Funds From: cburx - Columbia Income Builder R - Conservative Allocation to plfrx - PL Floating Rate Income I - Bank Loan


  • Holdings: Columbia Emerging Markets Bond I , Columbia US Government Mortgage I , Columbia High Yield Bond I , Columbia Dividend Opportunity I , Columbia Global Dividend Opportunity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for cburx investment picks
  • Holdings: Blackrock Total Return Fund 2030 , Blackrock Mstr Basic Val Fund 2030 , Blackrock Large Cap Growth 2030 , BlackRock Capital Appreciation BlackRock , BlackRock Long-Horizon Equity Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for bapex investment picks
  • Holdings: Netflix Inc , Gilead Sciences Inc , Thermo Fisher Scientific Inc , Alexion Pharmaceuticals Inc , Galaxy Entertainment Group Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for anefx investment picks
  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , Aspen Technology Inc , Sanderson Farms Inc , Pilgrims Pride Corp , Prosperity Bancshares, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
Sign-up for gcsax investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Nestle SA , Roche Holding AG , Novartis AG , HSBC Holdings PLC ,
  • Category: Long/Short Equity
Sign-up for gaiax investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for wftfx investment picks
  • Holdings: Southwest Gas Corp , Symetra Financial Corp , CubeSmart , Commercial Metals Co , Sunstone Hotel Investors Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for gsatx investment picks
  • Holdings: Fin Fut Euro$ Cme 09/14/15 , E-mini S&P 500 Index Future June14 , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Sptr Trs Equity 3ml+29 *Bullet* Dub ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for ptoax investment picks
  • Category: Money Market- Tax-Free
Sign-up for vcsxx investment picks
  • Holdings: Voya US Stock Index I , Voya Multi-Manager Mid Cap Value I , Voya Multi-Manager Large Cap Core I , VY T. Rowe Price Capital Appreciation I , Voya Multi-Manager International Eq I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for iagix investment picks
  • Holdings: Baidu Inc ADR , Hikma Pharmaceuticals PLC , Samsung Electronics Co Ltd , Novo Nordisk A/S , International Container Terminal Services Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for cnwax investment picks
  • Holdings: Dril-Quip Inc , Healthcare Services Group Inc , Graco Inc , Sensata Technologies Holding N.V. , SBA Communications Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for gsmdx investment picks
  • Category: Trading-Miscellaneous
Sign-up for srpix investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 1 Stars
Sign-up for jurdx investment picks
  • Holdings: US Treasury Note 1.625% , US Treasury Note 1.625% , US Treasury Note 0.875% , US Treasury Note 2.5% , US Treasury Note 1.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mbinx investment picks
  • Holdings: iShares MSCI Japan , Novartis AG , Total SA , Vodafone Group PLC , Air Liquide SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for gsakx investment picks
  • Holdings: Johnson & Johnson , Merck & Co Inc , Apache Corporation , Occidental Petroleum Corp , Eaton Corp PLC ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for cvfcx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for jhtrx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
Sign-up for wsmax investment picks
  • Holdings: Netflix Inc , Incyte Corp Ltd , Synageva BioPharma Corp , Domino's Pizza Inc , Myriad Genetics Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for rslax investment picks
  • Holdings: Apple Inc , General Electric Co , Microsoft Corp , Procter & Gamble Co , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for gvirx investment picks
  • Holdings: DoubleLine Total Return Bond I , MSCI EAFE Index Future June14 , NYSE/Liffe 10 Year US Treasury Note Future June14 , Nikkei 225 Stock Avg Index Future June14 , Doubleline Cayman Multi-Asset Growth Fund ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for dmlax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for ppilx investment picks
  • Holdings: Google Inc Class A , Wells Fargo & Co , Pfizer Inc , Apple Inc , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for gctax investment picks
  • Holdings: Akorn Inc , Questcor Pharmaceuticals Inc , WEX Inc , Portfolio Recovery Associates Inc , Colfax Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for origx investment picks
  • Category: High Yield Bond
Sign-up for plhix investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for hsdsx investment picks
  • Holdings: American Funds Interm Bd Fd of Amer R6 , American Funds Mortgage R6 , American Funds Bond Fund of Amer R6 , American Funds ST Bd Fd of America R6 , American Funds Inc Fund of Amer R6 ,
  • Category: Conservative Allocation
Sign-up for cfibx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for jhstx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 5 Stars
Sign-up for plfrx 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: cburx - Columbia Income Builder R - Conservative Allocation to plfrx - PL Floating Rate Income I - Bank Loan
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