Funds From: ddvax - Delaware Value A Load Waived to SDRCX - Swan Defined Risk C


  • Holdings: Johnson Controls Inc , Broadcom Corp , Edison International , Merck & Co Inc , Northrop Grumman Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for ddvax investment picks
  • Holdings: Kyocera Corp , Rolls-Royce Holdings PLC , Koninklijke KPN NV , Sumitomo Metal Mining Co Ltd , K+S AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for suiax investment picks
  • Holdings: SunAmerica Focused Alpha Large-Cap A , SunAmerica Focused Dividend Strategy A , SunAmerica Select Dividend Growth A , SunAmerica Strategic Bond A , SunAmerica Small-Cap A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fbacx investment picks
  • Holdings: Taro Pharmaceutical Industries Ltd , Verint Systems Inc , Elbit Systems Ltd , Frutarom Industries Ltd , Tower Semiconductor Ltd ,
  • Category: Miscellaneous Region
Sign-up for tpaix investment picks
  • Holdings: Madison Core Bond Y , Metropolitan West Total Return Bond I , iShares 7-10 Year Treasury Bond , Schwab Fdmtl US Lg Co Idx , Madison Corporate Bond Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mcnax investment picks
  • Holdings: Fresenius Medical Care AG & Co. KGaA , MasterCard Inc Class A , Canadian Pacific Railway Ltd , Amphenol Corp Class A , Western Digital Corp ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for sgqax investment picks
  • Holdings: Facebook Inc Class A , Cisco Systems Inc , Visa Inc Class A , Amazon.com Inc , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for lgrcx investment picks
  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth , iShares S&P 500 Value , iShares Core S&P Small-Cap , iShares Core S&P Mid-Cap ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for f00000lnmi investment picks
  • Holdings: Apple Inc , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Exxon Mobil Corporation , Microsoft Corp , Mini Msci Eafe Dec14 Ifus 20141219 ,
  • Category: Target Date 2051+
  • Morningstar Rating: 1 Stars
Sign-up for wfqzx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Floating Rate Income NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Strategic Income Opps NAV , JHFunds2 Active Bond NAV ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for jldex investment picks
  • Holdings: Apple Inc , Ameriprise Financial Inc , Visa Inc Class A , Union Pacific Corp , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for tcgnx investment picks
  • Holdings: US Treasury Note 3.625% , Fed Natl Mort Assc 3.5% , Fannie Mae Single Family TBA 4% 2044-11-01 , Apple Inc , US Treasury Note 3.25% ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 1 Stars
Sign-up for us94987w6205 investment picks
  • Holdings: Gilead Sciences Inc , Bristol-Myers Squibb Company , Actavis PLC , Celgene Corp , Johnson & Johnson ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for suhax investment picks
  • Holdings: Glimcher Rlty Tr Pfd , Ashford Hosptlty Tr Pfd , Starwood Property Trust, Inc. , British Land Co PLC , Aviv REIT Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for trfyx investment picks
  • Holdings: iShares Core MSCI Emerging Markets , US Treasury TIP , Exxon Mobil Corporation , Apple Inc , Gilead Sciences Inc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for ltkrx investment picks
  • Holdings: Visa Inc Class A , Nike Inc Class B , Celgene Corp , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for scqgx investment picks
  • Holdings: Novartis AG , Imperial Tobacco Group PLC , Sanofi , Mabuchi Motor Co., Ltd. , National Grid PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for fsiex investment picks
  • Holdings: Apple Inc , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Exxon Mobil Corporation , Microsoft Corp , Mini Msci Eafe Dec14 Ifus 20141219 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for WTFRX investment picks
  • Holdings: Centene Corp , Humana Inc , HCA Holdings Inc , United Rentals Inc , Mead Johnson Nutrition Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for smccx investment picks
  • Holdings: Lord Abbett Affiliated I , Lord Abbett Growth Leaders I , Lord Abbett Fundamental Equity I , Lord Abbett Growth Opportunities I , Lord Abbett Intl Core Equity I ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for ldsax investment picks
  • Holdings: Jazz Pharmaceuticals PLC , Mead Johnson Nutrition Co , Cubist Pharmaceuticals Inc , Cooper Companies , Tesoro Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for tbegx investment picks
  • Holdings: JPMorgan Chase & Co , Chevron Corp , Hewlett-Packard Co , General Dynamics Corp , Capital One Financial Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for lavpx investment picks
  • Holdings: Health Care Select Sector SPDR® ETF , Technology Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF , Materials Select Sector SPDR® ETF , Industrial Select Sector SPDR® ETF ,
  • Category: Long/Short Equity
Sign-up for SDRCX 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: ddvax - Delaware Value A Load Waived to SDRCX - Swan Defined Risk 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 Name |  Ticker |  Popularity |  Our Choices |  Most Recent