Funds From: csmix - Columbia Small Cap Value Fund I A - Morningstar 2 Star Rated Fund to seslx - Legg Mason Inv Counsel Social Aware C - Morningstar 2 Star Rated Fund


  • Holdings: Greif Inc Class A , Dana Holding Corp , Esterline Technologies , Highwoods Properties Inc , Stone Energy Corp ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for csmix investment picks
  • Holdings: Vipshop Holdings Ltd ADR , Alexion Pharmaceuticals Inc , Facebook Inc Class A , Diamondback Energy Inc , MGM Resorts International ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for sgfcx investment picks
  • Holdings: iShares Core MSCI Emerging Market , US Treasury TIP , Germany (Federal Republic Of) 1.75% , Apple Inc , US Treasury TIP ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for abwrx investment picks
  • Holdings: Roche Holding AG , CIE FINANCIERE RICHEMONT SA , Novo Nordisk A/S , ASML Holding NV , Liberty Global PLC Class C ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for sniax investment picks
  • Holdings: MassMutual Select Overseas I , MM MSCI EAFE® International Index I , MassMutual Premier Disciplined Value I , MassMutual Premier Disciplined Gr I , MassMutual Select Diversified Value I ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for mrfax investment picks
  • Holdings: Nestle SA , Roche Holding AG , Novartis AG , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for riitx investment picks
  • Category: Preferred Stock
  • Morningstar Rating: 2 Stars
Sign-up for pnarx investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Government Securities R5 , MFS® Global Bond R5 ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for mllex investment picks
  • Holdings: American Realty Capital Properties Inc Class A , AthenaHealth, Inc. , Acuity Brands Inc , CoStar Group, Inc. , Northstar Realty Finance Corporation ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for snrax investment picks
  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity® Series High Income ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
Sign-up for ffvbx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , HSBC Holdings PLC , BG Group PLC , Nestle SA , Novartis AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for jiecx investment picks
  • Holdings: Forward Investment Grade Fxd-Inc Z , Forward EM Corporate Debt Institutional , Forward International Dividend Instl , Forward Emerging Markets Instl , Forward Commodity L/S Strategy Z ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
Sign-up for aigmx investment picks
  • Holdings: iShares Core MSCI Emerging Market , US Treasury TIP , Germany (Federal Republic Of) 1.75% , Apple Inc , US Treasury TIP ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for abwkx investment picks
  • Holdings: Williams Companies Inc , BlackRock Inc , Omnicom Group Inc , Stryker Corporation , Norfolk Southern Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for cdgix investment picks
  • Holdings: Exelis Inc , American Water Works Co Inc , Crane Co , FMC Corporation , PVH Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for criax investment picks
  • Holdings: Touchstone Total Return Bond Instl , Touchstone Ultra Short Dur F/I Instl , Touchstone International Value Instl , Touchstone Sands Capital Inst Gr , Touchstone Premium Yield Equity Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for tbaix investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Samsung Electronics Co Ltd , International Business Machines Corp , Microsoft Corp ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
Sign-up for wfqax investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
Sign-up for opitx investment picks
  • Holdings: Schneider Electric , Vipshop Holdings Ltd ADR , CIE FINANCIERE RICHEMONT SA , Heineken Holding NV , Kühne & Nagel International AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for dilax investment picks
  • Category: Preferred Stock
  • Morningstar Rating: 2 Stars
Sign-up for ppsjx investment picks
  • Holdings: Visa Inc Class A , Qualcomm Inc , Danaher Corp , Express Scripts , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for tlcrx investment picks
  • Holdings: Salesforce.com Inc , Qualcomm Inc , ServiceNow Inc , ACE Ltd , Cerner Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for tggix investment picks
  • Holdings: Sterling Capital Total Return Bond I , Sterling Capital Special Opps Eq Inst , Sterling Capital Equity Income Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for bamgx investment picks
  • Holdings: Ambev SA , Emaar Properties PJSC , Remgro Ltd , Unilever PLC , Etihad Etisalat ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for tdmtx investment picks
  • Holdings: Biogen Idec Inc , Nordstrom Inc , Estee Lauder Cos Inc Class A , Celgene Corp , Mondelez International Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for dfoax investment picks
  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for aclvx investment picks
  • Holdings: Hana Financial Group Inc , Microsoft Corp , Samsung Electronics Co Ltd , Roche Holding AG , Sanofi ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for us88020e4070 investment picks
  • Holdings: Russell Global Equity Y , Russell International Developed Mkts Y , Russell Strategic Bond Y , Russell US Core Equity Y , Russell US Defensive Equity Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ralrx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
Sign-up for cicrx investment picks
  • Holdings: Wells Fargo & Co , Schlumberger NV , U.S. Bancorp , Estee Lauder Cos Inc Class A , CVS Caremark Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for seslx investment picks
Premium Membership: Features and Benefits
Wide-Moat Screener for Stocks

Put a moat around your portfolio. Sniff out the most promising opportunities that can ride through any market.

Gold Medalist Screener for Funds

Narrow the available universe of 5000 funds to the top rated gold and silver. Then, sort for manager tenure, expense ratio, risk and return to create your own index-beating fund watchlist.

Thousands of Premium Analyst Reports

While many of our competitors measure a stock's worth with a computer program, Morningstar's staff of 150+ analyst sift through company fillings, financial data and a wealth of other sources to deliver an unvarnished review of any investment. In fact, twelve Morningstar analysts have been recognized by WSJ as "Best on the Street" in the US.

Premium Portfolio Monitor

Make decisions with confidence. Load your investments into our research center and automatically connect to all our proprietary tools and data points.

Mobile

Never be without critical research. Free with your active membership, take our Premium data and guidance wherever you go with Morningstar for iPad®, iPhone®, and Android apps.

Morningstar's Guarantee

We're looking out for you. If after your 14-day free trial, you find that a Morningstar Premium membership is not for you, cancel any time and we'll be happy to refund the unused portion - no questions asked.

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: csmix - Columbia Small Cap Value Fund I A - Morningstar 2 Star Rated Fund to seslx - Legg Mason Inv Counsel Social Aware C - Morningstar 2 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