Funds From: rrltx - Russell LifePoints 2030 Strategy R2 - Target Date 2026-2030 to ittax - Hartford Balanced A Load Waived - Moderate Allocation


  • Holdings: Russell Strategic Bond Y , Russell International Developed Mkts Y , Russell US Core Equity Y , Russell Global Equity Y , Russell US Dynamic Equity Y ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for rrltx investment picks
  • Holdings: Altegris Equity Long Short I , Altegris Fixed Income Long Short I , Altegris Macro Strategy I , Altegris Futures Evolution Strategy I , Altegris Managed Futures Strategy I ,
  • Category: Multialternative
Sign-up for GPAMX investment picks
  • Holdings: JPMorgan US Equity Sel , JPMorgan Intrepid America Sel , JPMorgan Large Cap Value Select , JPMorgan Core Plus Bond Select , JPMorgan Large Cap Growth Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ongix investment picks
  • Holdings: Prudential PLC ADR , Sampo Oyj Class A , Bayer AG ADR , HSBC Holdings PLC ADR , BNP Paribas ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for UMBWX investment picks
  • Holdings: Us 10yr Note (Cbt)mar14 Xcbt 20140320 , Us Long Bond(Cbt) Mar14 Xcbt 20140320 , Us 2yr Note (Cbt) Mar14 Xcbt 20140331 , Us 5yr Note (Cbt) Mar14 Xcbt 20140331 , General Electric Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for GSBFX investment picks
  • Holdings: Russell International Developed Mkts Y , Russell US Core Equity Y , Russell US Dynamic Equity Y , Russell Global Equity Y , Russell Strategic Bond Y ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for rxlax investment picks
  • Holdings: Simon Property Group Inc , Prologis Inc , Public Storage , Host Hotels & Resorts Inc , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for setax investment picks
  • Category: Preferred Stock
  • Morningstar Rating: 3 Stars
Sign-up for CPXCX investment picks
  • Holdings: BHP Billiton Ltd , Samsung Electronics Co Ltd , Commonwealth Bank of Australia , Taiwan Semiconductor Manufacturing Co Ltd , Westpac Banking Corp ,
  • Category: Pacific/Asia ex-Japan Stk
Sign-up for japfx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for GSDAX investment picks
  • Holdings: Fidelity Cent Invt Portfolios , US Treasury Note 1.25% , US Treasury Note 0.625% , US Treasury Note 0.75% , US Treasury Note 1.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ffbmx investment picks
  • Holdings: Texas Instruments, Inc. , ABB, Ltd. ADR , Tyco International Ltd , Canadian National Railway Co , Check Point Software Technologies, Ltd. ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for siglx investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 5 Stars
Sign-up for delix investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 1 Stars
Sign-up for fivax investment picks
  • Holdings: Madison Core Bond Y , Metropolitan West Total Return Bond I , iShares 7-10 Year Treasury Bond , Madison Large Cap Value Y , iShares Russell Mid-Cap ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for mcnbx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for pbcax investment picks
  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for pteax investment picks
  • Holdings: Indiabulls Housing Finance Ltd , Divi's Laboratories Ltd. , Apollo Hospitals Enterprise Ltd , Tech Mahindra Ltd. , Tata Global Beverages Ltd. ,
  • Category: India Equity
Sign-up for DAIMX investment picks
  • Holdings: Google Inc Class A , Apple Inc , Visa, Inc. Class A , Microsoft Corporation , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for snigx investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for paiix investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for nitix investment picks
  • Holdings: Hartford Inflation Plus Y , Hartford World Bond Y , Hartford Total Return Bond Y , Hartford Global Real Asset Y , Hartford Real Total Return Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for hcvtx investment picks
  • Holdings: Eni SpA , Bayer AG , Banco Santander SA , Siemens AG , Sap AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for oieax investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for eagwx investment picks
  • Holdings: Pru Shirt Dur Milti-Sec , Prudential Total Return Bd , Prudential International , Prudential Government Income A , Prudential Absolute Return Bond Q ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jdarx investment picks
  • Holdings: Exxon Mobil Corporation , Philip Morris International, Inc. , Apple Inc , Coca-Cola Co , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for dltsx investment picks
  • Holdings: HSBC Holdings PLC , BNP Paribas , Royal Dutch Shell PLC Class A , Bayer AG , Rio Tinto PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for jnvmx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for itbrx investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , US Treasury Note 0.25% , Merck & Co Inc , US Treasury Note 1.25% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ittax 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: rrltx - Russell LifePoints 2030 Strategy R2 - Target Date 2026-2030 to ittax - Hartford Balanced A Load Waived - Moderate Allocation
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