Funds From: ijpmx - ING JPMorgan Mid Cp Value Port S2 - Mid-Cap Value to asnpx - AllianzGI Retirement 2050 P - Target Date 2046-2050


  • Holdings: Ball Corporation , Marsh & McLennan Companies, Inc. , Loews Corporation , Amphenol Corp , Ameriprise Financial Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for ijpmx investment picks
  • Holdings: PIMCO StocksPLUS Instl , PIMCO CommoditiesPLUS Strategy Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , E-mini S&P 500 Index Future Mar14 , PIMCO Small Cap StocksPLUS AR Inst ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
Sign-up for pfyax investment picks
  • Holdings: Exxon Mobil Corporation , General Electric Co , Johnson & Johnson , JPMorgan Chase & Co , Apple Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for iedax investment picks
  • Holdings: Vanguard Emerging Markets Stock Idx ETF , S+p Mid 400 Emini Mar14 Xcme 20140321 , Us 2yr Note (Cbt) Mar14 Xcbt 20140331 , Us 5yr Note (Cbt) Mar14 Xcbt 20140331 , Us Long Bond(Cbt) Mar14 Xcbt 20140320 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for htarx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 1 Stars
Sign-up for wmbbx investment picks
  • Holdings: Comcast Corp , EDP - Energias de Portugal SA , Kinder Morgan, Inc. , NextEra Energy Inc , Calpine Corp ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
Sign-up for imfsx investment picks
  • Holdings: ING Global Bond R6 , ING Large Cap Growth R6 , ING Large Cap Value R6 , ING Multi-Manager International Equity I , ING High Yield Bond I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for aclgx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for habcx investment picks
  • Holdings: Google Inc Class A , Microsoft Corporation , Johnson & Johnson , Pfizer Inc , EMC Corporation ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for asbbx investment picks
  • Holdings: Russell 2000 Mini Mar14 , MWI Veterinary Supply, Inc. , Spirit Airlines Inc , Trex Company, Inc. , Middleby Corporation ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for ppasx investment picks
  • Holdings: E-mini S&P 500 Index Future Mar14 , Irs Usd 3.000 06/20/18-5y Cme , US Treasury Note 0.25% , Irs Brl Zcs R 11.32/Cdi 09/05/13 Glm , Irs Brl Zcs P 10.41/Cdi 09/05/13 Glm ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for pcvpx investment picks
  • Holdings: Russell 2000 Mini Mar14 , Webster Financial Corp , CNO Financial Group, Inc. , Esterline Technologies , Firstmerit Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for pkarx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for pmrpx investment picks
  • Holdings: Apple Inc , Hitachi, Ltd. , Dollar General Corporation , Diageo PLC ADR , Schlumberger NV ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for lmgfx investment picks
  • Holdings: Health Care Select Sector SPDR® , Consumer Discret Select Sector SPDR® , Industrial Select Sector SPDR® , Vanguard Small Cap Growth ETF , Vanguard Mid-Cap Value ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for dwtfx investment picks
  • Category: Muni Minnesota
  • Morningstar Rating: 3 Stars
Sign-up for dvmyx investment picks
  • Holdings: Google, Inc. Class A , Amazon.com Inc , CVS Caremark Corp , Visa, Inc. Class A , Celgene Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for SBLGX investment picks
  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Growth Institutional , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for arcsx investment picks
  • Holdings: Roche Holding AG , Novartis AG , BP PLC , HSBC Holdings PLC , Total SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for pjrbx investment picks
  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for tndyx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
Sign-up for lavbx investment picks
  • Holdings: Fidelity Cent Invt Portfolios , Google Inc Class A , Apple Inc , JPMorgan Chase & Co , US Treasury Note 1.25% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for faisx investment picks
  • Holdings: Apple Inc , Vodafone Group PLC ADR , Targa Resources Corp , Frontier Communications Corp Class B , Merck & Co Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for spqax investment picks
  • Holdings: PIMCO Real Return Instl , PIMCO Income Instl , PIMCO Short-Term Instl , PIMCO Mortgage Opportunities Instl , PIMCO 1-5 Year US TIPS Index ETF ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for artcx investment picks
  • Holdings: International Business Machines Corp , Apple Inc , Actavis PLC , Sherwin-Williams Company , Visa, Inc. Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for jrmgx investment picks
  • Holdings: PIMCO Income Instl , PIMCO Real Return Instl , PIMCO Floating Income Instl , AllianzGI Best Styles Global Equity R6 , PIMCO Senior Floating Rate Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for ablpx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for dlhyx investment picks
  • Holdings: World Wrestling Entertainment, Inc. , FTI Consulting, Inc. , Bio-Rad Laboratories Inc. , Newfield Exploration Company , Laboratory Corporation of America Holdings ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 1 Stars
Sign-up for ICMCX investment picks
  • Holdings: Tencent Holdings Ltd. , ASOS PLC , Michael Kors Holdings Ltd , Azimut Holding SPA , Roche Holding AG ,
  • Category: Foreign Large Growth
Sign-up for PWJAX investment picks
  • Holdings: AllianzGI Best Styles Global Equity R6 , AllianzGI NFJ International Value Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl , AllianzGI Behavioral Advtg Lg Cp Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
Sign-up for asnpx 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: ijpmx - ING JPMorgan Mid Cp Value Port S2 - Mid-Cap Value to asnpx - AllianzGI Retirement 2050 P - Target Date 2046-2050
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