Funds From: CCGRX - Columbia Large Cap Growth R4 - Large Growth to wwiax - Westwood Income Opportunity A LW - Moderate Allocation


  • Holdings: Apple Inc , Schlumberger NV , Honeywell International Inc , Google Inc Class A , Starwood Hotels & Resorts Worldwide Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for CCGRX 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 rytsx investment picks
  • Holdings: Mid Ocean , Blue Hill Clo Ltd 2013 FRN , Diversified Asset Sec Ii 2000 FRN , Shackleton 2014-V Clo Ltd / Sha 144A FRN , Carlyle High Yield X 2007-10 FRN ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for easyx investment picks
  • Holdings: FFCB 0.99% , FHLBA 1% , Russell 2000 Mini Sep14 Imeq 20140919 , Wti Crude Future Oct14 Xnym 20140922 , Brent Crude Futr Dec14 Ifeu 20141113 ,
  • Category: Multialternative
  • Morningstar Rating: 1 Stars
Sign-up for sunax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for mpfix investment picks
  • Holdings: Apple Inc , Microsoft Corp , Oracle Corporation , Home Depot Inc , Comcast Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for clqzx investment picks
  • Holdings: SS&C Technologies Holdings Inc , Blackbaud Inc , Carter's Inc , Cadence Design Systems Inc , Sally Beauty Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for JVTNX investment picks
  • Holdings: Cardinal Health Inc , Amgen Inc , CR Bard Inc , AstraZeneca PLC ADR , Merck & Co Inc ,
  • Category: Health
  • Morningstar Rating: 1 Stars
Sign-up for shpcx investment picks
  • Holdings: Wells Fargo & Co, San Francisco Ca Pfd , Ford Mtr Co Del Cv 4.25% , Mgm Resorts Intl Cv 4.25% , Micron Tech Cv 1.875% , General Motors Co ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for facvx investment picks
  • Category: Muni New York Intermediate
  • Morningstar Rating: 1 Stars
Sign-up for lnybx investment picks
  • Holdings: Royal Dutch Shell PLC ADR Class A , BP PLC ADR , Hewlett-Packard Co , Cigna Corp , American International Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for jcvcx investment picks
  • Holdings: HCA Holdings Inc , NCR Corp , CommScope Holding Co Inc , Avago Technologies Ltd , Signet Jewelers Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for spmcx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for tlrbx investment picks
  • Holdings: Lear Corp , TD Ameritrade Holding Corp , Western Digital Corp , Graphic Packaging Holding Co , Robert Half International Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for jvmvx investment picks
  • Holdings: JHancock Absolute Return Currency R6 , Gotham Absolute Return Institutional , ClearBridge Aggressive Growth IS , Wasatch Long/Short Investor , Industrial Select Sector SPDR┬« ETF ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
Sign-up for lptfx investment picks
  • Holdings: T. Rowe Price Group Inc , Biogen Idec Inc , Blackstone Group LP , BB&T Corp , Freeport-McMoRan Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for nbinx investment picks
  • Holdings: PIMCO StocksPLUS Instl , PIMCO Intl StksPLUS┬« AR Strat (USD-Hg) I , PIMCO Total Return Instl , PIMCO CommoditiesPLUS┬« Strategy Instl , PIMCO Real Return Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for pehcx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for hahyx investment picks
  • Holdings: Altria Group Inc , Philip Morris International Inc , Verizon Communications Inc , National Grid PLC , AbbVie Inc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for rirax investment picks
  • Holdings: Canadian Pacific Railway Ltd , Liberty Global PLC Class C , Gilead Sciences Inc , ASML Holding NV , Safran SA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for nmoax investment picks
  • Holdings: Amazon.com Inc , SABMiller PLC , Apple Inc , Qualcomm Inc , Heineken Holding NV ,
  • Category: World Stock
Sign-up for us47804m2585 investment picks
  • Holdings: Unico American Corp , Rowan Companies PLC , Apple Inc , Avnet Inc , Biglari Holdings Inc ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for RCMFX investment picks
  • Holdings: Amcor Ltd , Johnson & Johnson , Philip Morris International Inc , United Technologies Corp , Eaton Corp PLC ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for JGPSX investment picks
  • Holdings: Gsswap , MSCI Emerging Market Index Future Sept14 ,
  • Category: Trading-Inverse Equity
Sign-up for rywwx investment picks
  • Holdings: Total SA , AstraZeneca PLC , Royal Dutch Shell PLC Class A , BP PLC , Telefonica SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for gidex investment picks
  • Holdings: Harbor Bond Institutional , Harbor High-Yield Bond Instl , Harbor Real Return Instl , Harbor International Institutional , Harbor Unconstrained Bond Instl ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
Sign-up for harix investment picks
  • Holdings: TIAA-CREF Bond Instl , TIAA-CREF Bond Plus Inst , TIAA-CREF Short-Term Bond Inst , TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Large-Cap Growth Inst ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 4 Stars
Sign-up for tctpx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Roche Holding AG Dividend Right Cert. , Bayer AG , MSCI EAFE Index Future Sept14 , Nestle SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for cqqrx investment picks
  • Holdings: Microsoft Corp , Wells Fargo & Co , Schlumberger NV , Johnson & Johnson , PepsiCo Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for sencx investment picks
  • Holdings: Johnson & Johnson , PepsiCo Inc , Novartis AG ADR , Jpmorgan Chase Pfd , General Electric Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for wwiax 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: CCGRX - Columbia Large Cap Growth R4 - Large Growth to wwiax - Westwood Income Opportunity A LW - Moderate Allocation
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