Funds From: cnimx - City National Rochdale Multi-Asset Instl to lsisx - ClearBridge All Cap Value IS


  • Holdings: iShares 7-10 Year Treasury Bond , Vanguard Short-Term Bond Index Signal , SPDR S&P 500 , CNI Charter Corporate Bond Servicing , Vanguard FTSE Europe ETF ,
  • Category: Conservative Allocation
Sign-up for cnimx investment picks
  • Holdings: iShares 7-10 Year Treasury Bond , Vanguard Short-Term Bond Index Signal , SPDR S&P 500 , CNI Charter Corporate Bond Servicing , Vanguard FTSE Europe ETF ,
  • Category: Conservative Allocation
Sign-up for CNIMX investment picks
  • Holdings: iShares 7-10 Year Treasury Bond , Vanguard Short-Term Bond Index Signal , SPDR S&P 500 , CNI Charter Corporate Bond Servicing , Vanguard FTSE Europe ETF ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for cniax investment picks
  • Holdings: iShares 7-10 Year Treasury Bond , Vanguard Short-Term Bond Index Signal , SPDR S&P 500 , CNI Charter Corporate Bond Servicing , Vanguard FTSE Europe ETF ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for cniix investment picks
  • Category: Money Market-Taxable
Sign-up for cnpxx investment picks
  • Category: Money Market-Taxable
Sign-up for cnsxx investment picks
  • Category: Money Market-Taxable
Sign-up for cnmxx investment picks
  • Holdings: Southwestern Energy Co , PepsiCo Inc , Eaton Corp PLC , Genworth Financial Inc , American International Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for ahsrx investment picks
  • Holdings: Southwestern Energy Co , PepsiCo Inc , Eaton Corp PLC , Genworth Financial Inc , American International Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for ahrax investment picks
  • Holdings: Apple Inc , Celgene Corp , CVS Caremark Corp , Gilead Sciences Inc , American Express Co ,
  • Category: Large Growth
Sign-up for cnrux investment picks
  • Holdings: Apple Inc , Celgene Corp , CVS Caremark Corp , Gilead Sciences Inc , American Express Co ,
  • Category: Large Growth
Sign-up for CNRUX investment picks
  • Holdings: Apple Inc , Celgene Corp , CVS Caremark Corp , Gilead Sciences Inc , American Express Co ,
  • Category: Large Growth
Sign-up for cnrwx investment picks
  • Holdings: Apple Inc , Celgene Corp , CVS Caremark Corp , Gilead Sciences Inc , American Express Co ,
  • Category: Large Growth
Sign-up for CNRWX investment picks
  • Holdings: Apple Inc , Celgene Corp , CVS Caremark Corp , Gilead Sciences Inc , American Express Co ,
  • Category: Large Growth
Sign-up for cnrvx investment picks
  • Holdings: Apple Inc , Celgene Corp , CVS Caremark Corp , Gilead Sciences Inc , American Express Co ,
  • Category: Large Growth
Sign-up for CNRVX investment picks
  • Holdings: WisdomTree Japan Hedged Equity , iShares MSCI EMU Index , Schlumberger NV , Berkshire Hathaway Inc Class B , 3M Co ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for clrvx investment picks
  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Forest Laboratories Inc , Anadarko Petroleum Corp , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for shrax investment picks
  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Forest Laboratories Inc , Anadarko Petroleum Corp , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for shrax investment picks
  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Forest Laboratories Inc , Anadarko Petroleum Corp , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for sagbx investment picks
  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Forest Laboratories Inc , Anadarko Petroleum Corp , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for sagcx investment picks
  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Forest Laboratories Inc , Anadarko Petroleum Corp , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for lmpfx investment picks
  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Forest Laboratories Inc , Anadarko Petroleum Corp , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for sagyx investment picks
  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Forest Laboratories Inc , Anadarko Petroleum Corp , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for lsifx investment picks
  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Forest Laboratories Inc , Anadarko Petroleum Corp , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for lmprx investment picks
  • Holdings: Merck & Co Inc , Novartis AG ADR , Chevron Corp , Walt Disney Co , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for shfvx investment picks
  • Holdings: Merck & Co Inc , Novartis AG ADR , Chevron Corp , Walt Disney Co , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for shfvx investment picks
  • Holdings: Merck & Co Inc , Novartis AG ADR , Chevron Corp , Walt Disney Co , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for sfvbx investment picks
  • Holdings: Merck & Co Inc , Novartis AG ADR , Chevron Corp , Walt Disney Co , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for sfvcx investment picks
  • Holdings: Merck & Co Inc , Novartis AG ADR , Chevron Corp , Walt Disney Co , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for sfvyx investment picks
  • Holdings: Merck & Co Inc , Novartis AG ADR , Chevron Corp , Walt Disney Co , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for lsisx 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: cnimx - City National Rochdale Multi-Asset Instl to lsisx - ClearBridge All Cap Value IS
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