Funds From: cfiix - Columbia Flexible Capital Income I - Large Value to spsax - Sterling Capital Small Cap Val Dive A LW - Small Value


  • Holdings: Chesapeake Engy Pfd 144A , Verizon Communications Inc , Navistar Intl Corp New 144A Cv 4.75% , Kindred Escrow Corp Ii 144A 8% , Cisco Systems Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cfiix investment picks
  • Holdings: Chesapeake Engy Pfd 144A , Verizon Communications Inc , Navistar Intl Corp New 144A Cv 4.75% , Kindred Escrow Corp Ii 144A 8% , Cisco Systems Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cfigx investment picks
  • Holdings: Chesapeake Engy Pfd 144A , Verizon Communications Inc , Navistar Intl Corp New 144A Cv 4.75% , Kindred Escrow Corp Ii 144A 8% , Cisco Systems Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for cfiax investment picks
  • Holdings: Brent Crude Futr Nov14 , Gold 100 Oz Futr Dec14 , Natural Gas Futr Nov14 , Lme Nickel Future Nov14 , Wti Crude Future Jan15 ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
Sign-up for cciyx investment picks
  • Holdings: Brent Crude Futr Nov14 , Gold 100 Oz Futr Dec14 , Natural Gas Futr Nov14 , Lme Nickel Future Nov14 , Wti Crude Future Jan15 ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 2 Stars
Sign-up for ccswx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for plncx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for flbdx investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for lborx investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for f00000mf61 investment picks
  • Holdings: Royal Dutch Shell PLC Class B , iShares MSCI EAFE , Allianz SE , HSBC Hldgs (UK) (2nd) , AXA SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for covwx investment picks
  • Holdings: Royal Dutch Shell PLC Class B , iShares MSCI EAFE , Allianz SE , HSBC Hldgs (UK) (2nd) , AXA SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for covix investment picks
  • Category: Long-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for stwlx investment picks
  • Category: Long-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for stwtx investment picks
  • Holdings: Hallador Energy Co , Synalloy Corp , Orion Marine Group Inc , Astec Industries Inc , McDermott International Inc ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
Sign-up for cmrvx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Wells Fargo & Co , Jacobs Engineering Group Inc , Orion Marine Group Inc , Corning Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for cmfrx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for adlix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for adblx investment picks
  • Holdings: TJX Companies , Intuit Inc , The Middleby Corp , Seagate Technology PLC , Edwards Lifesciences Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for dgifx investment picks
  • Holdings: Coronation Fund Managers Ltd , Naspers Ltd Class N , Neopost , CCL Industries Inc , WuXi PharmaTech (Cayman) Inc ADR ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
Sign-up for cacrx investment picks
  • Holdings: Coronation Fund Managers Ltd , Naspers Ltd Class N , Neopost , CCL Industries Inc , WuXi PharmaTech (Cayman) Inc ADR ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
Sign-up for cairx investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Boston Properties Inc , Vornado Realty Trust , General Growth Properties Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for arymx investment picks
  • Holdings: Pacira Pharmaceuticals Inc , Jpmorgan Chase ([Wts/Rts]) , Gilead Sciences Inc , Illumina Inc , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for bfonx investment picks
  • Holdings: Financial Select Sector SPDR® ETF , SPDR® S&P 500 ETF , Energy Select Sector SPDR® ETF , Health Care Select Sector SPDR® ETF , Technology Select Sector SPDR® ETF ,
  • Category: Market Neutral
  • Morningstar Rating: 2 Stars
Sign-up for pjnzx investment picks
  • Holdings: Financial Select Sector SPDR® ETF , SPDR® S&P 500 ETF , Energy Select Sector SPDR® ETF , Health Care Select Sector SPDR® ETF , Technology Select Sector SPDR® ETF ,
  • Category: Market Neutral
  • Morningstar Rating: 1 Stars
Sign-up for pjncx investment picks
  • Holdings: Financial Select Sector SPDR® ETF , SPDR® S&P 500 ETF , Energy Select Sector SPDR® ETF , Health Care Select Sector SPDR® ETF , Technology Select Sector SPDR® ETF ,
  • Category: Market Neutral
  • Morningstar Rating: 1 Stars
Sign-up for pjnbx investment picks
  • Holdings: Financial Select Sector SPDR® ETF , SPDR® S&P 500 ETF , Energy Select Sector SPDR® ETF , Health Care Select Sector SPDR® ETF , Technology Select Sector SPDR® ETF ,
  • Category: Market Neutral
  • Morningstar Rating: 1 Stars
Sign-up for pjnax investment picks
  • Category: Preferred Stock
  • Morningstar Rating: 4 Stars
Sign-up for npstx investment picks
  • Category: Short Government
  • Morningstar Rating: 2 Stars
Sign-up for lmtax investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for atfax investment picks
  • Holdings: JetBlue Airways Corp , Idacorp Inc , ArcBest Corp , CNO Financial Group Inc , Hawaiian Holdings Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for spsax 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: cfiix - Columbia Flexible Capital Income I - Large Value to spsax - Sterling Capital Small Cap Val Dive A LW - Small 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 |  Most Recent