Funds From: rsoix - Columbia Dividend Opportunity I - Morningstar 5 Star Rated Fund to rcdtx - American Funds 2025 Trgt Date Retire R3 - Morningstar 5 Star Rated Fund


  • Holdings: Johnson & Johnson , Chevron Corp , Merck & Co Inc , Microsoft Corp , Altria Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for rsoix investment picks
  • Holdings: Gaming and Leisure Properties, Inc. , Select Income REIT , UNITE Group PLC , Unibail-Rodamco SE , Mitsui Fudosan Co Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
Sign-up for jarix investment picks
  • Holdings: Johnson & Johnson , Wells Fargo & Co , Chevron Corp , FNMA , US Treasury Note 1.375% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for vwiax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for picyx investment picks
  • 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: Apple Inc , Microsoft Corp , Pfizer Inc , Exxon Mobil Corporation , Merck & Co Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for cceix investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 5 Stars
Sign-up for tgeix investment picks
  • Holdings: SS&C Technologies Holdings Inc , Sensata Technologies Holding N.V. , Dresser-Rand Group Inc , Carter's Inc , Blackbaud Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for jgmcx investment picks
  • Holdings: SS&C Technologies Holdings Inc , Blackbaud Inc , Carter's Inc , Cadence Design Systems Inc , Sally Beauty Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for jvtnx investment picks
  • Holdings: Lear Corp , TD Ameritrade Holding Corp , Western Digital Corp , Graphic Packaging Holding Co , Robert Half International Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 5 Stars
Sign-up for jvmax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for bmpax investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 5 Stars
Sign-up for abtyx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for sctrx investment picks
  • Holdings: Novartis AG , Amgen Inc , BP PLC , Gilead Sciences Inc , Verizon Communications Inc ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for cbffx investment picks
  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds SMALLCAP World R6 ,
  • Category: Target Date 2051+
  • Morningstar Rating: 5 Stars
Sign-up for aamtx investment picks
  • Holdings: Google Inc Class C , Gilead Sciences Inc , Facebook Inc Class A , Apple Inc , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for jgvrx investment picks
  • Holdings: Intel Corp , Lockheed Martin Corp , Eli Lilly and Co , Merck & Co Inc , Lorillard Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for fdstx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
Sign-up for mphzx investment picks
  • Holdings: Gilead Sciences Inc , Alexion Pharmaceuticals Inc , McKesson Corp , Biogen Idec Inc , UnitedHealth Group Inc ,
  • Category: Health
  • Morningstar Rating: 5 Stars
Sign-up for prhsx investment picks
  • Holdings: Itau Unibanco Holding SA ADR , Bank Bradesco ADR , Petroleo Brasileiro SA Petrobras , Ambev SA ADR , America Movil SAB de CV ADR ,
  • Category: Latin America Stock
  • Morningstar Rating: 5 Stars
Sign-up for jltax investment picks
  • Holdings: Celgene Corp , EOG Resources Inc , Allergan Inc , Visa Inc Class A , Walgreen Co ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for dplgx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
Sign-up for wmfdx investment picks
  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
Sign-up for mlthx investment picks
  • Holdings: JPMorgan Chase & Co , Royal Dutch Shell PLC ADR Class A , China Mobile Ltd , Novartis AG , Walgreen Co ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for tibrx investment picks
  • Holdings: InterMune Inc , Restoration Hardware Holdings Inc , Buffalo Wild Wings Inc , Cavium Inc , Synaptics Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for lagwx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , AT&T Inc , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for DFEOX investment picks
  • Holdings: Naspers Ltd Class N , Roche Holding AG , Sanofi , Lafarge Sa , Hewlett-Packard Co ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for dodfx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 5 Stars
Sign-up for usvax investment picks
  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Inc Fund of Amer R6 , American Funds Interm Bd Fd of Amer R6 , American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 5 Stars
Sign-up for reatx investment picks
  • Holdings: American Funds Washington Mutual R6 , American Funds US Government Sec R6 , American Funds American Balanced R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 5 Stars
Sign-up for rcdtx 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
Funds From: rsoix - Columbia Dividend Opportunity I - Morningstar 5 Star Rated Fund to rcdtx - American Funds 2025 Trgt Date Retire R3 - Morningstar 5 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