Funds From: CTMRX - Columbia Interm Muni Bd R5 - Morningstar 3 Star Rated Fund to JPLNX - Perkins Large Cap Value N - Morningstar 3 Star Rated Fund


  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for CTMRX investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for CSTMX investment picks
  • Holdings: Equity, Bond, Columbia Commodity Strategy I, Columbia Dividend Income I, Central Fund of Canada Common, Johnson & Johnson
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for CLNRX investment picks
  • Holdings: Nestle SA, HSBC Holdings PLC
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for MSLLX investment picks
  • Holdings: Greif, Inc. Class A, Rent-A-Center, Inc., Energy XXI (Bermuda) Ltd, Esterline Technologies, Argo Group International Holdings Ltd.
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for CVVRX investment picks
  • Holdings: Chevron Corp, Johnson & Johnson, Procter & Gamble Co, Philip Morris International, Inc., Wells Fargo & Co
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for CLCRX investment picks
  • Holdings: Equity, Bond, Columbia Dividend Income I, Columbia Dividend Opportunity I, Columbia Select Large Cap Growth I, Columbia Large Cap Growth I, Columbia Global Dividend Opportunity I
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for CWPRX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for CNDRX investment picks
  • Holdings: Equity, Bond, Columbia Commodity Strategy I, Columbia Dividend Income I, Central Fund of Canada Common, Johnson & Johnson
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for CSDRX investment picks
  • Holdings: Discover Financial Services, Cree, Inc., Morgan Stanley, Hertz Global Holdings Inc, Eli Lilly and Company
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for BULRX investment picks
  • Holdings: Nestle SA, HSBC Holdings PLC
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for MSAHX investment picks
  • Holdings: Google, Inc. Class A, Qualcomm, Inc., Apple Inc, Samsung Electronics Co Ltd GDR, Salesforce.com, Inc.
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for CTHRX investment picks
  • Holdings: Equity, Bond, Cgputql2 R Usl3m P 02/13/14 Ci, Ru10intr P Usl3m R 02/13/14 Ci, Apple Inc
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for PAAEX investment picks
  • Holdings: Equity, Bond, BlackRock Equity Dividend Instl, BlackRock Capital Appreciation BlackRock
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for BLHIX investment picks
  • Holdings: Equity, Bond, BlackRock Equity Dividend Instl, BlackRock Capital Appreciation BlackRock
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for BLJIX investment picks
  • Holdings: Equity, Bond
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for CNNRX investment picks
  • Holdings: Apple Inc, Google, Inc. Class A, Qualcomm, Inc., Gilead Sciences Inc, Honeywell International, Inc.
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for CCGRX investment picks
  • Holdings: Google, Inc. Class A, Qualcomm, Inc., Apple Inc, Samsung Electronics Co Ltd GDR, Salesforce.com, Inc.
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for CTYRX investment picks
  • Holdings: Air Methods Corp., Oriental Financial Group, Providence Service Corporation, Cash America International Inc, Tetra Technologies, Inc.
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for CFFRX investment picks
  • Holdings: Air Methods Corp., Oriental Financial Group, Providence Service Corporation, Cash America International Inc, Tetra Technologies, Inc.
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for CLLRX investment picks
  • Holdings: Equity, Bond, BlackRock Equity Dividend Instl, BlackRock Capital Appreciation BlackRock
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
Sign-up for BLGIX investment picks
  • Holdings: Equity, Bond
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for LWSTX investment picks
  • Holdings: Equity, Bond, MFA Financial, Inc., Equity Lifestyle Properties, Inc., Ventas Inc, Acadia Realty Trust
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for frinx.lw investment picks
  • Holdings: Linear Technology, Medtronic, Inc., ASML Holding NV ADR, Taiwan Semiconductor Manufacturing ADR, CME Group, Inc. Class A
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for vrmax.lw investment picks
  • Holdings: CETIP SA Mercados Organizados, American International Group Inc, Samsonite International S.A., Express Scripts, DexCom, Inc.
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for kauax.lw investment picks
  • Holdings: Samsung Electronics Co Ltd, Taiwan Semiconductor Manufacturing Co Ltd, BRF SA, Wal - Mart de Mexico, S.A.B. de C.V. Class V, Hyundai Motor Co Ltd
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for MSELX investment picks
  • Holdings: Lincoln National Corp (Radnor, PA), Regions Financial Corporation, Kilroy Realty Corporation, Validus Holdings, Inc., NRG Energy Inc
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for SYCSX investment picks
  • Holdings: CETIP SA Mercados Organizados, American International Group Inc, Samsonite International S.A., Express Scripts, DexCom, Inc.
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for KAUAX.lw investment picks
  • Holdings: Linear Technology, Medtronic, Inc., ASML Holding NV ADR, Taiwan Semiconductor Manufacturing ADR, CME Group, Inc. Class A
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for VRMAX.lw investment picks
  • Holdings: Berkshire Hathaway Inc Class B, Vodafone Group PLC ADR, Novartis AG ADR, American International Group Inc, Merck & Co Inc
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for JPLNX 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 Morningstar Investing Classroom Rewards (earn as you learn and redeem for Morningstar merchandise)
P   Morningstar Fund Analyst Reports (full research on 2,000 funds and ETFs)
P   Morningstar Stock Analyst Reports (full research on 2,000 stocks)
P   Morningstar Stock and Fund Stewardship Grades
P   Portfolio Manager (advanced with 10 x-ray analyses, including guidance)
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 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: CTMRX - Columbia Interm Muni Bd R5 - Morningstar 3 Star Rated Fund to JPLNX - Perkins Large Cap Value N - 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