Funds From: ablax - AllianzGI Retirement 2030 A Load Waived - Target Date 2026-2030 to CWSRX - Columbia Marsico Growth R4 - Large Growth


  • Holdings: PIMCO Income Instl , PIMCO Floating Income Instl , AllianzGI Short Duration High Inc Instl , PIMCO 1-5 Year U.S. TIPS ETF , AllianzGI Best Styles Global Equity R6 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for ablax investment picks
  • Holdings: Apple Inc , Qualcomm Inc , JPMorgan Chase & Co , Microsoft Corp , CVS Caremark Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for svbix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for cbfyx investment picks
  • Holdings: Royal Dutch Shell PLC Class B , HSBC Hldgs (UK) (2nd) , Australia and New Zealand Banking Group Ltd , Allianz SE , Total SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for nivlx investment picks
  • Holdings: Guggenheim Strategy I , Apple Inc , Microsoft Corp , Google Inc Class C , Intel Corp ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for ryatx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for pgsax investment picks
  • Holdings: Forward Investment Grade Fxd-Inc Z , Forward International Dividend Instl , Forward EM Corporate Debt Institutional , Forward Select EM Dividend Institutional , Forward Commodity L/S Strategy Z ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for acbix investment picks
  • Holdings: Wal-Mart Stores Inc , Amazon.com Inc , CVS Caremark Corp , Home Depot Inc , Priceline Group Inc ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 2 Stars
Sign-up for ryrcx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for ptrnx investment picks
  • Category: Muni California Intermediate
  • Morningstar Rating: 4 Stars
Sign-up for bctix investment picks
  • Holdings: A P Møller-Maersk Class B , Japan Tobacco Inc , Sega Sammy Holdings, Inc. , AIA Group Ltd , Volkswagen AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for jniex investment picks
  • Holdings: Alcoa Inc , WellPoint Inc , Berkshire Hathaway Inc Class B , Nabors Industries Ltd , Valero Energy Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for ryvvx investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for pgbdx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for nmnax investment picks
  • Holdings: Apple Inc , Microsoft Corp , Pfizer Inc , Oracle Corporation , ConocoPhillips ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for rdewx investment picks
  • Holdings: Apple Inc , American Tower Corp , Google Inc Class C , Google Inc Class A , Comcast Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for jraax investment picks
  • Holdings: Green Plains Inc , Sanmina Corp , Central Garden & Pet Co Class A , Pioneer Energy Services Corp , Perry Ellis International Inc ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
Sign-up for rysvx investment picks
  • Holdings: Wells Fargo & Co , Pfizer Inc , Chevron Corp , Exxon Mobil Corporation , ConocoPhillips ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for cvqbx investment picks
  • Holdings: Union Pacific Corp , United Parcel Service Inc (UPS) Class B , Ford Motor Co , General Motors Co , FedEx Corp ,
  • Category: Industrials
  • Morningstar Rating: 3 Stars
Sign-up for rypax investment picks
  • Holdings: NYSE/Liffe 10 Year US Treasury Note Future June14 , PIMCO Income Instl , Irs Gbp 2.250 09/17/14-5y Cme , Irs Jpy 1.000 09/18/13-10y Cme , PIMCO StocksPLUS Instl ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
Sign-up for pgmax investment picks
  • Holdings: S+p500 Emini Fut Sep14 Xcme 20140919 , US Treasury Bond 2.875% , JPMorgan Chase & Co , Citigroup Inc , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for abfax 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 cgprx investment picks
  • Holdings: Targa Resources Corp , Williams Companies Inc , Kinder Morgan Management LLC , ONEOK Inc , Kinder Morgan, Inc. ,
  • Category: Energy Limited Partnership
Sign-up for SMAPX investment picks
  • Holdings: Harbor Bond Institutional , Harbor Real Return Instl , Harbor High-Yield Bond Instl , Harbor Unconstrained Bond Instl , Harbor International Institutional ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for harcx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for tifyx 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 cmrix investment picks
  • Holdings: Hewlett-Packard Co , Royal Dutch Shell PLC ADR Class A , BP PLC ADR , Intel Corp , Cigna Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for jcvrx investment picks
  • Holdings: Harbor Bond Institutional , Harbor International Institutional , Harbor High-Yield Bond Instl , Harbor Large Cap Value Instl , Harbor International Growth Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
Sign-up for harux investment picks
  • Holdings: S+p500 Emini Fut Sep14 Xcme 20140919 , US Treasury Bond 2.875% , JPMorgan Chase & Co , Citigroup Inc , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for abfax investment picks
  • Holdings: Priceline Group Inc , Gilead Sciences Inc , Monsanto Co , Canadian Pacific Railway Ltd , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for CWSRX 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: ablax - AllianzGI Retirement 2030 A Load Waived - Target Date 2026-2030 to CWSRX - Columbia Marsico Growth R4 - Large 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