Funds From: ablsx - American Beacon Balanced Adv to ltabx - AllianceBern 2000 Retirement Strat B


  • Holdings: S+p500 Emini Fut Dec14 Xcme 20141219 , US Treasury Bond 2.875% , JPMorgan Chase & Co , Citigroup Inc , Bank of America Corporation ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ablsx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for fgcsx investment picks
  • Holdings: iShares Russell Mid-Cap Value , Northern Trust Corp , Republic Services Inc Class A , Imperial Oil Ltd , Sysco Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for aclax investment picks
  • Holdings: Fixed Income Clearing Corporation , Zuiko Corp , Western Forest Products Inc , Brooks Automation Inc , QuinStreet Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for rsfdx investment picks
  • Holdings: Priceline Group Inc , Illumina Inc , LinkedIn Corp Class A , Vertex Pharmaceuticals Inc , Pharmacyclics Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for urlgx investment picks
  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , Jacksonville Fla Spl Rev Spl Rev B 5% , New York St Dorm Auth 5% , Michigan Fin Auth 5% , Philadelphia Pa Pkg Auth 5.125% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for aciyx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for acyix investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for ccazx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
Sign-up for ctezx investment picks
  • Category: Short Government
  • Morningstar Rating: 4 Stars
Sign-up for ergox investment picks
  • Holdings: Deluxe Corp , Parexel International Corp , Sanmina Corp , Team Health Holdings Inc , Skechers USA Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for qascx investment picks
  • Holdings: Deluxe Corp , Parexel International Corp , Sanmina Corp , Team Health Holdings Inc , Skechers USA Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for qcscx investment picks
  • Holdings: Deluxe Corp , Parexel International Corp , Sanmina Corp , Team Health Holdings Inc , Skechers USA Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for qiscx investment picks
  • Holdings: Team Health Holdings Inc , Parexel International Corp , Deluxe Corp , Steris Corp , Ultimate Software Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for qcsgx investment picks
  • Holdings: Mitsubishi Estate Co Ltd , Mitsui Fudosan Co Ltd , Land Securities Group PLC , Westfield Corp , Link Real Estate Investment Trust ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for irfix investment picks
  • Category: Trading-Miscellaneous
Sign-up for srpsx investment picks
  • Holdings: Cfc Multi-Hedged , SPDR® S&P 500 ETF , TRW Automotive Holdings Corp , Comcast Corp Class A , Protective Life Corp ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for rymrx investment picks
  • Holdings: Putnam Absolute Return 700 Y , Micron Tech Cv 1.625% , Buenos Aires Prov Euro Mtn Be 11.75% , Simon Property Group Inc , SPDR® S&P 500 ETF ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for pbiox investment picks
  • Holdings: Putnam Absolute Return 700 Y , Micron Tech Cv 1.625% , Buenos Aires Prov Euro Mtn Be 11.75% , Simon Property Group Inc , SPDR® S&P 500 ETF ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for pmiox investment picks
  • Holdings: Putnam Absolute Return 700 Y , Micron Tech Cv 1.625% , Buenos Aires Prov Euro Mtn Be 11.75% , Simon Property Group Inc , SPDR® S&P 500 ETF ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for priox investment picks
  • Holdings: Apple Inc , Microsoft Corp , General Electric Co , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for gspqx investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Limited Maturity R5 , MFS® Growth R5 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for mflcx investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for mltbx investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
Sign-up for mltix investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for mlfcx investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for mlfix investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Global Bond R5 ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for mllgx investment picks
  • Holdings: US Treasury Note , US Treasury Note 0.375% , US Treasury Note 0.375% , US Treasury Note 0.375% , US Treasury Note 1.375% ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 1 Stars
Sign-up for ltaax investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
Sign-up for dhmbx investment picks
  • Holdings: US Treasury Note , US Treasury Note 0.375% , US Treasury Note 0.375% , US Treasury Note 0.375% , US Treasury Note 1.375% ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 1 Stars
Sign-up for ltabx 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: ablsx - American Beacon Balanced Adv to ltabx - AllianceBern 2000 Retirement Strat 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