Funds From: bbtgx - Sterling Capital Large Cap Val Divers A - Large Blend to jrbyx - JPMorgan SmartRetirement Blend 2030 R6 - Target Date 2026-2030


  • Holdings: Wells Fargo & Co , Pfizer Inc , Hewlett-Packard Co , Occidental Petroleum Corporation , Raytheon Company ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for bbtgx investment picks
  • Holdings: American Funds American Balanced R6 , American Funds US Government Sec R6 , American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds American Mutual R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for aactx investment picks
  • Holdings: Cabot Microelectronics Corporation , Chemed Corporation , GT Advanced Technologies Inc , Deluxe Corporation , Vishay Intertechnology, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for dmvax investment picks
  • Holdings: Principal Income Inst , Principal Equity Income Inst , Principal Large Cap Value Inst , Principal Diversified Intl Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for psbvx investment picks
  • Holdings: Toyota Motor Corp , Total SA , Vodafone Group PLC , Roche Holding AG , Nestle SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for sniex investment picks
  • Holdings: ConocoPhillips , Chevron Corp , CME Group, Inc. Class A , Procter & Gamble Co , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for sfdbx investment picks
  • Holdings: Wells Fargo & Co , General Electric Co , JPMorgan Chase & Co , AmerisourceBergen Corp , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for dalvx investment picks
  • Holdings: Google Inc Class A , Johnson & Johnson , Time Warner Inc , United Technologies Corp , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for jepcx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for pgybx investment picks
  • Holdings: SPDR S&P 500 , Vanguard Large Cap ETF , iShares MSCI EAFE , Frost Total Return Fund , iShares Core Total US Bond Market ETF ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fibtx investment picks
  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal Overseas Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for ltadx investment picks
  • Category: Short Government
  • Morningstar Rating: 3 Stars
Sign-up for fsbix investment picks
  • Holdings: British American Tobacco PLC , UGI Corporation , Procter & Gamble Co , Microsoft Corporation , PepsiCo Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for serax investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for pmuax investment picks
  • Holdings: Hartford Dividend & Growth Y , Hartford International Opportunities Y , Hartford Alternative Strategies Y , Hartford Capital Appreciation Y , Hartford World Bond Y ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
Sign-up for htkrx investment picks
  • Holdings: B/E Aerospace Inc , Perrigo Company PLC , Catamaran Corp , Amphenol Corp , Waste Connections, Inc. ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: -1 Stars
Sign-up for eimcx investment picks
  • Holdings: EOG Resources Inc , Citigroup Inc , JPMorgan Chase & Co , American International Group Inc , Procter & Gamble Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
Sign-up for dhfcx investment picks
  • Holdings: iShares Russell 1000 Value , iShares MSCI EAFE , ClearBridge Aggressive Growth IS , Legg Mason BW Diversified Lg Cp Val IS , ClearBridge Appreciation IS ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 5 Stars
Sign-up for lmjix investment picks
  • Holdings: OJSC Magnit GDR , Kroton Educacional S.A. , Facebook Inc Class A , Galaxy Entertainment Group Ltd. , CIE FINANCIERE RICHEMONT SA ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for thdax investment picks
  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research International R5 ,
  • Category: Target Date 2051+
Sign-up for LFIIX investment picks
  • Holdings: Gilead Sciences Inc , Google Inc Class A , Thermo Fisher Scientific Inc , Total SA , Roche Holding AG ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for tvirx investment picks
  • Holdings: Affiliated Managers Group Inc , Ametek, Inc. , Perrigo Company PLC , Stericycle, Inc. , Agilent Technologies Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for lbmix investment picks
  • Holdings: Euronet Worldwide, Inc. , Balchem Corporation , RBC Bearings, Inc. , Mentor Graphics Corporation , Church & Dwight Company, Inc. ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for ebsmx investment picks
  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth , iShares Core S&P Mid-Cap , iShares S&P 500 Value , iShares Core S&P Small-Cap ,
  • Category: Moderate Allocation
Sign-up for us66537u8172 investment picks
  • Holdings: Sanofi , United Technologies Corp , PPG Industries, Inc. , Roche Holding AG , Adidas AG ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for ecdix investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
Sign-up for ptsrx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
Sign-up for mcsgx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for fuscx investment picks
  • Category: Emerging Markets Bond
Sign-up for vedax investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Core Total US Bond Market ETF , JPMorgan Core Bond R6 , iShares Russell Mid-Cap ,
  • Category: Target Date 2026-2030
Sign-up for jrbyx 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: bbtgx - Sterling Capital Large Cap Val Divers A - Large Blend to jrbyx - JPMorgan SmartRetirement Blend 2030 R6 - Target Date 2026-2030
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