Funds From: BLJIX - BlackRock LifePath Active 2045 Instl - Large Blend to vwelx - Vanguard Wellington Inv - Large Blend


  • Holdings: Master Basic Value For Br_2045 , Master Large Cap Gr For Br_2045 , BlackRock Capital Appreciation BlackRock , BlackRock International Instl , BlackRock Long-Horizon Equity Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: -1 Stars
Sign-up for BLJIX investment picks
  • Holdings: Master Basic Value For Br_2040 , Master Large Cap Gr For Br_2040 , BlackRock Capital Appreciation BlackRock , BlackRock Long-Horizon Equity Instl , BlackRock International Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: -1 Stars
Sign-up for BLHIX investment picks
  • Holdings: PNC Bond I , PNC Limited Maturity Bond I , PNC Large Cap Core I , Vanguard Inflation-Protected Secs Adm , PNC International Equity I ,
  • Category: Retirement Income
Sign-up for PDTAX investment picks
  • Holdings: USAA Income Institutional , USAA Intermediate-Term Bond Instl , USAA Short-Term Bond Institutional , USAA High Income Institutional , USAA International Institutional ,
  • Category: Conservative Allocation
Sign-up for USCCX investment picks
  • Holdings: Master Basic Value For Br_2050 , Master Large Cap Gr For Br_2050 , BlackRock Capital Appreciation BlackRock , BlackRock Long-Horizon Equity Instl , BlackRock International Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: -1 Stars
Sign-up for BLKIX investment picks
  • Holdings: iShares MSCI EAFE , iShares Core MSCI Emerging Market , iShares MSCI United Kingdom , iShares MSCI Hong Kong , iShares Core S&P Mid-Cap ,
  • Category: Conservative Allocation
Sign-up for UCMCX investment picks
  • Holdings: Financial Select Sector SPDR® , Technology Select Sector SPDR® , iShares 1-3 Year Credit Bond , PowerShares QQQ , Japan(Govt Of) 1.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for PCBAX investment picks
  • Holdings: T. Rowe Price Inflation Focused Bond , T. Rowe Price Equity Index 500 , T. Rowe Price New Income , T. Rowe Price High-Yield , T. Rowe Price Intl Gr & Inc ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for TRRIX investment picks
  • Holdings: Vantagepoint Low Duration Bond T , Vantagepoint Diversifying Strategies , Vantagepoint Inflation Prot Secs T , Vantagepoint Growth & Income T , Vantagepoint Equity Income T ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for VPRRX investment picks
  • Holdings: Sterling Capital Total Return Bond I , Sterling Capital Special Opps Eq Inst , Sterling Capital Equity Income Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for bbmgx investment picks
  • Holdings: Schwab Total Bond Market , Schwab S&P 500 Index , Schwab International Index , Schwab Small Cap Index ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for swbgx investment picks
  • Holdings: Google Inc Class A , Microsoft Corporation , Johnson & Johnson , Pfizer Inc , EMC Corporation ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for aoblx investment picks
  • Holdings: Barrick Gold 6.95% , Apple Inc , Wells Fargo Co Mtn Be 3.45% , Citigroup 3.375% , FHLMC 4% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for adbax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Microsoft Corporation , Johnson & Johnson ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for vtmfx investment picks
  • Holdings: Apple Inc , Us 2yr Note (Cbt) Mar14 , Wells Fargo & Co , FedEx Corporation , Johnson & Johnson ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for csifx investment picks
  • Holdings: Hewlett-Packard Co , Capital One Financial Corp , Microsoft Corporation , Wells Fargo & Co , Comcast Corp Class A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for dodbx investment picks
  • Holdings: Apple Inc , Google Inc Class A , US Treasury Note 2% , Occidental Petroleum Corporation , Gilead Sciences Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for evifx investment picks
  • Holdings: US Treasury Note 1.375% , FNMA 1.625% , Nu Skin Enterprises, Inc. Class A , Microsoft Corporation , Gilead Sciences Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fitrx investment picks
  • Holdings: Schwab S&P 500 Index , Schwab International Index , Schwab Small Cap Index , Schwab Total Bond Market ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for swhgx investment picks
  • Holdings: Apple Inc , Google Inc Class A , US Treasury Note 2% , Occidental Petroleum Corporation , Gilead Sciences Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for emifx investment picks
  • Holdings: Schwab Total Bond Market , Schwab S&P 500 Index , Schwab International Index , Schwab Small Cap Index ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for swcgx investment picks
  • Holdings: Apple Inc , Wells Fargo & Co , FedEx Corporation , Johnson & Johnson , Amgen Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for csgcx investment picks
  • Holdings: Bm1030246 Irs Usd P F 1.75625 Bm1030246 Ccpvanilla , Bm1030246 Irs Usd R V 03mlibor Bv1030246 Ccpvanilla , 90day Eur Futr Sep14 Xcme 20140915 , iShares MSCI EAFE , Sm1030253 Irs Usd P V 03mlibor Bv1030253 Ccpvanilla ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mbldx investment picks
  • Holdings: S+p500 Emini Fut Mar14 Xcme 20140321 , Euro-Bund Future Mar14 Xeur 20140306 , Us 10yr Note (Cbt)mar14 Xcbt 20140320 , 1257669 Trs Usd P V 03mlibor Ndueegf Index 43bps , 1257669 Trs Usd R E Ndueegf Index ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mpbax investment picks
  • Holdings: Master Large Cap Core For Br_Bcm , Master Total Return For Br_Bcm ,
  • Category: Tactical Allocation
  • Morningstar Rating: 5 Stars
Sign-up for macpx investment picks
  • Holdings: Master Large Cap Core For Br_Bcm , Master Total Return For Br_Bcm ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mbcpx investment picks
  • Holdings: Apple Inc , Google, Inc. Class A , US Treasury Note 1.375% , Microsoft Corporation , US Treasury Note 1.25% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for twbix investment picks
  • Holdings: Apple Inc , Google Inc Class A , US Treasury Note 2% , Occidental Petroleum Corporation , Gilead Sciences Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ecifx investment picks
  • Holdings: Master Large Cap Core For Br_Bcm , Master Total Return For Br_Bcm ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mdcpx investment picks
  • Holdings: Wells Fargo & Co , Exxon Mobil Corporation , Merck & Co Inc , JPMorgan Chase & Co , Microsoft Corporation ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for vwelx 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: BLJIX - BlackRock LifePath Active 2045 Instl - Large Blend to vwelx - Vanguard Wellington Inv - 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