Funds From: gegtx - Columbia Large Cap Growth Z - Large Growth to mitfx - BMO Intermediate Tax-Free Y - Muni National Interm


  • Holdings: Apple Inc , Schlumberger NV , Honeywell International Inc , Google Inc Class A , Starwood Hotels & Resorts Worldwide Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for gegtx investment picks
  • Holdings: Fastenal Co , Moody's Corporation , Ansys Inc , Markel Corporation , Trimble Navigation Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for dfdmx investment picks
  • Holdings: US Treasury Note 1.75% , Apple Inc , US Treasury Note 1% , Exxon Mobil Corporation , US Treasury Note 2.625% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for strtx investment picks
  • Holdings: AIA Group Ltd , Givaudan SA , Bridgestone Corp , Nestle SA , DBS Group Holdings Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for visfx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for ptuzx investment picks
  • Holdings: LM Ericsson Telephone Company Class B , Walt Disney Co , McGraw Hill Financial Inc , eBay Inc , UBS AG ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for oglyx investment picks
  • Holdings: DFA International Small Cap Value I , DFA International Value III , DFA Emerging Markets I , DFA Large Cap International I , DFA Emerging Markets Value I ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 2 Stars
Sign-up for fmnex investment picks
  • Holdings: Nestle SA , Roche Holding AG , Novartis AG , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for nfsax investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity Advisor® International Discv I , Fidelity® Equity-Income , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
Sign-up for firwx investment picks
  • Category: Preferred Stock
  • Morningstar Rating: 4 Stars
Sign-up for kifcx investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Google Inc Class C , Gilead Sciences Inc , HCA Holdings Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for acarx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Royal Dutch Shell PLC ADR Class A , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for albax investment picks
  • Holdings: iShares Russell 2000 Growth , Portfolio Recovery Associates Inc , WEX Inc , Vail Resorts Inc , Aspen Technology Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for nspcx investment picks
  • Holdings: Horizon Pharma PLC , AMAG Pharmaceuticals Inc , Flamel Technologies ADR , IGI Inc , Chimerix Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 5 Stars
Sign-up for tmsfx investment picks
  • Holdings: SPDR Barclays High Yield Bond , Vanguard Growth ETF , SPDR BarCap ST High Yield Bond ETF , iShares iBoxx $ High Yield Corporate Bd , Vanguard Total Bond Market ETF ,
  • Category: Conservative Allocation
Sign-up for igtax investment picks
  • Holdings: Sigma-Aldrich Corp , Skyworks Solutions Inc , Tiffany & Co , Moody's Corporation , Sealed Air Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for mcmfx investment picks
  • Holdings: Universal Robina Corporation , Commercial International Bank (Egypt) SAE , JSC Halyk Savings Bank of Kazakhstan GDR , Hoa Phat Group JSC , Olympic Industries Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for hlfmx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for himzx investment picks
  • Holdings: JPMorgan Value Advantage Select , Invesco Diversified Dividend A , Russell 1000 Value Index Future Sept14 , Fidelity® Low-Priced Stock , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for fvsax investment picks
  • Holdings: US Treasury Note 0.25% , US Treasury Note 0.375% , US Treasury Note 1.375% , US Treasury Note 0.375% , LyondellBasell Industries NV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for janbx investment picks
  • Holdings: Columbia Emerging Markets Bond I , Columbia High Yield Bond I , Columbia US Government Mortgage I , Columbia Dividend Opportunity I , Columbia Global Dividend Opportunity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rbbax investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Mitsui Fudosan Co Ltd , AIA Group Ltd , SOFTBANK Corp , Murata Mfg Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for eglbx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for bmoix investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for fsktx investment picks
  • Holdings: Western Digital Corp , Aspen Pharmacare Holdings Ltd , VF Corp , Baidu Inc ADR , Mercadolibre Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for amdwx investment picks
  • Holdings: SBA Communications Corp , Intercontinental Exchange Inc , Whole Foods Market Inc , W W Grainger Inc , Xilinx Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for ggotx investment picks
  • Holdings: Itau Unibanco Holding SA ADR , Bank Bradesco ADR , Ambev SA ADR , BB Seguridade Participacoes SA , Petroleo Brasileiro SA Petrobras ADR ,
  • Category: Latin America Stock
  • Morningstar Rating: 2 Stars
Sign-up for mdltx investment picks
  • Holdings: Bank Bradesco ADR , Cielo SA , Kasikornbank Public Co Ltd , BMF Bovespa SA Bolsa Valores Merc Fut , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for gtdfx investment picks
  • Holdings: Seadrill Cv 3.375% , Dp World Cv 1.75% , Steinhoff Fin Cv 4% , Marine Harvest Asa Cv 0.875% , Unibail-Rodamco Se Cv ,
  • Category: Convertibles
Sign-up for rgcbx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for mitfx investment picks
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: gegtx - Columbia Large Cap Growth Z - Large Growth to mitfx - BMO Intermediate Tax-Free Y - Muni National Interm
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