Funds From: pltfx - Principal LifeTime 2050 B - Morningstar 3 Star Rated Fund to bgfcx - UBS Asset Growth C - Morningstar 3 Star Rated Fund


  • Holdings: Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for pltfx investment picks
  • Holdings: Catamaran Corp , iShares Russell Mid-Cap Growth , Mellanox Technologies Ltd , Align Technology Inc , Synopsys Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for frspx investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
Sign-up for JHMAX investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
Sign-up for mcyhx investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Short-Term Bond , Fidelity® Strategic Real Return , Fidelity® Government Income , Fidelity® Series Broad Market Opps ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for filcx investment picks
  • Holdings: Apple Inc , Microsoft Corp , PepsiCo Inc , Gilead Sciences Inc , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for dwoax investment picks
  • Holdings: Alcoa Inc , EMC Corp , Cerner Corp , Apple Inc , Twenty-First Century Fox Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for extax investment picks
  • Holdings: Apple Inc , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Exxon Mobil Corporation , Microsoft Corp , Mini Msci Eafe Dec14 Ifus 20141219 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for sthrx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for shiax investment picks
  • Holdings: Apple Inc , Philip Morris International Inc , Exxon Mobil Corporation , Coca-Cola Co , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for dptrx investment picks
  • Holdings: SAP SE , Royal Boskalis Westminster NV , Novo Nordisk A/S Class B , Roche Holding AG Dividend Right Cert. , BT Group PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mmiax investment picks
  • Holdings: First Citizens BancShares Inc (DE) Class A , Kadant Inc , Mueller Industries Inc , DineEquity Inc , Treehouse Foods Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for vssvx investment picks
  • Holdings: iShares 3-7 Year Treasury Bond , iShares MSCI EAFE , Fidelity® International Capital Apprec , Fidelity® Europe , Fidelity® OTC Portfolio ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fdasx investment picks
  • Holdings: Long Gilt Dec 14 , Columbia Mortgage Opportunities I , E-mini S&P 500 Index Future Dec14 , TOPIX Index Future Dec14 , Columbia Commodity Strategy I ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for imrfx investment picks
  • Holdings: Synovus Financial Corp , Hawaiian Electric Industries Inc , CoreLogic, Inc. , Casey's General Stores Inc , Hancock Holding Company ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for stsvx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for ekhax investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Wells Fargo & Co , Microsoft Corp , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for mdvyx investment picks
  • Holdings: Tencent Holdings Ltd , China Mobile Ltd , Taiwan Semiconductor Manufacturing Co Ltd , China Construction Bank Corp H Shares , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for vemix investment picks
  • Category: Muni California Intermediate
  • Morningstar Rating: 3 Stars
Sign-up for pcimx investment picks
  • Holdings: iShares Russell 2000 Value , Curtiss-Wright Corp , Greatbatch Inc , Standard Motor Products Inc , Marriott Vacations Worldwide Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for dasvx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for phdax investment picks
  • Holdings: Wells Fargo & Co , Apple Inc , Microsoft Corp , LyondellBasell Industries NV , Capital One Financial Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for higjx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for eicax investment picks
  • Holdings: Bayer AG , Nestle SA , Honda Motor Co Ltd , HSBC Holdings PLC , WPP PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for mosax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for ncicx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for mpsax investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for bredx investment picks
  • Holdings: Dresser-Rand Group Inc , Cubist Pharmaceuticals Inc , NCR Corporation , Chemed Corp , URS Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for egeix investment picks
  • Holdings: Haemonetics Corp , City National Corp , Tempur Sealy International Inc , Whirlpool Corp , Advance Auto Parts Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for mmqax investment picks
  • Holdings: Ubs Relationship Fds , E-mini S&P 500 Index Future Dec14 , EURO STOXX 50 Index Future Dec14 , MSCI Emerging Market Index Future Dec14 , FTSE 100 Index (New Style) Future Dec14 ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for bgfcx 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: pltfx - Principal LifeTime 2050 B - Morningstar 3 Star Rated Fund to bgfcx - UBS Asset Growth 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 Name |  Ticker |  Popularity |  Our Choices |  Most Recent