Funds From: avsax - AllianzGI Retirement 2040 A Load Waived to fslix - Forward Select EM Dividend Institutional


  • Holdings: AllianzGI Best Styles US Equity R6 , PIMCO Income Instl , AllianzGI Best Styles Intl Eq R6 , PIMCO Real Return Instl , PIMCO 1-5 Year U.S. TIPS ETF ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 1 Stars
Sign-up for avsax investment picks
  • Holdings: Unibail-Rodamco SE , Westfield Corp , Link Real Estate Investment Trust , Scentre Group , Land Securities Group PLC ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for pxrix investment picks
  • Holdings: Unibail-Rodamco SE , Westfield Corp , Link Real Estate Investment Trust , Scentre Group , Land Securities Group PLC ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for pxrax investment picks
  • Holdings: Unibail-Rodamco SE , Westfield Corp , Link Real Estate Investment Trust , Scentre Group , Land Securities Group PLC ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for pxrax investment picks
  • Holdings: ConnectOne Bancorp Inc , Federated National Holding Co , Core-Mark Holding Co Inc , Eagle Bancorp Inc , Teleflex Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for eivsx investment picks
  • Holdings: ConnectOne Bancorp Inc , Federated National Holding Co , Core-Mark Holding Co Inc , Eagle Bancorp Inc , Teleflex Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for ecvsx investment picks
  • Holdings: ConnectOne Bancorp Inc , Federated National Holding Co , Core-Mark Holding Co Inc , Eagle Bancorp Inc , Teleflex Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for ebvsx investment picks
  • Holdings: ConnectOne Bancorp Inc , Federated National Holding Co , Core-Mark Holding Co Inc , Eagle Bancorp Inc , Teleflex Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for eavsx investment picks
  • Holdings: ConnectOne Bancorp Inc , Federated National Holding Co , Core-Mark Holding Co Inc , Eagle Bancorp Inc , Teleflex Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for eavsx investment picks
  • Holdings: Alleghany Corp , Kulicke & Soffa Industries Inc , EMC Corp , International Speedway Corp Class A , Berkshire Hathaway Inc Class B ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for tildx investment picks
  • Category: Ultrashort Bond
Sign-up for busix investment picks
  • Category: Ultrashort Bond
Sign-up for BUSIX investment picks
  • Category: Ultrashort Bond
Sign-up for busrx investment picks
  • Category: Ultrashort Bond
Sign-up for BUSRX investment picks
  • Holdings: Unibail-Rodamco SE , Westfield Corp , Link Real Estate Investment Trust , Scentre Group , Land Securities Group PLC ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for pxrcx investment picks
  • Holdings: Apple Inc , Union Pacific Corp , Humana Inc , Wells Fargo & Co , TJX Companies ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for utcnx investment picks
  • Holdings: Putnam Dynamic Asset Allocation Gr Y , Putnam Dynamic Asset Allocation Equity Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 Stars
Sign-up for przzx investment picks
  • Holdings: Putnam Dynamic Asset Allocation Gr Y , Putnam Dynamic Asset Allocation Equity Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for prrzx investment picks
  • Holdings: Putnam Dynamic Asset Allocation Gr Y , Putnam Dynamic Asset Allocation Equity Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for prrzx investment picks
  • Category: Muni California Intermediate
  • Morningstar Rating: 2 Stars
Sign-up for pycrx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 5 Stars
Sign-up for hbesx investment picks
  • Holdings: Apple Inc , Colgate-Palmolive Co , Microsoft Corp , Johnson & Johnson , TJX Companies ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for rggyx investment picks
  • Holdings: Apple Inc , Colgate-Palmolive Co , Microsoft Corp , Johnson & Johnson , TJX Companies ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for rggcx investment picks
  • Holdings: Apple Inc , Colgate-Palmolive Co , Microsoft Corp , Johnson & Johnson , TJX Companies ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for rsggx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
Sign-up for hcgix investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
Sign-up for hcgax investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for hcgax investment picks
  • Holdings: Global Aggressive Strategy Llc , Fx Strategy Llc , Vanguard Short-Term Bond Idx I , Fidelity┬« Conservative Income Bond Instl , PIMCO Enhanced Short Maturity Active ETF ,
  • Category: Currency
Sign-up for fxfax investment picks
  • Holdings: Coal India Ltd , D&L Industries Inc , Bajaj Auto Ltd , Guangdong Investment Ltd , Wah Lee Industrial Corp ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for fslrx investment picks
  • Holdings: Coal India Ltd , D&L Industries Inc , Bajaj Auto Ltd , Guangdong Investment Ltd , Wah Lee Industrial Corp ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for fslix 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: avsax - AllianzGI Retirement 2040 A Load Waived to fslix - Forward Select EM Dividend Institutional
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