Funds From: poaax - PL Port Optimization Conservative A LW - Large Blend to sayax - State Farm LifePath 2030 Legacy A LW - Large Blend


  • Holdings: PL Managed Bond P , PL Short Duration Bond P , PL Inflation Managed P , PL Emerging Markets Debt P , PL Floating Rate Loan P ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for poaax investment picks
  • Holdings: PL Managed Bond P , PL Short Duration Bond P , PL Inflation Managed P , PL Large-Cap Value P , PL Floating Rate Loan P ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pobax investment picks
  • Holdings: PL Managed Bond P , PL Large-Cap Value P , PL Comstock P , PL Short Duration Bond P , PL Main Street Core P ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pocax investment picks
  • Holdings: PL Large-Cap Value P , PL Main Street Core P , PL Mid-Cap Equity P , PL Managed Bond P , PL Comstock P ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for podax investment picks
  • Holdings: PL Main Street Core P , PL Large-Cap Value P , PL International Large-Cap P , PL Mid-Cap Equity P , PL Comstock P ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for poeax investment picks
  • Holdings: Guggenheim Strategy I , Nestle SA ADR , Novartis AG ADR , HSBC Holdings PLC ADR , Roche Holding AG ADR ,
  • Category: Trading-Leveraged Equity
Sign-up for ryaex investment picks
  • Holdings: Guggenheim Strategy I , Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Trading-Leveraged Equity
Sign-up for ryanx investment picks
  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century International Bd Instl , American Century NT Growth Institutional ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for arsrx investment picks
  • Holdings: Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 500 Y , Putnam Dynamic Asset Allocation Cnsrv Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 300 Y ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 1 Stars
Sign-up for prrmx investment picks
  • Holdings: Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 500 Y , Putnam Dynamic Asset Allocation Cnsrv Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 300 Y ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for prrnx investment picks
  • Holdings: Putnam Dynamic Asset Allocation Gr Y , Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for prrqx investment picks
  • Holdings: Putnam Dynamic Asset Allocation Gr Y , Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for prrtx investment picks
  • Holdings: Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 700 Y , Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
Sign-up for prrox investment picks
  • Holdings: Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 700 Y , Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
Sign-up for prrpx investment picks
  • Holdings: Tortoise MLP & Pipeline Instl , Aberdeen International Equity Instl , iShares Core S&P 500 , Nuveen Preferred Securities I , First Trust Health Care AlphaDEX® ETF ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for gaasx investment picks
  • Holdings: Tortoise MLP & Pipeline Instl , Aberdeen International Equity Instl , iShares Core S&P 500 , Nuveen Preferred Securities I , First Trust Health Care AlphaDEX® ETF ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for gmmcx investment picks
  • Holdings: Tortoise MLP & Pipeline Instl , Aberdeen International Equity Instl , iShares Core S&P 500 , Nuveen Preferred Securities I , First Trust Health Care AlphaDEX® ETF ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for gmmix investment picks
  • Holdings: Tortoise MLP & Pipeline Instl , Aberdeen International Equity Instl , iShares Core S&P 500 , Nuveen Preferred Securities I , First Trust Health Care AlphaDEX® ETF ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for gmmax investment picks
  • Holdings: Tortoise MLP & Pipeline Instl , Aberdeen International Equity Instl , iShares Core S&P 500 , Nuveen Preferred Securities I , First Trust Health Care AlphaDEX® ETF ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for gagrx investment picks
  • Holdings: Arbitrage Event-Driven I , Robeco Boston Partners L/S Rsrch Instl , Gotham Absolute Return Institutional , Whitebox Tactical Opportunities Instl , Tortoise MLP & Pipeline Instl ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for gasrx investment picks
  • Holdings: Arbitrage Event-Driven I , Robeco Boston Partners L/S Rsrch Instl , Gotham Absolute Return Institutional , Whitebox Tactical Opportunities Instl , Tortoise MLP & Pipeline Instl ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for gamcx investment picks
  • Holdings: Arbitrage Event-Driven I , Robeco Boston Partners L/S Rsrch Instl , Gotham Absolute Return Institutional , Whitebox Tactical Opportunities Instl , Tortoise MLP & Pipeline Instl ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
Sign-up for gasix investment picks
  • Holdings: Arbitrage Event-Driven I , Robeco Boston Partners L/S Rsrch Instl , Gotham Absolute Return Institutional , Whitebox Tactical Opportunities Instl , Tortoise MLP & Pipeline Instl ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
Sign-up for gaisx investment picks
  • Holdings: Arbitrage Event-Driven I , Robeco Boston Partners L/S Rsrch Instl , Gotham Absolute Return Institutional , Whitebox Tactical Opportunities Instl , Tortoise MLP & Pipeline Instl ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for gasax investment picks
  • Holdings: E-mini S&P 500 Index Future Sept14 , Verizon Communications Inc , Apple Inc , AT&T Inc , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for spmrx investment picks
  • Holdings: General Electric Co , United Technologies Corp , Boeing Co , 3M Co , Union Pacific Corp ,
  • Category: Trading-Leveraged Equity
Sign-up for idpix investment picks
  • Holdings: General Electric Co , United Technologies Corp , Boeing Co , 3M Co , Union Pacific Corp ,
  • Category: Trading-Leveraged Equity
Sign-up for idpsx investment picks
  • Holdings: Procter & Gamble Co , Coca-Cola Co , Philip Morris International Inc , PepsiCo Inc , Altria Group Inc ,
  • Category: Trading-Leveraged Equity
Sign-up for cnpix investment picks
  • Holdings: Procter & Gamble Co , Coca-Cola Co , Philip Morris International Inc , PepsiCo Inc , Altria Group Inc ,
  • Category: Trading-Leveraged Equity
Sign-up for cnpsx investment picks
  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , MIP International Tilts Master Portfolio , Russell 1000 Index Master , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for sayax investment picks
Premium Membership: Features and Benefits
Wide-Moat Screener for Stocks

Put a moat around your portfolio. Sniff out the most promising opportunities that can ride through any market.

Gold Medalist Screener for Funds

Narrow the available universe of 5000 funds to the top rated gold and silver. Then, sort for manager tenure, expense ratio, risk and return to create your own index-beating fund watchlist.

Thousands of Premium Analyst Reports

While many of our competitors measure a stock's worth with a computer program, Morningstar's staff of 150+ analyst sift through company fillings, financial data and a wealth of other sources to deliver an unvarnished review of any investment. In fact, twelve Morningstar analysts have been recognized by WSJ as "Best on the Street" in the US.

Premium Portfolio Monitor

Make decisions with confidence. Load your investments into our research center and automatically connect to all our proprietary tools and data points.

Mobile

Never be without critical research. Free with your active membership, take our Premium data and guidance wherever you go with Morningstar for iPad®, iPhone®, and Android apps.

Morningstar's Guarantee

We're looking out for you. If after your 14-day free trial, you find that a Morningstar Premium membership is not for you, cancel any time and we'll be happy to refund the unused portion - no questions asked.

Go Premium!
Exclusive Premium Member Benefits
Get the best thinking of 150+ disciplined
objective, experienced analysts-dedicated to
specific industries and securities.
+2,500 Analyst Reports
Wide Moat Screener for Stocks
Medalist Screener for Funds
Premium Portfolio Manager with X-Ray & Monitor
Premium eNewsletters
Morningstar Basic Benefits (All)
Sign up now - No charge for the first 14 days
Funds From: poaax - PL Port Optimization Conservative A LW - Large Blend to sayax - State Farm LifePath 2030 Legacy A LW - Large Blend
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