Corp , Johnson & Johnson , JPMorgan Chase & Co , Intel Corp , Amgen Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for wqcex investment picks
  • Holdings: Citigroup Inc , JPMorgan Chase & Co , MetLife Inc , Chevron Corp , Ford Motor Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for oeiix investment picks
  • Holdings: S&P 500 Index Future Mar15 , AT&T Inc , Entergy Corp , Wal-Mart Stores Inc , Kroger Co ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for svoax investment picks
  • Holdings: Alexion Pharmaceuticals Inc , Union Pacific Corp , Apple Inc , Facebook Inc Class A , Dollar Tree Stores Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for stnfx investment picks
  • Holdings: Red Hat Inc , Apollo Education Group Inc Class A , Steelcase Inc , Diebold Inc , CoreLogic, Inc. ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for scsax investment picks
  • Holdings: Zimmer Holdings Inc , Host Hotels & Resorts Inc , Portland General Electric Co , Hartford Financial Services Group Inc , Fifth Third Bancorp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for cfdrx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for thyax investment picks
  • Holdings: Apple Inc , Visa Inc Class A , Google Inc Class A , Facebook Inc Class A , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for megrx investment picks
  • Holdings: US Treasury Note 0.875% , US Treasury Bond 4.5% , JPMorgan Chase & Co , US Treasury Note 3.125% , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mtrbx investment picks
  • Holdings: Casey's General Stores Inc , Owens & Minor Inc , Plains All American Pipeline LP , Potlatch Corp , Clarcor Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for jnpsx investment picks
  • Holdings: Valeant Pharmaceuticals International Inc , Cinemark Holdings Inc , Magellan Midstream Partners, L.P. , Crown Holdings Inc , Air Lease Corp Class A ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for ostfx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for bcbax investment picks
  • Holdings: Simon Property Group Inc , Vornado Realty Trust , Prologis Inc , Host Hotels & Resorts Inc , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for freex investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Citigroup Inc , United Continental Holdings Inc , Carnival Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for pbeax investment picks
  • Holdings: Vodafone Group PLC ADR , E On SE , Mitsubishi Corp , ABB Ltd , Nippon Telegraph & Telephone Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for icezx investment picks
  • Holdings: Apple Inc , Microsoft Corp , CVS Health Corp , Wells Fargo & Co , Merck & Co Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for plbjx investment picks
  • Holdings: Comcast Corp Class A , Home Depot Inc , Actavis PLC , Diversified Real Asset Income , Prudential Ins Co Amer 144A 8.3% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for ioccx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Pfizer Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
Sign-up for fvusa000qu investment picks
  • Holdings: Apple Inc , Johnson & Johnson , US Treasury Note 1.625% , US Treasury Note 1.375% , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for abinx 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: cwgfx - American Funds Capital World Gr&Inc F1 to abinx - American Century Balanced Instl
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