Funds From: cserx - Columbia Select Large-Cap Value R4 to dfipx - DFA International Value R2


  • Holdings: JPMorgan Chase & Co, Valero Energy Corporation, Bank of America Corporation, Unum Group, Wells Fargo & Co
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for cserx investment picks
  • Holdings: Belden, Inc., WellCare Health Plans, Inc., EnerSys, Inc., ON Semiconductor Corporation, Lennar Corporation
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for ssvrx investment picks
  • Holdings: Symantec Corp, Synopsys, Apple Inc, Lam Research Corporation, Check Point Software Technologies, Ltd.
  • Category: Technology
  • Morningstar Rating: 2 Stars
Sign-up for sgtsx investment picks
  • Holdings: Symantec Corp, Synopsys, Apple Inc, Lam Research Corporation, Check Point Software Technologies, Ltd.
  • Category: Technology
  • Morningstar Rating: 2 Stars
Sign-up for sgttx investment picks
  • Holdings: Equity, Bond
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for ccbrx investment picks
  • Holdings: Kilroy Realty Corporation, Tanger Factory Outlet Centers, Brunswick Corporation, Cymer, Inc.
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for csiix investment picks
  • Holdings: Greif, Inc. Class A, Rent-A-Center, Inc., Colonial Properties Trust, ALLETE, Inc., Idacorp, Inc.
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for cvuix investment picks
  • Holdings: Greif, Inc. Class A, Rent-A-Center, Inc., Colonial Properties Trust, ALLETE, Inc., Idacorp, Inc.
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for cvvrx investment picks
  • Holdings: Greif, Inc. Class A, Rent-A-Center, Inc., Colonial Properties Trust, ALLETE, Inc., Idacorp, Inc.
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for cuurx investment picks
  • Holdings: Greif, Inc. Class A, Rent-A-Center, Inc., Colonial Properties Trust, ALLETE, Inc., Idacorp, Inc.
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for CUURX investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for csivx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
Sign-up for ctivx investment picks
  • Holdings: Equity, Bond, Columbia Short Term Bond I, Columbia Intermediate Bond I, Columbia Income Opportunities I, Columbia Dividend Income I, Columbia Acorn International I
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ctorx investment picks
  • Holdings: Equity, Bond
  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
Sign-up for cuvrx investment picks
  • Holdings: Equity, Bond
  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
Sign-up for CUVRX investment picks
  • Holdings: Johnson & Johnson, Chevron Corp, Apple Inc, Google, Inc. Class A, JPMorgan Chase & Co
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for cvrrx investment picks
  • Holdings: Johnson & Johnson, Chevron Corp, Apple Inc, Google, Inc. Class A, JPMorgan Chase & Co
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for CVRRX investment picks
  • Holdings: Johnson & Johnson, Chevron Corp, Apple Inc, Google, Inc. Class A, JPMorgan Chase & Co
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for CVCRX investment picks
  • Holdings: BlackRock Inc, Genuine Parts Company, Willis Group Holdings PLC, American Express Co, Johnson & Johnson
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for rcdgx investment picks
  • Holdings: Eli Lilly and Company, ConocoPhillips, Travelers Companies, Inc., Raytheon Company, Johnson & Johnson
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for chdrx investment picks
  • Holdings: HSBC Holdings PLC, Vodafone Group PLC ADR, Unilever NV ADR, United Overseas Bank Ltd., Singapore Telecommunications Limited
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
Sign-up for cihpx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for dugix investment picks
  • Holdings: Johnson & Johnson, Travelers Companies, Inc., JPMorgan Chase & Co, Mylan Inc, Time Warner Inc
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for dabix investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for drifx investment picks
  • Holdings: Aryzta AG, Toyota Motor Corp, CGI Group, Inc. Class A, Mitsubishi UFJ Financial Group, Inc., Sanofi
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for deqix investment picks
  • Holdings: Transurban Group, Enbridge, Inc., TransCanada Corp, Southern Co, Duke Energy Corporation
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for dmgrx investment picks
  • Holdings: Samsung Electronics Co Ltd, Taiwan Semiconductor Manufacturing Co Ltd, China Mobile Ltd. ADR, China Construction Bank Corp H Shares, OAO Gazprom ADR
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for DFEMX investment picks
  • Holdings: Samsung Electronics Co Ltd, China Construction Bank Corp H Shares, OAO Gazprom ADR, Vale SA ADR, Taiwan Semiconductor Manufacturing Co Ltd
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for dfesx investment picks
  • Holdings: Equity, Bond, DFA US Core Equity 2 I, DFA International Core Equity I, DFA US Core Equity 1 I, DFA Emerging Markets Core Equity I, DFA Real Estate Securities I
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for dgerx investment picks
  • Holdings: Royal Dutch Shell PLC ADR Class B, BP PLC ADR, Vodafone Group PLC ADR, Mitsubishi UFJ Financial Group, Inc., Daimler AG
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for dfipx 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: cserx - Columbia Select Large-Cap Value R4 to dfipx - DFA International Value R2
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