Funds From: pfipx - Principal SAM Flexible Income R3 - Conservative Allocation to wipnx - Wells Fargo Advantage Income Plus Inv - Intermediate-Term Bond


  • Holdings: Principal Income Inst , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal Short-Term Income Inst , Principal LargeCap Value Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pfipx investment picks
  • Holdings: TIAA-CREF Equity Index Instl , TIAA-CREF International Eq Idx Instl , TIAA-CREF Bond Index Institutional , TIAA-CREF Emerging Markets Eq Idx Instl ,
  • Category: Target Date 2051+
  • Morningstar Rating: 5 Stars
Sign-up for ttiix investment picks
  • Holdings: SAP SE , BT Group PLC , Aalberts Industries NV , Roche Holding AG , Novo Nordisk A/S ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for myiex investment picks
  • Holdings: Toyota Motor Corp , Orix Corp , Sysmex Corporation , SOFTBANK Corp , Mitsubishi UFJ Financial Group Inc ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 3 Stars
Sign-up for miapx investment picks
  • Holdings: Glencore PLC , Halliburton Co , Schlumberger NV , Consol Energy Inc , Concho Resources Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for ghayx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for pmrbx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
Sign-up for lkfix investment picks
  • Category: Emerging Markets Bond
Sign-up for viedx investment picks
  • Holdings: Google Inc Class A , Accenture PLC Class A , LVMH Moet Hennessy Louis Vuitton SA , Danone , Schlumberger NV ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for mwofx investment picks
  • Holdings: Chevron Corp , Travelers Companies Inc , Johnson & Johnson , Exxon Mobil Corporation , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mblcx investment picks
  • Holdings: Western Digital Corp , United Continental Holdings Inc , Kroger Co , SanDisk Corp , Alexion Pharmaceuticals Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for fgsix investment picks
  • Holdings: BlackRock Master Total Return Portfolio , BlackRock Master Large Cap Growth Port , BlackRock Master Basic Value LLC , BlackRock Capital Appreciation BlackRock , BlackRock Long-Horizon Equity Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for bleix investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for pctex investment picks
  • Holdings: Japan Tobacco Inc , Astellas Pharma Inc , East Japan Railway Co , Rakuten, Inc. , Honda Motor Co Ltd ,
  • Category: Japan Stock
  • Morningstar Rating: 2 Stars
Sign-up for fpjax investment picks
  • Holdings: Facebook Inc Class A , Amazon.com Inc , Illumina Inc , Google Inc Class C , Twitter Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for mseqx investment picks
  • Holdings: Vanguard Dividend Apprec Idx ETF , iShares MSCI EAFE , Technology Select Sector SPDR® ETF , iShares Russell 1000 Growth , iShares MSCI USA Quality Factor ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for clsax investment picks
  • Holdings: Itau Unibanco Holding S.A. , America Movil SAB de CV ADR , Petroleo Brasileiro SA Petrobras , Ambev SA ADR , Fomento Economico Mexicano SAB de CV ADR ,
  • Category: Latin America Stock
  • Morningstar Rating: 1 Stars
Sign-up for flfbx investment picks
  • Holdings: InterMune Inc , Puma Biotechnology Inc , Isis Pharmaceuticals , WEX Inc , Kodiak Oil & Gas Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for gmrcx investment picks
  • Holdings: Forward Commodity Long/Short Strategy (Cayman) Fund, Ltd. , US Treasury Note 0.875% , US Treasury Note 0.75% , US Treasury Note 0.75% , FNMA 1.375% ,
  • Category: Managed Futures
  • Morningstar Rating: 1 Stars
Sign-up for ftezx investment picks
  • Holdings: LM Ericsson Telephone Company Class B , McGraw Hill Financial Inc , Walt Disney Co , Bayerische Motoren Werke AG BMW , SAP SE ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for igmsx investment picks
  • Holdings: American Water Works Co Inc , Danaher Corp , Xylem Inc , Suez Environnement Co SA , Pentair PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 4 Stars
Sign-up for awtdx investment picks
  • Holdings: Newell Rubbermaid Inc , Texas Instruments Inc , American Express Co , Danaher Corp , TJX Companies ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for nbstx investment picks
  • Holdings: Strategic Hotels & Resorts Inc , Emerge Energy Services LP , Fairchild Semiconductor International Inc , Cal-Maine Foods Inc , Simmons First National Corp Class A ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
Sign-up for popcx investment picks
  • Holdings: Osterweis Strategic Income , Arbitrage I , iShares MSCI EMU , iShares Core S&P 500 , InterXion Holding NV ,
  • Category: Multialternative
Sign-up for wraax investment picks
  • Holdings: CVS Caremark Corp , LyondellBasell Industries NV , Tronox Worldwide 6.375% , Covidien PLC , Becton Dickinson & Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ekbyx investment picks
  • Holdings: S+p Mid 400 Emini Sep14 Xcme 20140919 , Murphy Oil Corp , Willis Group Holdings PLC , Cigna Corp , Host Hotels & Resorts Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for amcsx investment picks
  • Holdings: MFS® Value I , Thornburg International Value I , T. Rowe Price Blue Chip Growth , Invesco Growth and Income R6 , Oakmark I ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for wbgax investment picks
  • Holdings: Goldcorp Inc , Randgold Resources Ltd ADR , Silver Wheaton Corp , Agnico Eagle Mines Ltd , SPDR Gold Shares ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
Sign-up for ocmgx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for wipnx 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: pfipx - Principal SAM Flexible Income R3 - Conservative Allocation to wipnx - Wells Fargo Advantage Income Plus Inv - Intermediate-Term Bond
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