Funds From: bravx - Braver Tactical Opportunity N - Tactical Allocation to swgrx - Schwab Target 2015 - Target Date 2011-2015


  • Holdings: SPDR® S&P 500 ETF , iShares Russell 2000 , PowerShares QQQ ETF , iShares Russell 2000 Growth , iShares Russell 1000 Value ,
  • Category: Tactical Allocation
Sign-up for bravx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for latax investment picks
  • Holdings: Apple Inc , International Business Machines Corp , Google Inc Class A , Facebook Inc Class A , Verizon Communications Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for adcvx investment picks
  • Holdings: Recv Trswap:s15edsv Index , Recv Trswap:s5home Index , S&P 500 Index Future Dec14 , Lstar Secs Invest Tr 2014-1 CMO , Suntrust Bks FRN ,
  • Category: Tactical Allocation
Sign-up for sioax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for tglmx investment picks
  • Holdings: QS Batterymarch US Lg Cap Eq IS , Western Asset Intermediate Bond IS , Legg Mason BW Global Opportunities Bd IS , Legg Mason BW Diversified Lg Cp Val IS , ClearBridge Aggressive Growth IS ,
  • Category: Moderate Allocation
Sign-up for ldfax investment picks
  • Holdings: Waste Connections Inc , National Oilwell Varco Inc , Western Refining Inc , Fidelity National Financial Inc , Noble Energy Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for opmsx investment picks
  • Holdings: Microsoft Corp , Home Depot Inc , Boeing Co , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for wshfx investment picks
  • Holdings: Hanover Insurance Group Inc , Covanta Holding Corp , Computer Sciences Corp , Bunge Ltd , Reinsurance Group of America Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for svuix investment picks
  • Holdings: Apple Inc , Fidelity Cent Invt Portfolios , Google Inc Class C , Procter & Gamble Co , US Treasury Note 1.25% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for faigx investment picks
  • Holdings: Apple Inc , Intel Corp , Microsoft Corp , Qualcomm Inc , American International Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for pbfdx investment picks
  • Holdings: Voya US Stock Index I , Voya Multi-Manager International Eq I , Voya Large Cap Value R6 , Voya Large Cap Growth Portfolio I , VY T. Rowe Price Capital Appreciation I ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for isnlx investment picks
  • Holdings: Medtronic Inc , Boston Scientific Inc , Covidien PLC , Abbott Laboratories , Zimmer Holdings Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for fsmex investment picks
  • Category: Money Market-Taxable
Sign-up for mcmxx investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Amgen Inc , Wells Fargo & Co , FedEx Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for cmifx investment picks
  • Holdings: Apple Inc , Carrizo Oil & Gas Inc , Synaptics Inc , Gilead Sciences Inc , Valeant Pharmaceuticals International Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
Sign-up for tgfrx investment picks
  • Holdings: Schwab Total Bond Market , Schwab Core Equity , Laudus US Large Cap Growth , Schwab S&P 500 Index , Schwab Short-Term Bond Market ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for swcrx investment picks
  • Holdings: JPMorgan Chase & Co , Pfizer Inc , Wells Fargo & Co , Merck & Co Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for iedax investment picks
  • Holdings: Fidelity Spartan® Total Market Index F , Fidelity Spartan® US Bond Idx F , Fidelity® Series Global ex US Index , Fidelity® Series Infl-Prtct Bd Idx F , Fidelity® Series Commodity Strategy F ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for fqifx investment picks
  • Holdings: Biomarin Pharmaceutical Inc , Covidien PLC , Alexion Pharmaceuticals Inc , Incyte Corp Ltd , HCA Holdings Inc ,
  • Category: Health
  • Morningstar Rating: 5 Stars
Sign-up for pjhrx investment picks
  • Holdings: Wells Fargo & Co , Home Depot Inc , CVS Health Corp , Genuine Parts Co , Coca-Cola Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for gabex investment picks
  • Holdings: Republic Services Inc Class A , PPL Corp , Alliant Energy Corp , Allstate Corp , Plains GP Holdings LP Class A ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for jmvax investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
Sign-up for neczx investment picks
  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Canadian Pacific Railway Ltd , Biogen Idec Inc , Alibaba Group Holding Ltd ADR ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mfocx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Merck & Co Inc , Wells Fargo & Co , Cisco Systems Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for iivgx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for vclax investment picks
  • Category: Preferred Stock
  • Morningstar Rating: 3 Stars
Sign-up for npsax investment picks
  • Holdings: Russell 2000 Mini Dec14 Imeq 20141219 , First Horizon National Corp , Vishay Intertechnology Inc , Synovus Financial Corp , American Axle & Mfg Holdings Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for aassx investment picks
  • Holdings: Weyerhaeuser Co , Cheung Kong Holdings Ltd , Newhall Holding Co Llc,class A , Forest City Enterprises Inc Class A , Songbird Estates PLC ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
Sign-up for tarex investment picks
  • Holdings: Schwab Total Bond Market , Schwab Short-Term Bond Market , Schwab Core Equity , Laudus US Large Cap Growth , PIMCO Total Return Instl ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
Sign-up for swgrx 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: bravx - Braver Tactical Opportunity N - Tactical Allocation to swgrx - Schwab Target 2015 - Target Date 2011-2015
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 |  Most Recent