Funds From: osiix - Oppenheimer Global Strategic Inc I to COCRX - Columbia Convertible Securities R5


  • Category: Multisector Bond
  • Morningstar Rating: -1 Stars
Sign-up for osiix investment picks
  • Holdings: First Trust Financials AlphaDEX , First Trust Mid Cap Core AlphaDEX , First Trust Small Cap Core AlphaDEX , First Trust Large Cap Core AlphaDEX , First Trust Energy AlphaDEX ,
  • Category: Tactical Allocation
Sign-up for aspgx investment picks
  • Holdings: Google Inc Class A , Apple Inc , Facebook Inc Class A , Alliance Data Systems Corporation , Amazon.com Inc ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for ctcax investment picks
  • Holdings: Google, Inc. Class A , Celgene Corporation , Twenty-First Century Fox Inc Class A , Canadian Pacific Railway Ltd , U.S. Bancorp ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for jdcax investment picks
  • Holdings: Proofpoint Inc , Hain Celestial Group, Inc. , InvenSense Inc , Huron Consulting Group, Inc. , Imax Corporation ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for rsccx investment picks
  • Holdings: Exxon Mobil Corporation , Southern Co , BOK Financial Corp. , Lockheed Martin Corporation , Duke Energy Corporation ,
  • Category: Nontraditional Bond
Sign-up for cbhcx investment picks
  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for fdcfx investment picks
  • Holdings: Us 2yr Note (Cbt) Mar14 , Us 5yr Note (Cbt) Mar14 , iShares MSCI EAFE , Federated Mortgage Core Portfolio , Us 10yr Note (Cbt Mar14 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for qcbgx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Google Inc Class A , Citigroup Inc , Procter & Gamble Co ,
  • Category: Large Blend
  • Morningstar Rating: -1 Stars
Sign-up for CVCRX investment picks
  • Holdings: Brookfield Asset Management Inc Class A , Kennedy-Wilson Holdings, Inc. , Chatham Lodging Trust , CapitaLand Limited , Hang Lung Properties Ltd. ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for jerax investment picks
  • Holdings: Liberty Interactive Corp Class A , Actavis PLC , Interpublic Group of Companies, Inc , Clean Harbors, Inc. , Iron Mountain Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for rsvkx investment picks
  • Holdings: Apple Inc , Google Inc Class A , Exxon Mobil Corporation , International Business Machines Corp , Samsung Electronics Co Ltd ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: -1 Stars
Sign-up for wfqcx investment picks
  • Holdings: MM MSCI EAFE® International Index Z , MassMutual Select Overseas Z , MassMutual Premier Disciplined Growth S , MassMutual Premier Disciplined Value S , MassMutual Premier High Yield Z ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for mryyx investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Government Securities R5 , MFS® Global Bond R5 ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for mllgx investment picks
  • Holdings: WisdomTree India Earnings , Public Bank Bhd , Telekom Malaysia Bhd , Sime Darby Bhd , MediaTek Inc ,
  • Category: Diversified Emerging Mkts
Sign-up for CMKCX investment picks
  • Holdings: Tyco International Ltd , LM Ericsson Telephone Company Class B , AIA Group Ltd. , BNP Paribas , Valero Energy Corporation ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for jorcx investment picks
  • Holdings: Atlantia , Transurban Group , Groupe Eurotunnel SA , Enbridge, Inc. , National Grid PLC ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for rgcix investment picks
  • Holdings: US Treasury Note 0.25% , US Treasury Note 0.375% , Apple Inc , US Treasury Note 2.75% , US Treasury Note 2.125% ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: -1 Stars
Sign-up for us94987w6205 investment picks
  • Holdings: Prudential International Value A , Prudential Large Cap Core Equity A , Prudential Strategic Value Z , Prudential Jennison International Opps Z , Prudential Jennison Equity Opp A ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for jdgbx investment picks
  • Holdings: US Treasury TIP , US Treasury Note 0.125% , US Treasury TIP , US Treasury TIP , iShares Core MSCI Emerging Market ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
Sign-up for ltbkx investment picks
  • Holdings: Deutsche Wohnen AG , AerCap Holdings N.V. , AstraZeneca PLC , Amadeus IT Holding SA , Topdanmark ,
  • Category: Foreign Large Blend
Sign-up for CTICX investment picks
  • Holdings: Chevron Corp , AbbVie Inc , LyondellBasell Industries NV , Apple Inc , E.I. du Pont de Nemours & Company ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for jginx investment picks
  • Holdings: Roche Holding AG , Novartis AG , BP PLC , ING Groep N.V. , Royal Dutch Shell PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for rinyx investment picks
  • Holdings: Wells Fargo & Co , Home Depot, Inc. , Union Pacific Corp , American Tower Corp , CBS Corporation Class B ,
  • Category: Long/Short Equity
Sign-up for aslax investment picks
  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity® Series High Income ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
Sign-up for ffvcx investment picks
  • Holdings: US Treasury TIP , iShares Core MSCI Emerging Market , Vanguard REIT Index ETF , US TREASURY TIP , Exxon Mobil Corporation ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for lthax investment picks
  • Holdings: IntercontinentalExchange Group Inc , Thermo Fisher Scientific Inc , Amdocs Ltd. , Sigma-Aldrich Corporation , U.S. Bancorp ,
  • Category: Large Blend
Sign-up for cuhix investment picks
  • Holdings: Apple Inc , Google, Inc. Class A , Gilead Sciences Inc , Canadian Pacific Railway Ltd , Monsanto Company ,
  • Category: Large Growth
  • Morningstar Rating: -1 Stars
Sign-up for JDGNX investment picks
  • Holdings: Aspen Technology, Inc. , VCA Antech, Inc. , Hanover Insurance Group, Inc. , Dealertrack Technologies Inc , Casey's General Stores, Inc. ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for rtsax investment picks
  • Holdings: Micron Tech Cv 2.125% , Gilead Sciences Cv 1.625% , Bk Amer Pfd , Priceline Com Cv 1% , Salesforce Com 144A Cv 0.25% ,
  • Category: Convertibles
  • Morningstar Rating: -1 Stars
Sign-up for COCRX 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: osiix - Oppenheimer Global Strategic Inc I to COCRX - Columbia Convertible Securities R5
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