Funds From: sncax - Bernstein CA Municipal to wfobx - Wells Fargo Advantage DJ Target 2020 I


  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
Sign-up for sncax investment picks
  • Holdings: Equity, Bond, Royal Dutch Shell PLC Class B, Novartis AG, AXA SA, Taiwan Semiconductor Manufacturing, HSBC Holdings PLC
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for cgibx investment picks
  • Holdings: Equity, Bond, Simon Property Group Inc, Vornado Realty Trust, AvalonBay Communities Inc, HCP Inc, Digital Realty Trust, Inc.
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for ksryx investment picks
  • Holdings: Pfizer Inc, Cisco Systems Inc, Wal-Mart Stores Inc, Viacom, Inc. Class B, McKesson, Inc.
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for lzusx investment picks
  • Holdings: Johnson & Johnson, Pfizer Inc, Eli Lilly and Company, Sanofi, Celgene Corporation
  • Category: Health
  • Morningstar Rating: 1 Stars
Sign-up for phlmx investment picks
  • Holdings: Equity, Bond
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for wfalx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for vmpix investment picks
  • Holdings: Equity, Bond, Royal Dutch Shell PLC Class B, Novartis AG, AXA SA, Taiwan Semiconductor Manufacturing, HSBC Holdings PLC
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for rigfx investment picks
  • Holdings: Cepheid, Hecla Mining Company, Hexcel Corporation, Genesee & Wyoming, Inc. Class A, Neurocrine Biosciences, Inc.
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
Sign-up for ffscx investment picks
  • Holdings: Exxon Mobil Corporation, Apple Inc, Cisco Systems Inc, Toyota Motor Corp, Royal Dutch Shell PLC Class B
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for smyix investment picks
  • Holdings: Royal Dutch Shell PLC Class A, Exxon Mobil Corporation, Suncor Energy Inc, Schlumberger NV, Freeport-McMoRan Copper & Gold Class B
  • Category: Natural Res
  • Morningstar Rating: 3 Stars
Sign-up for eberx.lw investment picks
  • Category: Long Government
  • Morningstar Rating: 3 Stars
Sign-up for actex investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for smaix investment picks
  • Holdings: Philip Morris International, Inc., Gilead Sciences Inc, Amgen Inc, Microsoft Corporation, Home Depot, Inc.
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for riccx investment picks
  • Holdings: Bristow Group, Inc., John Bean Technologies Corporation, PepsiCo Inc, Johnson & Johnson, Natural Gas Services Group, Inc.
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for fravx.lw investment picks
  • Holdings: Medicines, US Airways Group Inc, EMCOR Group, Inc., Western Refining Inc, National Financial Partners Corporation
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for lgscx investment picks
  • Holdings: Apple Inc, Qualcomm, Inc., Google, Inc. Class A, Visa, Inc., DISH Network Corp
  • Category: Technology
  • Morningstar Rating: 2 Stars
Sign-up for pgtdx investment picks
  • Holdings: Equity, Bond
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
Sign-up for ffihx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for sstbx investment picks
  • Holdings: Gilead Sciences Inc, Netflix, Inc., Galaxy Entertainment Group Ltd., Google, Inc. Class A, SOFTBANK Corp
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for anefx investment picks
  • Holdings: Apple Inc, Google, Inc. Class A, Visa, Inc., MasterCard Incorporated Class A, ARM Holdings PLC ADR
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for fdynx investment picks
  • Holdings: Exxon Mobil Corporation, General Electric Co, Chevron Corp, Wal-Mart Stores Inc, International Business Machines Corp
  • Category: Large Value
Sign-up for LLVAX investment picks
  • Holdings: Calpine Corp, Duke Energy Corporation, FirstEnergy Corp, NextEra Energy Inc, American Electric Power Co Inc
  • Category: Utilities
  • Morningstar Rating: 1 Stars
Sign-up for putmx investment picks
  • Category: Long Government
Sign-up for vlgix investment picks
  • Category: Muni National Short
  • Morningstar Rating: 5 Stars
Sign-up for vmpyx investment picks
  • Holdings: Novo Nordisk A/S, Amazon.com Inc, Google, Inc. Class A, Home Depot, Inc., Nestle SA
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for cnpcx investment picks
  • Holdings: Simon Property Group Inc, Mitsubishi Estate, Mitsui Fudosan Co., Ltd., Westfield Group, Unibail-Rodamco SE
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for fvgrx investment picks
  • Holdings: EMC Corporation, Time Warner Inc, CVS Caremark Corp, Viacom, Inc. Class B, Merck & Co Inc
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for spaax.lw investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for phyix.lw investment picks
  • Holdings: Equity, Bond, Apple Inc
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for wfobx 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: sncax - Bernstein CA Municipal to wfobx - Wells Fargo Advantage DJ Target 2020 I
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