Funds From: wceax - Ivy Core Equity A - Morningstar 3 Star Rated Fund to clgwx - Columbia Large Cap Growth W - Morningstar 3 Star Rated Fund


  • Holdings: Canadian Pacific Railway Ltd , Applied Materials Inc , Bank of America Corporation , American International Group Inc , Adobe Systems Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for wceax investment picks
  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Global Income Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Em Mkts Eq Insights Intl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for gpirx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for mcblx investment picks
  • Holdings: Euronet Worldwide Inc , Portfolio Recovery Associates Inc , LogMeIn Inc , Cytec Industries Inc , Jazz Pharmaceuticals PLC ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for RSDGX investment picks
  • Holdings: Ascendas Real Estate Inv Trust , Baytex Energy Corp , KT&G Corp , Tahoe Resources Inc , Insurance Australia Group Ltd ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
Sign-up for lffcx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for lfrax investment picks
  • Holdings: Apple Inc , Visa Inc Class A , Intel Corp , Walt Disney Co , Diageo PLC ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for rgeax investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for ivsax investment picks
  • Holdings: Avis Budget Group Inc , Nordson Corp , Ametek Inc , Mettler-Toledo International Inc , Extra Space Storage Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for cusax investment picks
  • Holdings: Virtus Global Dividend I , Virtus Global Commodities Stock I , Virtus Intl Real Estate Securities I , Virtus Real Estate Securities I , PowerShares DB G10 Currency Harvest ETF ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for pdpcx investment picks
  • Holdings: Akorn Inc , VCA Inc , Kirby Corp , Hanover Insurance Group Inc , Weatherford International PLC ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for rtscx investment picks
  • Holdings: Covidien PLC , Directv , Allergan Inc , Shire PLC ADR , American Int'l Group Inc. ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for damdx investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Chevron Corp , Berkshire Hathaway Inc Class B , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for indzx investment picks
  • Holdings: Exxon Mobil Corporation , Johnson & Johnson , Microsoft Corp , Chevron Corp , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for reqtx investment picks
  • Holdings: PIMCO StocksPLUS AR Short Strat Instl , PIMCO Income Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO Wldwd Fdmtl Advtg AR Strat Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for paupx investment picks
  • Holdings: Verizon Communications Inc , Microsoft Corp , Johnson & Johnson , Home Depot Inc , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for cdirx investment picks
  • Holdings: Apple Inc , General Electric Co , JPMorgan Chase & Co , Oracle Corporation , CVS Health Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for jamex investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for lsdix investment picks
  • Holdings: Gilead Sciences Inc , Amgen Inc , Celgene Corp , Biogen Idec Inc , Regeneron Pharmaceuticals Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for ryoax investment picks
  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Growth Institutional , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for arcrx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Roche Holding AG Dividend Right Cert. , BP PLC , Nestle SA , Johnson & Johnson ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for csgrx investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , Schlumberger NV , ConocoPhillips , Occidental Petroleum Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
Sign-up for ryecx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Pfizer Inc , Suncor Energy Inc , Anheuser-Busch Inbev SA ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for iglgx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for pytrx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for FLTIX investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Google Inc Class A , Microsoft Corp , Google Inc Class C ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for ctcbx investment picks
  • Holdings: Salix Pharmaceuticals Ltd , Trinity Industries Inc , Patterson-UTI Energy Inc , Synovus Financial Corp , United Therapeutics Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for rymgx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for sgvax investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for ktxix investment picks
  • Holdings: Apple Inc , Schlumberger NV , Honeywell International Inc , Google Inc Class A , Starwood Hotels & Resorts Worldwide Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for clgwx investment picks
Start Premium Trial Register For Free

P F Fund Financial Data (13,000+ funds)
P F Stock Financial Data (7,000+ stocks)
P F Stock and Fund Screeners (basic)
P F Investing Articles and Market Commentary
P F Articles Archive (>30 days)
P F Discuss (dozens of stock, fund, bond, and general bulletin boards)
P F Portfolio Manager (basic)
P F Morningstar Investment Classroom
P F Access Your Portfolio Anytime, Anywhere via Your Mobile Device
P   Morningstar Fund Analyst Reports (full research on 1,700 funds, ETFs, and CEFs)
P   Morningstar Stock Analyst Reports (full research on more than 1,100 stocks)
P   Portfolio Manager (advanced with 10 X-Ray analyses, including recommendations)
P   Portfolio Monitor (monthly and on-demand personalized portfolio statements)
P   Morningstar Proprietary Stock Information (stock star ratings, buy/sell prices, economic moat ratings, and more)
P   Morningstar 5-Star Stock and Fund Favorites & Red Flags eNewsletters
P   Premium Stock and Fund Screeners (advanced with nearly infinite ways to find the best securities for you)
P   Discounts on Morningstar newsletters, books, seminars, and more

Sign-up to Morningstar


Basic Access

Articles and Videos
Morningstar video reports, articles, data, and tools. Dig into our lineup of e-newsletters and investing classroom courses outlining sensible strategies for maximizing your investments.
Morningstar Discuss
Follow the buzz on individual stocks or fund families. Plus, read the latest posts from Morningstar members and analysts.
Portfolio Manager
Track your investments and watch lists with our Portfolio Manager. Customize your view with our comprehensive stock, fund, and ETF data.

Access these features and more when you sign up for Free Membership.
Join Morningstar today. It's Free.

Unlimited Access

Analyst Research
Gather in-depth, actionable insight on over 3,700 stock and mutual funds covered by Morningstar analysts. View our mutual fund Analyst Reports favored by professionals, savvy experienced investors, and new investors researching options for retirement savings, college plans, or other investment needs.
Portfolio X-Ray®
Ensure your portfolio is positioned exactly how you want with Morningstar's X-Ray Interpreter and Stock Intersection tools. A Barron's "Best of the Web" award winner for five years running, X-Ray Interpreter goes under the hood of your portfolio to provide a useful allocation, sector, and geographic analysis. And you can discover how much of a stock you really own, individually and through mutual funds, with Stock Intersection.
Investment Picks
Find new 5-star stocks (greatly undervalued companies) to consider daily. Our 5-star stock rating is a proven winner, consistently beating benchmarks like the S&P 500. Plus, browse our Fund Analyst Picks and Stewardship Grades to find shareholder-friendly mutual funds that are poised for outperformance.
Portfolio Monitor
Get a clear view of your investments with personalized reports about your portfolio. Receive monthly statements and generate reports on-demand to help you stay on track to meet your investment goals.

Access these features and more when you sign up for Premium Membership.
Start your free 14-day trial today online
Your subscription may be tax deductible. Please contact your tax advisor.

Funds From: wceax - Ivy Core Equity A - Morningstar 3 Star Rated Fund to clgwx - Columbia Large Cap Growth W - 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