Funds From: iasrx - Ivy Asset Strategy R to ppvcx - American Funds Preservation Port C


  • Holdings: GOLD BULLION , Galaxy Entertainment Group Ltd , Las Vegas Sands Corp , Recv Wynn Trs 05/22/15 , AIA Group Ltd ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for iasrx investment picks
  • Holdings: Intel Corp , EMC Corp , Quest Diagnostics Inc , Staples Inc , AT&T Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for ambex investment picks
  • Holdings: Apple Inc , Qualcomm Inc , JPMorgan Chase & Co , Microsoft Corp , CVS Caremark Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for svbax investment picks
  • Holdings: Tencent Holdings Ltd. , China Mobile Ltd , Infosys Ltd , Itausa Investimentos ITAƚ S.A. , OAO Lukoil ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
Sign-up for tabrx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Schlumberger NV , PepsiCo Inc , Comcast Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for dwocx investment picks
  • Holdings: American Funds Fundamental Invs R6 , American Funds Capital World G/I R6 , American Funds Invmt Co of Amer R6 , American Funds Intl Gr And Inc R6 , American Funds US Government Sec R6 ,
  • Category: Aggressive Allocation
Sign-up for ctycx 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: 3 Stars
Sign-up for migmx investment picks
  • Holdings: Ait Corporation , Riverstone Holdings Ltd , Goodpack Ltd , Win International Co., Ltd. , ARA Asset Management Ltd ,
  • Category: Foreign Small/Mid Blend
Sign-up for viisx investment picks
  • Holdings: Keyence Corp , Check Point Software Technologies Ltd , Sodexo , Sika AG , Givaudan SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for nbiix investment picks
  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst , Principal Diversified Intl Inst ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
Sign-up for ltaox investment picks
  • Holdings: American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds New Economy R6 , American Funds New World R6 ,
  • Category: World Stock
Sign-up for pgwfx investment picks
  • Holdings: First Acceptance Corp , Montpelier RE Holdings Ltd , Capital Southwest Corporation , Hallmark Financial Services Inc , Preferred Bank ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for pvfix investment picks
  • Holdings: Spectra Energy Corp , US TREASURY TIP , Magellan Midstream Partners, L.P. , Enterprise Products Partners LP , Williams Companies Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pdrdx investment picks
  • Holdings: Apple Inc , E-mini S&P 500 Index Future Sept14 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pspjx investment picks
  • Holdings: Ultra Petroleum Corp , International Rectifier , Newalta Corp , Zimmer Holdings Inc , Brookfield Property Partners LP ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for atdix investment picks
  • Holdings: SPDR S&P 500 , iShares Russell 1000 Value , Clough Global Allocation Common , Adams Express Common , AllianzGI Equity & Conv Inc Common ,
  • Category: Large Blend
Sign-up for rndix 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: Hewlett-Packard Co , Royal Dutch Shell PLC ADR Class A , BP PLC ADR , Intel Corp , Cigna Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for pzfvx investment picks
  • Holdings: Apple Inc , Wells Fargo & Co , Johnson & Johnson , Union Pacific Corp , Capital One Financial Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for sleax investment picks
  • Holdings: Genuine Parts Co , Mattel Inc , Caterpillar Inc , Bank of Montreal , Westpac Banking Corp ADR ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for sgisx investment picks
  • Holdings: Columbia Intermediate Bond I , Columbia Corporate Income I , Columbia Contrarian Core I , Columbia Income Opportunities I , Columbia US Government Mortgage I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for amtcx investment picks
  • Holdings: Orion Oyj Class B , AstraZeneca PLC , Asustek Computer Inc , Teva Pharmaceutical Industries Ltd , Statoil ASA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
Sign-up for sietx investment picks
  • Holdings: Johnson & Johnson , Abengoa Yield , Merck & Co Inc , Ares Capital Corporation , Total SA ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ivbcx investment picks
  • Holdings: MainStay Marketfield I , Calamos Market Neutral Income A , Touchstone Merger Arbitrage Instl , FPA Crescent , First Eagle Global A ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for nchpx investment picks
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: iasrx - Ivy Asset Strategy R to ppvcx - American Funds Preservation Port C
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