Funds From: coeax - Columbia AMT-Free OR Interm Muni Bd A - Muni Single State Interm to cvhtx - Compass EMP Intl 500 Enh Volatil Wtd T - Foreign Large Blend


  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for coeax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for todcx investment picks
  • Holdings: Apollo Global Management LLC Class A , KKR & Co LP , The Adt Corporation 3.5% , Sprint Cap 8.75% , Vipshop Hldgs Cv 1.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for trifx investment picks
  • Holdings: Schlumberger NV , Halliburton Co , Dow Chemical Co , Rio Tinto PLC , Baker Hughes Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 1 Stars
Sign-up for ignex investment picks
  • Holdings: Tronox Worldwide 6.375% , Hertz 6.25% , Penske Automotive Grp 5.75% , Kraton Polymers Llc / Kraton 6.75% , Rayonier A.M. Prods 144A 5.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ekscx investment picks
  • Holdings: Boulder Brands Inc , PRA Group Inc , Scotts Miracle Gro Co Class A , Krispy Kreme Doughnuts Inc , Matson Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for iysax investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for pmupx investment picks
  • Holdings: Exxon Mobil Corporation , Royal Dutch Shell PLC Class A , BP PLC , Rio Tinto PLC , Monsanto Co ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for eencx investment picks
  • Holdings: AIA Group Ltd , NGK Spark Plug Co., Ltd. , Volkswagen AG , SABMiller PLC ADR , ARM Holdings PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for jaiex investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for dvcsx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for plupx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for iprax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for ptvax investment picks
  • Holdings: SPDR® S&P 500 ETF , Vanguard FTSE Developed Markets ETF , iShares Core S&P Mid-Cap , iShares Core MSCI Emerging Markets , iShares Russell 2000 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
Sign-up for pzeax investment picks
  • Holdings: Anthem Inc , First Republic Bank , Altria Group Inc , Harley-Davidson Inc , Watsco Inc ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for rgrcx investment picks
  • Holdings: Transamerica Total Return I2 , Transamerica Core Bond I2 , Transamerica Dividend Focused I2 , Transamerica Large Cap Value I2 , Transamerica Short-Term Bond I2 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for tmmix investment picks
  • Holdings: Apple Inc , Illumina Inc , Jazz Pharmaceuticals PLC , Vertex Pharmaceuticals Inc , GoPro Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for jtcax investment picks
  • Holdings: Brsqyugm4 Irs Usd R V 03mlibor 1 Ccpvanilla , Brsqyugm4 Irs Usd P F .99000 2 Ccpvanilla , Brsqwe858 Irs Usd R V 03mlibor 1 Ccpvanilla , Brsqwe858 Irs Usd P F 1.01500 2 Ccpvanilla , Brsp8cza0 Irs Usd P F 1.18000 2 Ccpvanilla Cme ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for mgjax investment picks
  • Holdings: Pioneer Strategic Income Y , SPDR® Barclays High Yield Bond ETF , DoubleLine Total Return Bond I , Vanguard Mortgage-Backed Securities ETF , iShares JPMorgan USD Emerg Markets Bond ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for gparx investment picks
  • Holdings: United Continental Holdings Inc , Swift Transportation Co , WellCare Health Plans Inc , Endurance Specialty Holdings Ltd , Impax Laboratories Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for svmcx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for aybpx investment picks
  • Holdings: Microsoft Corp , Merck & Co Inc , Medtronic PLC , Teva Pharmaceutical Industries Ltd ADR , (L) Ice Cdx.Na.Hy.23 5% 12/20/19 Sellprtctn; No Pmt; Pay Cpn 5.00;effdt09-2 ,
  • Category: Aggressive Allocation
Sign-up for us00767h2123 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
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for adblx investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Limited Maturity R5 , MFS® Growth R5 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for mflix investment picks
  • Holdings: Voya US Stock Index Port I , Voya International Index Port I , Voya US Bond Index Port I , Voya Russell Mid Cap Index Port I , Voya Emerging Markets Index Port I ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for idxfx investment picks
  • Holdings: Asahi Intecc Co Ltd , NGK Spark Plug Co., Ltd. , Dai-ichi Life Insurance Co Ltd , Kajima , Sumitomo Realty & Development Co Ltd ,
  • Category: Japan Stock
  • Morningstar Rating: 2 Stars
Sign-up for cnjfx investment picks
  • Holdings: Microsoft Corp , Amgen Inc , Samsung Electronics Co Ltd , Hana Financial Group Inc , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for us88020e4070 investment picks
  • Holdings: BCE Inc , ACE Ltd , DBS Group Holdings Ltd , Oversea-Chinese Banking Corp Ltd , Bank of Montreal ,
  • Category: Foreign Large Blend
Sign-up for cvhtx 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: coeax - Columbia AMT-Free OR Interm Muni Bd A - Muni Single State Interm to cvhtx - Compass EMP Intl 500 Enh Volatil Wtd T - Foreign 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