Funds From: mrtax.lw - MassMutual RetireSMART 2020 A LW - Morningstar 3 Star Rated Fund to cbeax.lw - Wells Fargo Advantage C&B Lg Cap Va A LW - Morningstar 3 Star Rated Fund


  • Holdings: Equity, Bond, MassMutual Premier Core Bond Z, MassMutual Premier Disciplined Value S, MassMutual Premier Disciplined Growth S, MassMutual Select Overseas Z, MassMutual Premier Short-Duration Bond Z
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for mrtax.lw investment picks
  • Holdings: Knight Transportation, Inc., ABM Industries, Inc., Micrel, Inc., Intersil Corporation, Curtiss-Wright Corporation
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for ftvax.lw investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for ikstx.lw investment picks
  • Holdings: Comcast Corp Class A, Ford Motor Co, UnitedHealth Group Inc, Cisco Systems Inc, Teva Pharmaceutical Industries Ltd ADR
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for bopax.lw investment picks
  • Holdings: Equity, Bond, CoreAlpha Bond Master Portfolio, Active Stock Master Portfolio, iShares MSCI EAFE Index, iShares Barclays TIPS Bond, BlackRock Commodity Strategies Instl
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for sawax.lw investment picks
  • Holdings: Equity, Bond, Waddell & Reed Core Investment Y, Waddell & Reed Global Bond Y, Waddell & Reed Bond Y, Waddell & Reed Dividend Opps Y, Waddell & Reed Value Y
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for wicax.lw investment picks
  • Holdings: Apple Inc, Exxon Mobil Corporation, Microsoft Corporation, Johnson & Johnson, Chevron Corp
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for grmcx investment picks
  • Holdings: Comcast Corp, Kinder Morgan, Inc., Edison International, CMS Energy Corp, Time Warner Cable Inc
  • Category: Utilities
  • Morningstar Rating: 3 Stars
Sign-up for imfsx investment picks
  • Holdings: American International Group Inc, General Motors Co, Exelon Corp, Loews Corporation, Weatherford International Ltd
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for nvobx 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 prrax investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd, Industrial And Commercial Bank Of China Ltd. H Shares, China Construction Bank Corp H Shares, Mediatek Inc., AIA Group Ltd.
  • Category: China Region
  • Morningstar Rating: 3 Stars
Sign-up for jcoix investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for agbix investment picks
  • Holdings: Equity, Bond, Thrivent Limited Maturity Bond I, Thrivent Income I, Thrivent Partner Worldwide Allocation I, Thrivent Large Cap Value I
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for tcaix investment picks
  • Holdings: M&T Bank Corp, Invesco Ltd., Aetna Inc, Lam Research Corporation, Principal Financial Group
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for tpmix investment picks
  • Holdings: Equity, Bond, RidgeWorth Total Return Bond I, RidgeWorth Large Cap Value Equity I, RidgeWorth Large Cap Growth Stock I, RidgeWorth Seix High Yield I, RidgeWorth High Income I
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for scclx investment picks
  • Holdings: Equity, Bond, RidgeWorth Total Return Bond I, RidgeWorth Large Cap Value Equity I, RidgeWorth Large Cap Growth Stock I, RidgeWorth Mid-Cap Value Equity I, RidgeWorth Sel Large Cap Growth Stock I
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sgilx investment picks
  • Holdings: Equity, Bond, Stag Industrial, Inc., Hospitality Properties Trust
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for kifax.lw investment picks
  • Holdings: Apple Inc, Exxon Mobil Corporation, General Electric Co, Chevron Corp, Johnson & Johnson
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for sliax.lw investment picks
  • Category: Muni New York Intermediate
  • Morningstar Rating: 3 Stars
Sign-up for vantx.lw investment picks
  • Holdings: Exxon Mobil Corporation, Apple Inc, JPMorgan Chase & Co, Johnson & Johnson, Pfizer Inc
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for gctax.lw investment picks
  • Holdings: Walt Disney Co, Qualcomm, Inc., Coca-Cola Co, Accenture PLC, Oracle Corporation
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for extgx.lw investment picks
  • Holdings: Idex Corporation, Rockwood Holdings Inc, Flowers Foods, Inc., NeuStar, Inc., NICE-Systems, Ltd. ADR
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for hmcax.lw investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for mpsax.lw investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for gsdax.lw investment picks
  • Holdings: Equity, Bond, Pfizer Inc, JPMorgan Chase & Co, Chevron Corp, General Electric Co, Johnson & Johnson
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for dboax.lw investment picks
  • Holdings: Equity, Bond, Apple Inc
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for wfmax.lw investment picks
  • Holdings: Accenture PLC, Sap AG, Taiwan Semiconductor Manufacturing Co Ltd, Novo Nordisk A/S, Swatch Group AG
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for cigrx.lw investment picks
  • Holdings: Equity, Bond, Prudential International Value C, Prudential Short-Term Corporate Bd A, Prudential Large Cap Core Equity A, Prudential Government Income A, Prudential Total Return Bd
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jdtax.lw investment picks
  • Holdings: Equity, Bond, Prudential Short-Term Corporate Bd A, Prudential Government Income A, Prudential International, Prudential Total Return Bd, Prudential Large Cap Core Equity A
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jduax.lw investment picks
  • Holdings: State Street Corp, Omnicom Group, Inc., JPMorgan Chase & Co, Johnson & Johnson, American Express Co
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for cbeax.lw 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: mrtax.lw - MassMutual RetireSMART 2020 A LW - Morningstar 3 Star Rated Fund to cbeax.lw - Wells Fargo Advantage C&B Lg Cap Va A LW - 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