Funds From: cwbfx - American Funds Capital World Bond A LW to sltmx - RidgeWorth Ltd-Term Federal Mortg Secs A


  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Amazon.com Inc , Priceline Group Inc ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
Sign-up for ktcbx investment picks
  • Holdings: Lme Copper Future Sep14 , Lme Copper Future Sep14 , Lme Pri Alum Futr Sep 14 , Lme Pri Alum Futr Sep 14 , Gold 100 Oz Futr 27/08/14 ,
  • Category: Commodities Broad Basket
Sign-up for ARCIX investment picks
  • Holdings: Transamerica Total Return I2 , Transamerica Core Bond I2 , Transamerica Short-Term Bond I2 , Transamerica Growth I2 , Transamerica Dividend Focused I2 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for imdrx investment picks
  • Holdings: Dryden Core Invt , NYSE/Liffe 2 Year US Treasury Note Future Sept14 , Apple Inc , Exxon Mobil Corporation , US Treasury Note 1.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for pibax investment picks
  • Holdings: InterMune Inc , Restoration Hardware Holdings Inc , Buffalo Wild Wings Inc , Cavium Inc , Synaptics Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for lagwx investment picks
  • Holdings: US Treasury Bond 3.75% , US Treasury Note 0.25% , US Treasury Note 2.75% , US Treasury Bond 3.875% , US Treasury Note 1.625% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for GLRBX investment picks
  • Holdings: SPDR S&P 500 , iShares MSCI EAFE , JPMorgan Equity Income Select , Hsbc Growth Portfolio , AMG Trilogy Emerging Markets Eq Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for haagx investment picks
  • Holdings: Transamerica Total Return I2 , Transamerica Core Bond I2 , Transamerica Short-Term Bond I2 , Transamerica Growth I2 , Transamerica Dividend Focused I2 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for imoax investment picks
  • Holdings: Pru Shirt Dur Milti-Sec , Prudential International Value C , Prudential Total Return Bd , Prudential Strategic Value Z , Prudential Large Cap Core Equity A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for jmarx investment picks
  • Holdings: Facebook Inc Class A , Google Inc Class A , Microsoft Corp , Apple Inc , Schlumberger NV ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for lglrx investment picks
  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century NT Growth Institutional , American Century NT Intl Gr Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for ARWIX investment picks
  • Holdings: Sun Hung Kai & Co Ltd , Air New Zealand Ltd , Japan Aviation Electronics Industry Ltd , Arrow Global Group PLC , Century Tokyo Leasing Corporation ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
Sign-up for linpx investment picks
  • Holdings: Valeo SA ADR , Henkel AG & Co KGaA ADR , Magna International Inc Class A , Smith & Nephew PLC ADR , Aegon NV ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for tpiax investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , Wells Fargo & Co , JPMorgan Chase & Co , AT&T Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for DFVEX investment picks
  • Holdings: TDC A/S , National Australia Bank Limited , Total SA ADR , BP PLC , Royal Dutch Shell PLC ADR Class A ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for lidfx investment picks
  • Holdings: Citigroup Inc , Popular Inc , American International Group Inc , JPMorgan Chase & Co , Willis Group Holdings PLC ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
Sign-up for bsgcx investment picks
  • Holdings: PacWest Bancorp , Barnes Group Inc , South State Corp , Pebblebrook Hotel Trust , Kennedy-Wilson Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for lrscx 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: cwbfx - American Funds Capital World Bond A LW to sltmx - RidgeWorth Ltd-Term Federal Mortg Secs 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