Funds From: pxczx - Virtus Tax-Exempt Bond C to TNAFX - Invesco Balanced-Risk Retire 2030 R6


  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for pxczx investment picks
  • Holdings: Apple Inc, Google, Inc. Class A, Gilead Sciences Inc, Amazon.com Inc, Philip Morris International, Inc.
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for twuax investment picks
  • Holdings: Apple Inc, Google, Inc. Class A, Salesforce.com, Inc., Oracle Corporation, eBay Inc
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for fsptx investment picks
  • Holdings: Loews Corporation, Ball Corporation, Marsh & McLennan Companies, Inc., AutoZone Inc, Analog Devices Inc
  • Category: Mid-Cap Value
  • Morningstar Rating: 5 Stars
Sign-up for jmvzx investment picks
  • Holdings: Apple Inc, Exxon Mobil Corporation, General Electric Co, Chevron Corp
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for psifx investment picks
  • Holdings: Equity, Bond
  • Category: Bank Loan
Sign-up for FDHCX investment picks
  • Holdings: Equity, Bond
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for opccx investment picks
  • Holdings: Wal-Mart Stores Inc, Walgreen Company, Plains All American Pipeline LP, Dell Inc, Hewlett-Packard Co
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for avdix investment picks
  • Holdings: Chevron Corp, Wells Fargo & Co, Exxon Mobil Corporation, JPMorgan Chase & Co, Comcast Corp Class A
  • Category: Large Value
Sign-up for fnklx investment picks
  • Holdings: Equity, Bond, Simon Property Group Inc, Equity Residential, Public Storage
  • Category: Real Estate
Sign-up for ceeax investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
Sign-up for partx.lw investment picks
  • Holdings: Equity, Bond, Ubs Relationship Fds
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for BNAAX.lw investment picks
  • Holdings: Equity, Bond
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for famux.lw investment picks
  • Holdings: Gilead Sciences Inc, Microsoft Corporation, Biogen Idec Inc, FMC Technologies, Inc., Schlumberger NV
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for amcpx.lw investment picks
  • Holdings: Royal Dutch Shell PLC ADR Class A, HSBC Holdings PLC ADR, Sanofi, Vodafone Group PLC ADR, Novartis AG
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for ffvnx investment picks
  • Holdings: Acadia Healthcare Company, Inc., Conn's, Inc., Emeritus Corporation, Rush Enterprises, Inc. Class A, Fortune Brands Home & Security Inc
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for osgcx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for ptrex investment picks
  • Holdings: Equity, Bond, GMO US Treasury
  • Category: World Allocation
Sign-up for GMOKX investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for flncx.lw investment picks
  • Holdings: Equity, Bond, Home Depot, Inc., Chevron Corp, Berkshire Hathaway Inc Class A, Boeing Co, Wells Fargo & Co
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for rlbgx investment picks
  • Holdings: Google, Inc. Class A, Facebook Inc Class A, Gilead Sciences Inc, Berkshire Hathaway Inc Class A, MasterCard Incorporated Class A
  • Category: Large Blend
Sign-up for FWWEX investment picks
  • Holdings: Equity, Bond, JPMorgan Value Advantage Instl
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
Sign-up for jnszx investment picks
  • Holdings: Equity, Bond, Ru10intr P Usl3m R 03/14/14 Ba, Mltrfcf2 R Usl3m P 03/14/14 Ba, Cgputql2 R Usl3m P 02/13/14 Ci, Cgputs15 P Usl3m R 03/21/14 Ci
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for pdmmx investment picks
  • Holdings: Equity, Bond
  • Category: Conservative Allocation
Sign-up for MSCBX investment picks
  • Holdings: Equity, Bond, Exxon Mobil Corporation, International Business Machines Corp
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for siblx investment picks
  • Holdings: Verizon Communications Inc, Amgen Inc, Home Depot, Inc., Microsoft Corporation, Chevron Corp
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for amfcx investment picks
  • Holdings: Aspen Technology, Inc., HSN, Inc., CommVault Systems, Inc., Middleby Corporation, Medidata Solutions, Inc.
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for fcpfx investment picks
  • Holdings: Equity, Bond, Vanguard S&P 500 ETF, iShares MSCI EAFE Index, iShares Russell Midcap Index, iShares MSCI Emerging Markets Index
  • Category: Target Date 2036-2040
Sign-up for JOBBX investment picks
  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for ptfix investment picks
  • Holdings: Equity, Bond, Invesco Balanced-Risk Allc R6
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
Sign-up for TNAFX 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: pxczx - Virtus Tax-Exempt Bond C to TNAFX - Invesco Balanced-Risk Retire 2030 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