Funds From: htwsx - Hartford Target Retirement 2020 R4 - Target Date 2016-2020 to eavsx - Eaton Vance Small-Cap Value A - Small Blend


  • Holdings: Hartford Dividend & Growth Y , Hartford International Opportunities Y , Hartford Alternative Strategies Y , Hartford World Bond Y , Hartford Inflation Plus Y ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for htwsx investment picks
  • Holdings: Novo Nordisk A/S , Smith & Nephew PLC , Hennes & Mauritz AB Class B , Reckitt Benckiser Group PLC , Roche Holding AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for discx investment picks
  • Holdings: Nuveen Mortgage Opp Term Trust Common , Guggenheim BulletShares 2014 HY C Bd ETF , Performance Trust Strategic Bond , IAC/InterActiveCorp , Capital One Financial Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cblfx investment picks
  • Category: Long Government
  • Morningstar Rating: 3 Stars
Sign-up for vedtx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
Sign-up for gstcx investment picks
  • Holdings: Comcast Corp Class A , EMC Corporation , CVS Caremark Corp , Wells Fargo & Co , Qualcomm, Inc. ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
Sign-up for glsrx investment picks
  • Holdings: Master Total Return For Br_2015 , BlackRock Global Long/Short Credit Instl , BlackRock Strategic Income Opps Instl , Master Basic Value For Br_2015 , iShares US Technology ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
Sign-up for bapbx investment picks
  • Holdings: Principal Income Inst , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal Short-Term Income Inst , Principal High Yield Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pfipx investment picks
  • Category: Muni Single State Short
  • Morningstar Rating: 3 Stars
Sign-up for ttsmx investment picks
  • Holdings: Simon Property Group Inc , Prologis Inc , General Growth Properties Inc , Boston Properties Inc , Equity Residential ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for darex investment picks
  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan International Equity R6 , JPMorgan Core Bond R6 , JPMorgan Intrepid America R5 , JPMorgan Intl Opp R6 ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
Sign-up for jsaax investment picks
  • Holdings: iShares Core Total US Bond Market ETF , iShares Russell 3000 , iShares MSCI EAFE , SPDR S&P 500 , SPDR Barclays International Treasury Bd ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for fdcsx investment picks
  • Holdings: DREAM Unlimited Corp Class A , Icahn Enterprises LP , Siem Industries, Inc. , Dundee Corporation Class A , Onex Corp ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for kglax investment picks
  • Holdings: S+p500 Emini Fut Mar14 Xcme 20140321 , MasterCard Incorporated Class A , Alliance Data Systems Corporation , Central Cash Management Fd Central Cash Management Fd , Anheuser-Busch Inbev SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for dbisx investment picks
  • Holdings: E-mini S&P 500 Index Future Mar14 , Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Microsoft Corporation ,
  • Category: Trading-Leveraged Equity
Sign-up for ulpsx investment picks
  • Holdings: E-mini S&P 500 Index Future Mar14 , Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Microsoft Corporation ,
  • Category: Trading-Leveraged Equity
Sign-up for blpsx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
Sign-up for wblix investment picks
  • Holdings: ING US Stock Index Port I , ING International Index Port I , ING Russell Mid Cap Index Port I , ING US Bond Index Port I , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
Sign-up for isetx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for eicax investment picks
  • Holdings: Samsung Electronics Co Ltd , Vale SA ADR , OAO Gazprom ADR , Taiwan Semiconductor Manufacturing Co Ltd , Industrial And Commercial Bank Of China Ltd. H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
Sign-up for lmemx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 1 Stars
Sign-up for txrcx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for fimux investment picks
  • Holdings: Brilliance China Automotive Holdings, Ltd. , Infosys Ltd ADR , United Bank Ltd. , Tata Steel Ltd. GDR , Impala Platinum Holdings ,
  • Category: Diversified Emerging Mkts
Sign-up for us88019r5679 investment picks
  • Holdings: RAF FUND LTD. , S/N Mos Djubsf2t Lk Nt , S/N Ubs Djubsf2t 4/9/14 , S/N Cibc Djubsf2t 4/9/14 , US Treasury Note 0.125% ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 2 Stars
Sign-up for qracx investment picks
  • Category: Short Government
  • Morningstar Rating: 5 Stars
Sign-up for evgox investment picks
  • Holdings: E-mini NASDAQ 100 Index Future June14 ,
  • Category: Bear Market
Sign-up for rycdx investment picks
  • Holdings: Affiliated Managers Group Inc , IntercontinentalExchange Group Inc , Actavis PLC , Ametek, Inc. , Alliance Data Systems Corporation ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for lgorx investment picks
  • Holdings: Thrivent Partner Worldwide Allocation I , S&P 500 Index Future Mar14 , E-mini S&P MidCap 400 Index Future Mar14 , Russell 2000 Index Mini-Futures , Thrivent Partner Small Cap Growth I ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for taaix investment picks
  • Holdings: Bancorp, Inc. , Stone Energy Corporation , ConnectOne Bancorp Inc , Prosperity Bancshares, Inc. , A.O. Smith Corporation ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for eavsx 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: htwsx - Hartford Target Retirement 2020 R4 - Target Date 2016-2020 to eavsx - Eaton Vance Small-Cap Value A - Small Blend
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