Funds From: maskx - BlackRock Small Cap Index Instl - Morningstar 3 Star Rated Fund to aglpx - AllianzGI Retirement 2020 P - Morningstar 3 Star Rated Fund


  • Holdings: Ocwen Financial Corporation, Genesee & Wyoming, Inc. Class A, Two Harbors Investment Corp, Pharmacyclics, Inc., Starwood Property Trust, Inc.
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for maskx investment picks
  • Holdings: Simon Property Group Inc, Prologis Inc, Public Storage, Boston Properties Inc, Vornado Realty Trust
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for prcex investment picks
  • Holdings: Simon Property Group Inc, Prologis Inc, Ventas Inc, HCP Inc, Equity Residential
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for crecx investment picks
  • Holdings: Equity, Bond, Apple Inc, Fidelity Cent Invt Portfolios, Qualcomm, Inc., Exxon Mobil Corporation, Procter & Gamble Co
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for faiox investment picks
  • Holdings: Jacobs Engineering Group, Rock-Tenn Company, Reliance Steel and Aluminum, PerkinElmer Inc, Raymond James Financial Inc
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for lvobx investment picks
  • Holdings: Pfizer Inc, CNO Financial Group, Inc., JPMorgan Chase & Co, Merck & Co Inc, Eli Lilly and Company
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for mlvsx investment picks
  • Holdings: Equity, Bond, Nuveen International Select I, Nuveen Dividend Value R6, Nuveen Tactical Market Opportunities I, Nuveen Quantitative Enhanced Core Eq I, Nuveen Santa Barbara Dividend Growth R6
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fsnsx investment picks
  • Holdings: Simon Property Group Inc, Ventas Inc, Public Storage, Equity Residential, Health Care REIT, Inc.
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for rrrbx investment picks
  • Holdings: Crown Holdings Inc, United Rentals Inc, XL Group PLC, HCA Holdings Inc, Towers Watson & Co.
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for spmax investment picks
  • Holdings: Ocwen Financial Corporation, Genesee & Wyoming, Inc. Class A, Two Harbors Investment Corp, Pharmacyclics, Inc., Starwood Property Trust, Inc.
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for ascix investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for aeeax.lw investment picks
  • Holdings: Equity, Bond, Hartford Dividend & Growth Y, Hartford Intl Opportunities Y, Hartford Alternative Strategies Y, Hartford Capital Appreciation Y, Hartford World Bond Y
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for htksx investment picks
  • Holdings: Equity, Bond, Philip Morris International, Inc., Altria Group Inc., Novartis AG, Verizon Communications Inc, National Grid PLC
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cirfx investment picks
  • Holdings: Equity, Bond
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for dvtax investment picks
  • Holdings: Gilead Sciences Inc, Bristol-Myers Squibb Company, eBay Inc, Biogen Idec Inc, Google, Inc. Class A
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for imgsx investment picks
  • Holdings: Nestle SA, National Grid PLC, PetroChina Co Ltd H Shares, Power Assets Holdings Ltd, NTT DoCoMo, Inc.
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for ancax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for iboyx investment picks
  • Holdings: Alaska Air Group, Inc., Axiall Corp, Ocwen Financial Corporation, CommVault Systems, Inc., Aspen Technology, Inc.
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for asqix investment picks
  • Holdings: Equity, Bond, ING Intermediate Bond I, ING International Core I, ING High Yield Bond I, ING Large Cap Value I, ING Large Cap Growth I
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for igpcx investment picks
  • Holdings: Affiliated Managers Group Inc, Tesla Motors, Inc., Ametek, Inc., Citrix Systems, Inc., PPG Industries, Inc.
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for vgrjx investment picks
  • Holdings: Visa, Inc., Gilead Sciences Inc, MasterCard Incorporated Class A, Monsanto Company, Las Vegas Sands Corp
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for iygix investment picks
  • Holdings: CRH PLC, GDF Suez, Total SA, BP PLC, Nippon Telegraph & Telephone Corp
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for cvlix investment picks
  • Holdings: Equity, Bond, Principal Equity Income Inst, Principal Large Cap Growth Inst, Principal Diversified Intl Inst, Principal Capital Appreciation Inst, Principal Large Cap Value Inst
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pswjx investment picks
  • Holdings: Apple Inc, Pfizer Inc, Microsoft Corporation, JPMorgan Chase & Co, Philip Morris International, Inc.
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for clqrx investment picks
  • Holdings: Equity, Bond, ING International Core I, ING Global Bond I, ING Large Cap Value I, ING Large Cap Growth I, ING High Yield Bond I
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for idsix investment picks
  • Holdings: PepsiCo Inc, General Mills, Inc., Wal-Mart Stores Inc, PPL Corp, Southern Co
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for ngfax investment picks
  • Holdings: Equity, Bond, iShares DJ Asia/Pacific Sel Div 30, Seadrill Ltd, Broadridge Financial Solutions, Diageo PLC ADR, Speedway Motor Sports, Inc.
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for apigx investment picks
  • Holdings: Canadian Pacific Railway Ltd, AIA Group Ltd., Valero Energy Corporation, Tullow Oil PLC, EOG Resources
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for jwwcx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for aastx investment picks
  • Holdings: Equity, Bond, PIMCO Real Return Instl, PIMCO Income Instl, PIMCO Mortgage Opportunities Instl, PIMCO Foreign Bond (USD-Hedged) I, AllianzGI Income & Growth Institutional
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for aglpx 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 Morningstar Investing Classroom Rewards (earn as you learn and redeem for Morningstar merchandise)
P   Morningstar Fund Analyst Reports (full research on 2,000 funds and ETFs)
P   Morningstar Stock Analyst Reports (full research on 2,000 stocks)
P   Morningstar Stock and Fund Stewardship Grades
P   Portfolio Manager (advanced with 10 x-ray analyses, including guidance)
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 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: maskx - BlackRock Small Cap Index Instl - Morningstar 3 Star Rated Fund to aglpx - AllianzGI Retirement 2020 P - 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