Funds From: cfiax - Columbia Flexible Capital Income A LW - Large Value to eaxfx - Wells Fargo Advantage Asset Alloc R - Large Value


  • Holdings: Chesapeake Engy Pfd 144A , General Electric Co , Verizon Communications Inc , Apple Inc , Navistar Intl Corp New 144A Cv 4.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for cfiax investment picks
  • Holdings: Wendy's Co Class A , Ingredion Inc , Molson Coors Brewing Co , Orkla ASA , Johnson & Johnson ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for trxax investment picks
  • Holdings: PIMCO Income Instl , PIMCO Real Return Instl , PIMCO 1-5 Year U.S. TIPS ETF , PIMCO Senior Floating Rate Instl , AllianzGI Short Duration High Inc Instl ,
  • Category: Target Date 2021-2025
Sign-up for gvsax investment picks
  • Holdings: PIMCO Income Instl , PIMCO Real Return Instl , PIMCO 1-5 Year U.S. TIPS ETF , PIMCO Senior Floating Rate Instl , AllianzGI Short Duration High Inc Instl ,
  • Category: Target Date 2021-2025
Sign-up for gvspx investment picks
  • Holdings: iShares Russell 1000 Value , iShares iBoxx $ Invst Grade Crp Bond , S+p500 Emini Fut Sep14 Xcme 20140919 , Us 10yr Note (Cbt)dec14 Xcbt 20141219 , Us 5yr Note (Cbt) Dec14 Xcbt 20141231 ,
  • Category: Multialternative
Sign-up for wmcix investment picks
  • Holdings: iShares Russell 1000 Value , iShares iBoxx $ Invst Grade Crp Bond , S+p500 Emini Fut Sep14 Xcme 20140919 , Us 10yr Note (Cbt)dec14 Xcbt 20141219 , Us 5yr Note (Cbt) Dec14 Xcbt 20141231 ,
  • Category: Multialternative
Sign-up for wmcnx investment picks
  • Holdings: AllianzGI Best Styles Global Eq R6 , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl , AllianzGI NFJ Global Dividend Val Instl , PIMCO Floating Income Instl ,
  • Category: Target Date 2051+
Sign-up for gllrx investment picks
  • Holdings: AllianzGI Best Styles Global Eq R6 , PIMCO Income Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl , PIMCO Floating Income Instl ,
  • Category: Target Date 2031-2035
Sign-up for gvpax investment picks
  • Holdings: Microsoft Corp , Cisco Systems Inc , Bouygues , Intel Corp , Acco Brands 6.75% ,
  • Category: World Allocation
Sign-up for febax investment picks
  • Holdings: Microsoft Corp , Cisco Systems Inc , Bouygues , Intel Corp , Acco Brands 6.75% ,
  • Category: World Allocation
Sign-up for febcx investment picks
  • Holdings: Microsoft Corp , Cisco Systems Inc , Bouygues , Intel Corp , Acco Brands 6.75% ,
  • Category: World Allocation
Sign-up for febix investment picks
  • Holdings: US Treasury Bond 5.25% , JPMorgan Chase & Co , Johnson & Johnson , Simon Property Group Inc , International Business Machines Corp ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for adabx investment picks
  • Holdings: Payb Trswap:s5home Index , Recv Trswap:s5home Index , Trs: S15edsv , Trs: S15edsv , Ccr Mt100 Ptm Rts Tr 2010-A-D FRN ,
  • Category: Tactical Allocation
Sign-up for sioax investment picks
  • Holdings: SSgA Government Money Market Fund , Utilities Select Sector SPDR® ETF , Unilever PLC ADR , iShares Russell 1000 Value , Royal Dutch Shell PLC ADR Class B ,
  • Category: Market Neutral
Sign-up for acvqx investment picks
  • Holdings: GMO Benchmark-Free Allocation MF ,
  • Category: World Allocation
Sign-up for warax investment picks
  • Holdings: GMO Benchmark-Free Allocation MF ,
  • Category: World Allocation
Sign-up for warcx investment picks
  • Holdings: GMO Benchmark-Free Allocation MF ,
  • Category: World Allocation
Sign-up for wardx investment picks
  • Holdings: PIMCO Income Instl , PIMCO Real Return Instl , PIMCO 1-5 Year U.S. TIPS ETF , PIMCO Senior Floating Rate Instl , AllianzGI Short Duration High Inc Instl ,
  • Category: Target Date 2021-2025
Sign-up for gvsax investment picks
  • Holdings: AllianzGI Best Styles Global Eq R6 , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl , AllianzGI NFJ Global Dividend Val Instl , PIMCO Floating Income Instl ,
  • Category: Target Date 2051+
Sign-up for gliax investment picks
  • Holdings: AllianzGI Best Styles Global Eq R6 , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl , PIMCO Floating Income Instl , AllianzGI NFJ Global Dividend Val Instl ,
  • Category: Target Date 2041-2045
Sign-up for gbvax investment picks
  • Holdings: AllianzGI Best Styles Global Eq R6 , PIMCO Income Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl , PIMCO Floating Income Instl ,
  • Category: Target Date 2031-2035
Sign-up for gvrax investment picks
  • Holdings: US Treasury Note 1.5% , FHLMC 4% , US Treasury Note 1% , US Treasury Note 2.5% , FHLMC 4.5% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
Sign-up for jdstx investment picks
  • Holdings: US Treasury Note 1.5% , FHLMC 4% , US Treasury Note 1% , US Treasury Note 2.375% , FHLMC 4.5% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jdsix investment picks
  • Holdings: U.S. Treasury Notes 2.50% , US Treasury Note 1.5% , Newmont Mining Corp , Barrick Gold Corp , Agnico Eagle Mines Ltd ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
Sign-up for hstrx investment picks
  • Holdings: Micron Tech Cv 2.125% , Sandisk 144A Cv 0.5% , Gilead Sciences Cv 1.625% , Cobalt Intl Engy Cv 2.625% , Bk Amer Pfd ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for cvbwx investment picks
  • Holdings: Micron Tech Cv 2.125% , Sandisk 144A Cv 0.5% , Gilead Sciences Cv 1.625% , Cobalt Intl Engy Cv 2.625% , Bk Amer Pfd ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for cvbrx investment picks
  • Holdings: Guggenheim Strategy III , Guggenheim Strategy Ii , Guggenheim Strategy I , Msswap , Hsi Asset Sec Tr 2007-Wf1 FRN ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for gilix investment picks
  • Holdings: Target Corp , Colony Financial Inc , Cisco Systems Inc , General Motors Co , Imperial Tobacco Group PLC ,
  • Category: World Allocation
Sign-up for pqizx investment picks
  • Holdings: GMO Implementation , GMO Alpha Only IV , Gmo Alto Fof Mutual Fund , GMO Debt Opportunities VI , GMO Emerging Country Debt IV ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for gbmfx investment picks
  • Holdings: GMO International Equity IV , GMO US Equity Allocation VI , GMO Asset Allocation Bond VI , GMO Alpha Only IV , GMO Emerging Markets VI ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for eaxfx 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: cfiax - Columbia Flexible Capital Income A LW - Large Value to eaxfx - Wells Fargo Advantage Asset Alloc R - Large Value
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