Funds From: chiax.lw - Credit Suisse Floating Rate Hi Inc A LW to smtax - JPMorgan SmartRetirement® 2040 A


  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for sihax.lw investment picks
  • Holdings: Silgan Holdings, Inc., ITC Holdings Corp, RBC Bearings, Inc., Bank of the Ozarks, Inc., Compass Minerals International, Inc.
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for gsxix investment picks
  • Holdings: Simon Property Group Inc, Equity Residential, Health Care REIT, Inc., Boston Properties Inc, Essex Property Trust
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
Sign-up for eiigx investment picks
  • Holdings: JPMorgan Chase & Co, Target Corp, Citigroup Inc, Capital One Financial Corp
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for iyvax investment picks
  • Holdings: Equity, Bond, Trs 1ml+17/Dwrtft Index Boa, Trs 1ml+11/Dwrtft Index Ryl, Trs 1ml-3/Dwrtft Index Ryl
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for petdx investment picks
  • Holdings: British American Tobacco PLC, SABMiller PLC, ITC Ltd., Housing Development Finance Corp Ltd., HSBC Holdings PLC
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for hiemx investment picks
  • Holdings: Equity, Bond, SPDR Gold Shares, Apple Inc
  • Category: Market Neutral
  • Morningstar Rating: 4 Stars
Sign-up for cvsix.lw investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
Sign-up for whiax.lw investment picks
  • Holdings: Capital Senior Living Corporation, Acadia Healthcare Company, Inc., Cornerstone OnDemand, Inc., Lumber Liquidators Holdings Inc, Portfolio Recovery Associates, Inc.
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for ascgx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for egbrx investment picks
  • Holdings: Apple Inc, eBay Inc, Discover Financial Services, MasterCard Incorporated Class A, Whole Foods Market, Inc.
  • Category: Large Growth
Sign-up for jlgax.lw investment picks
  • Holdings: Equity, Bond, Ru20intr Trs Equity 3ml-67 Fct
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
Sign-up for pckax investment picks
  • Holdings: British American Tobacco PLC, MasterCard Incorporated Class A, JPMorgan Chase & Co, Citigroup Inc, Coca-Cola Co
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for wwocx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
Sign-up for gsamx.lw investment picks
  • Holdings: Equity, Bond, Invesco Diversified Dividend R6, Invesco Core Plus Bond R6, Invesco Premium Income R6, Invesco High Yield R6, Invesco Corporate Bond R6
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ilaax investment picks
  • Holdings: MasterCard Incorporated Class A, Moody's Corporation, Markel Corporation, Ross Stores, Inc., Dollar Tree Stores, Inc.
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for akrix investment picks
  • Holdings: Equity, Bond, Kinder Morgan Management LLC, LinnCo LLC, Williams Companies Inc, ONEOK, Inc., Enbridge Energy Management LLC
  • Category: Equity Energy
Sign-up for eglax investment picks
  • Holdings: Samsung Electronics Co Ltd, AIA Group Ltd., Paul Y. Engineering Group Ltd., PC Jeweller Ltd, Taiwan Semiconductor Manufacturing Co Ltd
  • Category: Pacific/Asia ex-Japan Stk
Sign-up for jaqdx investment picks
  • Holdings: Equity, Bond, Sptr Trs Equity 3ml-5 Boa
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for ptopx investment picks
  • Holdings: Philip Morris International, Inc., Unilever NV DR, Bureau Veritas SA, British American Tobacco PLC, SABMiller PLC
  • Category: Europe Stock
  • Morningstar Rating: 5 Stars
Sign-up for vgeax.lw investment picks
  • Holdings: Equity, Bond
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for pbdax.lw investment picks
  • Holdings: Equity, Bond, Timothy Plan Large/Mid-Cap Growth A, Timothy Plan Defensive Strategies A, Timothy Plan Large/Mid-Cap Value A, Timothy Plan International A, Timothy Plan High Yield Bond A
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for tsgcx investment picks
  • Holdings: Apple Inc, CVS Caremark Corp, Google, Inc. Class A, Amazon.com Inc, Honeywell International, Inc.
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for algix investment picks
  • Holdings: Aspen Technology, Inc., ALLETE, Inc., Dresser-Rand Group, Inc., Oceaneering International, Cubist Pharmaceuticals, Inc.
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for egesx investment picks
  • Holdings: Li & Fung Ltd., Delta Air Lines Inc, Reliance Industries Ltd., United Continental Holdings Inc, Petroleo Brasileiro SA Petrobras ADR
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for jaigx investment picks
  • Holdings: The Hershey Company, John Wiley & Sons, Inc. Class A, Colgate-Palmolive Company, Wells Fargo & Co, HJ Heinz Company
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for pbodx investment picks
  • Holdings: Westfield Group, Unibail-Rodamco SE, Link Real Estate Investment Trust, Hongkong Land Holdings Ltd., Land Securities Group PLC
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for pxrax.lw investment picks
  • Holdings: Equity, Bond
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jspsx investment picks
  • Holdings: Equity, Bond, JPMorgan Value Advantage Instl
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for smtax 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: chiax.lw - Credit Suisse Floating Rate Hi Inc A LW to smtax - JPMorgan SmartRetirement® 2040 A
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