Funds From: craax - Columbia Adaptive Risk Allocation A - Tactical Allocation to vftsx - Vanguard FTSE Social Index Inv - Large Blend


  • Holdings: MSCI EAFE Index Future Mar15 , Columbia Real Estate Equity I , 10 Year US Treasury Note Future Mar15 , E-mini S&P 500 Index Future Mar15 , MSCI Emerging Market Index Future Mar15 ,
  • Category: Tactical Allocation
Sign-up for craax investment picks
  • Holdings: Gilead Sciences Inc , Celgene Corp , Amgen Inc , Ameriprise Financial Inc , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for fdcax investment picks
  • Holdings: iShares iBoxx $ High Yield Corporate Bd , SPDR® Barclays High Yield Bond ETF , iShares US Preferred Stock , iShares iBoxx $ Invst Grade Crp Bond , Wells Fargo & Co New Pfd ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for bcicx investment picks
  • Holdings: Gilead Sciences Inc , Amgen Inc , AbbVie Inc , Celgene Corp , Biogen Idec Inc ,
  • Category: Trading-Leveraged Equity
Sign-up for bipsx investment picks
  • Holdings: Wells Fargo & Co , Johnson & Johnson , Exxon Mobil Corporation , Microsoft Corp , Hartford Financial Services Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for vgrix investment picks
  • Holdings: Citigroup Inc , JPMorgan Chase & Co , Novartis AG ADR , State Street Corp , Walt Disney Co ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for shfvx investment picks
  • Holdings: Exxon Mobil Corporation , Apple Inc , Johnson & Johnson , Pfizer Inc , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for mplcx investment picks
  • Holdings: InterDigital Inc , Eplus Inc , Ensign Group Inc , Federal Signal Corp , Cambrex Corp ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for hrtvx investment picks
  • Holdings: Russell 2000 Index Mini TIC , Triquint Semiconductor , West Pharmaceutical Services Inc , Teledyne Technologies Inc , Maximus Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for nmscx investment picks
  • Holdings: Markel Corporation , HCC Insurance Holdings Inc , Ansys Inc , Morningstar Inc , DENTSPLY International Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for eaasx investment picks
  • Holdings: E-mini S&P MidCap 400 Index Future Mar15 , Skyworks Solutions Inc , SL Green Realty Corp , Realty Income Corp , Equinix Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for mpsix investment picks
  • Holdings: EPR Properties , Maximus Inc , Toro Co , Casey's General Stores Inc , West Pharmaceutical Services Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for vsmsx investment picks
  • Holdings: Microsoft Corp , Comcast Corp Class A , Home Depot Inc , Wells Fargo & Co , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for rlbgx investment picks
  • Holdings: Novartis AG , Sumitomo Mitsui Financial Group Inc , Samsung Electronics Co Ltd , KDDI Corp , BNP Paribas ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for vtrix investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Procter & Gamble Co , Nestle SA , BP PLC , Total SA ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for csvfx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for bcosx investment picks
  • Holdings: HCC Insurance Holdings Inc , Investors Bancorp Inc , Piedmont Natural Gas Co , Convergys Corporation , First Niagara Financial Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 5 Stars
Sign-up for ubvlx investment picks
  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for mcagx investment picks
  • Holdings: Sensata Technologies Holding N.V. , Verisk Analytics Inc , Crown Castle International Corp , Celgene Corp , TE Connectivity Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for jaenx investment picks
  • Holdings: Howard Hughes Corp , Canadian Pacific Railway Ltd , Cracker Barrel Old Country Store Inc , Unit Corp , Tessera Technologies Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for dddax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for pttcx investment picks
  • Holdings: JPMorgan Chase & Co , Apple Inc , General Electric Co , Microsoft Corp , Bank of America Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for fdetx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for prhyx investment picks
  • Holdings: Celgene Corp , AbbVie Inc , Biogen Idec Inc , Amgen Inc , Alexion Pharmaceuticals Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for bhsrx investment picks
  • Holdings: Citigroup Inc , JPMorgan Chase & Co , General Electric Co , Morgan Stanley , Royal Dutch Shell PLC Class A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for acerx investment picks
  • Holdings: Wells Fargo & Co , Merck & Co Inc , Microsoft Corp , Comcast Corp Class A , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for ihgix investment picks
  • Holdings: Russell 2000 Index Mini TIC , Triquint Semiconductor , West Pharmaceutical Services Inc , Teledyne Technologies Inc , Maximus Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for cxxrx investment picks
  • Holdings: Amgen Inc , AbbVie Inc , Verizon Communications Inc , Texas Instruments Inc , Home Depot Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for rmfgx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Comcast Corp Class A , CVS Health Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for umbix investment picks
  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co , Procter & Gamble Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for vftsx investment picks
Premium Membership: Features and Benefits
Wide-Moat Screener for Stocks

Put a moat around your portfolio. Sniff out the most promising opportunities that can ride through any market.

Gold Medalist Screener for Funds

Narrow the available universe of 5000 funds to the top rated gold and silver. Then, sort for manager tenure, expense ratio, risk and return to create your own index-beating fund watchlist.

Thousands of Premium Analyst Reports

While many of our competitors measure a stock's worth with a computer program, Morningstar's staff of 150+ analyst sift through company fillings, financial data and a wealth of other sources to deliver an unvarnished review of any investment. In fact, twelve Morningstar analysts have been recognized by WSJ as "Best on the Street" in the US.

Premium Portfolio Monitor

Make decisions with confidence. Load your investments into our research center and automatically connect to all our proprietary tools and data points.

Mobile

Never be without critical research. Free with your active membership, take our Premium data and guidance wherever you go with Morningstar for iPad®, iPhone®, and Android apps.

Morningstar's Guarantee

We're looking out for you. If after your 14-day free trial, you find that a Morningstar Premium membership is not for you, cancel any time and we'll be happy to refund the unused portion - no questions asked.

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: craax - Columbia Adaptive Risk Allocation A - Tactical Allocation to vftsx - Vanguard FTSE Social Index Inv - Large Blend
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