Funds From: pzeax - Presidential Managed Risk 2050 A LW - Large Blend to mdcex - Matisse Discounted Cl-End Fd Strat Instl - Large Blend


  • Holdings: SPDR S&P 500 , Vanguard FTSE Developed Markets ETF , Vanguard Total Bond Market ETF , iShares Russell 2000 , iShares Core S&P Mid-Cap ,
  • Category: Target Date 2046-2050
Sign-up for pzeax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Microsoft Corporation , Johnson & Johnson ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for VBINX investment picks
  • Holdings: Amazon.com Inc , Home Depot, Inc. , Microsoft Corporation , Wells Fargo & Co , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ABALX investment picks
  • Holdings: BNY Mellon Focused Equity Opp M , BNY Mellon Emerging Markets M , BNY Mellon Mid Cap Multi-Strategy M , BNY Mellon International M , BNY Mellon Income Stock M ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for MPBLX investment picks
  • Holdings: Fidelity Spartan® Total Market Index F , Fidelity Spartan® US Bond Idx F , Fidelity® Series Global ex US Index , Fidelity® Series Infl-Prtct Bd Idx F , Fidelity® Series Commodity Strategy F ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
Sign-up for FKIFX investment picks
  • Holdings: TIAA-CREF Bond Index Institutional , TIAA-CREF Equity Index Instl , TIAA-CREF International Eq Idx Instl , TIAA-CREF Inflation Link Bd Instl , TIAA-CREF Emerging Markets Eq Idx Instl ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 5 Stars
Sign-up for TLTPX investment picks
  • Holdings: Vanguard Total Stock Mkt Idx Inv , Vanguard Total Bond Market II Idx Inv , Vanguard Total Intl Stock Index Inv , Vanguard Total Intl Bd Idx Investor , Vanguard Shrt-Term Infl-Prot Sec Idx Inv ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
Sign-up for VTXVX investment picks
  • Holdings: Vanguard Total Stock Mkt Idx Inv , Vanguard Total Intl Stock Index Inv , Vanguard Total Bond Market II Idx Inv , Vanguard Total Intl Bd Idx Investor ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for VASGX investment picks
  • Holdings: JPMorgan Alerian MLP Index ETN , Direxion Daily S&P500® Bull 3X Shares , SPDR S&P 500 , Nuveen High Yield Municipal Bond I , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Tactical Allocation
  • Morningstar Rating: 1 Stars
Sign-up for aaxax investment picks
  • Holdings: JPMorgan Alerian MLP Index ETN , Direxion Daily S&P500® Bull 3X Shares , SPDR S&P 500 , Nuveen High Yield Municipal Bond I , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Tactical Allocation
  • Morningstar Rating: 1 Stars
Sign-up for aaxax investment picks
  • Holdings: Market Vectors High-Yield Muni ETF , US Treasury Note 2.625% , US Treasury Note 0.75% , Apple Inc , US Treasury Note 3.125% ,
  • Category: Conservative Allocation
Sign-up for earax investment picks
  • Holdings: Market Vectors High-Yield Muni ETF , US Treasury Note 2.625% , US Treasury Note 0.75% , Apple Inc , US Treasury Note 3.125% ,
  • Category: Conservative Allocation
Sign-up for ecrax investment picks
  • Holdings: Market Vectors High-Yield Muni ETF , US Treasury Note 2.625% , US Treasury Note 0.75% , Apple Inc , US Treasury Note 3.125% ,
  • Category: Conservative Allocation
Sign-up for eirax investment picks
  • Holdings: SPDR S&P 500 , iShares 20+ Year Treasury Bond , PowerShares DB US Dollar Index Bullish , PowerShares DB Agriculture , AdvisorShares Peritus High Yield ETF ,
  • Category: Conservative Allocation
Sign-up for bpvdx investment picks
  • Holdings: Market Vectors High-Yield Muni ETF , US Treasury Note 2.625% , US Treasury Note 0.75% , Apple Inc , US Treasury Note 3.125% ,
  • Category: Conservative Allocation
Sign-up for earax investment picks
  • Holdings: JPMorgan Alerian MLP Index ETN , Direxion Daily S&P500® Bull 3X Shares , SPDR S&P 500 , Nuveen High Yield Municipal Bond I , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
Sign-up for aaxcx investment picks
  • Holdings: iShares 20+ Year Treasury Bond , PowerShares Buyback Achievers , iShares Global Industrials , SPDR BarCap ST High Yield Bond ETF , iShares MSCI South Korea Capped ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for lcaix investment picks
  • Holdings: iShares 20+ Year Treasury Bond , PowerShares Buyback Achievers , iShares Global Industrials , SPDR BarCap ST High Yield Bond ETF , iShares MSCI South Korea Capped ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for lcaox investment picks
  • Holdings: American Funds Tax Exempt Bond R-6 , American High-Income Municipal Bond R-6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Conservative Allocation
Sign-up for txabx investment picks
  • Holdings: American Funds Tax Exempt Bond R-6 , American High-Income Municipal Bond R-6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Conservative Allocation
Sign-up for taiax investment picks
  • Holdings: American Funds Tax Exempt Bond R-6 , American High-Income Municipal Bond R-6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Conservative Allocation
Sign-up for taifx investment picks
  • Holdings: American Funds Tax Exempt Bond R-6 , American High-Income Municipal Bond R-6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Conservative Allocation
Sign-up for taicx investment picks
  • Holdings: American Funds Tax Exempt Bond R-6 , American High-Income Municipal Bond R-6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Conservative Allocation
Sign-up for txifx investment picks
  • Holdings: American Funds Tax Exempt Bond R-6 , American High-Income Municipal Bond R-6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Conservative Allocation
Sign-up for taiax investment picks
  • Holdings: iShares National AMT-Free Muni Bond , SPDR Barclays High Yield Bond , iShares 20+ Year Treasury Bond , PowerShares DB Commodity Index Tracking , PowerShares DB Gold ,
  • Category: Conservative Allocation
Sign-up for nicrx investment picks
  • Holdings: iShares National AMT-Free Muni Bond , SPDR Barclays High Yield Bond , iShares 20+ Year Treasury Bond , PowerShares DB Commodity Index Tracking , PowerShares DB Gold ,
  • Category: Conservative Allocation
Sign-up for niccx investment picks
  • Holdings: iShares National AMT-Free Muni Bond , SPDR Barclays High Yield Bond , iShares 20+ Year Treasury Bond , PowerShares DB Commodity Index Tracking , PowerShares DB Gold ,
  • Category: Conservative Allocation
Sign-up for nicax investment picks
  • Holdings: iShares National AMT-Free Muni Bond , SPDR Barclays High Yield Bond , iShares 20+ Year Treasury Bond , PowerShares DB Commodity Index Tracking , PowerShares DB Gold ,
  • Category: Conservative Allocation
Sign-up for nicix investment picks
  • Holdings: iShares National AMT-Free Muni Bond , SPDR Barclays High Yield Bond , iShares 20+ Year Treasury Bond , PowerShares DB Commodity Index Tracking , PowerShares DB Gold ,
  • Category: Conservative Allocation
Sign-up for nicax investment picks
  • Holdings: Nuveen Long/Short Commodity TR Common , Alpine Total Dynamic Dividend , Nuveen Diversified Commodity Common , Nuveen Diversified Currency Opp Common , Guggenheim EW Enhanced Equity Common ,
  • Category: Tactical Allocation
Sign-up for mdcex 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: pzeax - Presidential Managed Risk 2050 A LW - Large Blend to mdcex - Matisse Discounted Cl-End Fd Strat Instl - 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