Funds From: ssvrx - Columbia Select Smaller-Cap Value R - Small Blend to pwmix - ESG Managers Income Port Inst - Conservative Allocation


  • Holdings: Telephone and Data Systems, Inc. , United Continental Holdings Inc , Hanesbrands Inc , Endurance Specialty Holdings Ltd , Superior Energy Services Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for ssvrx investment picks
  • Holdings: Keurig Green Mountain Inc , Facebook Inc Class A , Apple Inc , Salix Pharmaceuticals Ltd , Google Inc Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for jtcax investment picks
  • Holdings: Lam Research Corp , Synopsys Inc , Apple Inc , Check Point Software Technologies Ltd , Teradyne Inc ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for shtbx investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Verizon Communications Inc , Gilead Sciences Inc , Facebook Inc Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for jhbhx investment picks
  • Holdings: CIE FINANCIERE RICHEMONT SA , Roche Holding AG , Schneider Electric SE , Canadian Pacific Railway Ltd , Novo Nordisk A/S ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for sffax investment picks
  • Holdings: Providence Service Corp , John Wiley & Sons Inc Class A , OFG Bancorp , Belden Inc , Air Methods Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for CLLRX investment picks
  • Holdings: Amer Sports Corp , Techtronic Industries Co Ltd , Huhtamäki Oyj , Kobayashi Pharmaceutical Co., Ltd. , Gerresheimer AG ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 3 Stars
Sign-up for jhisx investment picks
  • Holdings: Manning & Napier Pro-Blend Max Term I ,
  • Category: Target Date 2041-2045
Sign-up for mtukx investment picks
  • Holdings: Lord Abbett Intl Dividend Inc I , Lord Abbett High Yield I , Lord Abbett Mid Cap Stock I , Lord Abbett Calibrated Mid Cap Val I , Lord Abbett Convertible I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for labbx investment picks
  • Holdings: Prosperity Bancshares, Inc. , InterMune Inc , Aspen Technology Inc , WEX Inc , Isis Pharmaceuticals ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for smiax investment picks
  • Holdings: US TREASURY TIP , US Treasury TIP 0.125% , Total SA , US Treasury TIP 1.125% , US TREASURY TIP ,
  • Category: World Allocation
Sign-up for f00000ojlt 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: 4 Stars
Sign-up for ptasx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for mibdx investment picks
  • Holdings: Greif Inc Class A , Highwoods Properties Inc , Esterline Technologies , Symetra Financial Corp , Idacorp Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for CUURX investment picks
  • Holdings: Gscbpur1 R Usl3m P 06/30/15 Gs , Jpcmptsh P Usl3m R 06/30/15 Jp , Ubsembsk R Usl3m P 05/19/15 Ub , FNMA , FNMA ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for pjmex investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Chevron Corp , Verizon Communications Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for CVRRX investment picks
  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Apple Inc , Johnson & Johnson , JPMorgan Chase & Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for paeex investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for gbdcx investment picks
  • Holdings: WisdomTree India Earnings ETF , Taiwan Cooperative Financial Holding Co Ltd , First Financial Holding Company Ltd , Axiata Group Bhd , Kroton Educacional SA ,
  • Category: Diversified Emerging Mkts
Sign-up for CMKAX investment picks
  • Holdings: Freeport-McMoRan Inc , Glencore PLC , Rio Tinto PLC , First Quantum Minerals Ltd , BHP Billiton PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 1 Stars
Sign-up for jgnax investment picks
  • Holdings: CLP Holdings Ltd , Loblaw Companies Ltd , Toronto-Dominion Bank , Tim Hortons Inc , National Bank of Canada ,
  • Category: Foreign Large Blend
Sign-up for CTIAX investment picks
  • Holdings: Gilead Sciences Inc , Google Inc Class C , Facebook Inc Class A , Apple Inc , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for jgasx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Chevron Corp , Wells Fargo & Co , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for jicax investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
Sign-up for flslx investment picks
  • Holdings: Voya US Bond Index I , Voya Intermediate Bond R6 , VY T. Rowe Price Capital Appreciation I , Voya Short Term Bond R6 , VY BlackRock Inflation Protected Bond I ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
Sign-up for ispax investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for dhgax investment picks
  • Holdings: Baidu Inc ADR , British American Tobacco PLC , Banco do Brasil SA BB Brasil , Samsung Electronics Co Ltd , Pacific Rubiales Energy Corp ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for temux investment picks
  • Holdings: Apple Inc , Microsoft Corp , Gilead Sciences Inc , Oracle Corporation , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for jigax investment picks
  • Holdings: Janus International Equity N , Janus Global Bond N , INTECH International I , INTECH U.S. Value I , Janus Overseas N ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jgcax investment picks
  • Holdings: PIMCO Income Instl , TIAA-CREF Social Choice Bond Instl , Praxis Intermediate Income I , Parnassus Core Equity Institutional , Access Capital Community Investment I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pwmix 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: ssvrx - Columbia Select Smaller-Cap Value R - Small Blend to pwmix - ESG Managers Income Port Inst - Conservative 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