Funds From: plusx - DWS LifeCompass 2030 A to cpfrx - Columbia Small Cap Core Y


  • Holdings: Equity, Bond, DWS Equity 500 Index Inst, DWS EAFE Equity Index Inst, DWS Core Equity Institutional, DWS Core Fixed Income Inst, DWS Capital Growth Inst
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for plusx investment picks
  • Holdings: Celgene Corporation, FMC Technologies, Inc., Michael Kors Holdings Ltd, LinkedIn Corp, Edwards Lifesciences Corporation
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ccwrx investment picks
  • Holdings: Apple Inc, Google, Inc. Class A, International Business Machines Corp, Oracle Corporation, Gilead Sciences Inc
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for nlcbx investment picks
  • Holdings: Apple Inc, Carrefour, BP PLC, Google, Inc. Class A, Nestle SA
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for GGECX investment picks
  • Holdings: Valeant Pharmaceuticals International Inc, MasterCard Incorporated Class A, Sands China Ltd., Wirecard AG, Japan Exchange Group Inc.
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
Sign-up for tigax investment picks
  • Holdings: Equity, Bond, Brookfield Infrastructure Partners LP, PetSmart Inc., Dunkin Brands Group Inc
  • Category: Long/Short Equity
Sign-up for nlscx investment picks
  • Holdings: Equity, Bond, Invesco Core Plus Bond R6, PowerShares 1-30 Laddered Treasury, Invesco Balanced-Risk Allc R6, Invesco Floating Rate R6, Invesco High Yield R6
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for caamx.lw investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for hbdcx investment picks
  • Holdings: Belden, Inc., WellCare Health Plans, Inc., EnerSys, Inc., ON Semiconductor Corporation, Lennar Corporation
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for sscvx.lw investment picks
  • Holdings: Equity, Bond, ING US Bond Index Port I, ING US Stock Index Port I, ING Russell Mid Cap Index Port I, ING International Index Port I, SPDR Barclays High Yield Bond
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
Sign-up for isxvx investment picks
  • Holdings: Nestle SA, HSBC Holdings PLC, Roche Holding AG, Novartis AG, Toyota Motor Corp
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for giibx investment picks
  • Holdings: Equity, Bond, Telefonica Brasil S.A. ADR, Total SA, Microsoft Corporation, JPMorgan Chase & Co, Roche Holding AG
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for tibrx investment picks
  • Holdings: Equity, Bond, Gaf
  • Category: World Allocation
Sign-up for f00000mb8f investment picks
  • Holdings: Equity, Bond
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for cnsax.lw investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for probx investment picks
  • Holdings: Synopsys, Symantec Corp, Apple Inc, Lam Research Corporation, Nuance Communications, Inc.
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for sciox investment picks
  • Holdings: Equity, Bond, ING US Stock Index Port I, ING International Index Port I, ING US Bond Index Port I, ING Russell Mid Cap Index Port I, ING Emerging Markets Index I
  • Category: Target Date 2026-2030
Sign-up for idxjx investment picks
  • Holdings: Equity, Bond, Nationwide S&P 500 Index Instl, Nationwide International Index Instl, Nationwide Mid Cap Market Index Instl, Nationwide Small Cap Index Instl, Nationwide Bond Index Instl
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for ndaax.lw investment picks
  • Holdings: Gilead Sciences Inc, Apple Inc, Thermo Fisher Scientific Inc, Google, Inc. Class A, Nielsen Holdings NV
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for tvrrx investment picks
  • Category: Muni National Interm
Sign-up for ptimx investment picks
  • Holdings: Equity, Bond, Fidelity Series Commodity Strategy, Fidelity Series High Income, Fidelity Series All-Sector Equity, Fidelity Series International Value, Fidelity Series International Growth
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
Sign-up for fffhx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for mtmax.lw investment picks
  • Holdings: Equity, Bond
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for cmdrx investment picks
  • Holdings: Equity, Bond, ING US Stock Index Port I, ING International Index Port I, ING Russell Mid Cap Index Port I, ING Emerging Markets Index I, ING Russell Small Cap Index Port I
  • Category: Target Date 2046-2050
Sign-up for idxpx investment picks
  • Holdings: Apple Inc, Exxon Mobil Corporation, Microsoft Corporation, Johnson & Johnson, Chevron Corp
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for grmcx investment picks
  • Holdings: Discovery Communications Inc Class A, Affiliated Managers Group Inc, Dollar Tree Stores, Inc., Kansas City Southern, Inc., Cameron International Corporation
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for lbmgx investment picks
  • Holdings: Equity, Bond
  • Category: Managed Futures
Sign-up for wcsnx investment picks
  • Holdings: Equity, Bond, HighMark Short Term Bond Fiduciary, HighMark Large Cap Core Equity Fid, HighMark Value Fiduciary, HighMark Small Cap Core Fid, HighMark International Opportunities Fid
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for hgifx investment picks
  • Holdings: Equity, Bond, Oppenheimer Core Bond Y, Oppenheimer Limited-Term Government Y, Oppenheimer International Bond Y, Oppenheimer Value Y, Oppenheimer Capital Appreciation Y
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for oacix.lw investment picks
  • Holdings: Air Methods Corp., Oriental Financial Group, Providence Service Corporation, Cash America International Inc, Progress Software
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for cpfrx 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: plusx - DWS LifeCompass 2030 A to cpfrx - Columbia Small Cap Core Y
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