Funds From: swhgx - Schwab MarketTrack Growth Investor to aphvx - Artisan Small Cap Value Institutional


  • Holdings: Schwab S&P 500 Index , Schwab International Index , Schwab Small Cap Index , Schwab Total Bond Market ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for swhgx investment picks
  • Category: Nontraditional Bond
Sign-up for pcarx investment picks
  • Holdings: Great-West S&P 500® Index Init , Great-West International Index Init , Great-West S&P Mid Cap 400® Index Init , Oppenheimer Developing Markets A , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for mxplx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for jyiax investment picks
  • Holdings: Thrivent Income I , Thrivent Partner Worldwide Allocation I , Thrivent Large Cap Value I , 5 Year US Treasury Note Future June14 , Thrivent Limited Maturity Bond I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for thmax investment picks
  • Holdings: Roche Holding AG , Nestle SA , Novartis AG , BNP Paribas , Bayer AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for twiex investment picks
  • Holdings: Harbor International Administrative , Fidelity® International Discovery , Manning & Napier World Opportunities A , Morgan Stanley Inst International Eq A , MSCI EAFE Index Future June14 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for filfx investment picks
  • Holdings: Sks Microfinance Ltd Pnote , CT Environmental Group Ltd , Just Dial Ltd Pnote , Anton Oilfield Services Group , Vipshop Holdings Ltd ADR ,
  • Category: Diversified Emerging Mkts
Sign-up for dresx investment picks
  • Holdings: Covidien PLC , Boston Scientific Inc , Stryker Corporation , Abbott Laboratories , Medtronic Inc ,
  • Category: Health
  • Morningstar Rating: 2 Stars
Sign-up for fsmex investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Merck & Co Inc , US Treasury Note 0.25% , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ittax investment picks
  • Holdings: Google Inc Class A , Accenture PLC Class A , Visa Inc Class A , Colgate-Palmolive Co , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for migkx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for lexnx investment picks
  • Holdings: Markel Corporation , McDonald's Corp , ConocoPhillips , Wal-Mart Stores Inc , Johnson & Johnson ,
  • Category: Large Blend
Sign-up for cuhix investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for hwdax investment picks
  • Holdings: Carbo Ceramics Inc , StanCorp Financial Group Inc , HSN Inc , Progressive Waste Solutions Ltd , Guess? Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for sasvx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , Citigroup Inc , US Treasury Bond 3.875% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for cblrx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for sbltx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for pfncx investment picks
  • Holdings: Pfizer Inc , Chevron Corp , Exxon Mobil Corporation , Wells Fargo & Co , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for lsvex investment picks
  • Holdings: Apple Inc , Qualcomm Inc , Microsoft Corp , Starwood Hotels & Resorts Worldwide Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for gaegx investment picks
  • Holdings: Spirit Airlines Inc , ICG Group Inc , CNO Financial Group Inc , Skyworks Solutions Inc , Hudson Pacific Properties Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for fpsvx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for prwbx investment picks
  • Holdings: Bank of New York Mellon Corp , Wells Fargo & Co , American Express Co , Berkshire Hathaway Inc Class A , Canadian Natural Resources Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for dnvyx investment picks
  • Holdings: Apple Inc , Fidelity Cent Invt Portfolios , Chevron Corp , US Treasury Note 1.25% , E-mini S&P 500 Index Future June14 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for faigx investment picks
  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , General Electric Co , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for flccx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for pgycx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
Sign-up for stxax investment picks
  • Holdings: Schlumberger NV , Halliburton Co , National Oilwell Varco Inc , Baker Hughes Inc , Williams Companies Inc ,
  • Category: Equity Energy
  • Morningstar Rating: 1 Stars
Sign-up for oepsx investment picks
  • Holdings: iShares MSCI Germany , iShares Core S&P 500 , iShares MSCI Italy Capped , WisdomTree Japan Hedged Equity , iShares MSCI Spain Capped ,
  • Category: Moderate Allocation
Sign-up for woaix investment picks
  • Holdings: EMCOR Group, Inc. , World Fuel Services Corp , H.B. Fuller Company , Tech Data Corp , Arrow Electronics Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for aphvx 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: swhgx - Schwab MarketTrack Growth Investor to aphvx - Artisan Small Cap Value Institutional
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