Funds From: vscgx - Vanguard LifeStrategy Cnsrv Gr Inv to jnabx - JPMorgan SmartRetirement Blend 2050 R5


  • Holdings: Vanguard Total Bond Market II Idx Inv , Vanguard Total Stock Mkt Idx Inv , Vanguard Total Intl Stock Index Inv , Vanguard Total Intl Bd Idx Investor ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for vscgx investment picks
  • Category: High Yield Muni
Sign-up for pmoax investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
Sign-up for blpex investment picks
  • Holdings: Balchem Corporation , Euronet Worldwide, Inc. , RBC Bearings, Inc. , Mentor Graphics Corporation , FEI Company ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for eimgx investment picks
  • Holdings: Novartis AG , Royal Dutch Shell PLC Class A , BNP Paribas , Bayer AG , Sanofi ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for minbx investment picks
  • Holdings: General Electric Co , Wells Fargo & Co , Johnson & Johnson , Exxon Mobil Corporation , Procter & Gamble Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for trlix investment picks
  • Holdings: Atlas Mara Co-Nvest Ltd , Towers Watson & Co. Class A , Rockwood Holdings Inc , Discover Financial Services , Google Inc Class A ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
Sign-up for tsccx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for dbirx investment picks
  • Holdings: DoubleLine Total Return Bond I , Vanguard Wellesley® Income Admiral™ , PIMCO Total Return Instl , Vanguard Wellington™ Admiral™ , Metropolitan West Total Return Bond I ,
  • Category: Conservative Allocation
Sign-up for pwcnx investment picks
  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World G/I R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
Sign-up for cgnax investment picks
  • Holdings: UnitedHealth Group Inc , Pfizer Inc , Allstate Corp , Intel Corp , Microsoft Corporation ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for lomax investment picks
  • Holdings: Novartis AG ADR , Diageo PLC ADR , Schneider Electric ADR , Syngenta AG ADR , Sap AG ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: -1 Stars
Sign-up for nrrix investment picks
  • Holdings: Simon Property Group Inc , American Tower Corp , Prologis Inc , AvalonBay Communities Inc , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for tirex investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Berkshire Hathaway Inc Class B , Bank of America Corporation , Citigroup Inc ,
  • Category: Trading-Leveraged Equity
Sign-up for fnpix investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
Sign-up for hulax investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , Vanguard Interm-Tm Corp Bd Idx ETF , SPDR Barclays High Yield Bond , Vanguard Dividend Apprec Idx ETF ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: -1 Stars
Sign-up for jrhrx investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
Sign-up for blpax investment picks
  • Holdings: Bank of the Ozarks, Inc. , Independent Bank Group Inc , Flagstar Bancorp, Inc. , Signature Bank , SVB Financial Group ,
  • Category: Financial
  • Morningstar Rating: -1 Stars
Sign-up for hssix investment picks
  • Holdings: Google Inc Class A , Salesforce.com, Inc. , Catamaran Corp , Home Depot, Inc. , Rackspace Hosting, Inc. ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for klgix investment picks
  • Holdings: SBA Communications Corp , DaVita HealthCare Partners Inc , Alliance Data Systems Corporation , RenaissanceRe Holdings Ltd , Nielsen Holdings NV ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for tmdix investment picks
  • Holdings: Google Inc Class A , Facebook Inc Class A , Amazon.com Inc , eBay Inc , Priceline Group Inc ,
  • Category: Trading-Leveraged Equity
Sign-up for inpsx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for mgidx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Core Total US Bond Market ETF , JPMorgan Core Bond R6 , JPMorgan High Yield R6 ,
  • Category: Target Date 2021-2025
Sign-up for jbysx investment picks
  • Category: World Bond
  • Morningstar Rating: -1 Stars
Sign-up for clbwx investment picks
  • Holdings: Gruma, S.A.B. de C.V. Class B , Kroton Educacional S.A. , Estacio Participacoes S.A. , Alsea SAB de CV , Infraestructura Energetica Nova SAB de CV ,
  • Category: Latin America Stock
Sign-up for eplax investment picks
  • Holdings: Altran Technologies , Temenos Group AG , Azimut Holding SPA , Smurfit Kappa Group PLC , Barratt Developments PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 1 Stars
Sign-up for epiix investment picks
  • Holdings: Elbit Systems Ltd. , Given Imaging, Ltd. , Bank Hapoalim B.M. ADR , Frutarom Industries Ltd , Jerusalem Economy Ltd. ,
  • Category: Miscellaneous Region
Sign-up for tpcix investment picks
  • Holdings: Huntington Fixed-Income Securities Instl , Huntington Shrt-Interm Fxd-Inc Instl , Huntington Intermediate Govt Inc Instl , Huntington Mortgage Securities Instl , Huntington Dividend Capture Instl ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for hcafx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for vuscx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , iShares Russell 2000 , JPMorgan High Yield R6 ,
  • Category: Target Date 2046-2050
Sign-up for jnabx 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 Access Your Portfolio Anytime, Anywhere via Your Mobile Device
P   Morningstar Fund Analyst Reports (full research on 1,700 funds, ETFs, and CEFs)
P   Morningstar Stock Analyst Reports (full research on more than 1,100 stocks)
P   Portfolio Manager (advanced with 10 X-Ray analyses, including recommendations)
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 5-Star 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: vscgx - Vanguard LifeStrategy Cnsrv Gr Inv to jnabx - JPMorgan SmartRetirement Blend 2050 R5
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