Funds From: ntvtx - Nuveen Tradewinds Value Opportunities R3 to ppimx - Principal MidCap Growth III Inst


  • Holdings: American International Group Inc, General Motors Co, Exelon Corp, Loews Corporation, Weatherford International Ltd
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for ntvtx investment picks
  • Holdings: Bank of America Corporation, JPMorgan Chase & Co, Directv, American International Group Inc, Capital One Financial Corp
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for oarmx investment picks
  • Holdings: Equity, Bond, Oppenheimer International Growth Y, Oppenheimer International Small Co Y, Oppenheimer Developing Markets Y, Oppenheimer International Value Y
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for oidyx investment picks
  • Holdings: Laboratorios Almirall, S.A., Wirecard AG, Spirax-Sarco Engineering PLC, MorphoSys AG, Dunelm Group PLC
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 2 Stars
Sign-up for osmyx investment picks
  • Holdings: JPMorgan Chase & Co, Apple Inc, eBay Inc, International Business Machines Corp, National Oilwell Varco, Inc.
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for omsyx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for oryzx investment picks
  • Category: Muni Minnesota
  • Morningstar Rating: 5 Stars
Sign-up for opymx investment picks
  • Holdings: Philip Morris International, Inc., Lockheed Martin Corporation, Exxon Mobil Corporation, Accenture PLC, International Business Machines Corp
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for oilvx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for ptxfx investment picks
  • Holdings: Equity, Bond, iShares MSCI Japan Index, ClearBridge Aggressive Growth IS, Vanguard Dividend Appreciation ETF, Royce Special Equity Instl, SPDR S&P Pharmaceuticals
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for lptfx investment picks
  • Holdings: Apple Inc, Google, Inc. Class A, MasterCard Incorporated Class A, Microsoft Corporation, Philip Morris International, Inc.
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for pfgrx investment picks
  • Holdings: Apple Inc, Celgene Corporation, International Business Machines Corp, TJX Companies, Johnson & Johnson
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for orlrx investment picks
  • Holdings: The Hershey Company, John Wiley & Sons, Inc. Class A, Colgate-Palmolive Company, Wells Fargo & Co, HJ Heinz Company
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for piozx investment picks
  • Category: Inflation-Protected Bond
Sign-up for us69447t3005 investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for pfdix investment picks
  • Holdings: Equity, Bond, SPDR S&P 500, Vanguard Total Bond Market ETF, Vanguard MSCI EAFE ETF, iShares Barclays TIPS Bond, SPDR Barclays International Treasury Bd
  • Category: Target Date 2000-2010
Sign-up for pzaix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for pbmsx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for pbiqx investment picks
  • Holdings: Chevron Corp, Microsoft Corporation, Wells Fargo & Co, Costco Wholesale Corporation, Sempra Energy
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pcapx investment picks
  • Holdings: Roche Holding AG, HSBC Holdings PLC, Toyota Motor Corp, Sanofi, Samsung Electronics Co Ltd
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pdvix investment picks
  • Holdings: iShares MSCI EAFE Index, Nestle SA, HSBC Holdings PLC, Novartis AG, Roche Holding AG
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pidix investment picks
  • Holdings: Samsung Electronics Co Ltd, Taiwan Semiconductor Manufacturing, China Construction Bank Corp H Shares, PetroChina Co Ltd H Shares, Bank Of China Ltd. H Shares
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for pepsx investment picks
  • Holdings: Equity, Bond, Principal Core Plus Bond I Institutional, Principal Bond & Mtg Securities Inst, Principal Bond Market Index Instl, Principal Short-Term Income Inst, Principal LargeCap Growth I Inst
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
Sign-up for ptanx investment picks
  • Holdings: Equity, Bond, Principal Core Plus Bond I Institutional, Principal Bond & Mtg Securities Inst, Principal LargeCap Growth I Inst, Principal Large Cap Value I Inst, Principal Bond Market Index Instl
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for ptbpx investment picks
  • Holdings: Equity, Bond, Principal LargeCap Growth I Inst, Principal Large Cap Value I Inst, Principal Large Cap S&P 500 Index Inst, Principal Diversified Intl Inst, Principal Large Cap Value Inst
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
Sign-up for ltpex investment picks
  • Holdings: Equity, Bond, Principal LargeCap Growth I Inst, Principal Large Cap Value I Inst, Principal Diversified Intl Inst, Principal Overseas Instl, Principal Large Cap S&P 500 Index Inst
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for ptdnx investment picks
  • Holdings: Equity, Bond, Principal LargeCap Growth I Inst, Principal Large Cap Value I Inst, Principal Diversified Intl Inst, Principal Large Cap S&P 500 Index Inst, Principal Overseas Instl
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for ltrvx investment picks
  • Holdings: Equity, Bond, Principal LargeCap Growth I Inst, Principal Large Cap Value I Inst, Principal Diversified Intl Inst, Principal Large Cap S&P 500 Index Inst, Principal Overseas Instl
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
Sign-up for pzasx investment picks
  • Holdings: Equity, Bond, Principal LargeCap Growth I Inst, Principal Large Cap Value I Inst, Principal Large Cap S&P 500 Index Inst, Principal Overseas Instl, Principal Diversified Intl Inst
  • Category: Target Date 2051+
  • Morningstar Rating: 2 Stars
Sign-up for ltfgx investment picks
  • Holdings: LinkedIn Corp, Concho Resources, Inc., Ralph Lauren Corp, PPG Industries, Inc.
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for ppimx 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: ntvtx - Nuveen Tradewinds Value Opportunities R3 to ppimx - Principal MidCap Growth III Inst
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