Funds From: hliex - JPMorgan Equity Income Select - Morningstar 5 Star Rated Fund to TRRJX - T. Rowe Price Retirement 2035 - Morningstar 5 Star Rated Fund


  • Holdings: Wells Fargo & Co , Johnson & Johnson , ConocoPhillips , Pfizer Inc , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for hliex investment picks
  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price New Income , T. Rowe Price Equity Index 500 , T. Rowe Price Intl Gr & Inc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
Sign-up for parcx investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
Sign-up for mlthx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
Sign-up for hxbzx investment picks
  • Holdings: Brunswick Corp , Incyte Corp Ltd , Jack In The Box Inc , Signature Bank , Lennox International Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for trssx investment picks
  • Holdings: Waste Connections Inc , Jarden Corp , Associated Banc-Corp , Proassurance Corp , Idexx Laboratories ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for vseix investment picks
  • Holdings: Cisco Systems Inc , Johnson Controls Inc , Kraft Foods Group Inc , Verizon Communications Inc , Broadcom Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for dpdex investment picks
  • Holdings: Johnson & Johnson , Apple Inc , Exxon Mobil Corporation , Wells Fargo & Co , Time Warner Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for juesx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
Sign-up for unhix investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
Sign-up for smarx investment picks
  • Holdings: MFS® High Yield Pooled , Simon Property Group Inc , US Treasury Note 0.375% , US Treasury Note 0.875% , US Treasury Note 2.125% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for difcx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for jhnbx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , Citigroup Inc , US Treasury Bond 3.875% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for cblax investment picks
  • Holdings: Whitebox Tactical Opportunities Instl , Robeco Boston Partners L/S Rsrch Instl , Arbitrage Event-Driven I , Gotham Absolute Return Institutional , Tortoise MLP & Pipeline Instl ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
Sign-up for GASIX investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
Sign-up for hhmix investment picks
  • Holdings: American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds SMALLCAP World R6 , American Funds AMCAP R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 5 Stars
Sign-up for reftx investment picks
  • Holdings: American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds SMALLCAP World R6 , American Funds AMCAP R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 5 Stars
Sign-up for aaftx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
Sign-up for tgmbx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 5 Stars
Sign-up for gmdfx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for jmtrx investment picks
  • Category: Short Government
  • Morningstar Rating: 5 Stars
Sign-up for acttx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 5 Stars
Sign-up for utayx investment picks
  • Holdings: SAP SE , BT Group PLC , Aalberts Industries NV , Roche Holding AG , Novo Nordisk A/S ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for miedx investment picks
  • Category: Short Government
  • Morningstar Rating: 5 Stars
Sign-up for ltuix investment picks
  • Category: Short Government
  • Morningstar Rating: 5 Stars
Sign-up for eigox investment picks
  • Holdings: Wells Fargo & Co , Intel Corp , American International Group Inc , Apple Inc , General Motors Co ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for mfvax investment picks
  • Category: Short Government
  • Morningstar Rating: 5 Stars
Sign-up for eildx investment picks
  • Category: Short Government
  • Morningstar Rating: 5 Stars
Sign-up for vffix investment picks
  • Holdings: Merck & Co Inc , Microsoft Corp , General Electric Co , Verizon Communications Inc , Pfizer Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for IFAFX investment picks
  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price Equity Index 500 , T. Rowe Price New Income , T. Rowe Price Intl Gr & Inc ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 5 Stars
Sign-up for TRRJX 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: hliex - JPMorgan Equity Income Select - Morningstar 5 Star Rated Fund to TRRJX - T. Rowe Price Retirement 2035 - 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 Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry