Funds From: abwax - AllianceBern Balance Wealth Strat A LW to medbx - MFS Emerging Markets Debt B


  • Holdings: US Treasury Note , iShares Core MSCI Emerging Markets , US Treasury TIP , SPDR S&P 500 ETF , US Treasury TIP ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for abwax investment picks
  • Holdings: Johnson & Johnson , Gilead Sciences Inc , Actavis PLC , Roche Holding AG , Shire PLC ,
  • Category: Health
  • Morningstar Rating: 2 Stars
Sign-up for raghx investment picks
  • Holdings: Jasmine International PLC , Roche Holding AG ADR , Astellas Pharma Inc , KLA-Tencor Corp , Syngenta AG ADR ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for fflrx investment picks
  • Holdings: Microsoft Corp , Wells Fargo & Co , Apple Inc , CVS Health Corp , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for NSBAX investment picks
  • Holdings: InterMune Inc , Puma Biotechnology Inc , Isis Pharmaceuticals , WEX Inc , Kodiak Oil & Gas Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for fpxcx investment picks
  • Holdings: Simon Property Group Inc , Boston Properties Inc , SL Green Realty Corp , Vornado Realty Trust , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for aiagx investment picks
  • Holdings: Royal Dutch Shell PLC Class B , Bayer AG , Toyota Motor Corp , Novartis AG , Shire PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for nsiax investment picks
  • Holdings: Russell Strategic Bond Y , Russell Investment Grade Bond Y , Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Defensive Equity Y ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 1 Stars
Sign-up for rllax investment picks
  • Holdings: Eurazeo Ord , Onex Corp , Blackstone Group LP , KKR & Co LP , HarbourVest Global Priv Equity Ord ,
  • Category: Miscellaneous Sector
Sign-up for lpefx investment picks
  • Holdings: Delphi Automotive PLC , F5 Networks Inc , Actavis PLC , Facebook Inc Class A , HCA Holdings Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for NCCCX investment picks
  • Holdings: Wendy's Co Class A , Ingredion Inc , Molson Coors Brewing Co , Orkla ASA , Johnson & Johnson ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for trxax investment picks
  • Holdings: Gilead Sciences Inc , Biogen Idec Inc , Celgene Corp , Amgen Inc , Medivation Inc ,
  • Category: Health
  • Morningstar Rating: 5 Stars
Sign-up for FTDZX investment picks
  • Holdings: American International Group Inc , Teva Pharmaceutical Industries Ltd ADR , KB Financial Group Inc ADR , Bunge Ltd , MS&AD Insurance Group Holdings Inc ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for ngarx investment picks
  • Holdings: Asbury Automotive Group Inc , Health Net Inc , ARRIS Group Inc , Western Alliance Bancorp , Sanchez Energy Corp ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for scvax investment picks
  • Holdings: Russell Strategic Bond Y , Russell International Developed Mkts Y , Russell US Core Equity Y , Russell Global Equity Y , Russell US Dynamic Equity Y ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for rrlrx investment picks
  • Holdings: Apple Inc , Actavis PLC , Ecolab Inc , MasterCard Inc Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for fkcgx investment picks
  • Holdings: First Citizens BancShares Inc (DE) Class A , Kadant Inc , Treehouse Foods Inc , Mueller Industries Inc , DineEquity Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for espax investment picks
  • Holdings: Russell International Developed Mkts Y , Russell US Core Equity Y , Russell Global Equity Y , Russell US Dynamic Equity Y , Russell Strategic Bond Y ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for rxlax investment picks
  • Holdings: Manhattan Associates Inc , Packaging Corp of America , Hanesbrands Inc , Jazz Pharmaceuticals PLC , CorVel Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for OFMIX investment picks
  • Holdings: Puma Biotechnology Inc , InterMune Inc , WEX Inc , Kodiak Oil & Gas Corp , Prosperity Bancshares, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for ascix investment picks
  • Holdings: Mead Johnson Nutrition Co , United Continental Holdings Inc , Perrigo Co PLC , Varian Medical Systems Inc , Twitter Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for wimgx 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: abwax - AllianceBern Balance Wealth Strat A LW to medbx - MFS Emerging Markets Debt B
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