Funds From: APSGX - APEXcm Small/Mid Cap Growth to CVCRX - Columbia Value and Restructuring R5


  • Holdings: Signet Jewelers Ltd , United Rentals Inc , IAC/InterActiveCorp , Expedia Inc , Westinghouse Air Brake Technologies Corp ,
  • Category: Mid-Cap Growth
Sign-up for APSGX investment picks
  • Holdings: NYSE/Liffe 10 Year US Treasury Note Future Sept14 , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , Euro BUND Future June14 , E-mini S&P 500 Index Future June14 , Aqr Risk Parity Ii Mv Off ,
  • Category: Tactical Allocation
Sign-up for QRMNX investment picks
  • Holdings: Cimarex Energy Co , SL Green Realty Corp , Henry Schein Inc , Affiliated Managers Group Inc , Equinix Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for CPXRX investment picks
  • Category: Emerging Markets Bond
Sign-up for AKFAX investment picks
  • Category: Nontraditional Bond
Sign-up for CBHTX investment picks
  • Holdings: Beam Inc , BRE Properties Inc , Forest Laboratories Inc , Essex Property Trust Inc , Jos A Bank Clothiers Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
Sign-up for ARBCX investment picks
  • Holdings: Blackrock Total Return Fund 2025 , Blackrock Large Cap Growth 2025 , Blackrock Mstr Basic Val Fund 2025 , BlackRock Long-Horizon Equity Instl , BlackRock Strategic Income Opps Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for BLCIX investment picks
  • Holdings: Providence Service Corp , OFG Bancorp , Staar Surgical , John Wiley & Sons Inc Class A , Air Methods Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for CPFRX investment picks
  • Holdings: Ashtead Group PLC , Mini Msci Eafe Jun14 Xnli 20140620 , Barratt Developments PLC , AerCap Holdings NV , Duerr AG ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 5 Stars
Sign-up for MSSIX investment picks
  • Holdings: iShares MSCI EAFE , Telstra Corp Ltd , Woolworths Ltd , Wesfarmers Ltd , AstraZeneca PLC ,
  • Category: Foreign Large Blend
Sign-up for ANDIX investment picks
  • Holdings: SBA Communications Corp , Trulia Inc , Alexion Pharmaceuticals Inc , Copart Inc , Oceaneering International ,
  • Category: Mid-Cap Growth
Sign-up for LCSSX investment picks
  • Holdings: iShares Core S&P 500 , iShares Russell 1000 Growth , iShares Russell Mid-Cap Growth , iShares Short Treasury Bond , iShares Russell 2000 Value ,
  • Category: Large Blend
Sign-up for FMTSX investment picks
  • Category: Bank Loan
  • Morningstar Rating: 5 Stars
Sign-up for OOSIX investment picks
  • Category: High Yield Bond
Sign-up for FCFIX investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for MSJLX investment picks
  • Holdings: Blackrock Total Return Fund 2030 , Blackrock Large Cap Growth 2030 , Blackrock Mstr Basic Val Fund 2030 , BlackRock Capital Appreciation BlackRock , BlackRock Long-Horizon Equity Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for BLEIX investment picks
  • Category: World Bond
  • Morningstar Rating: 2 Stars
Sign-up for CGBYX investment picks
  • Holdings: Structured Asset Inv 2005-10 FRN , Algeco Scotsman Global Fin 144A 10.75% , First Franklin Mtg 2005-Ffh3 FRN , Bayview Finl Tr 2006-D FRN , Mariposa Borrower Inc/Merger S 144A 8% ,
  • Category: Multialternative
Sign-up for SANAX investment picks
  • Holdings: Ametek Inc , Donaldson Co Inc , CNO Financial Group Inc , Discover Financial Services , Amphenol Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for CSSRX 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 CVHIX investment picks
  • Category: Multisector Bond
Sign-up for WALAX investment picks
  • Holdings: NYSE/Liffe 10 Year US Treasury Note Future Sept14 , E-mini S&P 500 Index Future June14 , Euro BUND Future June14 , Aqr Risk Parity Ii Hv Off , NYSE/Liffe 10 Year US Treasury Note Future Sept14 ,
  • Category: Tactical Allocation
Sign-up for QRHNX investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , iShares Russell 2000 , JPMorgan High Yield R6 ,
  • Category: Target Date 2036-2040
Sign-up for JOBEX investment picks
  • Holdings: Priceline Group Inc , Fastenal Co , Michael Kors Holdings Ltd , Illumina Inc , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for CCWRX investment picks
  • Category: Short-Term Bond
Sign-up for RPPFX 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 CKKRX investment picks
  • Holdings: AvalonBay Communities Inc , Land Securities Group PLC , Simon Property Group Inc , Essex Property Trust Inc , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
Sign-up for ASRFX investment picks
  • Holdings: Equinox Chesapeake Strategy ,
  • Category: Managed Futures
Sign-up for EQCHX investment picks
  • Holdings: Us 10yr Note (Cbt)jun14 Xcbt 20140619 , S+p500 Emini Fut Jun14 Xcme 20140620 , Euro Stoxx 50 Jun14 Xeur 20140620 , Euro-Bund Future Jun14 Xeur 20140606 , 1258843 Trs Usd P E Gscbmhg8 Index ,
  • Category: Multialternative
Sign-up for MMPPX investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Verizon Communications Inc , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for CVCRX 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: APSGX - APEXcm Small/Mid Cap Growth to CVCRX - Columbia Value and Restructuring 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