Funds From: rshix - Columbia High Yield Bond I - High Yield Bond to iivax - Transamerica Small/Mid Cap Value A LW - Mid-Cap Blend


  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
Sign-up for rshix investment picks
  • Category: Muni Minnesota
  • Morningstar Rating: 4 Stars
Sign-up for pxmnx investment picks
  • Holdings: Hartford Financial Services Group Inc , XL Group PLC , M&T Bank Corp , Cimarex Energy Co , Invesco Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for lmcqx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
Sign-up for frmtx investment picks
  • Holdings: PIMCO StocksPLUS AR Short Strat Instl , PIMCO Income Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO Wldwd Fdmtl Advtg AR Strat Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for PAUIX investment picks
  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay Floating Rate I , MainStay Large Cap Growth I , MainStay MAP I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mckax investment picks
  • Holdings: Lincoln National Corp , Delta Air Lines Inc , Helix Energy Solutions Group Inc , JPMorgan Chase & Co , Invesco Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for DGAIX investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 1 Stars
Sign-up for prtbx investment picks
  • Holdings: S&P 500 Index Future Dec14 , High Yield Bond Portfolio , Federated Project and Trade Fin Cor , 10 Year US Treasury Note Future Dec14 , Apple Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
Sign-up for FMIIX investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for mhitx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for tiorx investment picks
  • Holdings: International Business Machines Corp , Microsoft Corp , Willis Group Holdings PLC , Hub Group Inc Class A , Juniper Networks Inc ,
  • Category: Mid-Cap Blend
Sign-up for droix investment picks
  • Holdings: Microsoft Corp , Apple Inc , Qualcomm Inc , Google Inc Class C , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for mcaax investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
Sign-up for sgtbx investment picks
  • Holdings: Franklin Growth R6 , Templeton Global Total Return R6 , Franklin Rising Dividends R6 , Franklin US Government Secs R6 , Franklin Low Duration Total Return R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fmtix investment picks
  • Holdings: Belden Inc , Mueller Industries Inc , Helen of Troy, Ltd. , Charles River Laboratories International Inc , G & K Services Inc Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for masvx investment picks
  • Holdings: Starwood Property Trust, Inc. , Energy Transfer Partners LP , Canadian Oil Sands Ltd , Blackstone Mortgage Trust Inc Class A , BAE Systems PLC ,
  • Category: World Stock
Sign-up for us89355j5737 investment picks
  • Holdings: Select US Equity Y , Select International Equity Y , Russell Global Equity Y , Russell Emerging Markets Y , Russell US Small Cap Equity Y ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for rxlax investment picks
  • Holdings: Microsoft Corp , Eli Lilly and Co , Apache Corporation , Apple Inc , Kroger Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for dsepx investment picks
  • Holdings: Williams Companies Inc , Energy Transfer Equity LP , Targa Resources Corp , Regency Energy Partners LP , ONEOK Inc ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 2 Stars
Sign-up for cshax investment picks
  • Holdings: Apple Inc , Microsoft Corp , Google Inc Class C , Visa Inc Class A , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for diegx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
Sign-up for waiix investment picks
  • Holdings: Tronox Worldwide 6.375% , Hertz 6.25% , Kraton Polymers Llc / Kraton 6.75% , Rayonier A.M. Prods 144A 5.5% , Hornbeck Offshore Svcs Inc New 5.875% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for eksax investment picks
  • Category: Muni New Jersey
  • Morningstar Rating: 2 Stars
Sign-up for pnjcx investment picks
  • Holdings: Belden Inc , Helen of Troy, Ltd. , Mueller Industries Inc , GATX Corp , Cato Corp Class A ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for dvsvx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
Sign-up for bshix investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
Sign-up for rebax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for mehqx investment picks
  • Holdings: Altria Group Inc , AbbVie Inc , CenturyLink Inc , Seagate Technology PLC , Lockheed Martin Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for eplcx investment picks
  • Holdings: Liberty Property Trust , Atmos Energy Corp , Webster Financial Corp , Ameren Corp , Level 3 Communications Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for iivax 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: rshix - Columbia High Yield Bond I - High Yield Bond to iivax - Transamerica Small/Mid Cap Value A LW - Mid-Cap 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