Funds From: aurbx - Columbia Capital Allocation Moderate B - Morningstar 3 Star Rated Fund to divix - Transamerica Partners Instl Lg Val - Morningstar 3 Star Rated Fund


  • Holdings: Columbia Intermediate Bond I , Columbia Corporate Income I , Columbia Contrarian Core I , Columbia US Government Mortgage I , Columbia Large Value Quantitative I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for aurbx investment picks
  • Holdings: Calvert Large Cap Core I , Calvert Equity I , Calvert International Equity I , Calvert Small Cap I , Calvert International Opportunities I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for caacx investment picks
  • Holdings: Proassurance Corp , Tech Data Corp , Convergys Corporation , World Fuel Services Corp , Denbury Resources Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for dascx investment picks
  • Holdings: Monsanto Co , Exxon Mobil Corporation , Archer-Daniels Midland Co , Syngenta AG , Potash Corp of Saskatchewan Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for tnrlx investment picks
  • Holdings: Howard Hughes Corp , Icahn Enterprises LP , Texas Pacific Land Trust , Liberty Media Corporation Class C , Dreamworks Animation SKG Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for knpyx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for dpcfx investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
Sign-up for pamfx 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 lemix investment picks
  • Holdings: Simon Property Group Inc , Boston Properties Inc , AvalonBay Communities Inc , Health Care REIT, Inc. , General Growth Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for dprcx investment picks
  • Holdings: Brunswick Corp , Tenneco Inc , LaSalle Hotel Properties , Diamondrock Hospitality Co , Sovran Self Storage Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for tcsex investment picks
  • Holdings: American Airlines Group Inc , Delta Air Lines Inc , United Continental Holdings Inc , Genworth Financial Inc , PulteGroup Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for lgoax investment picks
  • Holdings: Flextronics International Ltd , Fairchild Semiconductor International Inc , Jabil Circuit Inc , Minerals Technologies Inc , ACCO Brands Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for tselx investment picks
  • Category: Muni Ohio
  • Morningstar Rating: 3 Stars
Sign-up for poxax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for nnhix investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for jhstx investment picks
  • Holdings: Lord Abbett International Opp I , Lord Abbett Value Opportunities I , Lord Abbett Small Cap Value I , Lord Abbett Developing Growth I , Lord Abbett Micro Cap Growth I ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for alffx investment picks
  • Holdings: Cubist Pharmaceuticals Inc , Jazz Pharmaceuticals PLC , Quest Diagnostics Inc , United Continental Holdings Inc , Church & Dwight Company, Inc. ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for tegax investment picks
  • Holdings: Kinder Morgan, Inc. , Spectra Energy Corp , American Water Works Co Inc , Williams Companies Inc , ONEOK Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for tpyyx investment picks
  • Holdings: Apple Inc , Electronic Arts Inc , Visa Inc Class A , SBA Communications Corp , Oracle Corporation ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for allbx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for ecorx investment picks
  • Holdings: Bristol-Myers Squibb Company , Actavis PLC , Gilead Sciences Inc , AbbVie Inc , Celgene Corp ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for suhcx investment picks
  • Holdings: Cracker Barrel Old Country Store Inc , Heartland Payment Systems Inc , Charles River Laboratories International Inc , Euronet Worldwide Inc , Akorn Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for mxaix investment picks
  • Holdings: Deutsche Core Equity Institutional , Deutsche Equity 500 Index Institutional , Deutsche EAFE Equity Index Institutional , Central Cash Management Fd Central Cash Management Fd , Deutsche Small Cap Core S ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for pplsx investment picks
  • Holdings: Comcast Corp Class A , Citigroup Inc , Bank of America Corporation , Cisco Systems Inc , Celgene Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for kdcax investment picks
  • Holdings: MassMutual Select Overseas I , MM MSCI EAFE® International Index I , MassMutual Premier Disciplined Value I , MassMutual Premier Disciplined Gr I , MassMutual Premier Core Bond I ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for mryax investment picks
  • Holdings: VF Corp , AutoZone Inc , LinkedIn Corp Class A , Affiliated Managers Group Inc , LKQ Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for lmgbx investment picks
  • Holdings: Google Inc Class C , JPMorgan Chase & Co , Royal Caribbean Cruises Ltd , United Continental Holdings Inc , Wal-Mart Stores Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for imncx investment picks
  • Holdings: Apple Inc , S+p500 Emini Fut Mar15 Xcme 20150320 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for sxpax investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for mfscx investment picks
  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Intel Corp , American International Group Inc , Capital One Financial Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for divix 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: aurbx - Columbia Capital Allocation Moderate B - Morningstar 3 Star Rated Fund to divix - Transamerica Partners Instl Lg Val - 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