Funds From: clqrx - Columbia Large Core Quantitative R - Large Blend to mnoax - MainStay New York Tax Free Opp A LW - Muni New York Long


  • Holdings: Apple Inc , Microsoft Corp , Pfizer Inc , Oracle Corporation , ConocoPhillips ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for clqrx investment picks
  • Holdings: Wells Fargo & Co , Pfizer Inc , Chevron Corp , Exxon Mobil Corporation , ConocoPhillips ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for rlcax investment picks
  • Holdings: Apple Inc , Google Inc Class C , Comcast Corp Class A , Starbucks Corp , American Tower Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for JANSX investment picks
  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Oracle Corporation , Intel Corp ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
Sign-up for rytix investment picks
  • Holdings: Columbia Dividend Income I , Columbia Select Large Cap Growth I , Columbia Dividend Opportunity I , Columbia Contrarian Core I , Columbia Global Dividend Opportunity I ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for cwprx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for bicrx investment picks
  • Holdings: Gilead Sciences Inc , Biogen Idec Inc , Priceline Group Inc , Monsanto Co , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for nfebx investment picks
  • Holdings: Bank Of China Ltd. H Shares , China Construction Bank Corp H Shares , Industrial And Commercial Bank Of China Ltd H Shares , China Mobile Ltd , CNOOC Ltd ,
  • Category: China Region
Sign-up for us47804m2098 investment picks
  • Holdings: Fin Fut Euro$ Cme 09/14/15 , Erauslt Trs Equity 1ml+46 Bps , Sptr Trs Equity 1ml+44 Bps , Erauslt Trs Equity 1ml+38 *Bullet* Jpm , Fin Fut Euro$ Cme 12/14/15 ,
  • Category: Market Neutral
  • Morningstar Rating: 5 Stars
Sign-up for ptfax investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , Vanguard Interm-Tm Corp Bd Idx ETF , SPDR Barclays High Yield Bond , Vanguard Dividend Apprec Idx ETF ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for jrhpx investment picks
  • Holdings: Compass EMP US 500 Enh Volatil Wtd I , Compass EMP Intl 500 Enh Volatil Wtd I , Compass EMP US 500 Volatil Wtd I , Compass EMP Intl 500 Volatil Wtd I , Compass EMP US Sm Cp 500 Volatil Wtd I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for ltgcx investment picks
  • Holdings: Columbia European Equity I , Columbia Pacific/Asia I , Columbia Acorn International I , Columbia Emerging Markets I ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for cmtbx investment picks
  • Holdings: Exxon Mobil Corporation , Berkshire Hathaway Inc Class B , Wells Fargo & Co , Pfizer Inc , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for JDVVX investment picks
  • Holdings: Apple Inc , Google Inc Class A , Google Inc Class C , Northrop Grumman Corp , Amdocs Ltd ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for stpix investment picks
  • Holdings: Harbor Bond Institutional , Harbor High-Yield Bond Instl , Harbor International Institutional , Harbor Real Return Instl , Harbor Large Cap Value Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
Sign-up for harmx investment picks
  • Holdings: Amazon.com Inc , SABMiller PLC , Qualcomm Inc , Danone , Apple Inc ,
  • Category: World Stock
Sign-up for JFGAX investment picks
  • Holdings: JHancock Global Absolute Ret Strats NAV , JHancock Short Duration Credit Opps NAV , JHancock Absolute Return Currency NAV , JHancock Redwood NAV , JHancock Global Income NAV ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for jaaax investment picks
  • Holdings: Novartis AG , Amgen Inc , BP PLC , Gilead Sciences Inc , Verizon Communications Inc ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for rgbfx investment picks
  • Holdings: Zimmer Holdings Inc , Host Hotels & Resorts Inc , Portland General Electric Co , Weatherford International PLC , Noble Energy Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for CVERX investment picks
  • Holdings: British American Tobacco PLC , Philip Morris International Inc , Eaton Corp PLC , Viacom Inc Class B , Johnson & Johnson ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for jgpcx investment picks
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for asgax investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
Sign-up for cmbzx investment picks
  • Holdings: SPDR S&P 500 , Vanguard Total Bond Market ETF , Vanguard FTSE Developed Markets ETF , SPDR Barclays International Treasury Bd , iShares TIPS Bond ,
  • Category: Target Date 2016-2020
Sign-up for pzbcx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Roche Holding AG , Bayer AG , Iliad , BG Group PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for cmiyx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , AIA Group Ltd , China Construction Bank Corp H Shares , Hutchison Whampoa Ltd ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
Sign-up for jcocx investment picks
  • Holdings: US Treasury Note 1.75% , Apple Inc , US Treasury Note 1% , US Treasury Note 2.625% , Exxon Mobil Corporation ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for strtx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for vbiux investment picks
  • Holdings: Samsung Electronics Co Ltd , Australia and New Zealand Banking Group Ltd , Toyota Motor Corp , Commonwealth Bank of Australia , Telstra Corp Ltd ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 3 Stars
Sign-up for casax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for TRQIX 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: clqrx - Columbia Large Core Quantitative R - Large Blend to mnoax - MainStay New York Tax Free Opp A LW - Muni New York Long
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