Funds From: ltuix - Thornburg Limited-Term US Govt I - Morningstar 5 Star Rated Fund to smlix - DWS Managed Municipal Bonds Instl - Morningstar 5 Star Rated Fund


  • Category: Short Government
  • Morningstar Rating: 5 Stars
Sign-up for ltuix investment picks
  • Category: Muni National Short
  • Morningstar Rating: 5 Stars
Sign-up for aunox investment picks
  • Holdings: Equity, Bond
  • Category: Bank Loan
  • Morningstar Rating: 5 Stars
Sign-up for OOSAX.lw investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for lagvx.lw investment picks
  • Holdings: Stericycle, Inc., Dick's Sporting Goods, Inc., B/E Aerospace Inc, Affiliated Managers Group Inc, Perrigo Company
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for wsmnx investment picks
  • Holdings: Equity, Bond, TIAA-CREF Bond Instl, TIAA-CREF Inflation Link Bd Instl, TIAA-CREF Short-Term Bond Inst, TIAA-CREF Large-Cap Value Instl, TIAA-CREF Enh Lg Cp Val Idx Inst
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
Sign-up for tpilx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
Sign-up for NCOIX investment picks
  • Holdings: Apple Inc, Google, Inc. Class A, eBay Inc, Cognizant Technology Solutions Corporation Class A, Kansas City Southern, Inc.
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for SGRAX investment picks
  • Holdings: Equity, Bond, Telefonica Brasil S.A. ADR, Total SA, Microsoft Corporation, JPMorgan Chase & Co, Roche Holding AG
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for tibax.lw investment picks
  • Holdings: A.P. Møller-Maersk, Novartis AG, Ageas NV, Zurich Insurance Group AG, Reed Elsevier PLC
  • Category: Europe Stock
  • Morningstar Rating: 5 Stars
Sign-up for temix.lw investment picks
  • Holdings: Apple Inc, Adobe Systems Inc, BMC Software, Inc., MasterCard Incorporated Class A, VeriFone Systems, Inc.
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for dveax.lw investment picks
  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
Sign-up for mfiax.lw investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
Sign-up for orvax.lw investment picks
  • Holdings: Apple Inc, Celgene Corporation, Monsanto Company, eBay Inc, Allergan, Inc.
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for DSMLX investment picks
  • Holdings: Equity, Bond, American Funds Invmt Co of Amer R6, American Funds Washington Mutual R6, American Funds American Mutual R6, American Funds Fundamental Investors R6, American Funds Growth Fund of Amer R6
  • Category: Target Date 2041-2045
  • Morningstar Rating: 5 Stars
Sign-up for rehtx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 5 Stars
Sign-up for vmpax.lw investment picks
  • Holdings: Equity, Bond, Johnson & Johnson, Chevron Corp, Marsh & McLennan Companies, Inc., Merck & Co Inc, JPMorgan Chase & Co
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for hblax.lw investment picks
  • Holdings: Roche Holding AG, British American Tobacco PLC, Novartis AG, Samsung Electronics Co Ltd GDR, Vodafone Group PLC
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for gigax.lw investment picks
  • Holdings: Adidas AG, Shin-Etsu Chemical Co Ltd, Komatsu Ltd., L'Oreal SA, Smith & Nephew PLC
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for disax.lw investment picks
  • Holdings: Boeing Co, Berkshire Hathaway Inc Class B, Bed Bath & Beyond, Inc., Hanesbrands Inc, CSX Corp
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for nmuax.lw investment picks
  • Holdings: Boeing Co, Pioneer Natural Resources Company, Union Pacific Corp, American Tower Corp, BlackRock Inc
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for nbeax.lw investment picks
  • Holdings: Equity, Bond, American Funds Washington Mutual R6, American Funds American Balanced R6, American Funds AMCAP R6, American Funds Growth Fund of Amer R6, American Funds Invmt Co of Amer R6
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
Sign-up for rfetx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 5 Stars
Sign-up for MANKX investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
Sign-up for fmotx.lw investment picks
  • Holdings: Johnson & Johnson, Apple Inc, Google, Inc. Class A, JPMorgan Chase & Co, Berkshire Hathaway Inc Class B
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for COFYX investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 5 Stars
Sign-up for slmmx.lw investment picks
  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
Sign-up for ncspx investment picks
  • Holdings: Equity, Bond, Royal Dutch Shell PLC Class B, Novartis AG, AXA SA, Taiwan Semiconductor Manufacturing, HSBC Holdings PLC
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for rigfx investment picks
  • Holdings: Verizon Communications Inc, Philip Morris International, Inc., Pfizer Inc, AT&T Inc, International Business Machines Corp
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for lbsbx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
Sign-up for smlix 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: ltuix - Thornburg Limited-Term US Govt I - Morningstar 5 Star Rated Fund to smlix - DWS Managed Municipal Bonds Instl - Morningstar 5 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