Funds From: rxlex - Russell LifePoints 2040 Strategy E to tndfx - Invesco Balanced-Risk Retire 2040 R6


  • Holdings: Russell Select US Equity Y , Russell Select International Equity Y , Russell Global Equity Y , Russell Emerging Markets Y , Russell US Small Cap Equity Y ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for rxlex investment picks
  • Holdings: Russell Select US Equity Y , Russell Select International Equity Y , Russell Global Equity Y , Russell Emerging Markets Y , Russell US Small Cap Equity Y ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for rxlax investment picks
  • Holdings: Russell Select US Equity Y , Russell Select International Equity Y , Russell Global Equity Y , Russell Emerging Markets Y , Russell US Small Cap Equity Y ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 1 Stars
Sign-up for rxlax investment picks
  • Holdings: Russell Select US Equity Y , Russell Select International Equity Y , Russell Global Equity Y , Russell Emerging Markets Y , Russell US Small Cap Equity Y ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 1 Stars
Sign-up for RXLAX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for mfdsx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for MFDSX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for mfdax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for mfdyx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for mfdcx investment picks
  • Holdings: iShares S&P 500 Growth , Vanguard Growth ETF , iShares S&P 500 Value , Vanguard Value ETF , iShares MSCI USA Minimum Volatility ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for clshx investment picks
  • Holdings: Apple Inc , International Business Machines Corp , Dr Pepper Snapple Group Inc , Symantec Corp , Alexion Pharmaceuticals Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for qilgx investment picks
  • Holdings: Apple Inc , International Business Machines Corp , Dr Pepper Snapple Group Inc , Symantec Corp , Alexion Pharmaceuticals Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for qclgx investment picks
  • Holdings: Apple Inc , International Business Machines Corp , Dr Pepper Snapple Group Inc , Symantec Corp , Alexion Pharmaceuticals Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for qblgx investment picks
  • Holdings: Apple Inc , International Business Machines Corp , Dr Pepper Snapple Group Inc , Symantec Corp , Alexion Pharmaceuticals Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for qalgx investment picks
  • Holdings: Apple Inc , International Business Machines Corp , Dr Pepper Snapple Group Inc , Symantec Corp , Alexion Pharmaceuticals Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for qalgx investment picks
  • Holdings: Voya Intermediate Bond R6 , Voya Large Cap Growth Port I , Voya High Yield Bond I , Voya Large Cap Value Port I , Voya International Index Port I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for iscvx investment picks
  • Holdings: Voya Intermediate Bond R6 , Voya Large Cap Growth Port I , Voya High Yield Bond I , Voya Large Cap Value Port I , Voya International Index Port I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for isaix investment picks
  • Holdings: Wells Fargo & Co , Microsoft Corp , Amdocs Ltd , Raytheon Co , Charles Schwab Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pogsx investment picks
  • Holdings: Wesbanco Inc , Semtech Corp , Omnicell Inc , J&J Snack Foods Corp , Kaman Corp Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for tsvcx investment picks
  • Holdings: Wesbanco Inc , Semtech Corp , Omnicell Inc , J&J Snack Foods Corp , Kaman Corp Class A ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for tplnx investment picks
  • Holdings: Wesbanco Inc , Semtech Corp , Omnicell Inc , J&J Snack Foods Corp , Kaman Corp Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for tplnx investment picks
  • Holdings: Nestle SA , Bayer AG , Novartis AG , Royal Dutch Shell PLC ADR Class B , Unilever PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for trcex investment picks
  • Holdings: E-mini S&P 500 Index Future Dec14 , Apple Inc , Profunds Swap Security Ub , Exxon Mobil Corporation , Microsoft Corp ,
  • Category: Trading-Leveraged Equity
Sign-up for ulpsx investment picks
  • Holdings: E-mini S&P 500 Index Future Dec14 , Apple Inc , Profunds Swap Security Ub , Exxon Mobil Corporation , Microsoft Corp ,
  • Category: Trading-Leveraged Equity
Sign-up for ulpix investment picks
  • Category: Emerging Markets Bond
Sign-up for ilcdx investment picks
  • Category: Emerging Markets Bond
Sign-up for ILCDX investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for diigx investment picks
  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for tndyx investment picks
  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 1 Stars
Sign-up for vrgrx investment picks
  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for tndfx investment picks
Premium Membership: Features and Benefits
Wide-Moat Screener for Stocks

Put a moat around your portfolio. Sniff out the most promising opportunities that can ride through any market.

Gold Medalist Screener for Funds

Narrow the available universe of 5000 funds to the top rated gold and silver. Then, sort for manager tenure, expense ratio, risk and return to create your own index-beating fund watchlist.

Thousands of Premium Analyst Reports

While many of our competitors measure a stock's worth with a computer program, Morningstar's staff of 150+ analyst sift through company fillings, financial data and a wealth of other sources to deliver an unvarnished review of any investment. In fact, twelve Morningstar analysts have been recognized by WSJ as "Best on the Street" in the US.

Premium Portfolio Monitor

Make decisions with confidence. Load your investments into our research center and automatically connect to all our proprietary tools and data points.

Mobile

Never be without critical research. Free with your active membership, take our Premium data and guidance wherever you go with Morningstar for iPad®, iPhone®, and Android apps.

Morningstar's Guarantee

We're looking out for you. If after your 14-day free trial, you find that a Morningstar Premium membership is not for you, cancel any time and we'll be happy to refund the unused portion - no questions asked.

Go Premium!
Exclusive Premium Member Benefits
Get the best thinking of 150+ disciplined
objective, experienced analysts-dedicated to
specific industries and securities.
+2,500 Analyst Reports
Wide Moat Screener for Stocks
Medalist Screener for Funds
Premium Portfolio Manager with X-Ray & Monitor
Premium eNewsletters
Morningstar Basic Benefits (All)
Sign up now - No charge for the first 14 days
Funds From: rxlex - Russell LifePoints 2040 Strategy E to tndfx - Invesco Balanced-Risk Retire 2040 R6
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 |  Most Recent