Funds From: cctrx - Columbia Small Cap Value Fund II R - Small Value to finmx - Forward International Real Estate Adv - Global Real Estate


  • Holdings: VCA Inc , Symetra Financial Corp , Deluxe Corp , American Assets Trust Inc , Trinity Industries Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for cctrx investment picks
  • Holdings: Assured Guaranty Ltd , LifePoint Hospitals Inc , Zions Bancorp , SVB Financial Group , Lazard Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for rscmx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
Sign-up for nezax investment picks
  • Holdings: Illumina Inc , Acuity Brands Inc , Affiliated Managers Group Inc , Alliance Data Systems Corp , Applied Materials Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for hlgex investment picks
  • Holdings: MassMutual Select Overseas I , MM MSCI EAFE® International Index I , MassMutual Premier Disciplined Value I , MassMutual Premier Disciplined Gr I , MassMutual Premier Core Bond I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mrssx investment picks
  • Holdings: Eli Lilly and Co , GlaxoSmithKline PLC ADR , Teva Pharmaceutical Industries Ltd ADR , UCB SA , Pfizer Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for dlhix investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Global Bond R5 ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for mlljx investment picks
  • Holdings: Microsoft Corp , Eli Lilly and Co , Apache Corporation , Apple Inc , Kroger Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for dieqx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Boeing Co , Oracle Corporation , Time Warner Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for maaax investment picks
  • Holdings: MainStay Large Cap Growth I , MainStay MAP I , Mainstay US Equity Opportunities I , MainStay US Small Cap I , MainStay ICAP International I ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for mgxix investment picks
  • Holdings: Hitachi Ltd , Cheung Kong Holdings Ltd , Novartis AG , Eni SpA , Unilever PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for us8935092168 investment picks
  • Holdings: Japan(Govt Of) 1.1% , Italy(Rep Of) 3.75% , KDDI Corp , Johnson & Johnson , Japan(Govt Of) 2.1% ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mfwix investment picks
  • Holdings: E-mini NASDAQ 100 Index Future June14 , Apple Inc , Microsoft Corp , Google Inc Class A , Google Inc Class C ,
  • Category: Trading-Leveraged Equity
Sign-up for uopsx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for diigx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for ctrcx investment picks
  • Holdings: US Treasury Note 0.5% , US Treasury Note 0.875% , Fannie Mae 3% 30 Year , Fannie Mae 4% 30 Year , Fannie Mae 3.5% 30 Year ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ftaax investment picks
  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Priceline Group Inc , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for mbcyx investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity Advisor® International Discv I , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
Sign-up for firrx investment picks
  • Holdings: Apple Inc , Celgene Corp , Wells Fargo & Co , Comerica Inc , AbbVie Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for lkbax investment picks
  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Pfizer Inc , Exxon Mobil Corporation , Facebook Inc Class A ,
  • Category: Large Value
Sign-up for eqnix investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Moderate Allocation
Sign-up for cbbbx investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds Mortgage R6 , American Funds American Mutual R6 , American Funds Washington Mutual R6 , American Funds Global Balanced R6 ,
  • Category: Conservative Allocation
Sign-up for ctocx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Merck & Co Inc , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for aegix investment picks
  • Holdings: Baxter International Inc , CVS Health Corp , Costco Wholesale Corp , Johnson & Johnson , Philip Morris International Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for gxxcx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for isivx investment picks
  • Holdings: SeaChange International Inc , Sizmek Inc , Rosetta Stone Inc , BPZ Resources Inc , DSP Group ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for ramvx investment picks
  • Holdings: Wilmington Multi-Manager Intl Instl , Harbor International Institutional , Wilmington Mid Cap Growth Instl , Morgan Stanley Inst Growth I , T. Rowe Price Instl Large Cap Growth ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for argix investment picks
  • Holdings: HSBC Holdings PLC , Sanofi , Imperial Tobacco Group PLC , Nippon Telegraph & Telephone Corp , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Value
Sign-up for nfjix investment picks
  • Holdings: CSI Properties Ltd , Soundwill Holdings Ltd , Iida Group Holdings Co Ltd , Klépierre , Asia Standard Hotel Group Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for finmx 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: cctrx - Columbia Small Cap Value Fund II R - Small Value to finmx - Forward International Real Estate Adv - Global Real Estate
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