Funds From: LGILX - Laudus US Large Cap Growth - Morningstar 4 Star Rated Fund to smtax - JPMorgan SmartRetirement 2040 A LW - Morningstar 4 Star Rated Fund


  • Holdings: Google Inc Class A , AbbVie Inc , Apple Inc , Facebook Inc Class A , Yahoo! Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for LGILX investment picks
  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , General Electric Co , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for trgix investment picks
  • Holdings: Exxon Mobil Corporation , General Electric Co , Johnson & Johnson , Berkshire Hathaway Inc Class B , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for trcvx investment picks
  • Holdings: Sempra Energy , Cardinal Health Inc , Ameriprise Financial Inc , DISH Network Corp , Tyson Foods Inc Class A ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for trvrx investment picks
  • Holdings: Cathay General Bancorp , Signature Bank , HCC Insurance Holdings Inc , Littelfuse Inc , Euronet Worldwide Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for lsvax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for wapcx investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Limited Maturity R5 , MFS® Growth R5 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for eclax investment picks
  • Holdings: Apple Inc , Verizon Communications Inc , AT&T Inc , Target Corp , PG&E Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for FBFZX investment picks
  • Holdings: Cintas Corp , Dollar Tree Stores Inc , NewMarket Corp , Energizer Holdings Inc , Tenet Healthcare Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for tmpix investment picks
  • Holdings: Facebook Inc Class A , Apple Inc , Microsoft Corp , Google Inc Class A , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for lglax investment picks
  • Holdings: LKQ Corp , Moody's Corporation , Fastenal Co , SEI Investments Company , Ansys Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for dfdmx investment picks
  • Holdings: DFA US Core Equity 2 I , DFA International Core Equity I , DFA US Core Equity 1 I , DFA Emerging Markets Core Equity I , DFA Real Estate Securities I ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for dgerx investment picks
  • Holdings: JPMorgan High Yield R6 , JPMorgan Intrepid International Inst , JPMorgan Realty Income Instl , JPMorgan Mid Cap Equity R6 , JPMorgan Emerging Markets Debt R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jdvsx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for fhaix investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 4 Stars
Sign-up for etmax investment picks
  • Holdings: Western Refining Inc , Avis Budget Group Inc , Amerco Inc , CNO Financial Group Inc , PacWest Bancorp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for dftsx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for disfx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for sahix investment picks
  • Holdings: Master Large Cap Core For Br_Bcm , Master Total Return For Br_Bcm ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mdcpx investment picks
  • Holdings: Trinity Industries Inc , First Solar Inc , Legg Mason Inc , Omnicare Inc , Avis Budget Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for dffvx investment picks
  • Holdings: Diageo PLC ADR , Novartis AG ADR , Royal Dutch Shell PLC ADR Class A , Schneider Electric SE ADR , WPP PLC ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for nriex investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for hhmcx investment picks
  • Holdings: Altria Group Inc , Imperial Tobacco Group PLC , BCE Inc , National Grid PLC , Lorillard Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for epskx investment picks
  • Holdings: Tronox Worldwide 6.375% , Hertz 6.25% , Penske Automotive Grp 5.75% , Kraton Polymers Llc / Kraton 6.75% , Rayonier A.M. Prods 144A 5.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for eksax investment picks
  • Holdings: American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds AMCAP R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for raktx investment picks
  • Holdings: Columbia High Yield Bond I , Columbia Emerging Markets Bond I , Columbia US Government Mortgage I , Columbia Dividend Opportunity I , Columbia Global Dividend Opportunity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for rbbax investment picks
  • Holdings: Altria Group Inc , Pfizer Inc , Apple Inc , American Electric Power Co Inc , Wal-Mart Stores Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for dqirx investment picks
  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Intrepid America R5 , JPMorgan US Equity R6 , JPMorgan Value Advantage Instl , JPMorgan Growth Advantage R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for smtsx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
Sign-up for PSFAX investment picks
  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Intrepid America R5 , JPMorgan US Equity R6 , JPMorgan Value Advantage Instl , JPMorgan Growth Advantage R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for smtax 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: LGILX - Laudus US Large Cap Growth - Morningstar 4 Star Rated Fund to smtax - JPMorgan SmartRetirement 2040 A LW - Morningstar 4 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