Funds From: sabpx - Principal SAM Balanced A to uscgx - USAA Capital Growth


  • Holdings: Principal Income Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sabpx investment picks
  • Holdings: EOG Resources Inc , VF Corp , Perrigo Co PLC , Roche Holding AG ADR , Canadian National Railway Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for gsrcx investment picks
  • Holdings: Microsoft Corp , Wells Fargo & Co , Apple Inc , CVS Caremark Corp , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for nsbcx investment picks
  • Holdings: Alliance Data Systems Corp , International Rectifier , Booz Allen Hamilton Holding Corp , Rovi Corp , Alere Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for atiax investment picks
  • Holdings: Great-West MFS International Value Init , Great-West Goldman Sachs MidCap Val Init , Great-West T. Rowe Price Equity Inc Init , Great-West Putnam Equity Income Init , Great-West MFS International Growth Init ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for mxapx investment picks
  • Holdings: Amazon.com Inc , Facebook Inc Class A , Fastenal Co , Visa Inc Class A , Priceline Group Inc ,
  • Category: Large Growth
Sign-up for cslgx investment picks
  • Holdings: SPDR S&P 500 , Health Care Select Sector SPDR® ETF , Vanguard Consumer Staples ETF , SPDR Barclays High Yield Bond , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for navfx 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 fxsix investment picks
  • Holdings: Amgen Inc , JPMorgan Chase & Co , EMC Corp , Apple Inc , Exxon Mobil Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for gessx investment picks
  • Holdings: NextEra Energy Inc , Edison International , Duke Energy Corporation , Sempra Energy , Dominion Resources Inc ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
Sign-up for fruax investment picks
  • Holdings: Apple Inc , Microsoft Corp , Verizon Communications Inc , International Business Machines Corp , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for vrgwx investment picks
  • Holdings: Kotak Mahindra Bank Ltd , ITC Ltd , Gujarat Pipavav Port Ltd , HDFC Bank Ltd , Emami Ltd ,
  • Category: India Equity
  • Morningstar Rating: 4 Stars
Sign-up for midnx investment picks
  • Holdings: Applied Materials Inc , Facebook Inc Class A , Schlumberger NV , Biogen Idec Inc , Halliburton Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ptwzx investment picks
  • Holdings: Bristol-Myers Squibb Company , Activision Blizzard Inc , Gilead Sciences Inc , JPMorgan Chase & Co , American International Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for hiacx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , CVS Caremark Corp , Qualcomm Inc , Coca-Cola Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ceyix investment picks
  • Holdings: PIMCO Income Instl , PIMCO EM Fdmtl IndexPLUS AR Strat Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO High Yield Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for paaix investment picks
  • Holdings: Spx 04/19/14 C1860 S & P 500 Index , Spx 04/19/14 C1855 S&P 500 Index , Spx 04/19/14 C1865 S&P 500 Index , Spx 04/19/14 C1890 S & P 500 Index , Spx 04/04/14 C1870 S & P 500 Index ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
Sign-up for ironx investment picks
  • Holdings: Dimensional Cayman Commodity F Dfa Cayman Commodity Fund I L , US Treasury Note 0.875% , FNMA 1.375% , FNMA 0.75% , FNMA 0.5% ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
Sign-up for dcmsx investment picks
  • Holdings: First Trust Financials AlphaDEX , First Trust Technology AlphaDEX , First Trust Mid Cap Core AlphaDEX , First Trust Large Cap Core AlphaDEX , First Trust Small Cap Core AlphaDEX ,
  • Category: Tactical Allocation
Sign-up for aspgx investment picks
  • Holdings: US Treasury Note 0.875% , US Treasury Note 1.625% , JPMorgan Chase & Co , Citigroup Inc , Royal Dutch Shell PLC Class A ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 5 Stars
Sign-up for iuaix investment picks
  • Holdings: iShares MSCI EAFE , iShares MSCI Germany , iShares Core MSCI EAFE , iShares Core MSCI Emerging Market , US Treasury Note 2.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ufsgx investment picks
  • Holdings: Simon Property Group Inc , Prologis Inc , Health Care REIT, Inc. , Equity Residential , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for reacx investment picks
  • Holdings: Edwards Lifesciences Corp , Oasis Petroleum Inc , Conn's Inc , Apple Inc , Howard Hughes Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for villx investment picks
  • Holdings: American Tower Corp , TransCanada Corp , National Grid PLC , Enbridge Inc , NiSource Inc ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for tolix investment picks
  • Holdings: Russell 2000 Mini Sep14 Imeq 20140919 , Northstar Realty Finance Corp , ARRIS Group Inc , Spirit Airlines Inc , KapStone Paper And Packaging Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for svscx investment picks
  • Holdings: Prosperity Bancshares, Inc. , WellCare Health Plans Inc , Tenneco Inc , Cavium Inc , Russell 2000 Mini Sep14 Imeq 20140919 ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for trsex investment picks
  • Holdings: Apple Inc , Roche Holding AG , Next PLC , Toyota Motor Corp , Fuji Heavy Industries ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for uscgx 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: sabpx - Principal SAM Balanced A to uscgx - USAA Capital Growth
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