Funds From: nsvax - Columbia Small Cap Value Fund II Z - Small Value to mvalx - Meridian Contrarian Legacy - Mid-Cap Growth


  • Holdings: Deluxe Corp , Tower International Inc , AmTrust Financial Services Inc , Constellium NV Class A , American Assets Trust Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for nsvax investment picks
  • Holdings: Johnson & Johnson , Pfizer Inc , Merck & Co Inc , Bristol-Myers Squibb Company , Eli Lilly and Co ,
  • Category: Trading-Leveraged Equity
Sign-up for phpix investment picks
  • Holdings: Wells Fargo & Co , Merck & Co Inc , Chevron Corp , Verizon Communications Inc , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for ihgix investment picks
  • Holdings: Facebook Inc Class A , Gilead Sciences Inc , Keurig Green Mountain Inc , Harley-Davidson Inc , Microsoft Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for faegx investment picks
  • Holdings: Bayer AG ADR , Prudential PLC ADR , Continental AG , Roche Holding AG , Barclays PLC ADR ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for umbwx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
Sign-up for vnyux investment picks
  • Holdings: PennyMac Mortgage Investment Trust , Starwood Property Trust, Inc. , Daimler AG , Total SA , Swisscom AG ,
  • Category: World Stock
Sign-up for tcigx investment picks
  • Holdings: American International Group Inc , Bank of America Corporation , Sears Holdings Corp , Fed Natl Mort Assc Pfd , St Joe Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for fairx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Google Inc Class A , Google Inc Class C , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for ftrnx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 5 Stars
Sign-up for pigix investment picks
  • Holdings: Acacia Research Corporation , Value Partners Group Ltd , Ashmore Group PLC , Kennedy-Wilson Holdings Inc , Unit Corp ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
Sign-up for rylpx investment picks
  • Holdings: Google Inc Class A , Amazon.com Inc , Visa Inc Class A , Boeing Co , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for prwax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for mwtrx investment picks
  • Holdings: Newhall Holding Co Llc, Class A , Forest City Enterprises Inc Class A , Songbird Estates PLC , Cheung Kong Holdings Ltd , Weyerhaeuser Co ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
Sign-up for tvrvx investment picks
  • Holdings: Microsoft Corp , Wells Fargo & Co , Amazon.com Inc , Home Depot Inc , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for rlbgx investment picks
  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for fitwx investment picks
  • Holdings: JPMorgan Chase & Co , Philip Morris International Inc , Johnson & Johnson , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for meiix investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for fgovx investment picks
  • Holdings: Bank of Montreal , Canadian Oil Sands Ltd , CenturyLink Inc , Transocean Ltd , Deutsche Telekom AG ADR ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for ofdix investment picks
  • Holdings: Microsoft Corp , Boeing Co , Home Depot Inc , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for rwmex investment picks
  • Holdings: Great-West MFS International Value Init , Great-West Goldman Sachs MidCap Val Init , Great-West T. Rowe Price Equity Inc Init , Great-West Putnam Equity Income Init , Great-West Templeton Global Bond Init ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mxgpx investment picks
  • Holdings: Simon Property Group Inc , Weyerhaeuser Co , Kimco Realty Corp , General Growth Properties Inc , HCP Inc ,
  • Category: Real Estate
  • Morningstar Rating: 5 Stars
Sign-up for mnrex investment picks
  • Holdings: Energy Transfer Equity LP , Plains GP Holdings LP Class A , Williams Companies Inc , Targa Resources Corp , EQT Corp ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
Sign-up for inffx investment picks
  • Holdings: Crown Holdings Inc , Newell Rubbermaid Inc , PerkinElmer Inc , Xerox Corporation , NASDAQ OMX Group, Inc. ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 5 Stars
Sign-up for mvcjx investment picks
  • Holdings: British American Tobacco PLC , ITC Ltd , Housing Development Finance Corp Ltd , SABMiller PLC , Power Assets Holdings Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for hemzx investment picks
  • Holdings: Dover Corp , Eastman Chemical Co , PolyOne Corp , Fairchild Semiconductor International Inc , Flextronics International Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for defix investment picks
  • Holdings: Apple Inc , Merck & Co Inc , Microsoft Corp , ACE Ltd , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for tedsx investment picks
  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sagpx investment picks
  • Holdings: Verint Systems Inc , Hawaiian Electric Industries Inc , Scotts Miracle Gro Co Class A , Alexander & Baldwin Inc , Lennox International Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for mvalx 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: nsvax - Columbia Small Cap Value Fund II Z - Small Value to mvalx - Meridian Contrarian Legacy - Mid-Cap Growth
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