Funds From: cfaex - American Funds Bond Fund of Amer 529E - Morningstar 2 Star Rated Fund to ptanx - Principal LifeTime 2010 R2 - Morningstar 2 Star Rated Fund


  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for cfaex investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
Sign-up for tevcx investment picks
  • Holdings: Sapporo Holdings Ltd., Rogers Communications, Inc. Class B, Diageo PLC, SOFTBANK Corp, Kinnevik, Investment AB
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for qivnx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for opigx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for eilmx investment picks
  • Holdings: Microsoft Corporation, 3M Co, Oracle Corporation, Eli Lilly and Company, Apache Corporation
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for dsepx investment picks
  • Holdings: WPP PLC, Credit Suisse Group, Rolls-Royce Holdings PLC, Standard Chartered PLC, AIA Group Ltd.
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for prfex investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for tobax investment picks
  • Holdings: LinkedIn Corp, DR Horton Inc, Ralph Lauren Corp, Splunk Inc, ServiceNow Inc
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for wtslx investment picks
  • Holdings: Safilo Group, Ashtead Group PLC, PT Bank Tabungan Negara (Persero) Tbk, Loomis AB, OBIC Co., Ltd.
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 2 Stars
Sign-up for lincx investment picks
  • Holdings: Qualcomm, Inc., Goldman Sachs Group Inc, Citigroup Inc, JPMorgan Chase & Co, Facebook Inc Class A
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for jordx investment picks
  • Holdings: Equity, Bond, PIMCO Enhanced Short Maturity ETF, Cfc Managed Futures
  • Category: Managed Futures
  • Morningstar Rating: 2 Stars
Sign-up for rymtx investment picks
  • Holdings: Pax MSCI EAFE ESG Index ETF, Schroder Emerging Market Equity Inv, Pax World International Inst, Procter & Gamble Co, Pax World Global Envrnmntl Mkts Instl
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for pagix investment picks
  • Holdings: Equity, Bond, Apple Inc
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for wflax investment picks
  • Holdings: Apple Inc, Exxon Mobil Corporation, Google, Inc. Class A, JPMorgan Chase & Co, Chevron Corp
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for mdlrx investment picks
  • Holdings: Apple Inc, Qualcomm, Inc., Google, Inc. Class A, American Tower Corp, Schlumberger NV
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for ggcrx investment picks
  • Holdings: Equity, Bond
  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
Sign-up for hulax investment picks
  • Category: Short Government
  • Morningstar Rating: 2 Stars
Sign-up for dsigx investment picks
  • Holdings: Equity, Bond, Principal LargeCap Growth I Inst, Principal Large Cap Value I Inst, Principal Overseas Instl, Principal Large Cap S&P 500 Index Inst, Principal Diversified Intl Inst
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for ptcax investment picks
  • Holdings: Equity, Bond, Wilmington Multi-Manager Intl Instl, LSV Value Equity, Morgan Stanley Focus Growth I, Wilmington Multi-Manager Real Asst Instl, MFS Emerging Markets Debt I
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for argix investment picks
  • Holdings: Skyworks Solutions, Inc., Treehouse Foods, Inc., Plantronics, Alaska Air Group, Inc., East West Bancorp Inc
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for frmpx investment picks
  • Holdings: Equity, Bond
  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for mdffx investment picks
  • Holdings: Equity, Bond, Hartford Inflation Plus Y, Hartford World Bond Y, Hartford Total Return Bond Y, Hartford Global Real Asset Y, Hartford Alternative Strategies Y
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for hcvax investment picks
  • Holdings: Equity, Bond, Citigroup Inc
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fglax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for gicfx investment picks
  • Holdings: Equity, Bond, Hartford World Bond Y, Hartford Inflation Plus Y, Hartford Alternative Strategies Y, Hartford Dividend & Growth Y, Hartford Total Return Bond Y
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
Sign-up for httax investment picks
  • Holdings: Equity, Bond, SEI Instl Mgd Multi-Asset Cap Stblty A, SEI Instl Mgd US Fixed Income A, SEI Daily Income Ultra-Short Dur Bd A, SEI Instl Mgd Global Mgd Volatility A, SEI Instl Mgd Enhanced Income A
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for svsax investment picks
  • Holdings: Equity, Bond, Harbor Bond Instl, Harbor High-Yield Bond Instl, Harbor International Instl, Harbor Real Return Instl, Harbor Large Cap Value Instl
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
Sign-up for harmx investment picks
  • Holdings: Equity, Bond, iShares Russell 1000 Value Index, SPDR S&P MidCap 400, iShares Russell Midcap Value Index, iShares S&P MidCap 400 Value Index, iShares Russell 2000 Value Index
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
Sign-up for tactx investment picks
  • Holdings: Equity, Bond, Principal Core Plus Bond I Institutional, Principal Bond & Mtg Securities Inst, Principal Bond Market Index Instl, Principal Short-Term Income Inst, Principal LargeCap Growth I Inst
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
Sign-up for ptanx 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: cfaex - American Funds Bond Fund of Amer 529E - Morningstar 2 Star Rated Fund to ptanx - Principal LifeTime 2010 R2 - Morningstar 2 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