Funds From: ctfax - Columbia Thermostat A - Morningstar 4 Star Rated Fund to ppeax - Principal LifeTime 2050 A Load Waived - Morningstar 4 Star Rated Fund


  • Holdings: Columbia Short Term Bond I , Columbia Intermediate Bond I , Columbia Income Opportunities I , Columbia US Government Mortgage I , Columbia Acorn International I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ctfax investment picks
  • Holdings: Wells Fargo & Co , Johnson & Johnson , ConocoPhillips , Pfizer Inc , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for oiefx investment picks
  • Holdings: Kinder Morgan, Inc. , Spectra Energy Corp , Time Warner Cable Inc , Ensco PLC Class A , Qualcomm Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for baeix investment picks
  • Holdings: Google Inc Class C , Gilead Sciences Inc , Apple Inc , Facebook Inc Class A , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for jgasx investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Government Securities R5 , MFS® Limited Maturity R5 , MFS® Research R5 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for macnx investment picks
  • Holdings: Microsoft Corp , Oracle Corporation , Priceline Group Inc , Gilead Sciences Inc , Boeing Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for jigax investment picks
  • Holdings: Apple Inc , Freeport-McMoRan Inc , Johnson & Johnson , Schlumberger NV , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for fbfzx investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Research R5 , MFS® Growth R5 , MFS® Value R5 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mamjx investment picks
  • Holdings: T. Rowe Price Short-Term Bond , SBA Communications Corp , CarMax Inc , Hanesbrands Inc , Sensata Technologies Holding N.V. ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for prdmx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for pbomx investment picks
  • Holdings: Simon Property Group Inc , Mitsubishi Estate , General Growth Properties Inc , Unibail-Rodamco SE , Prologis Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for trgrx investment picks
  • Holdings: Itau Unibanco Holding SA ADR , Bank Bradesco ADR , Petroleo Brasileiro SA Petrobras , Ambev SA ADR , Credicorp Ltd ,
  • Category: Latin America Stock
  • Morningstar Rating: 4 Stars
Sign-up for jltcx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
Sign-up for hipyx investment picks
  • Holdings: Illumina Inc , Affiliated Managers Group Inc , Alliance Data Systems Corp , Acuity Brands Inc , Michael Kors Holdings Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for jmgzx investment picks
  • Holdings: Royal Dutch Shell PLC ADR Class B , Novartis AG , GlaxoSmithKline PLC ADR , Rio Tinto PLC , Nippon Telegraph & Telephone Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for trigx investment picks
  • Holdings: Simon Property Group Inc , Prologis Inc , Boston Properties Inc , AvalonBay Communities Inc , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for jrirx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for mbssx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , T. Rowe Price Short-Term Bond , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for pomix investment picks
  • Holdings: Firstmerit Corp , Bristow Group Inc , Protective Life Corp , American Equity Investment Life Holding Co , Teleflex Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for tasvx investment picks
  • Holdings: Rite Aid Corp , Manhattan Associates Inc , Minerals Technologies Inc , InterDigital Inc , Iconix Brand Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for jsczx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
Sign-up for ortfx investment picks
  • Holdings: Micron Tech Cv 2.125% , Sandisk 144A Cv 0.5% , Gilead Sciences Cv 1.625% , Bk Amer Pfd , Priceline Grp Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for COCRX investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for clfax investment picks
  • Holdings: Whiting Petroleum Corp , East West Bancorp Inc , ITT Corp , Chemtura Corp , Helix Energy Solutions Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for devcx investment picks
  • Holdings: Rite Aid Corp , Manhattan Associates Inc , Minerals Technologies Inc , InterDigital Inc , Iconix Brand Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for jscsx investment picks
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for scctx investment picks
  • Holdings: Apple Inc , Fidelity Cent Invt Portfolios , Chevron Corp , US Treasury Note 1.25% , Google Inc Class C ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for fablx investment picks
  • Holdings: Broadcom Corp , Intel Corp , ConocoPhillips , Halliburton Co , Marathon Oil Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for ddvax investment picks
  • Holdings: Liberty Media Corporation Class A , Liberty Interactive Corp Class A , EchoStar Corp , Google Inc Class A , Viacom Inc Class B ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for wwwfx investment picks
  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
Sign-up for ppeax 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: ctfax - Columbia Thermostat A - Morningstar 4 Star Rated Fund to ppeax - Principal LifeTime 2050 A Load Waived - Morningstar 4 Star Rated Fund
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