Funds From: hsamx - HSBC World Selection Moderate Strat A LW to fnycx - Fidelity Advisor NY Municipal Inc C


  • Holdings: SPDR S&P 500 , iShares MSCI EAFE , HSBC Emerging Markets Debt I , JPMorgan High Yield Select , Columbia High Yield Bond Z ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for hsamx investment picks
  • Holdings: Altegris Equity Long Short I , Altegris Fixed Income Long Short I , Altegris Futures Evolution Strategy I , Altegris Managed Futures Strategy I , Altegris Macro Strategy I ,
  • Category: Multialternative
Sign-up for GPAMX investment picks
  • Holdings: Johnson & Johnson , Abengoa Yield , Merck & Co Inc , Ares Capital Corporation , Total SA ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ivbax investment picks
  • Holdings: Apple Inc , Microsoft Corp , Micron Technology Inc , Google Inc Class A , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for dapax investment picks
  • Holdings: Facebook Inc Class A , Google Inc Class A , Microsoft Corp , Apple Inc , Schlumberger NV ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for lglqx investment picks
  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-07-01 , Apple Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for PACAX investment picks
  • Holdings: Principal Income Inst , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal Short-Term Income Inst , Principal LargeCap Value Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for saupx 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: Cabot Microelectronics Corp , Deluxe Corp , Primerica Inc , Flamel Technologies ADR , Horace Mann Educators ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for dmvax investment picks
  • Holdings: Micron Tech Cv 1.625% , Gilead Sciences Cv 1.625% , Chesapeake Engy Pfd 144A , Novellus Sys Cv 2.625% , United Tech ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for PCVRX investment picks
  • Holdings: Hanesbrands Inc , Energizer Holdings Inc , Kirby Corp , Mettler-Toledo International Inc , SM Energy Co ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for dpsax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Wells Fargo & Co , General Electric Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for GTEYX investment picks
  • Holdings: Akamai Technologies Inc , Ryder System Inc , PacWest Bancorp , Marvell Technology Group Ltd , HCC Insurance Holdings Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for lvoqx investment picks
  • Holdings: Royal Dutch Shell PLC Class B , Nestle SA , Prudential PLC , Roche Holding AG , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for sniex investment picks
  • Holdings: Microsoft Corp , Apple Inc , Google Inc Class C , Oracle Corporation , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for MCPBX investment picks
  • Holdings: iShares MSCI EAFE Small-Cap , Greencore Group PLC , Hoshizaki Electric Co., Ltd. , Fastighets AB Balder Class B , Hanssem Co Ltd ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
Sign-up for tnsax investment picks
  • Holdings: E-mini S&P 500 Index Future June14 , E-mini NASDAQ 100 Index Future June14 , ArcelorMittal SA ADR , Vale SA ADR , Citrix Systems Inc ,
  • Category: Bear Market
Sign-up for cpccx investment picks
  • Holdings: American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds SMALLCAP World R6 , American Funds AMCAP R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 4 Stars
Sign-up for raftx investment picks
  • Holdings: ICICI Bank Ltd ADR , Infosys Ltd ADR , Commercial International Bank (Egypt) SAE GDR , SK Hynix Inc , OAO Lukoil ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
Sign-up for daemx investment picks
  • Holdings: Cintas Corp , NewMarket Corp , Deckers Outdoor Corp , Energizer Holdings Inc , M&T Bank Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for tmapx 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: hsamx - HSBC World Selection Moderate Strat A LW to fnycx - Fidelity Advisor NY Municipal Inc C
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