Funds From: uswgx - USAA World Growth Adv to nlhbx - State Farm LifePath 2030 B


  • Holdings: Nestle SA, Linde AG, Heineken N.V., Walt Disney Co, Reckitt Benckiser Group PLC
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for uswgx investment picks
  • Holdings: Equity, Bond, Air Products & Chemicals Inc, Intel Corp, Merck & Co Inc
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fblax investment picks
  • Category: Emerging Markets Bond
Sign-up for icemx investment picks
  • Holdings: Equity, Bond, Harbor International Instl, Harbor Bond Instl, Harbor Large Cap Value Instl, Harbor High-Yield Bond Instl, Harbor International Growth Instl
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for habbx investment picks
  • Holdings: Petroleo Brasileiro SA Petrobras ADR, Banco Santander Brasil SA/Brazil ADR, OAO Gazprom ADR, Reliance Industries Ltd., Hon Hai Precision Ind. Co., Ltd.
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for drfmx investment picks
  • Holdings: Equity, Bond, Invesco Balanced-Risk Allc R6, Invesco Intl Core Equity R6, Invesco Diversified Dividend R6, Invesco International Growth R6, Invesco American Franchise R6
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for aadrx investment picks
  • Holdings: Rogers Communications, Inc. Class B, AIA Group Ltd., Resolution Ltd, SOFTBANK Corp, Diageo PLC
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for qivax investment picks
  • Holdings: Gilead Sciences Inc, Alexion Pharmaceuticals, Inc., Catamaran Corp, Valeant Pharmaceuticals International Inc, Pharmacyclics, Inc.
  • Category: Health
  • Morningstar Rating: 4 Stars
Sign-up for vchsx investment picks
  • Category: Long-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for seacx investment picks
  • Holdings: Equity, Bond
  • Category: Intermediate-Term Bond
Sign-up for lctix investment picks
  • Holdings: Equity, Bond
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for ptebx.lw investment picks
  • Holdings: Simon Property Group Inc, Mitsubishi Estate, Mitsui Fudosan Co., Ltd., Westfield Group, Prologis Inc
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
Sign-up for drlix investment picks
  • Holdings: Equity, Bond, Invesco Intl Core Equity R6, PowerShares Intl Dividend Achievers, Invesco International Growth R6, Invesco International Small Company R6, Invesco Developing Markets R6
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for inaix investment picks
  • Holdings: JPMorgan Chase & Co, Apple Inc, International Business Machines Corp, eBay Inc, National Oilwell Varco, Inc.
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for omobx investment picks
  • Holdings: Apple Inc, Exxon Mobil Corporation, General Electric Co, Chevron Corp, Johnson & Johnson
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for vstix investment picks
  • Holdings: Equity, Bond, Invesco Comstock R6, Invesco International Growth R6, Invesco Equity and Income R6
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for vlfbx investment picks
  • Category: Multisector Bond
Sign-up for joccx investment picks
  • Holdings: Equity, Bond
  • Category: Intermediate-Term Bond
Sign-up for bcrax.lw investment picks
  • Holdings: Sanofi, Royal Dutch Shell PLC Class B, Novartis AG, Bayer AG, Sumitomo Mitsui Financial Group Inc
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for diecx investment picks
  • Holdings: First Gen Corporation, IGB Corp Bhd, First Pacific Co., Ltd., Total Energy Services Trust, TGS-NOPEC Geophysical Company ASA
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 4 Stars
Sign-up for iegfx investment picks
  • Holdings: Simon Property Group Inc, Ventas Inc, HCP Inc, Boston Properties Inc, Extra Space Storage, Inc.
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for orebx investment picks
  • Holdings: MBIA Inc, American International Group Inc, Sears Holdings Corporation, SandRidge Energy Inc
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for vafgx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for frkyx.lw investment picks
  • Holdings: Equity, Bond, Columbia Corporate Income I, Columbia US Govt Mortgage I, Columbia Contrarian Core I, Columbia Large Core Quantitative Instl, Columbia Mid Cap Growth I
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cggtx investment picks
  • Holdings: Equity, Bond, American Funds Bond Fund of Amer R6, American Funds American Balanced R6, American Funds New Perspective R6, American Funds Washington Mutual R6, American Funds Capital World G/I R6
  • Category: Moderate Allocation
Sign-up for blpcx investment picks
  • Holdings: Apple Inc, International Business Machines Corp, Gilead Sciences Inc, Philip Morris International, Inc., Honeywell International, Inc.
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for dapax.lw investment picks
  • Holdings: DISH Network Corp, Home Depot, Inc., Interpublic Group of Cos Inc, Walt Disney Co, Comcast Corp Class A
  • Category: Consumer Cyclical
  • Morningstar Rating: 3 Stars
Sign-up for flisx investment picks
  • Holdings: Equity, Bond
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for ormyx investment picks
  • Holdings: Randgold Resources Ltd ADR, New Gold, Inc., Osisko Mining Corporation, Goldcorp, Inc., Silver Wheaton Corporation
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
Sign-up for inivx.lw 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: 2 Stars
Sign-up for nlhbx 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: uswgx - USAA World Growth Adv to nlhbx - State Farm LifePath 2030 B
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