Funds From: clccx - AdvisorOne Amerigo C to valax - Al Frank Adv


  • Holdings: Vanguard Dividend Apprec Idx ETF , iShares MSCI EAFE , Technology Select Sector SPDR® ETF , iShares Russell 1000 Growth , iShares MSCI USA Quality Factor ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for clccx investment picks
  • Holdings: Vanguard Dividend Apprec Idx ETF , iShares MSCI EAFE , Technology Select Sector SPDR® ETF , iShares Russell 1000 Growth , iShares MSCI USA Quality Factor ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for clsax investment picks
  • Holdings: Vanguard Dividend Apprec Idx ETF , iShares TIPS Bond , iShares Floating Rate Bond , PIMCO Enhanced Short Maturity ETF , PowerShares Intl Dividend Achievers ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for clerx investment picks
  • Holdings: iShares Russell 1000 Growth , iShares MSCI EAFE , Vanguard Mega Cap Growth Index ETF , iShares Russell 1000 Value , iShares US Financials ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for cldex investment picks
  • Holdings: SPDR S&P 500 , ProShares Short S&P500 , SPDR Dow Jones Industrial Average , ProShares Short Dow30 , iShares MSCI EAFE ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
Sign-up for cleix investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for clflx investment picks
  • Holdings: iShares 1-3 Year Treasury Bond , iShares 1-3 Year Credit Bond , iShares S&P 500 Growth , iShares S&P 100 , PIMCO Enhanced Short Maturity ETF ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for clhax investment picks
  • Holdings: iShares MSCI EAFE , PowerShares QQQ , SPDR Dow Jones Industrial Average , iShares MSCI ACWI ex US Index , SPDR Barclays Capital Short Term Corp Bd ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for clblx investment picks
  • Holdings: Market Vectors Wide Moat ETF , Guggenheim S&P 500® Equal Weight , iShares US Insurance , iShares International Select Div , PowerShares Dynamic Market ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for clacx investment picks
  • Holdings: Vanguard Value ETF , iShares S&P 500 Value , iShares S&P 500 Growth , Vanguard Growth ETF , iShares MSCI EAFE ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for clshx investment picks
  • Holdings: Union Pacific Corp , H&R Block Inc , CST Brands Inc , Allied World Assurance Co Holdings AG , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for advgx investment picks
  • Holdings: Petroleum Geo-Services ASA , HHGregg Inc , Gulfport Energy Corp , CNH Industrial NV , News Corp Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for advwx investment picks
  • Holdings: Aperam , Michelin , Royal Dutch Shell PLC Class A , Unilever PLC ADR , Novartis AG ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 3 Stars
Sign-up for advex investment picks
  • Holdings: Aperam , Pargesa Holding SA , Delta Lloyd N.V , Cermaq ASA , Investec PLC ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 4 Stars
Sign-up for advix investment picks
  • Holdings: Energy Transfer Equity LP , Williams Companies Inc , Plains GP Holdings LP Class A , Targa Resources Corp , Enbridge Inc ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
Sign-up for infrx investment picks
  • Holdings: Energy Transfer Equity LP , Williams Companies Inc , Plains GP Holdings LP Class A , Targa Resources Corp , Enbridge Inc ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
Sign-up for infrx investment picks
  • Holdings: Energy Transfer Equity LP , Williams Companies Inc , Plains GP Holdings LP Class A , Targa Resources Corp , Enbridge Inc ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
Sign-up for inffx investment picks
  • Holdings: Energy Transfer Equity LP , Williams Companies Inc , Plains GP Holdings LP Class A , Targa Resources Corp , Enbridge Inc ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
Sign-up for infix investment picks
  • Holdings: Williams Companies Inc , Energy Transfer Equity LP , Plains GP Holdings LP Class A , Targa Resources Corp , EQT Corp ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 4 Stars
Sign-up for mlppx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for f00000onkp investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for ahyax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for ahyfx investment picks
  • Holdings: WPX Energy Inc Class A , Alliance One International Inc , Photronics Inc , Resolute Forest Products Inc , Tecumseh Products Company A ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for avalx investment picks
  • Holdings: Ais Fund Limited , Westinghouse Air Brake Technologies Corp , Anadarko Petroleum Corp , Ensco PLC Class A , Potash Corp of Saskatchewan Inc ,
  • Category: World Allocation
Sign-up for tapax investment picks
  • Holdings: Ais Fund Limited , Westinghouse Air Brake Technologies Corp , Anadarko Petroleum Corp , Ensco PLC Class A , Potash Corp of Saskatchewan Inc ,
  • Category: World Allocation
Sign-up for tapax investment picks
  • Holdings: Ais Fund Limited , Westinghouse Air Brake Technologies Corp , Anadarko Petroleum Corp , Ensco PLC Class A , Potash Corp of Saskatchewan Inc ,
  • Category: World Allocation
Sign-up for tapcx investment picks
  • Holdings: Ais Fund Limited , Westinghouse Air Brake Technologies Corp , Anadarko Petroleum Corp , Ensco PLC Class A , Potash Corp of Saskatchewan Inc ,
  • Category: World Allocation
Sign-up for tapix investment picks
  • Holdings: Colfax Corp , American Tower Corp , Moody's Corporation , MasterCard Inc Class A , Markel Corporation ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for akrix investment picks
  • Holdings: Colfax Corp , American Tower Corp , Moody's Corporation , MasterCard Inc Class A , Markel Corporation ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for akrex investment picks
  • Holdings: Walt Disney Co , ManpowerGroup , Aetna Inc , Norfolk Southern Corp , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for valax 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: clccx - AdvisorOne Amerigo C to valax - Al Frank Adv
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