Funds From: pwcix - Principal Capital Appreciation Inst - Large Blend to prrwx - Putnam RetirementReady 2035 A LW - Target Date 2031-2035


  • Holdings: Apple Inc , Exxon Mobil Corporation , Wells Fargo & Co , Chevron Corp , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for pwcix investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
Sign-up for eaddx investment picks
  • Holdings: Energy Select Sector SPDR® ETF , Technology Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF , iShares 1-3 Year Credit Bond , France(Govt Of) 2.25% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for PCBAX investment picks
  • Holdings: Gilead Sciences Inc , Microsoft Corp , Johnson & Johnson , Roche Holding AG , GlaxoSmithKline PLC ADR ,
  • Category: World Stock
Sign-up for aglyx investment picks
  • Holdings: Roche Holding AG , Novartis AG , Anheuser-Busch Inbev SA , Novo Nordisk A/S , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for PINNX investment picks
  • Holdings: Thrivent Income I , Thrivent Partner Worldwide Allocation I , Thrivent Large Cap Value I , 5 Year US Treasury Note Future June14 , Thrivent Limited Maturity Bond I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for thmax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for IBLSX investment picks
  • Holdings: Simon Property Group Inc , Mitsubishi Estate , Mitsui Fudosan Co Ltd , Prologis Inc , Essex Property Trust Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for posax investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for fttmx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for aifix investment picks
  • Holdings: EOG Resources Inc , CF Industries Holdings Inc , Exxon Mobil Corporation , Occidental Petroleum Corp , Chevron Corp ,
  • Category: Natural Resources
Sign-up for nrgax investment picks
  • Holdings: Verizon Communications Inc , E-mini S&P 500 Index Future June14 , AT&T Inc , General Electric Co , Procter & Gamble Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pamgx investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
Sign-up for frpax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for ethix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for mucbx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Petroleo Brasileiro SA Petrobras , PetroChina Co Ltd H Shares , Hana Financial Group Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for heryx investment picks
  • Holdings: Apple Inc , Biogen Idec Inc , Gilead Sciences Inc , Delta Air Lines Inc , Nike Inc Class B ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for pglpx investment picks
  • Holdings: PIMCO Total Return Instl , iShares MSCI EAFE , Lord Abbett Core Fixed Income I , T. Rowe Price New Income , SPDR S&P 500 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for hccgx investment picks
  • Holdings: Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 500 Y , Putnam Dynamic Asset Allocation Cnsrv Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 300 Y ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 1 Stars
Sign-up for prrmx investment picks
  • Holdings: Merck & Co Inc , American International Group Inc , Bristol-Myers Squibb Company , Qualcomm Inc , Priceline Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for hctrx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , E-mini S&P 500 Index Future June14 , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for PLFPX investment picks
  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for sftax investment picks
  • Holdings: Nuveen Preferred Securities I , Eaton Vance Floating Rate I , Aberdeen High Yield Instl , iShares Core S&P 500 , UBS E-TRACS Alerian MLP Infrastrctr ETN ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for gmaax investment picks
  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for drmbx investment picks
  • Holdings: Apple Inc , Google Inc Class C , Bristol-Myers Squibb Company , Facebook Inc Class A , Priceline Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for hgoax investment picks
  • Holdings: SEI Global Managed Volatility A (SIMT) , SEI Multi-Asset Accumulation A (SIMT) , SEI Multi-Asset Cap Stability A (SIMT) , SEI US Managed Volatility A (SIMT) , SEI Multi-Asset Inflation Mgd A (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for smsix investment picks
  • Holdings: Lord Abbett Mid Cap Stock I , Lord Abbett Intl Dividend Inc I , Lord Abbett High Yield I , Lord Abbett Calibrated Large Cap Value I , Lord Abbett Calibrated Mid Cap Val I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for lwsbx investment picks
  • Category: Muni New Jersey
  • Morningstar Rating: 3 Stars
Sign-up for etnjx investment picks
  • Holdings: E-mini S&P MidCap 400 Index Future June14 , O'Reilly Automotive Inc , Affiliated Managers Group Inc , Stericycle Inc , Church & Dwight Company, Inc. ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for phasx investment picks
  • Holdings: Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Dynamic Asset Allocation Equity Y , Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 500 Y ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
Sign-up for prrwx 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: pwcix - Principal Capital Appreciation Inst - Large Blend to prrwx - Putnam RetirementReady 2035 A LW - Target Date 2031-2035
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