Funds From: CTORX - Columbia Thermostat R4 to ecrbx - MFS Research Bond 529C


  • Holdings: Columbia Short Term Bond I , Columbia Intermediate Bond I , Columbia Income Opportunities I , Columbia US Government Mortgage I , Columbia Dividend Income I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for CTORX investment picks
  • Holdings: iShares 7-10 Year Treasury Bond , Vanguard Short-Term Bond Index Signal , SPDR S&P 500 , CNI Charter Corporate Bond Servicing , Eaton Vance Floating-Rate Advantage I ,
  • Category: Conservative Allocation
Sign-up for CNIMX investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for nwiix investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Directv , FedEx Corp , Capital One Financial Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for cmifx investment picks
  • Holdings: Occidental Petroleum Corp , Chevron Corp , Anadarko Petroleum Corp , Apache Corporation , Devon Energy Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
Sign-up for iefcx investment picks
  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , Wells Fargo & Co , Google Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pivlx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Samsung Electronics Co Ltd , International Business Machines Corp , Microsoft Corp ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for wfqyx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Wells Fargo & Co , Philip Morris International Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for puryx investment picks
  • Holdings: ConocoPhillips , Microsoft Corp , Verizon Communications Inc , Wells Fargo & Co , Johnson & Johnson ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jnbax investment picks
  • Holdings: UnitedHealth Group Inc , Hewlett-Packard Co , Qualcomm Inc , Microsoft Corp , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for cggcx investment picks
  • Holdings: Google Inc Class A , Gilead Sciences Inc , Apple Inc , Visa Inc Class A , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for pvoyx investment picks
  • Holdings: Tronox Worldwide 6.375% , Hertz 6.25% , Seagate Hdd Cayman 144A 4.75% , Hornbeck Offshore Svcs Inc New 5.875% , Kraton Polymers Llc / Kraton 6.75% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for eksax 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: 4 Stars
Sign-up for ASRAX investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , OAO Gazprom ADR , Industrial And Commercial Bank Of China Ltd H Shares , Sasol Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
Sign-up for lberx investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for nwiax investment picks
  • Holdings: Western Un FRN , Santander Hldgs Usa 4.625% , Qvc 144A 7.375% , Plains Expl& Prodtn 7.625% , FNMA 4.5% ,
  • Category: Currency
Sign-up for ldmrx investment picks
  • Holdings: Qualcomm Inc , JPMorgan Chase & Co , Apple Inc , US Treasury Note 2.75% , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for svbbx investment picks
  • Holdings: Aspen Insurance Holdings Ltd , RLJ Lodging Trust , Smith & Wesson Holding Corp , Global Cash Access Holdings Inc , Targa Resources Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for qsvcx investment picks
  • Holdings: Hess Corp , EMC Corp , Cerner Corp , Cameron International Corp , Unilever PLC ADR ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mnhix investment picks
  • Holdings: FHLMC 4.5% , FNMA 3% , Fannie Mae Single Family TBA 2.5% 2029-06-01 , Microsoft Corp , PepsiCo Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for seblx 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: CTORX - Columbia Thermostat R4 to ecrbx - MFS Research Bond 529C
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