Funds From: vfiax - Vanguard 500 Index Admiral to vtmfx - Vanguard Tax-Managed Balanced Adm


  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for vfiax investment picks
  • Holdings: Berkshire Hathaway Inc Class A , Google Inc Class C , Google Inc Class A , Wells Fargo & Co , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for fcntx investment picks
  • Holdings: iShares iBoxx $ High Yield Corporate Bd , SPDR® Barclays High Yield Bond ETF , iShares US Preferred Stock , Wells Fargo & Co New Pfd , Imperial Tobacco Group PLC ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for baicx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for fstvx investment picks
  • Holdings: Wells Fargo & Co , Merck & Co Inc , Comcast Corp Class A , Chevron Corp , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for vwelx investment picks
  • Holdings: Vanguard Total Stock Mkt Idx Inv , Vanguard Total Intl Stock Index Inv , Vanguard Total Bond Market II Idx Inv , Vanguard Total Intl Bd Idx Investor ,
  • Category: Target Date 2051+
Sign-up for vttsx investment picks
  • Holdings: Gilead Sciences Inc , Vertex Pharmaceuticals Inc , Celgene Corp , Regeneron Pharmaceuticals Inc , Alexion Pharmaceuticals Inc ,
  • Category: Health
  • Morningstar Rating: 4 Stars
Sign-up for fbiox investment picks
  • Holdings: Wells Fargo & Co , Merck & Co Inc , Comcast Corp Class A , Chevron Corp , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for vwenx investment picks
  • Holdings: Merck & Co Inc , Bristol-Myers Squibb Company , UnitedHealth Group Inc , Forest Laboratories Inc , AstraZeneca PLC ,
  • Category: Health
  • Morningstar Rating: 4 Stars
Sign-up for vghcx investment picks
  • Holdings: Royal Dutch Shell PLC ADR Class A , BP PLC ADR , Merck & Co Inc , Exelon Corp , Southern Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for fkinx investment picks
  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds EuroPacific Gr R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
Sign-up for gwpax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , S&P 500 Index Future Sept14 , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for fusvx investment picks
  • Holdings: Next PLC , UnitedHealth Group Inc , Seagate Technology PLC , Microsoft Corp , Best Buy Co Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for flpsx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for vbiax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , S+p500 Emini Fut Sep14 Xcme 20140919 , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for swppx investment picks
  • Holdings: Burlington Stores Inc , Nike Inc Class B , Actavis PLC , Endo International PLC , Sprint Corp Series 1 ,
  • Category: Large Blend
Sign-up for guru investment picks
  • Holdings: Micron Technology Inc , Hanesbrands Inc , Omnicare Inc , Delphi Automotive PLC , Discover Financial Services ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 5 Stars
Sign-up for vasvx investment picks
  • Holdings: iShares MSCI EAFE , iShares Core MSCI EAFE , iShares MSCI Germany , iShares Core MSCI Emerging Market , iShares Core S&P Mid-Cap ,
  • Category: World Allocation
Sign-up for ucagx investment picks
  • Holdings: Simon Property Group Inc , Public Storage , Equity Residential , Health Care REIT, Inc. , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for vgslx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for vhdyx investment picks
  • Holdings: Shire PLC , Li & Fung Ltd , Lenovo Group Ltd , Gannett Co Inc , eBay Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for iwirx investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Moderate Allocation
Sign-up for blpax investment picks
  • Holdings: Royal Dutch Shell PLC ADR Class A , BP PLC ADR , Merck & Co Inc , Exelon Corp , Southern Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for fcisx investment picks
  • Holdings: Euro-Oat Future Sep14 Xeur 20140908 , Euro-Bund Future Sep14 Xeur 20140908 , SPDR S&P 500 , iShares MSCI Japan , Vanguard FTSE Emerging Markets ETF ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
Sign-up for mfldx investment picks
  • Holdings: United Parcel Service Inc (UPS) Class B , UnitedHealth Group Inc , BG Group PLC , Wal-Mart Stores Inc , Lockheed Martin Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for vdigx investment picks
  • Holdings: Simon Property Group Inc , Public Storage , Equity Residential , Health Care REIT, Inc. , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for fsrvx investment picks
  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World G/I R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
Sign-up for gaiox investment picks
  • Holdings: Vanguard Total Stock Mkt Idx Inv , Vanguard Global Minimum Volatility Inv , Vanguard Total Intl Stock Index Inv , Vanguard Total Bond Market II Idx Inv , Vanguard Market Neutral Inv ,
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
Sign-up for vpgdx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for vtmfx 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: vfiax - Vanguard 500 Index Admiral to vtmfx - Vanguard Tax-Managed Balanced Adm
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