Funds From: JRBYX - JPMorgan SmartRetirement Blend 2030 R6 - Large Blend to hlarx - Hartford Global All-Asset R3 - Large Blend


  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Core Total US Bond Market ETF , JPMorgan Core Bond R6 , iShares Russell Mid-Cap ,
  • Category: Target Date 2026-2030
Sign-up for JRBYX investment picks
  • Holdings: iShares iBoxx $ High Yield Corporate Bd , Russell 2000 Mini Mar 2014 , MSCI Emerging Market Index Future Mar14 , iShares TIPS Bond , Long Gilt Future Jun 2014 ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for MMAFX investment picks
  • Holdings: Great-West MFS International Value Init , Great-West Goldman Sachs MidCap Val Init , Great-West Putnam Equity Income Init , Great-West T. Rowe Price Equity Inc Init , Great-West Templeton Global Bond Init ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for MXMPX investment picks
  • Holdings: FNMA 4% TBA , FNMA , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2043-01-01 , CVS Caremark Corp ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for PACAX investment picks
  • Holdings: ING Global Bond R6 , ING Large Cap Value R6 , ING Large Cap Growth R6 , ING Multi-Manager International Equity I , ING High Yield Bond I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for ALYBX investment picks
  • Holdings: Fidelity® Series International Value F , Fidelity® Series International Growth F , Fidelity® Series Equity-Income F , Fidelity® Series Growth Company F , Fidelity® Series All-Sector Equity F ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
Sign-up for FKTHX investment picks
  • Holdings: iShares iBoxx $ High Yield Corporate Bd , Russell 2000 Mini Mar 2014 , MSCI Emerging Market Index Future Mar14 , iShares TIPS Bond , Long Gilt Future Jun 2014 ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for MMAVX investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR Barclays High Yield Bond , Vanguard Dividend Apprec Idx ETF , Vanguard Emerging Markets Stock Idx ETF ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
Sign-up for JRVOX investment picks
  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity® Series All-Sector Equity , Fidelity Advisor® Series Growth & Income ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for FEFIX investment picks
  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity® Series All-Sector Equity , Fidelity Advisor® Series Growth & Income ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for FAFEX investment picks
  • Holdings: ING Multi-Manager International Equity I , ING Large Cap Growth Port I , ING US Stock Index Port I , ING Large Cap Value R6 , ING International Core I ,
  • Category: Target Date 2051+
  • Morningstar Rating: 3 Stars
Sign-up for IISPX investment picks
  • Holdings: Principal Equity Income Inst , Principal Large Cap Value Inst , Principal Diversified Intl Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for SCGPX investment picks
  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan High Yield R6 , JPMorgan Growth Advantage R5 , JPMorgan Intl Opp R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for JTTSX investment picks
  • Holdings: Principal Income Inst , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal Short-Term Income Inst , Principal High Yield Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for PIFIX investment picks
  • Holdings: Great-West S&P 500® Index Init , Great-West International Index Init , Great-West Bond Index Init , Great-West S&P Mid Cap 400® Index Init , Oppenheimer Developing Markets A ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for MXNLX investment picks
  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2051+
  • Morningstar Rating: 4 Stars
Sign-up for LTFIX investment picks
  • Holdings: Hartford Dividend & Growth Y , Hartford Capital Appreciation Y , Hartford Total Return Bond Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for HCKSX investment picks
  • Holdings: Hartford Dividend & Growth Y , Hartford International Opportunities Y , Hartford Alternative Strategies Y , Hartford Capital Appreciation Y , Hartford Strategic Income Y ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for htntx investment picks
  • Holdings: iShares MSCI EAFE Value , iShares MSCI Emerging Markets , US Treasury Note 3% , US Treasury Note 0.375% , US Treasury Bond 4.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pblix investment picks
  • Holdings: iShares MSCI EAFE Value , iShares MSCI Emerging Markets , US Treasury Note 3% , US Treasury Note 0.375% , US Treasury Bond 4.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pbaax investment picks
  • Holdings: iShares MSCI EAFE Value , iShares MSCI Emerging Markets , US Treasury Note 3% , US Treasury Note 0.375% , US Treasury Bond 4.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pbccx investment picks
  • Holdings: Vanguard REIT Index ETF , Real Return Funds , Us 10yr Note (Cbt)mar14 Xcbt 20140320 , Us 5yr Note (Cbt) Mar14 Xcbt 20140331 , iShares MSCI EAFE ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for lrrax investment picks
  • Holdings: Vanguard REIT Index ETF , Real Return Funds , Us 10yr Note (Cbt)mar14 Xcbt 20140320 , Us 5yr Note (Cbt) Mar14 Xcbt 20140331 , iShares MSCI EAFE ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for lrrcx investment picks
  • Holdings: Vanguard REIT Index ETF , Real Return Funds , Us 10yr Note (Cbt)mar14 Xcbt 20140320 , Us 5yr Note (Cbt) Mar14 Xcbt 20140331 , iShares MSCI EAFE ,
  • Category: Conservative Allocation
  • Morningstar Rating: -1 Stars
Sign-up for f000005jun investment picks
  • Holdings: Vanguard REIT Index ETF , Real Return Funds , Us 10yr Note (Cbt)mar14 Xcbt 20140320 , Us 5yr Note (Cbt) Mar14 Xcbt 20140331 , iShares MSCI EAFE ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for lrrix investment picks
  • Holdings: iShares Russell 1000 Growth , iShares Russell 1000 Value , iShares Russell 2000 Growth , iShares Russell 2000 Value , SPDR Barclays 1-3 Month T-Bill ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for dhaax investment picks
  • Holdings: 10 Year Government of Canada Bond June14 , Interest Rate Swap Chf , Mini 10-Year Japanese Govt Bond , Euro BUND Future Mar14 , Credit Default Swap Cdx.Em.20 ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for hlayx investment picks
  • Holdings: 10 Year Government of Canada Bond June14 , Interest Rate Swap Chf , Mini 10-Year Japanese Govt Bond , Euro BUND Future Mar14 , Credit Default Swap Cdx.Em.20 ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for hlatx investment picks
  • Holdings: 10 Year Government of Canada Bond June14 , Interest Rate Swap Chf , Mini 10-Year Japanese Govt Bond , Euro BUND Future Mar14 , Credit Default Swap Cdx.Em.20 ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for hlasx investment picks
  • Holdings: 10 Year Government of Canada Bond June14 , Interest Rate Swap Chf , Mini 10-Year Japanese Govt Bond , Euro BUND Future Mar14 , Credit Default Swap Cdx.Em.20 ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for hlarx 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: JRBYX - JPMorgan SmartRetirement Blend 2030 R6 - Large Blend to hlarx - Hartford Global All-Asset R3 - 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