Funds From: tnaax - Invesco Balanced-Risk Retire 2030 A - Morningstar 1 Star Rated Fund to waegx - Sentinel Sustainable Mid Cap Opp A - Morningstar 1 Star Rated Fund


  • Holdings: Invesco Balanced-Risk Allc R6 , Invesco Balanced-Risk Agrsv Allc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for tnaax investment picks
  • Category: Muni National Long
  • Morningstar Rating: 1 Stars
Sign-up for fprtx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
Sign-up for ngitx investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Cerner Corp , Google Inc Class A , Google Inc ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for cvgbx investment picks
  • Holdings: Exxon Mobil Corporation , Raytheon Co , Chevron Corp , JPMorgan Chase & Co , Zions Bancorp ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for cvarx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 1 Stars
Sign-up for rtecx investment picks
  • Holdings: United Therapeutics Corp , Ambarella Inc , Amsurg Corp , Cirrus Logic Inc , Assurant Inc ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
Sign-up for RIVSX investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
Sign-up for wfnbx investment picks
  • Holdings: Buckle, Inc. , Reinsurance Group of America Inc , Brocade Communications Systems Inc , Unit Corp , Vishay Intertechnology Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 1 Stars
Sign-up for rvvrx investment picks
  • Holdings: E-mini S&P 500 Index Future Sept14 , 2 Year US Treasury Note Future Dec14 , MSCI EAFE Index Future Sept14 , 5 Year US Treasury Note Future Dec14 , Apple Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for teiax investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
Sign-up for fgoax investment picks
  • Holdings: WisdomTree Japan Hedged Equity ETF , iShares MSCI EMU , Gilead Sciences Inc , Microsoft Corp , Chevron Corp ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for clrvx investment picks
  • Holdings: PIMCO StocksPLUS Instl , PIMCO CommoditiesPLUS® Strategy Instl , PIMCO Small Cap StocksPLUS® AR Strt Inst , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Real Estate Real Return Strategy I ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 1 Stars
Sign-up for pofdx investment picks
  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth , iShares Core S&P Small-Cap , iShares S&P 500 Value , iShares Core S&P Mid-Cap ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for us66537u6929 investment picks
  • Holdings: Constellation Energy Partners LLC , Apple Inc , GT Advanced Technologies Inc , BlackRock Enhanced Equity Div Common , Texas Pacific Land Trust ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 1 Stars
Sign-up for ipofx investment picks
  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth , iShares Core S&P Small-Cap , iShares S&P 500 Value , iShares Core S&P Mid-Cap ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for f00000nqhl investment picks
  • Holdings: E*Trade Financial Corp , Allegiant Travel Co LLC , Treehouse Foods Inc , RCS Capital Corp Class A , Platform Specialty Products Corp ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
Sign-up for lmasx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
Sign-up for STYIX investment picks
  • Holdings: Intel Corp , Texas Instruments Inc , Micron Technology Inc , Applied Materials Inc , Broadcom Corp ,
  • Category: Technology
  • Morningstar Rating: 1 Stars
Sign-up for ryscx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
Sign-up for hiifx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
Sign-up for paryx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 1 Stars
Sign-up for sftbx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Samsung Electronics Co Ltd , Itau Unibanco Holding SA ADR , Saic Motor Corporation Limited , PC Jeweller Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
Sign-up for jmfcx investment picks
  • Holdings: PIMCO Income Instl , PIMCO 1-5 Year U.S. TIPS ETF , PIMCO Real Return Instl , AllianzGI Short Duration High Inc Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for ablix investment picks
  • Holdings: PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , AllianzGI Best Styles Global Eq R6 , AllianzGI US Managed Volatility Instl , AllianzGI Behavioral Advtg Lg Cp Instl , AllianzGI NFJ Dividend Value Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
Sign-up for asnax investment picks
  • Holdings: Cardinal Health Inc , Amgen Inc , CR Bard Inc , AstraZeneca PLC ADR , Merck & Co Inc ,
  • Category: Health
  • Morningstar Rating: 1 Stars
Sign-up for shpax investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
Sign-up for partx investment picks
  • Holdings: Unico American Corp , Biglari Holdings Inc , Atwood Oceanics Inc , Ensco PLC Class A , Rowan Companies PLC ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for rcmfx investment picks
  • Holdings: PIMCO Income Instl , Irs Jpy 1.000 09/18/13-10y Cme , FNMA , E-mini S&P 500 Index Future Sept14 , PIMCO StocksPLUS Instl ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
Sign-up for pgmrx investment picks
  • Holdings: Quanta Services Inc , DENTSPLY International Inc , Waste Connections Inc , Jarden Corp , CareFusion Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
Sign-up for waegx 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: tnaax - Invesco Balanced-Risk Retire 2030 A - Morningstar 1 Star Rated Fund to waegx - Sentinel Sustainable Mid Cap Opp A - Morningstar 1 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