Funds From: mbrsx - AMG Managers Essex Sm/Micro Cap Gr Inv to jrnsx - JPMorgan Diversified Real Return Sel


  • Holdings: Matador Resources Co , AtriCure Inc , Affymetrix Inc , Proofpoint Inc , Callidus Software Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for mbrsx investment picks
  • Holdings: HCA Holdings Inc , NXP Semiconductors NV , United Rentals Inc , Mylan Inc , Crown Holdings Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for atgax investment picks
  • Holdings: US Treasury Note 0.75% , US Treasury Note 0.75% , US Treasury Note 1.375% , US Treasury Note 0.875% , US TREASURY TIP ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for oncix investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , iShares MSCI EAFE , JPMorgan High Yield R6 ,
  • Category: Retirement Income
Sign-up for jijsx investment picks
  • Holdings: Superior Energy Services Inc , Helmerich & Payne Inc , AltaGas Ltd , Cameron International Corp , Southwestern Energy Co ,
  • Category: Equity Energy
  • Morningstar Rating: 1 Stars
Sign-up for sglsx investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Biogen Idec Inc , Schlumberger NV , Applied Materials Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for ptwbx investment picks
  • Holdings: Superior Energy Services Inc , Westar Energy Inc , American Campus Communities Inc , Foot Locker Inc , Owens & Minor Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for marfx investment picks
  • Holdings: Amana Income Institutional , Neiman Large Cap Value , PIMCO Income Instl , Ivy High Income I , Frost Total Return Bond Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for nbcfx investment picks
  • Holdings: Causeway International Value Instl , Causeway Emerging Markets Instl ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for ciovx investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl , Nationwide Portfolio Complt Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for nwobx investment picks
  • Holdings: Graphic Packaging Holding Co , Old Dominion Freight Lines , EnerSys , Cray Inc , Precision Drilling Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for smeyx investment picks
  • Holdings: Apple Inc , Fidelity Cent Invt Portfolios , Chevron Corp , US Treasury Note 1.25% , Google Inc Class C ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for faiox investment picks
  • Holdings: NetApp Inc , Stericycle Inc , WellPoint Inc , Cigna Corp , Concur Technologies Inc ,
  • Category: Mid-Cap Blend
Sign-up for rmcsx investment picks
  • Holdings: Financial Select Sector SPDR® ETF , Health Care Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , Technology Select Sector SPDR® ETF , Consumer Discret Select Sector SPDR® ETF ,
  • Category: World Stock
Sign-up for fmarx investment picks
  • Holdings: Salix Pharmaceuticals Ltd , Trinity Industries Inc , Patterson-UTI Energy Inc , Synovus Financial Corp , United Therapeutics Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for rymgx investment picks
  • Holdings: Royal Dutch Shell PLC ADR Class A , BP PLC ADR , Hewlett-Packard Co , Cigna Corp , American International Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for jcvsx investment picks
  • Holdings: JPMorgan Inflation Managed Bond R6 , JPMorgan Floating Rate Income R6 , JPMorgan Realty Income R5 , iShares Global Infrastructure , JPMorgan Commodities Strategy R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for jrnsx 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: mbrsx - AMG Managers Essex Sm/Micro Cap Gr Inv to jrnsx - JPMorgan Diversified Real Return Sel
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