Funds From: azucx - AllianzGI US Equity-Hedged C to pycox - Putnam Capital Opportunities Y


  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
Sign-up for azucx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for jshsx investment picks
  • Holdings: Irs Gbp 10y Rec 2.4325 (6m) 20230801 Jpm 0.583 Jul 30 23 , Irs Gbp 10y Rec 2.4325 (6m) 20230801 Jpm 2.432 Jul 30 23 , Citi Usd Irs 0.239 May 29 43 , Citi Usd Irs 3.087 May 29 43 , Db Gbp Irs 0.593 Aug 23 22 ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for dvrax investment picks
  • Holdings: Bed Bath & Beyond Inc , Johnson & Johnson , Teradata Corp , Legg Mason Inc , E I du Pont de Nemours & Company ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for ofafx investment picks
  • Holdings: Xhy140618 Trs Usd P V 03mlibor Pay: Usd/Libor/3m , Xhy140618 Trs Usd R E Iboxhy.Idx , Credit Suisse Managed Futs Strat I , Xhy14030l Trs Usd R E Iboxhy.Idx , Xhy14030l Trs Usd P V 03mlibor Pay: Usd/Libor/3m ,
  • Category: Multialternative
Sign-up for csqix investment picks
  • Holdings: Roche Holding AG , Nestle SA , Novartis AG , BNP Paribas , Bayer AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for tgrix investment picks
  • Holdings: Exxon Mobil Corporation , Wells Fargo & Co , International Business Machines Corp , Cisco Systems Inc , Halliburton Co ,
  • Category: Long/Short Equity
Sign-up for hdetx investment picks
  • Holdings: Voya Global Bond R6 , Voya Large Cap Value R6 , Voya Large Cap Growth R6 , Voya Multi-Manager International Eq I , Voya High Yield Bond I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for aclgx investment picks
  • Holdings: PIMCO StocksPLUS Instl , PIMCO Intl StksPLUS┬« AR Strat (USD-Hg) I , PIMCO CommoditiesPLUS Strategy Instl , PIMCO Small Cap StocksPLUS AR Inst , PIMCO Real Estate Real Return Strategy I ,
  • Category: Target Date 2041-2045
Sign-up for pfzix investment picks
  • Holdings: Grand Canyon Education Inc , Cepheid , Beacon Roofing Supply Inc , Portfolio Recovery Associates Inc , Maximus Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for pumcx investment picks
  • Holdings: GuideStone Funds Medium-Duration Bd Inv , GuideStone Funds Low-Duration Bond Inv , GuideStone Funds Global Bond Investor , GuideStone Funds International Eq Inv , GuideStone Funds Value Equity Investor ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ggiyx investment picks
  • Holdings: US Treasury Note 0.625% , Fidelity Cent Invt Portfolios , US Treasury Note 0.75% , US Treasury Note 0.75% , Fidelity Cent Invt Portfolios ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for ftdwx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for nfiix investment picks
  • Holdings: Visa Inc Class A , International Business Machines Corp , Goldman Sachs Group Inc , 3M Co , Chevron Corp ,
  • Category: Trading-Leveraged Equity
Sign-up for rycvx investment picks
  • Holdings: Synchronoss Technologies Inc , Internap Network Services Corp , Parexel International Corp , Kforce Inc , Community Health Systems Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for acwix investment picks
  • Holdings: E-mini S&P MidCap 400 Index Future Sept14 , O'Reilly Automotive Inc , Affiliated Managers Group Inc , Stericycle Inc , Mead Johnson Nutrition Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for ppqpx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
Sign-up for fiigx investment picks
  • Holdings: SEI Multi-Asset Cap Stability A (SIMT) , SEI Enhanced Income A (SIMT) , SEI Global Managed Volatility A (SIMT) , SEI US Fixed Income A (SIMT) , SEI US Managed Volatility A (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for svsax investment picks
  • Holdings: Simon Property Group Inc , Essex Property Trust Inc , Prologis Inc , Boston Properties Inc , SL Green Realty Corp ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for prejx investment picks
  • Holdings: Google Inc Class A , AbbVie Inc , Apple Inc , Visa Inc Class A , Twenty-First Century Fox Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for bfgbx investment picks
  • Holdings: Cimarex Energy Co , Helmerich & Payne Inc , Consol Energy Inc , Superior Energy Services Inc , Painted Pony Petroleum Ltd ,
  • Category: Equity Energy
  • Morningstar Rating: 2 Stars
Sign-up for sglsx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Floating Rate Income NAV , JHancock Strategic Income Opps NAV ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
Sign-up for jlaax investment picks
  • Holdings: JPMorgan Chase & Co , Royal Dutch Shell PLC ADR Class A , Walgreen Co , Total SA , Novartis AG ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for tibmx investment picks
  • Holdings: Wells Fargo & Co , Discover Financial Services , Moody's Corporation , Travelers Companies Inc , World Acceptance Corp ,
  • Category: Financial
  • Morningstar Rating: 1 Stars
Sign-up for icfax investment picks
  • Holdings: Strayer Education Inc , OFG Bancorp , Brocade Communications Systems Inc , Spirit Airlines Inc , Oshkosh Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for pycox 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: azucx - AllianzGI US Equity-Hedged C to pycox - Putnam Capital Opportunities Y
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