Funds From: fmsqx - Rx Traditional Equity Institutional to adakx - AllianceBern Dynamic All Market K


  • Holdings: iShares Russell 1000 Growth , iShares Core S&P 500 , iShares Russell Mid-Cap Growth , iShares Short Treasury Bond , iShares Russell 2000 Value ,
  • Category: Large Blend
Sign-up for fmsqx investment picks
  • Holdings: SAP SE , Roche Holding AG Dividend Right Cert. , Royal Boskalis Westminster NV , Aryzta AG , Novo Nordisk A/S Class B ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for oigcx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
Sign-up for dfihx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
Sign-up for phsdx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
Sign-up for jsnwx investment picks
  • Holdings: Nestle SA , Mini Msci Eafe Dec14 Ifus 20141219 , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
Sign-up for mkrzx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
Sign-up for nasbx investment picks
  • Holdings: Valeant Pharmaceuticals International Inc , Actavis PLC , Fiesta Restaurant Group Inc , Vasco Data Security International Inc , Alere Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for vfpix investment picks
  • Holdings: Guggenheim Strategy II , Guggenheim Strategy III , Guggenheim Strategy I , Cfc Managed Futures , Guggenheim Enhanced Short Dur ETF ,
  • Category: Managed Futures
  • Morningstar Rating: 3 Stars
Sign-up for ryymx investment picks
  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century NT Growth Institutional , American Century NT Intl Gr Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
Sign-up for arwax investment picks
  • Holdings: Exxon Mobil Corporation , Apple Inc , Microsoft Corp , Pfizer Inc , Procter & Gamble Co ,
  • Category: World Stock
Sign-up for ehgax investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for cranx investment picks
  • Holdings: Apple Inc , Roche Holding AG Dividend Right Cert. , Gilead Sciences Inc , Google Inc Class C , Bristol-Myers Squibb Company ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for hialx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for fsbfx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for rfrax investment picks
  • Holdings: Bellatrix Exploration Ltd , Acacia Research Corporation , inContact Inc , Newcastle Investment Corporation , PICO Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for mrscx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 5 Stars
Sign-up for orstx investment picks
  • Holdings: Crown Castle International Corp , Sensata Technologies Holding N.V. , Dresser-Rand Group Inc , Verisk Analytics Inc , Varian Medical Systems Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for jgrcx investment picks
  • Holdings: E-mini S&P MidCap 400 Index Future Dec14 , Cardinal Health Inc , Host Hotels & Resorts Inc , Discover Financial Services , PPL Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for plppx investment picks
  • Holdings: Heartland Payment Systems Inc , Icon PLC , Charles River Laboratories International Inc , Akorn Inc , Cracker Barrel Old Country Store Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for mxcax investment picks
  • Holdings: Gilead Sciences Inc , Express Scripts , JPMorgan Chase & Co , Thermo Fisher Scientific Inc , Mead Johnson Nutrition Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for tvafx investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds Mortgage R6 , American Funds American Mutual R6 , American Funds Washington Mutual R6 , American Funds Global Balanced R6 ,
  • Category: Conservative Allocation
Sign-up for ctofx investment picks
  • Holdings: Columbia Corporate Income I , Columbia Contrarian Core I , Columbia Large Value Quantitative I , Columbia US Government Mortgage I , E-mini S&P 500 Index Future Dec14 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for nbgpx investment picks
  • Holdings: iShares Russell 2000 , Energy Select Sector SPDR® ETF , Cal-Maine Foods Inc , Spirit Airlines Inc , Manhattan Associates Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for hhbux investment picks
  • Holdings: Newell Rubbermaid Inc , NASDAQ OMX Group, Inc. , Crown Holdings Inc , Valspar Corp , Xerox Corporation ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for mvcgx investment picks
  • Holdings: Japan(Govt Of) 0.1% , McGraw Hill Financial Inc , Cummins Inc , Adobe Systems Inc , Ameriprise Financial Inc ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fglcx investment picks
  • Holdings: S&P Lat Am Swap Ml ,
  • Category: Trading-Leveraged Equity
Sign-up for dxzlx investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
Sign-up for slmmx investment picks
  • Holdings: American Airlines Group Inc , Carnival Corp , JPMorgan Chase & Co , United Continental Holdings Inc , Goldman Sachs Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for nbptx investment picks
  • Holdings: US Treasury TIP , US Treasury TIP 1.125% , US Treasury TIP , US Treasury TIP 1.25% , US Treasury Note ,
  • Category: Tactical Allocation
Sign-up for adakx 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: fmsqx - Rx Traditional Equity Institutional to adakx - AllianceBern Dynamic All Market K
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