Funds From: lhiax - Columbia High Yield Muni A Load Waived to rblax - Russell LifePoints Balanced Strateg A LW - Large Blend


  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
Sign-up for lhiax investment picks
  • Holdings: Gilead Sciences Cv 1.625% , Micron Tech Cv 3% , Palo Alto Networks 144A Cv , Salesforce Com Cv 0.25% , Wells Fargo & Co, San Francisco Ca Pfd ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for cnsax investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
Sign-up for unbdx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , Wells Fargo & Co , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pinvx investment picks
  • Holdings: Broadcom Corp , Texas Instruments Inc , Freescale Semiconductor Ltd , Intel Corp , Samsung Electronics Co Ltd ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for felax investment picks
  • Holdings: Ultimate Software Group Inc , Cepheid , Maximus Inc , Grand Canyon Education Inc , Rollins Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for pquax investment picks
  • Category: Muni Minnesota
  • Morningstar Rating: 3 Stars
Sign-up for pxmnx investment picks
  • Holdings: Strayer Education Inc , Brocade Communications Systems Inc , OFG Bancorp , Greenbrier Companies Inc , FactSet Research Systems, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for pcoax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for gcfix investment picks
  • Category: World Bond
  • Morningstar Rating: 5 Stars
Sign-up for tpinx investment picks
  • Holdings: US Treasury Note 3.625% , Fed Natl Mort Assc 3.5% , US Treasury Note 3.25% , US Treasury Note 4.625% , US Treasury Note 2.75% ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
Sign-up for stnrx investment picks
  • Holdings: Twenty-First Century Fox Inc Class B , Microsoft Corp , Medtronic Inc , Merck & Co Inc , Symantec Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for tebix investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
Sign-up for umuhx investment picks
  • Holdings: Bristol-Myers Squibb Company , Amgen Inc , Regeneron Pharmaceuticals Inc , Intuitive Surgical Inc , HCA Holdings Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for ethsx investment picks
  • Holdings: Exxon Mobil Corporation , General Electric Co , JPMorgan Chase & Co , Johnson & Johnson , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for gcvax investment picks
  • Holdings: Apple Inc , Amazon.com Inc , Visa Inc Class A , Gilead Sciences Inc , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for evgfx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Visa Inc Class A , Danaher Corp , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mfrfx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for kctax investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
Sign-up for etgax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for gbiax investment picks
  • Holdings: RAF FUND LTD. , US Treasury Note 2% , Nc Fin D Bond 1999-I 8.75% ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 2 Stars
Sign-up for qraax investment picks
  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , Birmingham Ala Wtrwks Brd Wtr Wtr Rev 5% , Connecticut St Go Ref Bd 5% , Citizens Ppty Ins Corp Fla High Risk 5% , Texas A & M Univ Revs Rev Finan 5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for agiax investment picks
  • Holdings: Principal Income Instl , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sabpx investment picks
  • Holdings: Apple Inc , Biogen Idec Inc , Facebook Inc Class A , Gilead Sciences Inc , Actavis PLC ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for optfx investment picks
  • Holdings: Randgold Resources Ltd ADR , Evergreen Special Invts Cayman , Eldorado Gold Corp , Royal Gold Inc , Goldcorp, Inc. ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 4 Stars
Sign-up for ekwax investment picks
  • Holdings: Actavis PLC , Medtronic Inc , McKesson Corp , Alexion Pharmaceuticals Inc , Amgen Inc ,
  • Category: Health
  • Morningstar Rating: 4 Stars
Sign-up for facdx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for fntax investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Comcast Corp Class A , Liberty Global PLC Class C , SBA Communications Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for staex investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , Liberty Global PLC Class C , Canadian Pacific Railway Ltd , ASML Holding NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for sffax investment picks
  • Holdings: Russell Strategic Bond Y , Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Core Equity Y , Russell US Dynamic Equity Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for rblax 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: lhiax - Columbia High Yield Muni A Load Waived to rblax - Russell LifePoints Balanced Strateg A LW - Large Blend
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