Funds From: tasvx - Target Small Capitalization Value T to fadsx - Nuveen Equity Index R3


  • Holdings: Firstmerit Corp , Protective Life Corp , Teleflex Inc , Bristow Group Inc , EnerSys ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for tasvx investment picks
  • Holdings: Hewlett-Packard Co , JPMorgan Chase & Co , Trinity Industries Inc , Arrow Electronics Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for qcacx investment picks
  • Holdings: Microsoft Corp , Wells Fargo & Co , Amazon.com Inc , Home Depot Inc , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for clbax investment picks
  • Holdings: Chevron Corp , JPMorgan Chase & Co , General Electric Co , Exxon Mobil Corporation , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for fetkx investment picks
  • Holdings: Gold Commodity In Ounces , Grupo Televisa SAB ADR , SMC Corp , Keyence Corp , Fanuc Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for sgovx investment picks
  • Holdings: Hillshire Brands Co , Nestle SA , Xylem Inc , Johnson Controls Inc , Directv ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for srigx investment picks
  • Holdings: Verizon Communications Inc , AbbVie Inc , Amgen Inc , Texas Instruments Inc , Home Depot Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for rmffx investment picks
  • Holdings: National Bank of Canada , Canadian Imperial Bank of Commerce , ING Groep N.V. , Storebrand ASA , United Overseas Bank Ltd ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
Sign-up for pufcx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Floating Rate Income NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for jldax investment picks
  • Holdings: Harbor Cmdty Real Return Cymn Capstock Shares , Us 5yr Note (Cbt) Sep14 Xcbt 20140930 , US TREASURY TIP , US Treasury TIP , US Treasury TIP ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 4 Stars
Sign-up for hacmx investment picks
  • Holdings: Schlumberger NV , Wells Fargo & Co , Microsoft Corp , Johnson & Johnson , PepsiCo Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for sencx investment picks
  • Holdings: iShares S&P 500 Value , FlexShares iBoxx 3Yr Target Dur TIPS ETF , Vanguard FTSE All-World ex-US ETF , PIMCO 1-5 Year U.S. TIPS ETF , iShares S&P 500 Growth ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for f00000lnmj investment picks
  • Holdings: Actavis PLC , Copart Inc , Sensata Technologies Holding N.V. , Mead Johnson Nutrition Co , Alliance Data Systems Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for tegax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Berkshire Hathaway Inc Class B , JPMorgan Chase & Co , Verizon Communications Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for mgocx investment picks
  • Holdings: Hotel Shilla Co Ltd , Qualicorp SA , Paradise Co Ltd , Ulker Biskuvi Sanayi AS , International Container Terminal Services Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for waemx investment picks
  • Holdings: American Century NT Large Co Val Instl , American Century NT Growth Institutional , American Century NT Equity Growth Instl , American Century NT Diversified Bd Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2051+
  • Morningstar Rating: 4 Stars
Sign-up for arenx investment picks
  • Holdings: Nektar Therapeutics Inc , Advanced Micro Devices Inc , MorphoSys AG , Nokia Oyj , Novozymes Class B ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for ogicx investment picks
  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV , JHancock Short Duration Credit Opps NAV ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for jclcx investment picks
  • Holdings: American International Group Inc , Citigroup Inc , JPMorgan Chase & Co , Royal Dutch Shell PLC ADR Class A , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for hwlax investment picks
  • Holdings: iShares Floating Rate Bond , iShares 1-3 Year Credit Bond , iShares MBS , iShares Intermediate Credit Bond , PowerShares Senior Loan ETF ,
  • Category: Multialternative
Sign-up for sttix investment picks
  • Holdings: Apple Inc , Wells Fargo & Co , 5 Year US Treasury Note Future Sept14 , Johnson & Johnson , FedEx Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for csgcx investment picks
  • Holdings: Team Health Holdings Inc , Acadia Healthcare Co Inc , Lennox International Inc , Cinemark Holdings Inc , Medivation Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for vcscx investment picks
  • Holdings: MassMutual Premier Core Bond I , MassMutual Premier Short-Duration Bd I , MassMutual Premier Infl-Prot and Inc I , MassMutual Select PIMCO Total Ret I , MassMutual Premier Disciplined Value I ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for mrdax investment picks
  • Holdings: MFS® Value I , Thornburg International Value I , T. Rowe Price Blue Chip Growth , Wells Fargo Advantage Government Sec I , Wfa Core Bond Portfolio ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for wbggx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for fusax investment picks
  • Holdings: Wintergreen Institutional , JHancock Classic Value I , Franklin MicroCap Value Adv , Alger Capital Appreciation Z , JPMorgan Value Advantage Instl ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 1 Stars
Sign-up for lftax 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 fadsx 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: tasvx - Target Small Capitalization Value T to fadsx - Nuveen Equity Index R3
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