Funds From: chclx - AllianceBern Discovery Growth A to rbktx - American Funds 2040 Trgt Date Retire R2


  • Holdings: Robert Half International Inc , Acadia Healthcare Co Inc , Ulta Salon Cosmetics & Fragrances Inc , LKQ Corp , The Middleby Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for chclx investment picks
  • Holdings: Citigroup Inc , JPMorgan Chase & Co , Weatherford International PLC , General Electric Co , Royal Dutch Shell PLC ADR Class A ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for acsrx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
Sign-up for shoyx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Citigroup Inc , Wells Fargo & Co , JPMorgan Chase & Co , Capital One Financial Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for jdvpx investment picks
  • Holdings: VY T. Rowe Price Capital Appreciation I , Voya Multi-Manager International Eq I , Voya Large Cap Growth Port I , Voya International Core I , Voya Multi-Manager Large Cap Core Port I ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
Sign-up for isqsx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , S&P 500 Index Future Mar15 ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for trqix investment picks
  • Holdings: Apple Inc , Southwest Airlines Co , Marriott International Inc Class A , Gilead Sciences Inc , T. Rowe Price Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for drthx investment picks
  • Holdings: Goldcorp Inc , Franco-Nevada Corp , Randgold Resources Ltd ADR , Newcrest Mining Ltd , Gold Bullion ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 2 Stars
Sign-up for fgdax 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 csrrx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
Sign-up for pbddx investment picks
  • Holdings: JPMorgan Chase & Co , General Electric Co , Bank of America Corporation , Merck & Co Inc , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for tilcx investment picks
  • Holdings: Cisco Systems Inc , Wal-Mart Stores Inc , AbbVie Inc , Intel Corp , Apple Inc ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for kdhax investment picks
  • Holdings: HSN Inc , Equinix Inc , Starz Class A , Palo Alto Networks Inc , SUPERVALU Inc ,
  • Category: Mid-Cap Growth
Sign-up for iacox investment picks
  • Holdings: Great-West Bond Index Init , Great-West S&P 500® Index Init , Great-West Federated Bond Init , Great-West International Index Init , Great-West Putnam High Yield Bond Init ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for mxdlx investment picks
  • Holdings: Waste Connections Inc , Western Refining Inc , Now Inc , Imax Corp , Noble Energy Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for opmsx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for jsosx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for wobdx investment picks
  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Check Point Software Technologies Ltd , Israel Chemicals Ltd , Perrigo Co PLC , Bank Hapoalim B M ,
  • Category: Miscellaneous Region
Sign-up for amdax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for uitbx investment picks
  • Holdings: SBA Communications Corp , Gartner Inc Class A , TransDigm Group Inc , Berry Plastics Group Inc , Brookdale Senior Living Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for bsfix investment picks
  • Holdings: Nikkei 225 Stock Avg Index Future Dec14 , Roche Holding AG Dividend Right Cert. , Total SA , Bayer AG , Australia and New Zealand Banking Group Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for fidkx investment picks
  • Holdings: JPMorgan Core Bond Select , JPMorgan Core Plus Bond Select , JPMorgan Limited Duration Bd Sel , JPMorgan Intrepid America Sel , JPMorgan US Equity Sel ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for oicax investment picks
  • Holdings: HCA Holdings Inc , Southwest Airlines Co , Level 3 Communications Inc , Micron Technology Inc , Trinity Industries Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for brlvx investment picks
  • Holdings: American Realty Capital Properties Inc Class A , Hynix Semiconducto , DST Systems, Inc. , Micron Technology Inc , Iron Mountain Inc ,
  • Category: Long/Short Equity
Sign-up for pmhix investment picks
  • Holdings: Apple Inc , Microsoft Corp , Exxon Mobil Corporation , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for tinrx investment picks
  • Holdings: Danaher Corp , Marsh & McLennan Companies Inc , United Technologies Corp , UnitedHealth Group Inc , Fiserv Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for itrix investment picks
  • Holdings: Apple Inc , Visa Inc Class A , Comcast Corp Class A , Walt Disney Co , PepsiCo Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for agwrx investment picks
  • Holdings: Schlumberger NV , Anadarko Petroleum Corp , Noble Energy Inc , Marathon Petroleum Corp , Concho Resources Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
Sign-up for pnrzx investment picks
  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth , iShares S&P 500 Value , iShares Core S&P Small-Cap , iShares Core S&P Mid-Cap ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for us66537u7596 investment picks
  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds SMALLCAP World R6 , American Funds AMCAP R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for rbktx 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: chclx - AllianceBern Discovery Growth A to rbktx - American Funds 2040 Trgt Date Retire R2
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