Funds From: CRDRX - Columbia Risk Allocation R5 to LTMTX - MFS Lifetime 2045 R3


  • Holdings: Columbia Real Estate Equity I , Columbia Commodity Strategy I , US Treasury Note 3.625% , US TREASURY TIP , US Treasury Note 2.75% ,
  • Category: World Allocation
Sign-up for CRDRX investment picks
  • 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 CNMRX investment picks
  • Holdings: Denbury Resources Inc , Apple Inc , General Motors Co , Wal-Mart Stores Inc , Halliburton Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
Sign-up for WILSX investment picks
  • Holdings: Ashtead Group PLC , Banca Generali , Babcock International Group PLC , St James's Place PLC , Eurofins Scientific Group SA ,
  • Category: Foreign Small/Mid Growth
Sign-up for RAIIX investment picks
  • Holdings: Cognex Corp , Acuity Brands Inc , DexCom Inc , Bruker Corp , Teledyne Technologies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for APHSX investment picks
  • Holdings: Capitol Federal Financial Inc , Empire District Electric Co , Cleco Corp , Avista Corp , Umpqua Holdings Corp ,
  • Category: Small Blend
Sign-up for CHSTX investment picks
  • Holdings: E-mini S&P 500 Index Future June14 , McDonald's Corp , Markel Corporation , ConocoPhillips , Wal-Mart Stores Inc ,
  • Category: Long/Short Equity
Sign-up for CHLTX investment picks
  • Holdings: Cempcsvwf Fund Ltd , Compass EMP Ultra Short-Term Fixd Inc I , White Mtns Re Grp 144A 6.375% , Macys Retail Hldgs 7.45% , Equitable Life Assurn Soc U S 144A 7.7% ,
  • Category: Commodities Broad Basket
Sign-up for CCOCX investment picks
  • Holdings: iShares Short Treasury Bond , First Trust Europe AlphaDEX , First Trust Japan AlphaDEX , First Trust Consumer Staples AlphaDEX , First Trust Health Care AlphaDEX ,
  • Category: World Stock
Sign-up for SPGFX investment picks
  • Category: Short-Term Bond
Sign-up for RPPVX investment picks
  • Holdings: Westpac Banking Corp , HKT Trust and HKT Ltd , BOC Hong Kong Holdings Ltd , Total SA , Daimler AG ,
  • Category: World Stock
Sign-up for NUGAX investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Google Inc Class A , Google Inc Class C , Avago Technologies Ltd ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for CTHRX investment picks
  • Holdings: PennyMac Mortgage Investment Trust , Starwood Property Trust, Inc. , Daimler AG , Total SA , Swisscom AG ,
  • Category: World Stock
Sign-up for TAIGX investment picks
  • Holdings: FNMA , FNMA , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-04-01 , CVS Caremark Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for PAAEX investment picks
  • Category: Commodities Broad Basket
Sign-up for NGVIX investment picks
  • Holdings: Invesco Balanced-Risk Allc R6 , Invesco Balanced-Risk Agrsv Allc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for TNAFX investment picks
  • Category: Commodities Broad Basket
Sign-up for CCSCX investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , iShares Core US Aggregate Bond , JPMorgan High Yield R6 ,
  • Category: Target Date 2031-2035
Sign-up for JPBRX investment picks
  • Holdings: CLP Holdings Ltd , Toronto-Dominion Bank , Canadian Imperial Bank of Commerce , Loblaw Companies Ltd , National Grid PLC ,
  • Category: Foreign Large Blend
Sign-up for CVHAX investment picks
  • Holdings: Tesla Motors Inc , SolarCity Corp , Twitter Inc , Opko Health Inc , Mercadolibre Inc ,
  • Category: Long/Short Equity
Sign-up for CIAAX investment picks
  • Holdings: E-mini S&P 500 Index Future June14 , McDonald's Corp , Markel Corporation , ConocoPhillips , Wal-Mart Stores Inc ,
  • Category: Long/Short Equity
Sign-up for CHLIX investment picks
  • Category: Muni California Long
Sign-up for PCTTX investment picks
  • Category: Short-Term Bond
Sign-up for JPCIX investment picks
  • Holdings: Capitol Federal Financial Inc , Empire District Electric Co , Cleco Corp , Avista Corp , Umpqua Holdings Corp ,
  • Category: Small Blend
Sign-up for CHSCX investment picks
  • Holdings: Columbia Real Estate Equity I , Columbia Commodity Strategy I , US Treasury Note 3.625% , US TREASURY TIP , US Treasury Note 2.75% ,
  • Category: World Allocation
Sign-up for CRKRX investment picks
  • Holdings: Altera Corp , Quest Diagnostics Inc , Raytheon Co , L-3 Communications Holdings Inc , Harris Corporation ,
  • Category: Large Blend
Sign-up for CLTAX investment picks
  • Holdings: 3M Co , Berkshire Hathaway Inc Class B , American Express Co , Honeywell International Inc , Cigna Corp ,
  • Category: Large Value
Sign-up for GLLIX investment picks
  • Holdings: Blackrock Mstr Basic Val Fund 2040 , Blackrock Large Cap Growth 2040 , BlackRock Capital Appreciation BlackRock , BlackRock Long-Horizon Equity Instl , BlackRock International Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for BLHIX investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Moderate Allocation
Sign-up for RBAAX investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2041-2045
Sign-up for LTMTX 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: CRDRX - Columbia Risk Allocation R5 to LTMTX - MFS Lifetime 2045 R3
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