Funds From: rcwfx - American Funds Capital World Bond R5 to ksrbx - Forward Real Estate Long/Short B


  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for rcwfx investment picks
  • Holdings: Fed Natl Mort Assc 4% , Fed Natl Mort Assc 3% , Fed Natl Mort Assc 4.5% , Ubs Ag London Brh FRN , Health Care Select Sector SPDR® ETF ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for pdmyx investment picks
  • Holdings: Novo Nordisk A/S , Amazon.com Inc , Microsoft Corp , Home Depot Inc , Delta Air Lines Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for cnpbx investment picks
  • Holdings: Apple Inc , Citigroup Inc , Amazon.com Inc , Morgan Stanley , Mondelez International Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for bnvax investment picks
  • Category: Muni New York Intermediate
  • Morningstar Rating: 3 Stars
Sign-up for fkncx investment picks
  • Holdings: California Republic Bancorp , Bank of the Ozarks Inc , PacWest Bancorp , Signature Bank , ConnectOne Bancorp Inc ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
Sign-up for hsscx 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 sfxix investment picks
  • Holdings: BlackRock Master Total Return Portfolio , BlackRock Inflation Prted Bd BlackRock , BlackRock Master Large Cap Growth Port , BlackRock Master Basic Value LLC , BlackRock Global Long/Short Equity Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
Sign-up for bapdx investment picks
  • Holdings: Novartis AG , Gilead Sciences Inc , Amgen Inc , Altria Group Inc , Verizon Communications Inc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for cbfcx investment picks
  • Holdings: Vanguard Dividend Appreciation ETF , iShares MSCI EAFE , Technology Select Sector SPDR® ETF , WisdomTree Emerging Markets Eq Inc ETF , iShares MSCI USA Quality Factor ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for clccx investment picks
  • Holdings: Domino's Pizza Inc , CoStar Group Inc , The Middleby Corp , Cogent Communications Holdings Inc , Portfolio Recovery Associates Inc ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
Sign-up for cgocx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Tencent Holdings Ltd , AIA Group Ltd , Westpac Banking Corp , China Mobile Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
Sign-up for cajzx investment picks
  • Holdings: Schlumberger NV , EOG Resources Inc , Halliburton Co , Occidental Petroleum Corp , Chevron Corp ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
Sign-up for fnatx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for bmpax investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , Kinder Morgan, Inc. , Schlumberger NV , ConocoPhillips ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
Sign-up for ryecx investment picks
  • Holdings: Putnam Dynamic Asset Allocation Bal Y , Putnam Dynamic Asset Allocation Cnsrv Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y , Putnam Absolute Return 700 Y ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 1 Stars
Sign-up for prrmx investment picks
  • Holdings: United Rentals Inc , Green Plains Inc , NXP Semiconductors NV , B/E Aerospace Inc , Whiting Petroleum Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for sfsbx investment picks
  • Holdings: Exxon Mobil Corporation , Schlumberger NV , Chevron Corp , Occidental Petroleum Corp , Halliburton Co ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for ignwx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 1 Stars
Sign-up for hbmax investment picks
  • Holdings: ConocoPhillips , Wells Fargo & Co , Procter & Gamble Co , Pfizer Inc , Target Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for ceiax investment picks
  • Holdings: RidgeWorth Total Return Bond IS , RidgeWorth Large Cap Growth Stock IS , RidgeWorth Large Cap Value Equity IS , iShares Core US Aggregate Bond , RidgeWorth Mid-Cap Value Equity IS ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for svmax investment picks
  • Holdings: Ubs Relationship Fds , E-mini S&P 500 Index Future Dec14 , EURO STOXX 50 Index Future Dec14 , MSCI Emerging Market Index Future Dec14 , FTSE 100 Index (New Style) Future Dec14 ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for bgfyx investment picks
  • Holdings: Bank Of China Ltd. H Shares , Industrial And Commercial Bank Of China Ltd H Shares , Agricultural Bank of China Ltd H Shares , Taiwan Semiconductor Manufacturing Co Ltd , Nagoya Railroad Co Ltd ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 3 Stars
Sign-up for wfaax investment picks
  • Holdings: E-mini S&P 500 Index Future Sept14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Italy(Rep Of) 4.5% ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pspbx investment picks
  • Holdings: Invesco Core Plus Bond R6 , PowerShares 1-30 Laddered Treasury ETF , Invesco Balanced-Risk Allc R6 , Invesco Diversified Dividend R6 , PowerShares FTSE RAFI Dev Mkts ex-US ETF ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for amksx investment picks
  • Holdings: IndusInd Bank Ltd , Yes Bank Ltd , Hollysys Automation Technologies Ltd , China Medical System Holdings Ltd , Zhuzhou CSR Times Electric Co Ltd H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for wesjx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
Sign-up for cmkrx investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research International R5 ,
  • Category: Target Date 2051+
Sign-up for lfitx investment picks
  • Holdings: Altria Group Inc , Verizon Communications Inc , Philip Morris International Inc , AbbVie Inc , National Grid PLC ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for rirax investment picks
  • Holdings: iShares US Real Estate , AvalonBay Communities Inc , Equity Residential , Simon Property Group Inc , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for ksrbx 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: rcwfx - American Funds Capital World Bond R5 to ksrbx - Forward Real Estate Long/Short B
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