Funds From: plfjx - Principal LifeTime 2020 J - Target Date 2016-2020 to mmrbx - MainStay Moderate Allocation B - Moderate Allocation


  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Bond Market Index Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for plfjx investment picks
  • Holdings: Gaming and Leisure Properties, Inc. , Select Income REIT , UNITE Group PLC , Ventas Inc , Health Care REIT, Inc. ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for jacrx investment picks
  • Holdings: BlackRock CoreAlpha Bond Investor A , Active Stock Master Portfolio , International Tilts Master , BlackRock Russell 1000 Index T , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for lpcnx investment picks
  • Holdings: US Silica Holdings Inc , Repligen Corp , Questcor Pharmaceuticals Inc , Akorn Inc , Matrix Service Co ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for rysgx investment picks
  • Holdings: Active Stock Master Portfolio , MIP International Tilts Master Portfolio , BlackRock Russell 1000 Index T , BlackRock CoreAlpha Bond Investor A , iShares International Dev Rel Est ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
Sign-up for lprfx investment picks
  • Holdings: Prudential International Value A , Prudential Large Cap Core Equity A , Prudential Strategic Value Z , Prudential Jennison International Opps Z , Prudential Jennison Equity Opp A ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for jdgbx investment picks
  • Holdings: Roche Holding AG , CIE FINANCIERE RICHEMONT SA , Novo Nordisk A/S , ASML Holding NV , Liberty Global PLC Class C ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for sfiix investment picks
  • Holdings: JPMorgan US Equity Sel , JPMorgan Intrepid America Sel , JPMorgan Large Cap Value Select , JPMorgan Large Cap Growth Select , JPMorgan Intrepid Growth Sel ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for onifx investment picks
  • Holdings: NYSE/Liffe 10 Year US Treasury Note Future Sept14 , E-mini S&P 500 Index Future Sept14 , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , Euro BUND Future Sept14 , Aqr Risk Parity Ii Hv Off ,
  • Category: Tactical Allocation
Sign-up for qrhnx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Hyundai Mobis Co Ltd , Samsung Electronics Co Ltd , China Mobile Ltd , Fibra Uno Administracion SA de CV Series 11 ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for lemix investment picks
  • Holdings: US Treasury Note 0.5% , Us 10yr Note (Cbt)sep14 Xcbt 20140919 , Vanguard Emerging Markets Stock Idx ETF , S+p Mid 400 Emini Sep14 Xcme 20140919 , US Treasury Note 1.625% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for eldfx investment picks
  • Holdings: Great-West S&P 500® Index Init , Great-West International Index Init , Great-West Bond Index Init , Great-West S&P Mid Cap 400® Index Init , Oppenheimer Developing Markets A ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for mxnlx investment picks
  • Holdings: Bayer AG , Nestle SA , Compass Group PLC , HSBC Holdings PLC , WPP PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for uiifx investment picks
  • Holdings: iShares S&P 500 Value , FlexShares iBoxx 3Yr Target Dur TIPS ETF , PIMCO 1-5 Year US TIPS Index ETF , Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for us66537u5939 investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 1 Stars
Sign-up for ipbax investment picks
  • Holdings: Roche Holding AG , Nestle SA , Anheuser-Busch Inbev SA , Prudential PLC , Denso Corp ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for figsx investment picks
  • Holdings: E-mini S&P 500 Index Future June14 , Target Corp , Cisco Systems Inc , General Motors Co , Qualcomm Inc ,
  • Category: World Allocation
Sign-up for pqidx investment picks
  • Holdings: General Electric Co , Wells Fargo & Co , Johnson & Johnson , American Express Co , Invesco Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for wmkgx investment picks
  • Holdings: Cardinal Health Inc , Caterpillar Inc , SanDisk Corp , UnitedHealth Group Inc , Actavis PLC ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for acfsx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for nsvcx investment picks
  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV , JHFunds2 Invest Quality Bond NAV ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for julcx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for pyicx investment picks
  • Holdings: EPR Properties , Alliance Data Systems Corp , Proto Labs Inc , Asbury Automotive Group Inc , Ferro Corp ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for usbnx investment picks
  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , Boston Properties Inc , Prologis Inc , Ventas Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for greix investment picks
  • Holdings: Southwest Gas Corp , Symetra Financial Corp , CubeSmart , Commercial Metals Co , Sunstone Hotel Investors Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for gttrx investment picks
  • Holdings: Netflix Inc , Incyte Corp Ltd , Synageva BioPharma Corp , Domino's Pizza Inc , Myriad Genetics Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for smcfx investment picks
  • Holdings: Columbia Emerging Markets Bond I , Columbia US Government Mortgage I , Columbia High Yield Bond I , Columbia Dividend Opportunity I , Columbia Global Dividend Opportunity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for cbuzx investment picks
  • Holdings: MetLife Inc , Merck & Co Inc , Royal Dutch Shell PLC ADR Class B , Digital Realty Trust Inc , Deere & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for peucx investment picks
  • Holdings: Dufry AG , Hoshizaki Electric Co., Ltd. , Nippon Shinyaku Co., Ltd. , Mitsubishi UFJ Lease & Finance Co Ltd , SCSK Corporation ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
Sign-up for hnsjx investment picks
  • Holdings: MainStay Total Return Bond I , MainStay MAP I , MainStay Large Cap Growth I , MainStay ICAP International I , Mainstay US Equity Opportunities I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mmrbx 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: plfjx - Principal LifeTime 2020 J - Target Date 2016-2020 to mmrbx - MainStay Moderate Allocation B - Moderate Allocation
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