Funds From: rrtrx - T. Rowe Price Retirement 2045 R - Target Date 2041-2045 to swhrx - Schwab Target 2025 - Target Date 2021-2025


  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price Intl Gr & Inc , T. Rowe Price Equity Index 500 , T. Rowe Price Overseas Stock ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
Sign-up for rrtrx investment picks
  • Category: Preferred Stock
  • Morningstar Rating: 2 Stars
Sign-up for prfcx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
Sign-up for ffihx investment picks
  • Holdings: NOVO-NORDISK A S , Orix Corp , Bayer AG , Anheuser-Busch Inbev SA , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for fdvix investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , iShares Russell Mid-Cap ,
  • Category: Target Date 2021-2025
Sign-up for jbbsx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , MasterCard Inc Class A , Costco Wholesale Corp , Johnson & Johnson , JPMorgan Chase & Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for misex investment picks
  • Holdings: Steel Dynamics Inc , Cigna Corp , DTE Energy Holding Co , CenterPoint Energy Inc , Cardinal Health Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for idmox investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Pfizer Inc , CVS Health Corp , Comcast Corp Class A , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for cbbix investment picks
  • Holdings: MIP Active Stock Master , MIP International Tilts Master Portfolio , BlackRock Russell 1000 Index T , BlackRock CoreAlpha Bond Investor A , iShares Cohen & Steers REIT ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
Sign-up for lprfx investment picks
  • Holdings: Nikkei 225 (Ose) Dec14 Xose 20141211 , Ftse 100 Idx Fut Dec14 Xlif 20141219 , Henderson Unconstrained Bond I , iShares TIPS Bond , Morgan Stanley Inst Multi-Asst I ,
  • Category: World Allocation
Sign-up for hgaix investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for medcx investment picks
  • Holdings: Apple Inc , Noble Energy Inc , Google Inc Class C , Citigroup Inc , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for omsbx investment picks
  • Holdings: Intercontinental Exchange Inc , Mylan Inc , Xilinx Inc , Whole Foods Market Inc , CBRE Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for ggoax investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal LargeCap Growth I Instl , Principal Short-Term Income Inst , Principal Large Cap Value III Inst ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
Sign-up for ltsgx investment picks
  • Holdings: Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Bond & Mtg Securities Inst , Principal Overseas Instl , Principal Diversified Intl Inst ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 4 Stars
Sign-up for ltiux investment picks
  • Holdings: Active Stock Master Portfolio , CoreAlpha Bond Master Portfolio , MIP International Tilts Master Portfolio , Russell 1000 Index Master , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for sauax investment picks
  • Holdings: Altria Group Inc , General Dynamics Corp , Kroger Co , Verizon Communications Inc , ConocoPhillips ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for gldnx investment picks
  • Holdings: Gilead Sciences Inc , Visa Inc Class A , Danaher Corp , Google Inc Class A , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ppusx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for mstzx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for evfhx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for rysox investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for jhhbx investment picks
  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Canadian Pacific Railway Ltd , Union Pacific Corp , Starwood Hotels & Resorts Worldwide Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for nmicx investment picks
  • Holdings: Franklin Growth R6 , Templeton Global Total Return R6 , Franklin Rising Dividends R6 , Franklin US Government Secs R6 , Franklin Low Duration Total Return R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fmtix investment picks
  • Holdings: Assured Guaranty Ltd , Zions Bancorp , SVB Financial Group , Catalent Inc , Best Buy Co Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for rmcvx investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Hitachi Ltd , Heineken Holding NV , DNB ASA , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for licyx investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity Advisor® International Discv I , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
Sign-up for firux investment picks
  • Category: Short Government
  • Morningstar Rating: 2 Stars
Sign-up for ldtrx investment picks
  • Holdings: Guangdong Investment Ltd , Minth Group Ltd , Greatview Aseptic Packaging Co Ltd , Shenzhou International Group Holdings Ltd , Yum Brands Inc ,
  • Category: China Region
  • Morningstar Rating: 5 Stars
Sign-up for mcdfx investment picks
  • Holdings: Schwab Core Equity , Laudus US Large Cap Growth , Schwab S&P 500 Index , Schwab Total Bond Market , PIMCO Total Return Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 5 Stars
Sign-up for swhrx investment picks
Premium Membership: Features and Benefits
Wide-Moat Screener for Stocks

Put a moat around your portfolio. Sniff out the most promising opportunities that can ride through any market.

Gold Medalist Screener for Funds

Narrow the available universe of 5000 funds to the top rated gold and silver. Then, sort for manager tenure, expense ratio, risk and return to create your own index-beating fund watchlist.

Thousands of Premium Analyst Reports

While many of our competitors measure a stock's worth with a computer program, Morningstar's staff of 150+ analyst sift through company fillings, financial data and a wealth of other sources to deliver an unvarnished review of any investment. In fact, twelve Morningstar analysts have been recognized by WSJ as "Best on the Street" in the US.

Premium Portfolio Monitor

Make decisions with confidence. Load your investments into our research center and automatically connect to all our proprietary tools and data points.

Mobile

Never be without critical research. Free with your active membership, take our Premium data and guidance wherever you go with Morningstar for iPad®, iPhone®, and Android apps.

Morningstar's Guarantee

We're looking out for you. If after your 14-day free trial, you find that a Morningstar Premium membership is not for you, cancel any time and we'll be happy to refund the unused portion - no questions asked.

Go Premium!
Exclusive Premium Member Benefits
Get the best thinking of 150+ disciplined
objective, experienced analysts-dedicated to
specific industries and securities.
+2,500 Analyst Reports
Wide Moat Screener for Stocks
Medalist Screener for Funds
Premium Portfolio Manager with X-Ray & Monitor
Premium eNewsletters
Morningstar Basic Benefits (All)
Sign up now - No charge for the first 14 days
Funds From: rrtrx - T. Rowe Price Retirement 2045 R - Target Date 2041-2045 to swhrx - Schwab Target 2025 - Target Date 2021-2025
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 Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Popularity |  Our Choices |  Most Recent