Funds From: lmiix - Western Asset Interm Maturity NY Muni I to DREIX - Dimensional Retirement Equity II I


  • Category: Muni New York Intermediate
  • Morningstar Rating: 4 Stars
Sign-up for lmiix investment picks
  • Holdings: Western Refining Inc, 3D Systems Corporation, Dillards, Inc., Ariad Pharmaceuticals, Cabela's, Inc.
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for DFTSX investment picks
  • Holdings: American Electric Power Co Inc, Portland General Electric Company, Pepco Holdings Inc, National Grid PLC, Exelon Corp
  • Category: Utilities
  • Morningstar Rating: 3 Stars
Sign-up for ifutx investment picks
  • Holdings: Oracle Corporation, Julius Baer Gruppe AG, Daiwa Securities Co., Ltd., Tenet Healthcare Corp, MasterCard Incorporated Class A
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for oakgx investment picks
  • Holdings: Comcast Corp Class A, Stryker Corporation, Google, Inc. Class A, Cognizant Technology Solutions Corporation Class A, Illinois Tool Works Inc
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for folpx investment picks
  • Holdings: Equity, Bond, PL Large-Cap Value P, PL Comstock P, PL Main Street Core P, PL International Large-Cap P, PL Small-Cap Value P
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for poeax.lw investment picks
  • Holdings: Equity, Bond, Columbia Corporate Income I, Columbia Large Core Quantitative Instl, Columbia US Govt Mortgage I, Columbia Contrarian Core I, Columbia Emerging Markets I
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for nbiax investment picks
  • Holdings: Equity, Bond, Manning & Napier Pro-Blend Extnd Term I, Manning & Napier Pro-Blend Max Term I
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for mtprx investment picks
  • Holdings: Tesoro Corporation, Mohawk Industries, Inc., Coventry Health Care, Inc., NASDAQ OMX Group, Inc., PartnerRe Ltd.
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for dffvx investment picks
  • Holdings: China Mobile Ltd., WisdomTree India Earnings, Samsung Electronics Co Ltd, Hyundai Mobis Co., Ltd, Steinhoff International Holdings Ltd
  • Category: Diversified Emerging Mkts
Sign-up for iemrx investment picks
  • Holdings: International Personal Finance PLC, Ashtead Group PLC, Barratt Developments PLC, Teleperformance, Petroleum Geo-Services ASA
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
Sign-up for obiox investment picks
  • Holdings: Apple Inc, NXP Semiconductor NV, Avago Technologies Ltd, Cavium Inc, LinkedIn Corp
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for tbtbx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for fcipx investment picks
  • Holdings: Equity, Bond
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for ekhcx investment picks
  • Holdings: Equity, Bond, iShares MSCI Emerging Markets Index, Exxon Mobil Corporation
  • Category: Target Date 2016-2020
  • Morningstar Rating: 1 Stars
Sign-up for lthax.lw investment picks
  • Holdings: Thor Industries, Inc., Anixter International Inc, EMCOR Group, Inc., Chico's FAS, Inc., Weis Markets, Inc.
  • Category: Small Value
Sign-up for dgsmx investment picks
  • Holdings: Anadarko Petroleum Corp, Occidental Petroleum Corporation, Schlumberger NV, Weatherford International Ltd, Cameron International Corporation
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
Sign-up for ienax.lw investment picks
  • Holdings: Apple Inc, Qualcomm, Inc., Google, Inc. Class A, Monsanto Company, Walt Disney Co
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for optfx.lw investment picks
  • Holdings: Sociedad Quimica Y Minera De Chile SA ADR, BHP Billiton Ltd ADR, Consol Energy Inc, International Paper Co., West Fraser Timber
  • Category: Natural Res
  • Morningstar Rating: 3 Stars
Sign-up for pipfx investment picks
  • Holdings: Equity, Bond, Active Stock Master Portfolio, CoreAlpha Bond Master Portfolio, iShares MSCI EAFE Index, iShares Barclays TIPS Bond, BlackRock Commodity Strategies Instl
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for sayax.lw investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for citbx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for dritx.lw investment picks
  • Holdings: Prudential Financial Inc, United Technologies Corp, Baxter International Inc., ConAgra Foods, Inc., International Business Machines Corp
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for dhtax.lw investment picks
  • Holdings: Anheuser-Busch Inbev SA, Aryzta AG, Compass Group PLC, Haci Omer Sabanci Holding A.S., Sap AG
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
Sign-up for aedbx investment picks
  • Holdings: Baidu, Inc. ADR, America Movil, S.A.B. de C.V. ADR, NHN Corporation, OJSC Magnit, Housing Development Finance Corp Ltd.
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for odvnx investment picks
  • Holdings: Amazon.com Inc, Apple Inc, Adobe Systems Inc, General Dynamics, Wells Fargo & Co
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for beaax investment picks
  • Holdings: Equity, Bond, GMO US Flexible Equities VI, GMO Intl Intrinsic Value IV, GMO International Growth Equity IV, GMO Currency Hedged Intl Equity III, GMO Strategic Fixed Income VI
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for gbatx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for jcbix investment picks
  • Holdings: Equity, Bond, Western Asset Core Bond IS, Legg Mason BW Global Opportunities Bd IS, iShares MSCI EAFE Index, ClearBridge International All Cap Opp IS, Legg Mason Batterymarch Intl Eq IS
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for lmwcx investment picks
  • Holdings: Equity, Bond, DFA US Large Company I, DFA US Core Equity 1 I, DFA Large Cap International I, DFA International Core Equity I, DFA Emerging Markets Core Equity I
  • Category: World Stock
Sign-up for DREIX 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: lmiix - Western Asset Interm Maturity NY Muni I to DREIX - Dimensional Retirement Equity II I
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