Funds From: cvvrx - Columbia Small Cap Value Fund I R4 - Morningstar 3 Star Rated Fund to lbisx - Legg Mason BW Diversified Lg Cp Val IS - Morningstar 3 Star Rated Fund


  • Holdings: Highwoods Properties Inc , First Niagara Financial Group Inc , Idacorp Inc , Esterline Technologies , Mentor Graphics Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for cvvrx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , HSBC Holdings PLC , Novartis AG , Nestle SA , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for jierx investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Global Bond R5 ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for mllgx investment picks
  • Holdings: Dairy Farm International Holdings Ltd , China Petroleum & Chemical Corp H Shares , Taiwan Semiconductor Manufacturing Co Ltd , CNOOC Ltd , China Mobile Ltd ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
Sign-up for tcwax investment picks
  • Holdings: Voya US Bond Index Port I , Voya US Stock Index Port I , Voya International Index Port I , Voya Russell Mid Cap Index Port I , SPDR® Barclays High Yield Bond ETF ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for idxax investment picks
  • Holdings: Novartis AG , Royal Dutch Shell PLC Class B , Roche Holding AG Dividend Right Cert. , Toyota Motor Corp , Bayer AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for jiicx investment picks
  • Holdings: Voya US Bond Index Port I , Voya US Stock Index Port I , Voya International Index Port I , Voya Russell Mid Cap Index Port I , SPDR® Barclays High Yield Bond ETF ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for idxex investment picks
  • Holdings: Facebook Inc Class A , Gilead Sciences Inc , MasterCard Inc Class A , Apple Inc , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for olgax investment picks
  • Holdings: Lcmfsdb Fund Limted , FHLMC 2% , FNMA 0.5% , Fifth Third Auto Tr 2014-3 FRN , Citigroup 6.125% ,
  • Category: Managed Futures
  • Morningstar Rating: 3 Stars
Sign-up for lfmax investment picks
  • Holdings: Acuity Brands Inc , Illumina Inc , CBRE Group Inc , Affiliated Managers Group Inc , Sherwin-Williams Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for ogobx investment picks
  • Holdings: Target Corp , Bank of America Corporation , JPMorgan Chase & Co , Wells Fargo & Co , Capital One Financial Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for weqcx investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for pxasx investment picks
  • Holdings: Raytheon Co , Merck & Co Inc , Johnson & Johnson , Travelers Companies Inc , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for chvcx investment picks
  • Holdings: Calvert Bond I , Calvert Large Cap Core I , Calvert Equity I , Calvert Small Cap I , Calvert International Equity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cclax investment picks
  • Holdings: China Mobile Ltd , ING Groep N.V. , Novartis AG , Sony Corp , Hong Kong Exchanges and Clearing Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for tgvrx investment picks
  • Holdings: Wesco Aircraft Holdings Inc , Idexx Laboratories , CIE FINANCIERE RICHEMONT SA , Schneider Electric SE , Liberty Global PLC Class C ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for dgfax investment picks
  • Holdings: Schlumberger NV , Total SA ADR , Marathon Petroleum Corp , EQT Corp , EOG Resources Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for treix investment picks
  • Holdings: Liberty Media Corporation Class C , EchoStar Corp , Liberty Interactive Corp Class A , DISH Network Corp , Scripps Networks Interactive Inc ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 3 Stars
Sign-up for kinax investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd , China Mobile Ltd , China Construction Bank Corp H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for teqpx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for csibx investment picks
  • Holdings: Monsanto Co , Exxon Mobil Corporation , Archer-Daniels Midland Co , Potash Corp of Saskatchewan Inc , BHP Billiton PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for tnrlx investment picks
  • Holdings: Principal Income Instl , Principal Government & High Qual Bd Inst , Principal Short-Term Income Inst , Principal Equity Income Inst , Principal LargeCap Value Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for scupx investment picks
  • Holdings: Fibra Uno Administracion SA de CV Series 11 , Taiwan Semiconductor Manufacturing Co Ltd , China Mobile Ltd , Samsung Electronics Co Ltd , Ptt PLC Shs Foreign Registered ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for lemsx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Floating Rate Income NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Strategic Income Opps NAV , JHFunds2 Active Bond NAV ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for jldex investment picks
  • Holdings: Microsoft Corp , Celgene Corp , Equity Commonwealth , DineEquity Inc , Zebra Technologies Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for dveax investment picks
  • Holdings: iShares Russell Mid-Cap Growth , Moody's Corporation , McGraw Hill Financial Inc , Constellation Brands Inc Class A , SBA Communications Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for tcmgx investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for mltex investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for dibax investment picks
  • Holdings: Brunswick Corp , Tenneco Inc , Diamondrock Hospitality Co , Teledyne Technologies Inc , LaSalle Hotel Properties ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for tcsex investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , General Electric Co , Wells Fargo & Co , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for lbisx 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: cvvrx - Columbia Small Cap Value Fund I R4 - Morningstar 3 Star Rated Fund to lbisx - Legg Mason BW Diversified Lg Cp Val IS - 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