Funds From: rmlex - Russell Lifepoints Moderate Strat E - Morningstar 3 Star Rated Fund to sdsix - Western Asset Global Strategic Income C1 - Morningstar 3 Star Rated Fund


  • Holdings: Russell Strategic Bond Y , Russell Investment Grade Bond Y , Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Core Equity Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rmlex investment picks
  • Holdings: Liberty Interactive Corp Class A , Twenty-First Century Fox Inc Class A , JPMorgan Chase & Co , Chevron Corp , General Motors Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for rcocx investment picks
  • Holdings: Electronic Arts Inc , Kroger Co , Express Scripts Holding Co , Dominion Resources Inc , Apple Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
Sign-up for ognax investment picks
  • Holdings: Centene Corp , Matson Inc , Deluxe Corp , Edwards Lifesciences Corp , DST Systems, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for cscbx investment picks
  • Holdings: NXP Semiconductors NV , Palo Alto Networks Inc , PPG Industries Inc , Harman International Industries Inc , Constellation Brands Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for vgrax investment picks
  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , American Tower Corp , Prologis Inc , Weyerhaeuser Co ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for iarcx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
Sign-up for liiax investment picks
  • Holdings: Booz Allen Hamilton Holding Corp , Alere Inc , Rovi Corp , Microsemi Corp , John Wiley & Sons Inc Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for atibx investment picks
  • Holdings: Apple Inc , Visa Inc Class A , Diageo PLC , Intel Corp , Walt Disney Co ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for rgeex investment picks
  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity Advisor® Series Growth & Income , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for faffx investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl , Nationwide Bond Index Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for nwhix investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for pbmfx investment picks
  • Holdings: VCA Inc , Akorn Inc , Casey's General Stores Inc , The Hanover Insurance Group Inc , Treehouse Foods Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for rtssx investment picks
  • Holdings: Dollar Tree Stores Inc , CareFusion Corp , Team Health Holdings Inc , Fiserv Inc , Allegiant Travel Co LLC ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for chimx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for ecrbx investment picks
  • Holdings: Granite Construction Inc. , MDC Partners Inc Class A , TravelCenters of America LLC , Core-Mark Holding Co Inc , Proofpoint Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for rlecx investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl , Nationwide Portfolio Complt Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for nwocx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for smlbx investment picks
  • Holdings: MainStay Total Return Bond I , MainStay MAP I , MainStay Common Stock I , MainStay Large Cap Growth I , MainStay Epoch US All Cap I ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for mrttx investment picks
  • Holdings: Applied Materials Inc , Citigroup Inc , Bank of America Corporation , Medtronic Inc , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for icfex investment picks
  • Holdings: Procter & Gamble Co , Coca-Cola Co , PepsiCo Inc , Philip Morris International Inc , Altria Group Inc ,
  • Category: Consumer Defensive
  • Morningstar Rating: 3 Stars
Sign-up for rypdx investment picks
  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Hitachi Ltd , AXA SA , Daiwa Securities Group Inc , Sumitomo Mitsui Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for sbiex investment picks
  • Holdings: Applied Materials Inc , Teva Pharmaceutical Industries Ltd ADR , Bristol-Myers Squibb Company , Medtronic Inc , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for ivdyx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for wiltx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for coeax investment picks
  • Holdings: CVS Health Corp , JPMorgan Chase & Co , DISH Network Corp , Wells Fargo & Co , Time Warner Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for sinox investment picks
  • Holdings: Facebook Inc Class A , Amazon.com Inc , Cisco Systems Inc , Google Inc Class A , Google Inc Class C ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for ryinx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for dicbx investment picks
  • Holdings: Newmont Mining Corp , Goldcorp Inc , Barrick Gold Corp , Agnico Eagle Mines Ltd , Silver Wheaton Corp ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
Sign-up for rymnx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for sdsix 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: rmlex - Russell Lifepoints Moderate Strat E - Morningstar 3 Star Rated Fund to sdsix - Western Asset Global Strategic Income C1 - 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 Name |  Ticker |  Popularity |  Our Choices |  Most Recent