Funds From: vfcax - Federated Clover Value A - Large Value to cosix - Columbia Strategic Income A


  • Holdings: NVIDIA Corp , Corning Inc , American International Group Inc , General Motors Co , Sempra Energy ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for vfcax investment picks
  • Holdings: Amazon.com Inc , JPMorgan Chase & Co , Bank of America Corporation , Qualcomm Inc , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for tagrx investment picks
  • Category: World Bond
  • Morningstar Rating: 1 Stars
Sign-up for ftbbx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
Sign-up for nncix investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
Sign-up for nnibx investment picks
  • Holdings: Facebook Inc Class A , Comcast Corp Class A , SBA Communications Corp , AbbVie Inc , Constellation Brands Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ekocx investment picks
  • Holdings: Facebook Inc Class A , Comcast Corp Class A , SBA Communications Corp , AbbVie Inc , Constellation Brands Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ekobx investment picks
  • Holdings: Acadia Healthcare Co Inc , Team Health Holdings Inc , Guidewire Software Inc , Ultimate Software Group Inc , Monolithic Power Systems Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for odibx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for padgx investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Wells Fargo & Co , Microsoft Corp , Honeywell International Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for jmuex investment picks
  • Holdings: Proofpoint Inc , Zoe's Kitchen Inc , Digimarc Corporation , LDR Holding Corp , RF Micro Devices Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for tscex investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for pdbcx investment picks
  • Holdings: Sherwin-Williams Co , SBA Communications Corp , Affiliated Managers Group Inc , Signature Bank , Dollar Tree Stores Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for clspx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for mgsmx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for mggbx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
Sign-up for cmbfx investment picks
  • Holdings: Wells Fargo & Co , Johnson & Johnson , Exxon Mobil Corporation , Merck & Co Inc , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for mreix investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
Sign-up for nvrcx investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Royal Dutch Shell PLC Class A , Nestle SA , Novartis AG , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for lmgex investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
Sign-up for nminx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , US Treasury Bond 3.875% , Comcast Corp Class A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for cbalx investment picks
  • Holdings: Us 2yr Note (Cbt) Dec14 Xcbt 20141231 , iShares MSCI EAFE , Fed Natl Mort Assc 2.5% , Vanguard FTSE Developed Markets ETF , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mbldx investment picks
  • Holdings: E*Trade Financial Corp , Allegiant Travel Co LLC , Treehouse Foods Inc , RCS Capital Corp Class A , Platform Specialty Products Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for lmnsx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for coltx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
Sign-up for colnx investment picks
  • Holdings: Highwoods Properties Inc , Idacorp Inc , Esterline Technologies , Southwest Gas Corp , Greif Inc Class A ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for csmix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for mucax investment picks
  • Holdings: Google Inc , Hartford Financial Services Group Inc , Micron Technology Inc , Facebook Inc Class A , Visa Inc Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for peqmx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for clsbx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for cosix 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: vfcax - Federated Clover Value A - Large Value to cosix - Columbia Strategic Income A
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