Funds From: US66537U6507 - 7Twelve Balanced to CXXRX - Columbia Small Cap Index R5


  • Holdings: Vanguard Small Cap Value ETF , iShares Core S&P Mid-Cap , iShares Core MSCI Emerging Market , Vanguard S&P 500 ETF , Fidelity Spartan® Intl Idx Advtg ,
  • Category: Moderate Allocation
Sign-up for US66537U6507 investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Chevron Corp , Microsoft Corp , Coca-Cola Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for FHRLX investment picks
  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2031-2035
Sign-up for LFERX investment picks
  • Holdings: American Express Co , Sanofi ADR , Berkshire Hathaway Inc Class A , TE Connectivity Ltd , Macy's Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for CHFTX investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for CCMPX investment picks
  • Holdings: OFG Bancorp , Providence Service Corp , John Wiley & Sons Inc Class A , Staar Surgical , Belden Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for CFFRX investment picks
  • Category: High Yield Bond
Sign-up for ACSAX investment picks
  • Category: Emerging Markets Bond
Sign-up for LWAAX investment picks
  • Holdings: WisdomTree India Earnings , Taiwan Cooperative Financial Holding Co Ltd , First Financial Holding Company Ltd , Axiata Group Bhd , Sime Darby Bhd ,
  • Category: Diversified Emerging Mkts
Sign-up for CMKAX investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , American Airlines Group Inc , S+p500 Emini Fut Sep14 Xcme 20140919 , Russell 2000 Mini Sep14 Imeq 20140919 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
Sign-up for WFQAX investment picks
  • Holdings: Cooper Companies , Skyworks Solutions Inc , Carter's Inc , Ross Stores Inc , Buckle, Inc. ,
  • Category: Mid-Cap Growth
Sign-up for IMIDX investment picks
  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2041-2045
Sign-up for LTMUX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for HCBFX investment picks
  • Holdings: American Funds American Hi Inc Tr R6 , American Funds US Government Sec R6 , American Funds American Mutual R6 , American Funds Capital Inc Bldr R6 , American Funds Inc Fund of Amer R6 ,
  • Category: Conservative Allocation
Sign-up for INPCX investment picks
  • Holdings: Kia Motors Corp , Samsung Electnc Pfd , OAO Lukoil ADR , Sberbank Of Russia ADR , Infosys Ltd ADR ,
  • Category: Diversified Emerging Mkts
Sign-up for TMGHX investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , American Airlines Group Inc , FNMA , US Treasury Note 0.25% ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
Sign-up for WFAYX investment picks
  • Holdings: OFG Bancorp , Providence Service Corp , John Wiley & Sons Inc Class A , Staar Surgical , Belden Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for CLLRX investment picks
  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
Sign-up for STRIX investment picks
  • Holdings: SBA Communications Corp , Trulia Inc , Alexion Pharmaceuticals Inc , Copart Inc , Oceaneering International ,
  • Category: Mid-Cap Growth
Sign-up for LCBSX investment picks
  • Holdings: WellPoint Inc , AstraZeneca PLC ADR , Hewlett-Packard Co , Western Union Co , Humana Inc ,
  • Category: World Stock
Sign-up for FDMLX investment picks
  • Holdings: iShares MSCI EAFE , Wesfarmers Ltd , Telstra Corp Ltd , Woolworths Ltd , AstraZeneca PLC ,
  • Category: Foreign Large Blend
Sign-up for ANDNX investment picks
  • Holdings: Samsung Electronics Co Ltd , Commonwealth Bank of Australia , BHP Billiton Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Westpac Banking Corp ,
  • Category: Pacific/Asia ex-Japan Stk
Sign-up for JASPX investment picks
  • Holdings: General Mills Inc , Southern Co , Kimberly-Clark Corp , Procter & Gamble Co , Altria Group Inc ,
  • Category: Large Blend
Sign-up for US4710213780 investment picks
  • Holdings: Walgreen Co , UnitedHealth Group Inc , Microsoft Corp , eBay Inc , Cummins Inc ,
  • Category: Large Blend
Sign-up for VNSYX investment picks
  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Contrarian Core I , Columbia Large Value Quantitative I , Columbia Large Core Quantitative Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for CLHRX investment picks
  • Holdings: PNC Large Cap Core I , PNC International Equity I , PNC Small Cap I , PNC Bond I , Vanguard Emerging Mkts Stock Idx Signal ,
  • Category: Target Date 2046-2050
Sign-up for PDTIX investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , iShares MSCI EAFE , JPMorgan High Yield R6 ,
  • Category: Target Date 2011-2015
Sign-up for JSBWX investment picks
  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2031-2035
Sign-up for LFEAX investment picks
  • Category: Commodities Broad Basket
Sign-up for NGVCX investment picks
  • Holdings: Questcor Pharmaceuticals Inc , Centene Corp , LaSalle Hotel Properties , Teledyne Technologies Inc , Toro Co ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for CXXRX 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: US66537U6507 - 7Twelve Balanced to CXXRX - Columbia Small Cap Index R5
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