Funds From: axbax - Columbia Capital Allocation Agrsv A LW - Morningstar 3 Star Rated Fund to csiex - Calvert Equity A Load Waived - Morningstar 3 Star Rated Fund


  • Holdings: Columbia Contrarian Core I , Columbia Large Value Quantitative I , Columbia Large Core Quantitative Instl , Columbia Overseas Value I , E-mini S&P 500 Index Future Dec14 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for axbax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for mixix investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Monsanto Co , EOG Resources Inc , Dow Chemical Co , Schlumberger NV ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for pgryx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for psctx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for kstax investment picks
  • Holdings: Franklin Growth R6 , Franklin Rising Dividends R6 , Franklin DynaTech R6 , Templeton Foreign R6 , Franklin Mutual European R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fgtzx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for vklmx investment picks
  • Holdings: Wells Fargo & Co , Johnson & Johnson , Exxon Mobil Corporation , Chevron Corp , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for mreix investment picks
  • Holdings: Apple Inc , Microsoft Corp , U.S. Bancorp , Genuine Parts Co , Discover Financial Services ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for ialfx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Sanofi , Toyota Motor Corp , AstraZeneca PLC , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for povsx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for srcmx investment picks
  • Holdings: iShares MSCI Emerging Markets , Samsung Electronics Co Ltd , China Construction Bank Corp H Shares , CNOOC Ltd , Tencent Holdings Ltd. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for miegx investment picks
  • Holdings: VY T. Rowe Price Capital Appreciation I , Voya Large Cap Growth Portfolio I , Voya Multi-Manager Large Cap Core I , Voya Short Term Bond R6 , Voya Global Bond R6 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for iszix investment picks
  • Holdings: TD Ameritrade Holding Corp , Discover Financial Services , Parker Hannifin Corp , Comerica Inc , Avnet Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for mimsx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for gsdtx investment picks
  • Holdings: JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Blue Chip Growth NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Equity-Income NAV ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jplgx investment picks
  • Holdings: Facebook Inc Class A , Gilead Sciences Inc , Apple Inc , DISH Network Corp , Sprint Corp Series 1 ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for vafbx investment picks
  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Contrarian Core I , Columbia Large Value Quantitative I , Columbia Large Core Quantitative Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for clbrx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for cratx investment picks
  • Holdings: Gilead Sciences Inc , Charles Schwab Corp , Express Scripts , Visa Inc Class A , Mead Johnson Nutrition Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for biagx investment picks
  • Holdings: Apple Inc , Roche Holding AG Dividend Right Cert. , Toyota Motor Corp , Novo Nordisk A/S Class B , CVS Health Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for cfipx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for jlidx investment picks
  • Holdings: RF Micro Devices Inc , Manhattan Associates Inc , Centene Corp , PrivateBancorp Inc , FelCor Lodging Trust Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for lmbcx investment picks
  • Holdings: Apache Corporation , Devon Energy Corp , Chevron Corp , Exxon Mobil Corporation , Anadarko Petroleum Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
Sign-up for ienyx investment picks
  • Holdings: DFA US Large Cap Value III , DFA US Small Cap Value I , DFA US Small Cap I , DFA US Micro Cap I , DFA US Large Company I ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for fmuex investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for frstx investment picks
  • Holdings: Williams Companies Inc , American Water Works Co Inc , DTE Energy Holding Co , Northeast Utilities , American Tower Corp ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
Sign-up for rsrfx investment picks
  • Holdings: Gilead Sciences Inc , Apple Inc , Teva Pharmaceutical Industries Ltd ADR , Reed Elsevier PLC , EMC Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for aggcx investment picks
  • Holdings: Tesla Motors Inc , LinkedIn Corp Class A , Netflix Inc , Celgene Corp , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for scatx investment picks
  • Holdings: CVS Health Corp , Apple Inc , Gilead Sciences Inc , Qualcomm Inc , Costco Wholesale Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for csiex 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: axbax - Columbia Capital Allocation Agrsv A LW - Morningstar 3 Star Rated Fund to csiex - Calvert Equity A Load Waived - Morningstar 3 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 Name |  Ticker |  Popularity |  Our Choices |  Most Recent