Funds From: rxlax - Russell LifePoints 2040 Strategy A LW - Morningstar 2 Star Rated Fund to dahyx - Dunham High-Yield Bond A - Morningstar 2 Star Rated Fund


  • Holdings: Equity, Bond, Russell International Developed Mkts Y, Russell US Core Equity Y, Russell Global Equity Y, Russell US Dynamic Equity Y, Russell Strategic Bond Y
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for rxlax investment picks
  • Holdings: China Overseas Land & Investment Ltd., China Resources Land Ltd., Ayala Land, Inc., BR Malls Participacoes S.A., Growthpoint Properties Ltd.
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for apfax investment picks
  • Holdings: China Overseas Land & Investment Ltd., China Resources Land Ltd., Ayala Land, Inc., BR Malls Participacoes S.A., Growthpoint Properties Ltd.
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for apfcx investment picks
  • Holdings: China Overseas Land & Investment Ltd., China Resources Land Ltd., Ayala Land, Inc., BR Malls Participacoes S.A., Growthpoint Properties Ltd.
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for apfax investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
Sign-up for pazcx investment picks
  • Category: Muni New Jersey
  • Morningstar Rating: 2 Stars
Sign-up for pnjcx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
Sign-up for sasfx investment picks
  • Holdings: Equity, Bond, PowerShares Emerging Mkts Sovereign Debt, Vanguard Interm-Tm Corp Bd Idx ETF, Market Vectors EM Local Curr Bond ETF, Aberdeen Asia-Pacific Income Common, BlackRock Credit Allocation Inc Common
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for apimx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
Sign-up for pymax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for gsfbx investment picks
  • Holdings: Cisco Systems Inc, American International Group Inc, Anadarko Petroleum Corp, Lowe's Companies Inc., Akamai Technologies, Inc.
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for hctrx investment picks
  • Holdings: Google, Inc. Class A, Gilead Sciences Inc, Roche Holding AG, Anheuser-Busch Inbev SA, Sands China Ltd.
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for halsx investment picks
  • Holdings: Google, Inc. Class A, Gilead Sciences Inc, Roche Holding AG, Anheuser-Busch Inbev SA, Sands China Ltd.
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for haltx investment picks
  • Holdings: Apple Inc, Google, Inc. Class A, Gilead Sciences Inc, Oracle Corporation, Lowe's Companies Inc.
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for hgwrx investment picks
  • Holdings: Apple Inc, Google, Inc. Class A, Gilead Sciences Inc, Oracle Corporation, Lowe's Companies Inc.
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for hgwsx investment picks
  • Holdings: iShares Russell 2000 Growth Index, Tenneco Inc, KapStone Paper And Packaging Corporation, Imperva Inc, Steven Madden
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for ihsrx investment picks
  • Category: Muni Single State Short
  • Morningstar Rating: 2 Stars
Sign-up for pcdix investment picks
  • Holdings: Equity, Bond, Health Care Select Sector SPDR, iShares Russell 1000 Value Index, iShares Core S&P 500 ETF, iShares S&P 100 Index, SPDR Dow Jones Industrial Average
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for etfrx investment picks
  • Holdings: Spectranetics Corporation, Biomarin Pharmaceutical, Inc., Onyx Pharmaceuticals, Inc., Maximus, Inc., Tetra Tech, Inc.
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for tdsax investment picks
  • Holdings: Microsoft Corporation, Sumitomo Mitsui Financial Group Inc, KBC Group SA/NV, Lloyds Banking Group PLC, AIA Group Ltd.
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for hfpcx investment picks
  • Holdings: Fleetcor Technologies, Inc., United Continental Holdings Inc, TD Ameritrade Holding Corporation, KKR Financial Holdings LLC, Masco Corporation
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for lmarx investment picks
  • Holdings: Diageo PLC ADR, L Occitane Intl S A ADR, Fomento Economico Mexicano SAB de CV ADR, Prada SpA, GlaxoSmithKline PLC ADR
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for lmgrx investment picks
  • Holdings: Liberty Global, Inc. Class A, Sirius XM Radio Inc., SBA Communications Corp, LinkedIn Corp, Oceaneering International
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for bmrrx investment picks
  • Holdings: Hewlett-Packard Co, JPMorgan Chase & Co, ConocoPhillips, Wells Fargo & Co, Valero Energy Corporation
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for qaacx investment picks
  • Holdings: Equity, Bond, Guggenheim S&P 500 Equal Weight, Vanguard S&P 500 ETF, Financial Select Sector SPDR, SPDR Dow Jones Industrial Average, SPDR S&P MidCap 400
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for etffx investment picks
  • Holdings: Equity, Bond, Health Care Select Sector SPDR, iShares Russell 1000 Value Index, iShares Core S&P 500 ETF, iShares S&P 100 Index, SPDR Dow Jones Industrial Average
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for etfrx investment picks
  • Holdings: Equity, Bond, Fidelity Cent Invt Portfolios, Fidelity Cent Invt Portfolios
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ftawx investment picks
  • Holdings: Maximus, Inc., E2open Inc, Lindsay Corp, Demandware Inc, Atwood Oceanics, Inc.
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for dadgx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for dacgx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for dahyx 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: rxlax - Russell LifePoints 2040 Strategy A LW - Morningstar 2 Star Rated Fund to dahyx - Dunham High-Yield Bond A - 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