Funds From: devcx - Delaware Small Cap Value C to fldax - Franklin Low Duration Total Return A


  • Holdings: Whiting Petroleum Corp , East West Bancorp Inc , ITT Corp , Chemtura Corp , United Rentals Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for devcx investment picks
  • Holdings: Mini Msci Eafe Jun14 Xnli 20140620 , Credit Suisse Group , BNP Paribas , Lloyds Banking Group PLC , Bayerische Motoren Werke AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for swmix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for panix investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Cerner Corp , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for cvgcx investment picks
  • Holdings: MetLife Inc , Merck & Co Inc , JPMorgan Chase & Co , Chevron Corp , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for hvorx investment picks
  • Holdings: BlackRock Russell 1000 Index T , BlackRock Bond Index Investor A , iShares Core MSCI Total Intl Stk , Blackrock ACWI Ex-US Index Investor A , iShares International Dev Rel Est ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for lihax investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for fcitx investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 2 Stars
Sign-up for mppix investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
Sign-up for trebx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for bhydx investment picks
  • Holdings: First Eagle Us Value Cayman Fd , Oracle Corporation , Microsoft Corp , Comcast Corp Class A , Intel Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for fevcx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Oracle Corporation , Pfizer Inc , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for rqeyx investment picks
  • Holdings: Sempra Energy , Edison International , ITC Holdings Corp , E-mini S&P MidCap 400 Index Future June14 , NiSource Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for fvlkx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for simbx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , S&P 500 Index Future June14 , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for psifx investment picks
  • Holdings: Bank Bradesco ADR , Grupo Televisa SAB ADR , PT Bank Mandiri Persero Tbk , Industrial And Commercial Bank Of China Ltd H Shares , BMF Bovespa SA Bolsa Valores Merc Fut ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for gtdyx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for esiix investment picks
  • Holdings: Google Inc Class A , Comcast Corp Class A , Gilead Sciences Inc , Twenty-First Century Fox Inc Class A , Electronic Arts Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for acawx investment picks
  • Holdings: Apple Inc , Statoil ASA , EMC Corp , Intel Corp , JPMorgan Chase & Co ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for ighsx investment picks
  • Holdings: Associated British Foods PLC , BT Group PLC , Shire PLC , Next PLC , Merck KGaA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for domox investment picks
  • Holdings: Naspers Ltd , Emaar Properties PJSC , Aspen Pharmacare Holdings PLC , Mtn Group Ltd , Qatar National Bank SAQ ,
  • Category: Miscellaneous Region
Sign-up for triax investment picks
  • Holdings: Apple Inc , Microsoft Corp , International Business Machines Corp , Google Inc Class A , Oracle Corporation ,
  • Category: Trading-Leveraged Equity
Sign-up for tepix investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for phsdx investment picks
  • Holdings: US Treasury Note 0.625% , Fidelity Cent Invt Portfolios , US Treasury Note 0.75% , US Treasury Note 0.75% , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fcasx investment picks
  • Holdings: CVS Caremark Corp , Anheuser-Busch Inbev SA , Vodafone Group PLC , Safran SA , Experian PLC ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for epacx investment picks
  • Holdings: S&P 500 Index Future June14 , Federated InterContinental Instl , Amsterdam Idx Fut Apr14 , Emerging Markets Fixed Income Core Fund , Ftse 100 Idx Fut Jun14 ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fsbkx investment picks
  • Holdings: Sandisk 144A Cv 0.5% , Gilead Sciences Cv 1.625% , Salesforce Com Cv 0.25% , Illumina 144A Cv 0.25% , United Tech ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
Sign-up for ccvcx investment picks
  • Holdings: Johnson & Johnson , Berkshire Hathaway Inc Class B , Procter & Gamble Co , International Business Machines Corp , Merck & Co Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for trpsx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
Sign-up for ifrix investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for fldax 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: devcx - Delaware Small Cap Value C to fldax - Franklin Low Duration Total Return A
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