Funds From: csgyx - Columbia Small Cap Growth I Y to ltjkx - AllianceBern 2025 Retirement Strat K


  • Holdings: Middleby Corporation , CoStar Group, Inc. , Align Technology, Inc. , AthenaHealth, Inc. , Domino's Pizza, Inc. ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for csgyx investment picks
  • Holdings: Facebook Inc Class A , Apple Inc , Gilead Sciences Inc , Mondelez International Inc , Celgene Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for rsgkx investment picks
  • Holdings: Greif, Inc. Class A , Dana Holding Corp , Esterline Technologies , Highwoods Properties Inc , Idacorp, Inc. ,
  • Category: Small Value
  • Morningstar Rating: -1 Stars
Sign-up for CVVRX investment picks
  • Holdings: Helen of Troy, Ltd. , AMERISAFE, Inc. , Constellium NV Class A , Kindred Healthcare, Inc. , KapStone Paper And Packaging Corporation ,
  • Category: Small Value
  • Morningstar Rating: -1 Stars
Sign-up for CRRYX investment picks
  • Holdings: Cempcsvwf Fund Ltd , Compass EMP Ultra Short-Term Fixd Inc I , White Mtns Re Grp 144A 6.375% , Amsouth Bk N A Birmingham Ala 5.2% , Zions Bancorp Mtn 2.75% ,
  • Category: Commodities Broad Basket
Sign-up for ccoix investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: -1 Stars
Sign-up for waoax investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Google Inc Class A , Citigroup Inc , Procter & Gamble Co ,
  • Category: Large Blend
  • Morningstar Rating: -1 Stars
Sign-up for cvrrx investment picks
  • Holdings: WisdomTree India Earnings , Public Bank Bhd , Telekom Malaysia Bhd , Sime Darby Bhd , MediaTek Inc ,
  • Category: Diversified Emerging Mkts
Sign-up for cmkax investment picks
  • Holdings: US Treasury TIP , US Treasury Note 0.125% , US Treasury TIP , US Treasury TIP , iShares Core MSCI Emerging Market ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
Sign-up for ltbvx investment picks
  • Holdings: Deutsche Wohnen AG , AerCap Holdings N.V. , AstraZeneca PLC , Amadeus IT Holding SA , Topdanmark ,
  • Category: Foreign Large Blend
Sign-up for ctiax investment picks
  • Holdings: IntercontinentalExchange Group Inc , Thermo Fisher Scientific Inc , Amdocs Ltd. , Sigma-Aldrich Corporation , U.S. Bancorp ,
  • Category: Large Blend
Sign-up for CUHAX investment picks
  • Holdings: Google Inc Class A , Apple Inc , Oracle Corporation , Honeywell International, Inc. , Wells Fargo & Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for rtlex investment picks
  • Holdings: Apple Inc , Google, Inc. Class A , Oracle Corporation , Colgate-Palmolive Company , Costco Wholesale Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for jracx investment picks
  • Holdings: Microsoft Corporation , Exxon Mobil Corporation , Johnson & Johnson , Google Inc Class A , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for reqax investment picks
  • Holdings: Exxon Mobil Corporation , Southern Co , BOK Financial Corp. , Lockheed Martin Corporation , Duke Energy Corporation ,
  • Category: Nontraditional Bond
Sign-up for CBHAX investment picks
  • Holdings: Samsung Electronics Co Ltd , British American Tobacco PLC , Sands China Ltd. , Sberbank Of Russia , Baidu, Inc. ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for temux investment picks
  • Holdings: Exxon Mobil Corporation , Pfizer Inc , General Electric Co , Apple Inc , Johnson & Johnson ,
  • Category: Large Blend
Sign-up for rlcsx investment picks
  • Holdings: Forward International Dividend Instl , Forward Investment Grade Fxd-Inc Z , Forward Total MarketPlus Z , Forward Select EM Dividend Institutional , Forward EM Corporate Debt Institutional ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for agigx investment picks
  • Holdings: Hartford Inflation Plus Y , Hartford World Bond Y , Hartford Total Return Bond Y , Hartford Global Real Asset Y , Hartford Real Total Return Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for hcvax investment picks
  • Holdings: Croda International PLC , Linde AG , Barclays PLC , Adidas AG , Pearson PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for crmix investment picks
  • Holdings: Hewlett-Packard Co , BP PLC ADR , Royal Dutch Shell PLC ADR Class A , Baker Hughes Inc. , Oracle Corporation ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for jcvhx investment picks
  • Holdings: Wesco Intl Cv 6% , Wesco International, Inc. , Microchip Tech Cv 2.125% , Verisign Cv 3.25% , Novellus Sys Cv 2.625% ,
  • Category: Market Neutral
Sign-up for PSCAX investment picks
  • Holdings: US Treasury TIP , iShares Core MSCI Emerging Market , Vanguard REIT Index ETF , Exxon Mobil Corporation , US TREASURY TIP ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
Sign-up for ltjkx 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: csgyx - Columbia Small Cap Growth I Y to ltjkx - AllianceBern 2025 Retirement Strat K
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