Funds From: RSCIX - Roxbury/Hood River Small Cap Gr Instl to tboax - Templeton International Bond A


  • Holdings: SunEdison Inc , Portfolio Recovery Associates Inc , Centene Corp , Skyworks Solutions Inc , Cooper Companies ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for RSCIX 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: Wells Fargo & Co , JPMorgan Chase & Co , DISH Network Corp , CVS Caremark Corp , U.S. Bancorp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for sinax investment picks
  • Holdings: Semperit AG Holding , Western Digital Corp , Myriad Genetics Inc , Mayr-Melnhof Karton AG , Kennedy-Wilson Holdings Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for rgvkx investment picks
  • Holdings: Us Bk Natl Assn FRN , Western Un FRN , Citigroup FRN , Qvc 144A 7.375% , Plains Expl& Prodtn 7.625% ,
  • Category: Currency
Sign-up for ldmrx 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: Gilead Sciences Cv 1.625% , Micron Tech Cv 3% , Bk Amer Pfd , Wells Fargo & Co, San Francisco Ca Pfd , Nvidia 144A Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for cnsax investment picks
  • Holdings: SVB Financial Group , Affiliated Managers Group Inc , Iberiabank Corp , Wintrust Financial Corp , Signature Bank ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for smcyx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for SMMIX investment picks
  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Lg Cap Gr Insights Instl , Goldman Sachs Em Mkts Eq Insights Intl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ggsrx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Citigroup Inc , JPMorgan Chase & Co , Consol Energy Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for lmvrx investment picks
  • Holdings: American Tower Corp , Central Japan Railway Company , Crown Castle International Corp , Vinci , East Japan Railway Co ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for csuax investment picks
  • Holdings: Simon Property Group Inc , Equity Residential , Prologis Inc , Vornado Realty Trust , SL Green Realty Corp ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for cseix investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Hyundai Motor Co , China Construction Bank Corp H Shares , Tencent Holdings Ltd. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for gbemx investment picks
  • Holdings: Coronation Fund Managers Ltd , JSC Halyk Savings Bank of Kazakhstan GDR , Melco Crown(Philippines)Resorts Corp , Melco International Development Ltd , Rand Merchant Insurance Holdings Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for canrx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , JD.com Inc ADR , Galaxy Entertainment Group Ltd , SK Hynix Inc , Fosun International Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for ipobx investment picks
  • Holdings: Liberty Interactive Corp Class A , Actavis PLC , Microsoft Corp , Twenty-First Century Fox Inc Class A , Prudential Financial Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for rcekx investment picks
  • Holdings: Euronet Worldwide Inc , Portfolio Recovery Associates Inc , LogMeIn Inc , Cytec Industries Inc , Jazz Pharmaceuticals PLC ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for rsdkx investment picks
  • Holdings: Ametek Inc , Donaldson Co Inc , CNO Financial Group Inc , WNS (Holdings) Ltd ADR , Amphenol Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for cslrx investment picks
  • Holdings: Gilead Sciences Inc , Apple Inc , Biogen Idec Inc , MasterCard Inc Class A , Las Vegas Sands Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for wlgbx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for tboax 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: RSCIX - Roxbury/Hood River Small Cap Gr Instl to tboax - Templeton International Bond A
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