Funds From: spdax - Deutsche LifeCompass 2015 A Load Waived - Large Blend to psbgx - Principal SAM Balanced R1 - Large Blend


  • Holdings: DWS Core Equity Institutional , DWS Equity 500 Index Inst , DWS Core Fixed Income Inst , DWS US Bond Index Inst , DWS Global Inflation Instl ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
Sign-up for spdax investment picks
  • Holdings: FNMA , FHLMC 4.5% , FNMA 4.5% , FNMA 3% , Fed Natl Mort Assc 2.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for secmx investment picks
  • Holdings: SunAmerica Select Dividend Growth A , SunAmerica Strategic Value A , SunAmerica Focused Alpha Growth A , SunAmerica Focused Alpha Large-Cap A , SunAmerica Alternative Strategies A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for fasax investment picks
  • Holdings: Pioneer International Value Y , Pioneer Global Equity Y , Pioneer Emerging Markets Y , Pioneer Mid-Cap Value Y , Pioneer Oak Ridge Small Cap Growth Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for piaax investment picks
  • Holdings: Pioneer International Value Y , Pioneer Global Equity Y , Pioneer Bond Y , Pioneer Mid-Cap Value Y , Pioneer Emerging Markets Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for graax investment picks
  • Holdings: Exxon Mobil Corporation , iShares Core MSCI Emerging Market , Apple Inc , US Treasury TIP , Gilead Sciences Inc ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
Sign-up for ltkax investment picks
  • Holdings: Voya Intermediate Bond R6 , Voya Large Cap Growth Portfolio I , Voya Large Cap Value Portfolio I , Voya High Yield Bond I , Voya US Stock Index I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for isaix investment picks
  • Holdings: Voya Intermediate Bond R6 , Voya Large Cap Growth Portfolio I , Voya Large Cap Value Portfolio I , Voya US Stock Index I , Voya International Index I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for iimdx investment picks
  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Western Asset High Yield IS , QS Legg Mason Strategic Real Return IS , QS Batterymarch Intl Eq IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for lmgix investment picks
  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , QS Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , QS Legg Mason Strategic Real Return IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for lmeix investment picks
  • Holdings: QS Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , Western Asset Core Plus Bond IS , ClearBridge Appreciation IS , ClearBridge Aggressive Growth IS ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for llaix investment picks
  • Holdings: QS Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , ClearBridge Aggressive Growth IS , ClearBridge Appreciation IS , ClearBridge International Value IS ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for lanix investment picks
  • Holdings: Hartford Total Return Bond Y , Hartford Capital Appreciation Y , Hartford Dividend & Growth Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for hckax investment picks
  • Holdings: Hartford Total Return Bond Y , Hartford Capital Appreciation Y , Hartford Dividend & Growth Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for hckcx investment picks
  • Holdings: E-mini S&P 500 Index Future Sept14 , EURO STOXX 50 Index Future Sept14 , Ubs Relationship Fds , MSCI Emerging Market Index Future Sept14 , FTSE 100 Index (New Style) Future Sept14 ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for bgfax investment picks
  • Holdings: E-mini S&P 500 Index Future Sept14 , EURO STOXX 50 Index Future Sept14 , Ubs Relationship Fds , MSCI Emerging Market Index Future Sept14 , FTSE 100 Index (New Style) Future Sept14 ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for bgfcx investment picks
  • Holdings: E-mini S&P 500 Index Future Sept14 , EURO STOXX 50 Index Future Sept14 , Ubs Relationship Fds , MSCI Emerging Market Index Future Sept14 , FTSE 100 Index (New Style) Future Sept14 ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for bgfyx investment picks
  • Holdings: VY T. Rowe Price Capital Appreciation I , Voya US Stock Index I , Voya Multi-Manager Mid Cap Value I , Voya Multi-Manager Large Cap Core I , Voya Large Cap Value R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for isgax investment picks
  • Holdings: VY T. Rowe Price Capital Appreciation I , Voya US Stock Index I , Voya Multi-Manager Mid Cap Value I , Voya Multi-Manager Large Cap Core I , Voya Large Cap Value R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for isgjx investment picks
  • Holdings: VY T. Rowe Price Capital Appreciation I , Voya US Stock Index I , Voya Multi-Manager Mid Cap Value I , Voya Multi-Manager Large Cap Core I , Voya Large Cap Value R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for isgkx investment picks
  • Holdings: Voya US Bond Index I , VY T. Rowe Price Capital Appreciation I , Voya Intermediate Bond R6 , Voya US Stock Index I , Voya Multi-Manager Mid Cap Value I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ispgx investment picks
  • Holdings: Voya US Bond Index I , VY T. Rowe Price Capital Appreciation I , Voya Intermediate Bond R6 , Voya US Stock Index I , Voya Multi-Manager Mid Cap Value I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ispsx investment picks
  • Holdings: Voya US Bond Index I , VY T. Rowe Price Capital Appreciation I , Voya Intermediate Bond R6 , Voya US Stock Index I , Voya Multi-Manager Mid Cap Value I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for isprx investment picks
  • Holdings: Principal Income Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for psajx investment picks
  • Holdings: Principal Income Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for psbix investment picks
  • Holdings: Principal Income Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pbapx investment picks
  • Holdings: Principal Income Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for psbvx investment picks
  • Holdings: Principal Income Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for psbfx investment picks
  • Holdings: Principal Income Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for psblx investment picks
  • Holdings: Principal Income Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for psbgx 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: spdax - Deutsche LifeCompass 2015 A Load Waived - Large Blend to psbgx - Principal SAM Balanced R1 - 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