Funds From: CSFRX - Columbia Marsico Focused Equities R4 - Large Growth to fiscx - Franklin Convertible Securities A LW - Convertibles


  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Canadian Pacific Railway Ltd , Biogen Idec Inc , Alibaba Group Holding Ltd ADR ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for CSFRX investment picks
  • Holdings: Johnson & Johnson , Amcor Ltd , Viacom Inc Class B , United Technologies Corp , Philip Morris International Inc ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for JGPSX investment picks
  • Holdings: Apple Inc , Union Pacific Corp , Honeywell International Inc , Skyworks Solutions Inc , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for slebx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
Sign-up for cbinx investment picks
  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Canadian Pacific Railway Ltd , Union Pacific Corp , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for cmswx investment picks
  • Holdings: Total SA , Daimler AG , Telefonica SA , AstraZeneca PLC , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for gidex investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal Short-Term Income Inst , Principal LargeCap Growth I Instl , Principal Global Div Inc Instl ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
Sign-up for ptasx investment picks
  • Holdings: SPDR® S&P 500 ETF , Vanguard Total Bond Market ETF , Vanguard FTSE Developed Markets ETF , iShares TIPS Bond , SPDR® Barclays International Trs Bd ETF ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
Sign-up for pzacx investment picks
  • Holdings: Amazon.com Inc , JPMorgan Chase & Co , Bank of America Corporation , Qualcomm Inc , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for jlcfx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for jsoax investment picks
  • Holdings: Transamerica Total Return I2 , Transamerica Core Bond I2 , Transamerica Short-Term Bond I2 , Transamerica Bond I2 , Transamerica Dividend Focused I2 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for iclbx investment picks
  • Holdings: SPDR® S&P 500 ETF , Vanguard Total Bond Market ETF , Vanguard FTSE Developed Markets ETF , iShares TIPS Bond , SPDR® Barclays International Trs Bd ETF ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
Sign-up for pzaax investment picks
  • Holdings: Anthem Inc , First Republic Bank , Altria Group Inc , Google Inc Class A , Harley-Davidson Inc ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for rgrdx investment picks
  • Holdings: Kinder Morgan, Inc. , Time Warner Cable Inc , Qualcomm Inc , Verizon Communications Inc , Spectra Energy Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for baeix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for mcbnx investment picks
  • Holdings: Sanmina Corp , AerCap Holdings NV , Resolute Forest Products Inc , Dana Holding Corp , Platinum Underwriters Holdings Ltd ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for asvax investment picks
  • Holdings: Synchronoss Technologies Inc , United Natural Foods Inc , Lands' End Inc , Aspen Technology Inc , CoStar Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for spvsx investment picks
  • Holdings: Live Nation Entertainment Inc , CNO Financial Group Inc , Idacorp Inc , JetBlue Airways Corp , Hawaiian Holdings Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for spsax investment picks
  • Holdings: Compass EMP Enhanced Fixed Inc I , Compass EMP Market Neutral Income I , Compass EMP Intl 500 Enh Volatil Wtd I , Compass EMP US 500 Enh Volatil Wtd I , Compass EMP Intl 500 Volatil Wtd I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for ctmax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for hypsx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for emdax investment picks
  • Holdings: Samsung Electronics Co Ltd , Toyota Motor Corp , Taiwan Semiconductor Manufacturing Co Ltd ADR , KDDI Corp , Tencent Holdings Ltd ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 2 Stars
Sign-up for cpawx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Walt Disney Co , Google Inc Class C ,
  • Category: Large Growth
Sign-up for f00000n3ex investment picks
  • Holdings: Microsoft Corp , Honeywell International Inc , Apple Inc , CVS Health Corp , Verizon Communications Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for nsibx investment picks
  • Holdings: MSCI EAFE Index Future Dec14 , Novartis AG , Roche Holding AG Dividend Right Cert. , KDDI Corp , Bayer AG ,
  • Category: Foreign Large Blend
Sign-up for fmjdx investment picks
  • Holdings: LinkedIn Corp Class A , Illumina Inc , Priceline Group Inc , Vertex Pharmaceuticals Inc , Pharmacyclics Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for CGTRX investment picks
  • Holdings: AllianzGI US Managed Volatility Instl , PIMCO Income Instl , AllianzGI NFJ Dividend Value Instl , AllianzGI NFJ Global Dividend Val Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for agarx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for nhiax investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Commonwealth Bank of Australia , Tencent Holdings Ltd , China Mobile Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
Sign-up for JAPFX investment picks
  • Holdings: Micron Tech Cv 2.125% , Novellus Sys Cv 2.625% , Trulia 144A Cv 2.75% , Electnc Arts Cv 0.75% , Salix Pharmaceuticals Cv 2.75% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for fiscx 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: CSFRX - Columbia Marsico Focused Equities R4 - Large Growth to fiscx - Franklin Convertible Securities A LW - Convertibles
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