Funds From: mcfyx - AMG Managers Cadence Cptl Apprec Svc to tmmdx - American Funds Tax-Exempt MD A


  • Holdings: Apple Inc , Microsoft Corp , Gilead Sciences Inc , Oracle Corporation , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for mcfyx investment picks
  • Holdings: iShares MSCI EAFE , Wesfarmers Ltd , Telstra Corp Ltd , Woolworths Ltd , AstraZeneca PLC ,
  • Category: Foreign Large Blend
Sign-up for andix investment picks
  • Holdings: Schlumberger NV , Nestle SA ADR , Nike Inc Class B , Wells Fargo & Co , Google Inc Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for hlmvx 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 Multi-Asset Inflation Mgd A (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for sicix investment picks
  • Holdings: Verizon Communications Inc , Johnson & Johnson , Pfizer Inc , Merck & Co Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for bslix investment picks
  • Holdings: Blackrock Total Return Fund 2025 , Blackrock Large Cap Growth 2025 , Blackrock Mstr Basic Val Fund 2025 , BlackRock Long-Horizon Equity Instl , BlackRock Strategic Income Opps Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for blcix investment picks
  • Holdings: Altra Industrial Motion Corp , Web.com Group Inc , Bloomin Brands Inc , Clean Harbors Inc , Buffalo Wild Wings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for ihsux investment picks
  • Holdings: Questcor Pharmaceuticals Inc , Belden Inc , EnerSys , West Pharmaceutical Services Inc , Maximus Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for sgpix investment picks
  • Holdings: Itau Unibanco Holding SA ADR , Bank Bradesco ADR , Petroleo Brasileiro SA Petrobras ADR , BB Seguridade Participacoes SA , Ambev SA ADR ,
  • Category: Latin America Stock
  • Morningstar Rating: 2 Stars
Sign-up for mbltx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Floating Rate Income NAV , JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for jledx investment picks
  • Holdings: Cubist Pharmaceuticals Inc , Tesoro Corp , Genesee & Wyoming Inc Class A , Consol Energy Inc , Timken Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for hopcx investment picks
  • Holdings: GuideStone Funds Low-Duration Bond Inv , GuideStone Funds Inflation Prot Bd Inv , GuideStone Funds Defensv Mkt Strats Inv , GuideStone Funds Medium-Duration Bd Inv , GuideStone Funds International Eq Inv ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
Sign-up for gmizx investment picks
  • Holdings: Ezion Holdings Ltd , Telenor ASA , Siemens AG , Essilor International SA , Royal Philips NV ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for iiqcx investment picks
  • Holdings: Invesco Balanced-Risk Allc R6 , Invesco Balanced-Risk Agrsv Allc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for tnacx investment picks
  • Holdings: Vodafone Group PLC , Verizon Communications Inc , SOFTBANK Corp , BT Group PLC , Telecom Italia SpA Rsp ,
  • Category: Communications
  • Morningstar Rating: 4 Stars
Sign-up for pgbbx investment picks
  • Holdings: Toyota Motor Corp , Royal Dutch Shell PLC Class A , AstraZeneca PLC , Sanofi , Sumitomo Mitsui Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for povbx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , China Construction Bank Corp H Shares , Hyundai Motor Co , China Mobile Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
Sign-up for emefx investment picks
  • Holdings: S&P Mini Index (Fut) , Enerplus Corp , Baytex Energy Corp , Lexmark International Inc , Next PLC ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for gndcx investment picks
  • Holdings: UnitedHealth Group Inc , Hewlett-Packard Co , Qualcomm Inc , Microsoft Corp , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for cggax 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: mcfyx - AMG Managers Cadence Cptl Apprec Svc to tmmdx - American Funds Tax-Exempt MD A
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