Funds From: iyiax - Ivy Municipal High Income A Load Waived to penmx - PIMCO RealPath 2025 Administrative


  • Holdings: LKQ Corp , The Middleby Corp , CoStar Group Inc , Fleetcor Technologies, Inc. , Hanesbrands Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for twnax investment picks
  • Holdings: Directv , Verizon Communications Inc , DISH Network Corp , America Movil SAB de CV ADR , United States Cellular Corp ,
  • Category: Communications
  • Morningstar Rating: 2 Stars
Sign-up for gttix investment picks
  • Holdings: Republic Services Inc Class A , PPL Corp , Alliant Energy Corp , Allstate Corp , Plains GP Holdings LP Class A ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for jmivx investment picks
  • Holdings: Simon Property Group Inc , Public Storage , AvalonBay Communities Inc , Boston Properties Inc , Equity Residential ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for areex investment picks
  • Holdings: Apple Inc , Visa Inc Class A , Schlumberger NV , Liberty Global PLC Class C , Lowe's Companies Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for gepsx investment picks
  • Holdings: GAF CORP , US Treasury Note , Apple Inc , Vereinigte Mexikanische 5% , Poland(Rep Of) 4.75% ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for f00000mb8g investment picks
  • Holdings: iShares 20+ Year Treasury Bond , iShares iBoxx $ Invst Grade Crp Bond , iShares Intermediate Credit Bond , iShares JPMorgan USD Emerg Markets Bond , PowerShares Emerging Markets Sov Dbt ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for abrfx investment picks
  • Holdings: Visa Inc Class A , Apple Inc , Facebook Inc Class A , Google Inc Class A , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for f00000j3ne investment picks
  • Holdings: Vanguard Intermediate-Term Corp Bd ETF , Vanguard Total Bond Market ETF , JHFunds2 Strategic Equity Allc NAV , SPDR® Barclays High Yield Bond ETF , PowerShares Senior Loan ETF ,
  • Category: Conservative Allocation
Sign-up for jlcsx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Celgene Corp , Starbucks Corp , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for twuax investment picks
  • Holdings: Amazon.com Inc , Philip Morris International Inc , Express Scripts , Total SA , Microsoft Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for gdwtx investment picks
  • Holdings: Simon Property Group Inc , Equity Residential , Host Hotels & Resorts Inc , Vornado Realty Trust , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for f00000j3nm investment picks
  • Holdings: GMO US Treasury , Incitec Pivot Ltd , Asciano Ltd , Peugeot , Challenger Ltd ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 4 Stars
Sign-up for gmfsx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , MSCI Emerging Market Index Future Dec14 , Aia Grp ADR , Marine Harvest ASA , Kia Motors Corp ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for peqwx investment picks
  • Category: Muni Single State Short
  • Morningstar Rating: 5 Stars
Sign-up for olcax investment picks
  • Holdings: Irs Aud 3.250 09/21/16-1y (Grn) Cme , Cdx Ig22 5y Ice , Efa Up Trs Equity 3ml-1 *Bullet* Dub , Efa Up Trs Equity 3ml-4 Boa , Fannie Mae Single Family TBA 4.5% 2044-11-01 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for pipax investment picks
  • Holdings: Cfc Multi-Hedged , SPDR® S&P 500 ETF , TRW Automotive Holdings Corp , Comcast Corp Class A , Protective Life Corp ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for rymqx investment picks
  • Holdings: Ru20intr Trs Equity 3ml-48 *Bullet* Jpm , Fin Fut Euro$ Cme (Red) 12/14/15 , Russell 2000 Index Mini TIC , Ru20intr Trs Equity 3ml-40 *Bullet* Fbf , 10 Year US Treasury Note Future Dec14 ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
Sign-up for pckax investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for frrax investment picks
  • Holdings: Pimco Cayman Cmdty Fd Ltd Instl , US Treasury TIP , 10 Year US Treasury Note Future Dec14 , US Treasury TIP 1.25% , US TREASURY TIP ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
Sign-up for pcrbx investment picks
  • Holdings: Computershare Ltd , Royal Dutch Shell PLC Class A , Wolseley PLC , Vodafone Group PLC , Mitsubishi UFJ Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for gsifx investment picks
  • Holdings: PIMCO Total Return Instl , PIMCO StocksPLUS Instl , PIMCO Real Return Instl , PIMCO Foreign Bond (USD-Hedged) I , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
Sign-up for penmx 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: iyiax - Ivy Municipal High Income A Load Waived to penmx - PIMCO RealPath 2025 Administrative
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 |  Most Recent