Funds From: wsgax - Ivy Small Cap Growth A - Small Growth to CGCWX - Columbia Greater China W - China Region


  • Holdings: Vail Resorts Inc , Ultimate Software Group Inc , DexCom Inc , Cepheid , SVB Financial Group ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for wsgax investment picks
  • Holdings: Meadowbrook Insurance Group Inc , Cash America International Inc , Central Garden & Pet Co Class A , Kelly Services Inc Class A , Universal Corp ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
Sign-up for rysvx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for sftbx investment picks
  • Holdings: Ascendas Real Estate Inv Trust , Singapore Exchange Ltd , Challenger Ltd , Archipelago Resources PLC , Babcock International Group PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
Sign-up for CRIRX investment picks
  • Holdings: Ametek Inc , Donaldson Co Inc , Amphenol Corp Class A , WNS (Holdings) Ltd ADR , Mettler-Toledo International Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for CSSRX investment picks
  • Holdings: Williams Companies Inc , Targa Resources Corp , Kinder Morgan Management LLC , Plains GP Holdings LP Class A , Semgroup Corp ,
  • Category: Energy Limited Partnership
Sign-up for SMAPX investment picks
  • Holdings: Voya US Bond Index Port I , Voya US Stock Index Port I , Voya Russell Mid Cap Index Port I , Voya International Index Port I , SPDR® Barclays High Yield Bond ETF ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
Sign-up for isxvx investment picks
  • Holdings: Apple Inc , Comcast Corp Class A , ARM Holdings PLC , Endo International PLC , Cadence Design Systems Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for jdgax investment picks
  • Holdings: PIMCO StocksPLUS Instl , Vanguard FTSE Emerging Markets ETF , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Small Cap StocksPLUS® AR Strt Inst , PIMCO CommoditiesPLUS® Strategy Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 1 Stars
Sign-up for pofpx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for jdfax investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd ADR , Saic Motor Corporation Limited , China Construction Bank Corp H Shares , China Pacific Insurance Group ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for jmfax investment picks
  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century NT Growth Institutional , American Century NT Intl Gr Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
Sign-up for arwcx investment picks
  • Holdings: Altria Group Inc , Procter & Gamble Co , Cisco Systems Inc , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for cdowx investment picks
  • Holdings: Chatham Lodging Trust , Kennedy-Wilson Holdings Inc , Simon Property Group Inc , Kennedy Wilson Europe Real Estate Plc , CapitaLand Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for JERAX investment picks
  • Holdings: Bayer AG , Roche Holding AG Dividend Right Cert. , Novartis AG , L'Oreal SA , Royal Dutch Shell PLC Class A ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
Sign-up for axeax investment picks
  • Holdings: Citigroup Inc , Air Products & Chemicals Inc , AIA Group Ltd , Kansas City Southern Inc , Tyco International PLC ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for jorax investment picks
  • Holdings: Visa Inc Class A , Apple Inc , Qualcomm Inc , Celgene Corp , Allergan Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for spgix investment picks
  • Holdings: PIMCO 1-5 Year U.S. TIPS ETF , PIMCO Real Return Instl , PIMCO Income Instl , AllianzGI Best Styles US Equity R6 , AllianzGI Short Duration High Inc Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for artcx investment picks
  • Holdings: AbbVie Inc , Chevron Corp , LyondellBasell Industries NV , Apple Inc , U.S. Bancorp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for jgicx investment picks
  • Holdings: AllianzGI Best Styles US Equity R6 , PIMCO Real Return Instl , PIMCO Income Instl , PIMCO 1-5 Year U.S. TIPS ETF , AllianzGI Best Styles Intl Eq R6 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for ablpx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for nmnlx investment picks
  • Holdings: Cisco Systems Inc , General Electric Co , Dow Chemical Co , Bank of America Corporation , Procter & Gamble Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for aevyx investment picks
  • Holdings: Countrywide PLC , Experian PLC , BlackBerry Ltd , Renault SA , CyberAgent Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for SIIEX investment picks
  • Holdings: AllianzGI Best Styles US Equity R6 , AllianzGI Best Styles Intl Eq R6 , AllianzGI US Managed Volatility Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Income Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
Sign-up for asnix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for msphx investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Microsoft Corp , Micron Technology Inc , Broadcom Corp ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for ctcax investment picks
  • Holdings: Nuveen Tactical Market Opportunities I , Nuveen Dividend Value R6 , Nuveen High Yield Municipal Bond I , Nuveen International Growth I , Nuveen Tradewinds International Value I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fsnsx investment picks
  • Holdings: Mini 10-Year Japanese Govt Bond , Euro BUND Future Mar15 , Credit Default Swap Cdx.Em.22 , 5 Year US Treasury Note Future Mar15 , PowerShares Senior Loan ETF ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for hlasx investment picks
  • Holdings: Tencent Holdings Ltd , Industrial And Commercial Bank Of China Ltd H Shares , China Mobile Ltd , Ping An Insurance Group H Shares , Bank Of China Ltd. H Shares ,
  • Category: China Region
  • Morningstar Rating: 4 Stars
Sign-up for CGCWX 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: wsgax - Ivy Small Cap Growth A - Small Growth to CGCWX - Columbia Greater China W - China Region
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