Premium Funds From: iuaix - VY Invesco Equity and Income I to swdsx - Schwab Dividend Equity


  • Holdings: US Treasury Note 0.875% , US Treasury Note 1.625% , JPMorgan Chase & Co , Citigroup Inc , Royal Dutch Shell PLC Class A ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 5 Stars
Sign-up for iuaix investment picks
  • Holdings: Johnson & Johnson , PepsiCo Inc , Novartis AG ADR , Jpmorgan Chase Pfd , General Electric Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for whgix investment picks
  • Holdings: Energy Transfer Equity LP , Cheniere Energy Inc , Dominion Resources Inc , Enbridge Inc , Kinder Morgan, Inc. ,
  • Category: Utilities
  • Morningstar Rating: 5 Stars
Sign-up for gasfx investment picks
  • Holdings: Devon Energy Corp , CareFusion Corp , Alleghany Corp , KLA-Tencor Corp , Patterson Companies Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for vevix investment picks
  • Holdings: Devon Energy Corp , CareFusion Corp , Alleghany Corp , KLA-Tencor Corp , Patterson Companies Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for getgx investment picks
  • Holdings: Cobalt Intl Engy Cv 3.125% , Micron Tech Cv 3% , Nvidia 144A Cv 1% , Priceline Grp Cv 0.35% , Liberty Media Corp Delawa 144A Cv 1.375% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for vcvsx investment picks
  • Holdings: Lithia Motors Inc Class A , Demandware Inc , Shutterfly Inc , Lattice Semiconductor Corp , Tenneco Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for fssrx investment picks
  • Holdings: Google Inc Class A , AbbVie Inc , Apple Inc , Twenty-First Century Fox Inc Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for lgilx investment picks
  • Holdings: Facebook Inc Class A , Apple Inc , Biogen Idec Inc , Schlumberger NV , Applied Materials Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for ptwax investment picks
  • Category: Short-Term Bond
Sign-up for dlsnx investment picks
  • Holdings: Procter & Gamble Co , Coca-Cola Co , PepsiCo Inc , Philip Morris International Inc , Wal-Mart Stores Inc ,
  • Category: Consumer Defensive
  • Morningstar Rating: 4 Stars
Sign-up for vcsax investment picks
  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century NT Growth Institutional , American Century NT Intl Gr Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for arwrx investment picks
  • Holdings: CBRE Group Inc , Jones Lang LaSalle Inc , KKR & Co LP , Gannett Co Inc , Lazard Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for argfx investment picks
  • Holdings: International Business Machines Corp , Google Inc Class C , Verizon Communications Inc , Apple Inc , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for fdesx investment picks
  • Holdings: CBRE Group Inc , Jones Lang LaSalle Inc , KKR & Co LP , Gannett Co Inc , Lazard Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for araix investment picks
  • Holdings: Apple Inc , American Airlines Group Inc , Exxon Mobil Corporation , Microsoft Corp , Samsung Electronics Co Ltd ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for wtfrx investment picks
  • Holdings: Citrix Systems Inc , ConAgra Foods Inc , Johnson Controls Inc , Cadence Design Systems Inc , tw telecom inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for msavx investment picks
  • Category: Nontraditional Bond
Sign-up for subfx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for shdlx investment picks
  • Holdings: Fidelity® Series Investment Grade Bond F , Fidelity® Short-Term Bond F , Fidelity® Series High Income F , Fidelity® Series Infl-Prtct Bd Idx F , Fidelity® Series Equity-Income F ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for ffkax investment picks
  • Holdings: Duke Energy Corporation , NextEra Energy Inc , Dominion Resources Inc , Southern Co , Exelon Corp ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
Sign-up for vuiax investment picks
  • Holdings: Facebook Inc Class A , Apple Inc , Biogen Idec Inc , Schlumberger NV , Applied Materials Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ptwzx investment picks
  • Holdings: United Technologies Corp , Chevron Corp , Wal-Mart Stores Inc , Qualcomm Inc , Monsanto Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for lamax investment picks
  • Holdings: United Technologies Corp , Chevron Corp , Wal-Mart Stores Inc , Qualcomm Inc , Monsanto Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for lamcx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for fahdx investment picks
  • Holdings: Ultimate Software Group Inc , H&E Equipment Services Inc , Buffalo Wild Wings Inc , Aspen Technology Inc , CoStar Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for opocx investment picks
  • Category: High Yield Bond
Sign-up for acsbx investment picks
  • Holdings: Ultimate Software Group Inc , H&E Equipment Services Inc , Buffalo Wild Wings Inc , Aspen Technology Inc , CoStar Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for odiyx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , JPMorgan Chase & Co , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for amgix investment picks
  • Holdings: Wells Fargo & Co , Johnson & Johnson , Pfizer Inc , Exxon Mobil Corporation , ConocoPhillips ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for swdsx investment picks
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
Premium Funds From: iuaix - VY Invesco Equity and Income I to swdsx - Schwab Dividend Equity
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol |  Title 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 |  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