Funds From: ftrax - Franklin LifeSmart 2015 Retire Trg A LW - Morningstar 3 Star Rated Fund to dugcx - Delaware Core Plus Bond C - Morningstar 3 Star Rated Fund


  • Holdings: Templeton Global Total Return R6 , Franklin US Government Secs R6 , Franklin Low Duration Total Return R6 , Franklin Rising Dividends R6 , Franklin Strategic Income R6 ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
Sign-up for ftrax investment picks
  • Holdings: American Express Co , Sanofi ADR , Berkshire Hathaway Inc Class A , Macy's Inc , TE Connectivity Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for bchtx investment picks
  • Holdings: Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for atfrx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for ivscx investment picks
  • Category: Muni New York Intermediate
  • Morningstar Rating: 3 Stars
Sign-up for thnyx investment picks
  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for tneix investment picks
  • Holdings: Voya Intermediate Bond R6 , Voya Large Cap Value R6 , Voya High Yield Bond I , Voya Large Cap Growth R6 , Voya Multi-Manager International Eq I ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for igpcx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for tacax investment picks
  • Holdings: Heineken NV , General Mills Inc , Walgreen Co , Campbell Soup Co , Raytheon Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for lceax investment picks
  • Holdings: Toyota Motor Corp , Royal Dutch Shell PLC Class A , AstraZeneca PLC , Sanofi , Sumitomo Mitsui Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for povdx investment picks
  • Holdings: Synaptics Inc , Lithia Motors Inc Class A , Proto Labs Inc , Myriad Genetics Inc , Arrow Electronics Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for ccayx investment picks
  • Holdings: Waddell & Reed Core Investment Y , Waddell & Reed Vanguard Y , Waddell & Reed Global Bond Y , Waddell & Reed International Gr Y , Waddell & Reed Bond Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for wblax investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for pcaix investment picks
  • Holdings: Coca-Cola Enterprises Inc , Silgan Holdings Inc , Actavis PLC , Halliburton Co , Tyco International Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for pmvyx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for jfinx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Google Inc Class C , Facebook Inc Class A , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for pvyyx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for lwgox investment picks
  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sbgpx investment picks
  • Holdings: Akzo Nobel NV , Sanofi , Microsoft Corp , International Consolidated Airlines Group SA , Citigroup Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for cgvvx investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , AvalonBay Communities Inc , Prologis Inc , Health Care REIT, Inc. ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for rgrex investment picks
  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Morgan Stanley , Viacom Inc Class B , Applied Materials Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for acgix investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Mid Cap Market Index Instl , Nationwide Portfolio Complt Instl , Nationwide Small Cap Index Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for nwmcx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
Sign-up for vfidx investment picks
  • Holdings: Constellation Brands Inc Class A , Actavis PLC , SanDisk Corp , Skyworks Solutions Inc , Westlake Chemical Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for chaix investment picks
  • Holdings: Patrick Industries Inc , Pharmerica Corp , Methode Electronics Inc Class A , Federated National Holding Co , Measurement Specialties ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for tmvax investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal Bond Market Index Instl , Principal Short-Term Income Inst , Principal LargeCap Growth I Inst ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
Sign-up for ptasx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , American Airlines Group Inc , S+p500 Emini Fut Sep14 Xcme 20140919 , Russell 2000 Mini Sep14 Imeq 20140919 ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for wfqsx investment picks
  • Holdings: S&P Mini Index (Fut) , Hewlett-Packard Co , Marvell Technology Group Ltd , Pfizer Inc , AT&T Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for scayx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for oibbx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for dugcx 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: ftrax - Franklin LifeSmart 2015 Retire Trg A LW - Morningstar 3 Star Rated Fund to dugcx - Delaware Core Plus Bond C - Morningstar 3 Star Rated Fund
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